COMPASS

Build Better
MarTech.

A practical guide to building marketing technology systems that actually work.

You’ve got the technology.
You’ve got the data.
You’ve got the platforms, automations, journeys, dashboards, integrations, and more acronyms than anyone should have to remember.

So why does it still feel so complicated?

Get Compass — $27 Instant PDF download
COMPASS
Build Better
MarTech.
A practical guide to building better marketing technology systems.
THE
FRAMEWORK
THE
TOOLKIT

SOUND FAMILIAR?

AUTOMATION
122222211
STATUSRUNNINGLAST MODIFIED???OWNER???PURPOSE???
⚠ UNKNOWN DEPENDENCIES

Maybe you’ve seen this before.

If you’ve ever inherited a marketing technology system and wondered what the hell was happening…

The automations.
The naming conventions.
The data extensions.
The mystery queries.
The numbers that don’t match.

You’re not alone.

This is the world Compass was built for.

THE BIG IDEA

The technology is
rarely the problem.

A new platform won’t fix a bad process.

More data won’t automatically produce better decisions.

Another automation won’t solve an unclear strategy.

More complexity doesn’t automatically make a Journey smarter.

THE BETTER WAY

Understand why before you build what.

The best MarTech teams I’ve worked with aren’t necessarily the teams with the most sophisticated technology.

They’re the teams that understand why they’re building something before they start building it.

They follow the data. They document what they build. They define what success looks like. They keep things as simple as possible.
Get Compass — $27Start building better MarTech.

THE COMPASS WAY

Seven principles for building better MarTech.

Think of them as a way to keep your systems pointed in the right direction.

COMPASS
01PLAN
02SIMPLIFY
03DOCUMENT
04GOVERN
05MEASURE
06IMPROVE
07AUTOMATE
Better systems don’t happen by accident. The Compass framework helps you think more clearly, build more intentionally, and create systems that work for your business—not against it.

I’VE ACTUALLY SEEN THIS STUFF

Real-world examples.

Not theory. Not consulting speak. These are real stories from years of building, breaking, and fixing MarTech systems.

01

The automation nobody monitored.

A large automation was assumed to have been running for years. Following the data revealed it hadn’t sent an email in over a year.

02

The 122222211 naming convention.

Automations named with strings of numbers were moving files and extracting data. Nobody wanted to turn them off because nobody knew what depended on them.

03

The numbers that didn’t match Finance.

Marketing’s beautiful new Power BI reporting didn’t agree with Finance. Following the data together uncovered two different definitions of the numbers.

04

The campaign that launched too early.

Rushing campaigns into production without discovery, process, or clear success criteria rarely ends well.

The best solution is usually not the most complicated one.

It’s the one people understand. The one they can maintain. The one that produces the result the business actually needs.

INSIDE COMPASS

Practical ideas you can take back to your team.

MarTech ArchitectureThink about the systems you’re building before you start building them.
Data & ReportingFollow the data instead of just making the dashboard look impressive.
Segmentation & PersonalizationAvoid overengineering audiences and using customer data just because you have it.
Automation & JourneysBuild automation that is understandable, maintainable, and useful.
Process & GovernanceUse naming conventions, documentation, permissions, and process to scale.
AI & MarTechUse AI as another member of your team without handing over your judgment.
The Compass ToolkitPractical frameworks and checklists you can take back to your own MarTech environment.
THE
TOOLKIT
REAL-WORLD
EXAMPLES
COMPASS
Build Better
MarTech.
A practical guide to building better marketing technology systems.
PDFPractical frameworksReal-world examples
Get Compass — $27Instant PDF download.

WHY I WROTE THIS

I’ve spent more than two decades working with technology across a number of different spaces.

That includes the last decade or so working deeply in marketing and marketing technology.

Over that time, I’ve inherited systems with no documentation, automations nobody understood, reporting that didn’t agree with Finance, and platforms where everyone somehow ended up with admin access.

I’ve also watched teams make simple things unnecessarily complicated because they were so focused on what the technology could do that they forgot to ask what it should do.

Compass is the collection of principles I’ve found myself coming back to again and again.

It’s not a manual for a particular platform. It’s not a collection of technical tricks.

It’s a way of thinking about MarTech.

Build systems that are understandable. Follow the data. Document what you build. Measure what matters. Don’t make things more complicated than they need to be.

GET COMPASS

Your MarTech doesn’t have to be a mess.

You don’t need another platform.

You don’t need another 47-step Journey.

You don’t need another dashboard nobody trusts.

You need a better way to think about the systems you’re building.

Compass gives you that starting point.

$27

A practical guide to building better MarTech systems.
Instant PDF download.

Get Compass →

Build Better MarTech.

Follow the data.Understand the system.Then build.