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MarTech review · Shani Wolf · Fractional CMO · HubSpot, monday & Amplemarket partner · for B2B tech companies

MarTech review for B2B companies

I go through every tool in your marketing and sales systems with you: what's in use, what's duplicated, what's not connected, and what it costs. Five layers, bottom up, and at the end one map and a prioritized plan. I run the review myself, inside your systems: HubSpot, Salesforce, monday CRM, the outbound tools and the AI tools.

Book an intro call What do you get?
5layers15+systems reviewed and rebuilt30days to a plan
Shani Wolf presenting findings to a marketing team HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

Scaling SaaS

30 tools, and nobody knows why

Each tool was bought for that quarter's problem. Today there are three email tools, two form tools, and a CRM that covers all of them and sits unused.

Full review
New marketing leadership

You just took the role and need the picture

First month, a board waiting for a plan, and systems nobody documented. The review is your 90-day plan, with numbers.

Review and playbook
The board wants AI

They're asking for AI, and there's nothing to build on

AI tools on duplicate data and automations nobody remembers only add to the mess. The four layers first, then the AI.

Layer 5
What you get

One document you can work from the next morning

Leadership, marketing and sales get the same map: every tool, what it does, who uses it, what it costs and what it's connected to. Then priorities by impact.

The five layers
  • Data: is the CRM the source of truth, or do customers live in four tools
  • Automations: every automated process, against how the team works today
  • Measurement: which channel the last ten closed deals came from
  • Content and engagement: email, social, webinars, where the duplicates are
  • AI: only once the four layers are stable
4interviews with the team and leadership
5systems reviewed
1round of fixes included
30days to the action plan

How does it work?

From kickoff to an action plan, in a few weeks

  1. Kickoff

    Goals, system access, who gets interviewed

  2. Interviews

    Up to four, team and leadership

  3. The systems

    Up to five, from the inside: data, automations, integrations, costs

  4. The playbook

    Findings and recommendations prioritized by impact

  5. Wrap-up and fixes

    A wrap-up meeting, and one round of fixes included
Cat with sunglasses avatar
Noa L.
VP Marketing, B2B SaaS company
SaaS

Shani took our marketing from reactive to systematic. She rebuilt our lead scoring, connected our outbound tools, and trained the team on AI prompts that actually save time. The pipeline impact was immediate.

Professional services · Systems review53,000 files, 0 integrations9 systems, 7 manual copy-paste routines and 20+ hours a month. The verdict: the systems are fine, they're just not connected. A three-stage playbookBased on a true story Investment group · Tool selection25 → 1,000+A design tool chosen by goal, AI and integration: start with 25 users, grow to the whole group without changing the contractBased on a true story

Frequently asked questions

What is a MarTech review?
A map of all your marketing and sales systems in five layers: data, automations, measurement, content and AI. For every tool: what it does, who uses it, what it costs and what it's connected to. The output is one map and a prioritized action plan.
How long does it take?
A few weeks, depending on interview availability and system access: a kickoff, up to four interviews, a look inside up to five systems, a recommendations document and a wrap-up meeting. One round of fixes is included.
What's the difference between the review and the 30-question tool?
The tool gives a score per layer and three places to start, in two minutes, on your own. The review goes into the systems themselves, interviews the team and comes back with a prioritized plan. Most reviews start from the tool's score.
Do we have to replace tools after the review?
Usually the opposite: you cancel or merge. In one review of 9 systems the verdict was that the systems were fine, just not connected, and stage one was tidying up and saving at zero cost.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

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