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The MarTech Review · Shani Wolf, HubSpot, monday and Amplemarket partner

Thirty questions about your marketing systems

On day one of every project I go through the same 30 questions. Data, automation, tools, reporting. Tick what is true today, see a score per layer, and know where to start. Alone it takes two minutes. With the team that runs the systems, in the Sheet, it is two hours once a quarter.

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30questions4layers0emails
The MarTech review HubSpot Solutions Partner

Four layers, in this order

Each layer rests on the one below it. Start with data and work up.

1. Data

One source of truth. Duplicates, undefined stages and a missing lead source bring down every report built on top.

2. Automation

Workflows that run and nobody remembers why. Good automation pays back the license. Orphan automation costs double.

3. Tools

Overlapping tools and forgotten subscriptions. This is where the easy money hides.

4. Reporting

Leadership cannot see pipeline? Marketing reports MQLs. And that decides the next budget.

Tick what is true today, not what you wish were true. A no is worth more than a yes.

🗂️ Data

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⚙️ Automation

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🧰 Tools

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📊 Reporting

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Your score

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Shani Wolf

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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.

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