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.
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
0 of 0⚙️ Automation
0 of 0🧰 Tools
0 of 0📊 Reporting
0 of 0Your score
0 of 30Your score
Where I'd start
What I look at first: the data layer, and the last question about tools. Bad data invalidates every downstream answer, and contracts renewing on autopilot are where the easiest budget wins hide.
Want this as an auto-scoring Google Sheet? It makes your own copy. Once a quarter, with the team that runs the systems. Get the Sheet
Built by
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.