Knowledge Hub

Resources for marketing operations and revenue systems.

Field-tested checklists, design patterns, and playbooks pulled straight from real Marketo, Salesforce, and 6sense engagements. Free, opinionated, and built to be argued with.

The Library

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Checklist

Marketo Audit Checklist

A field-tested checklist for auditing a Marketo instance you just inherited — interview, instance health, lifecycle, quiet bugs, and a smart-campaign QA template.

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Guide

Scoring Model Design Patterns

Working patterns for behavior + fit scoring across Marketo, Pardot, and HubSpot — what scoring is for, decay rules, and the anti-patterns that erode model trust.

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Guide

6sense → Marketo → Salesforce Routing

Orchestration patterns that translate account-level intent into person-level actions sales will actually run — the part nobody documents but everyone rebuilds.

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Download

Marketo Naming Conventions Spec

A naming spec for programs, smart campaigns, emails, landing pages, forms, fields, tokens, and folders — for teams that realized the absence of a convention is the convention.

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Guide

RevOps Scoping Questions

The questions I ask before quoting a RevOps engagement — the 60-minute conversation that decides whether the work is actually possible.

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Study Guide

Marketo Cert Field Notes

The operator layer underneath the Adobe Certified Expert syllabus — the production-failure patterns the exam doesn't cover. For people who passed the test and now face a real instance.

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Workflow

AI GTM Asset Engine

A privacy-first workflow that turns company context, role pain, and proof points into prospect-specific GTM landing pages. Source-faithful, human-approved.

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Service

Marketo Architecture & Rebuilds

Instance audits, program structure, token strategy, smart-campaign governance, and rebuild plans that hold up under campaign pressure.

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Service

6sense ABM Activation

Turn account intent into segmentation, routing, nurture, and sales context — the operating layer that makes 6sense actually move pipeline.

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Case Study

6sense + Marketo: Better Together

How an intent-driven nurture engine turned account signals into pipeline at enterprise scale — the approach, the system, and the results.

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Guide

MAP Migration Playbook

The end-to-end playbook for migrating between Marketo, HubSpot, and Microsoft Dynamics without freezing campaign execution — scoping, field mapping, parallel-run, and cutover.

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Guide

Integrations & Workato Recipes

Reusable integration patterns and Workato recipes for connecting your MAP, CRM, and data layer — with the guardrails that keep syncs from silently breaking.

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Free assessment

Maximize the ROI of your MAP with a free health audit.

A focused review of your Marketo, Salesforce, and 6sense setup — lifecycle, scoring, routing, sync, and reporting — with the highest-leverage fixes prioritized. No deck required.