Resources & frameworks.
We have documented our operational methodologies. These resources detail the frameworks we use in practice to build reliable marketing engines.
Sixteen chapters covering strategy, segmentation, lead scoring, email deliverability, bots in reporting, AI philosophy, and a 90-day implementation roadmap. The most complete guide we have published.
The cornerstone explainer. What the discipline actually is, who it's for, and how it differs from creative-led agency work.
Twelve step-by-step guides covering marketing automation audits, CRM cleanup, deliverability, lead scoring, dashboard building, and the marketing-to-sales handoff: indexed alongside the tier pages on the Operations Hub.
The complete Tactical Marketing methodology - all 8 phases and 17 steps, with every table and formula - as a downloadable PDF you can save, print, or share with your team.
The full methodology converted into working sessions - eight phases of fill-in worksheets, exit checklists, and one-week action steps you can print and work through as a team.
A framework for writing copy that aligns with the buyer's journey, covering five essential formulas.
Applying the Transtheoretical Model of Change to automate personalized marketing experiences.
An end-to-end operational schematic mapping outbound, inbound, and sales channels.
How-to guides
Step-by-step operational guides: audits, CRM cleanup, deliverability, lead scoring, dashboards, and the marketing-to-sales handoff.
- How to audit a marketing automation program
- How to fix a broken HubSpot to Salesforce sync
- How to improve email deliverability for a B2B program
- How to design a lead scoring model that survives contact with sales
- How to set up UTM tracking that does not corrupt your reporting
- How to build a marketing dashboard people actually trust
- How to clean up a B2B CRM database without breaking anything
- How to configure SPF, DKIM, and DMARC for marketing email
- How to run a marketing-to-sales lead handoff that actually works
- How to migrate from Pardot (Account Engagement) to HubSpot
- How to build a lifecycle nurture program that responds to behavior
- How to set up HubSpot properly the first time
Explainers
What tactical marketing is, how it differs from adjacent disciplines, and where it fits in your organization.
- What is Tactical Marketing?
- Tactical marketing vs. strategic marketing
- What is marketing operations?
- What is RevOps?
- What is marketing automation?
- Tactical marketing vs. a traditional marketing agency
- The history of tactical marketing as a discipline
Templates & plans
Start the conversation.
If something isn't behaving the way it should, that's where we start. Phil reads every inbound personally and responds within one business day.