Advice

The reply all 

An advice column for marketers who want to move fast, improve personalization, and stop duct-taping their data together. 

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Dear Slow moving, 

The struggle is real, especially when teams are expected to scale without the operational support to match. But having obstacles that stand in the way of campaign execution shouldn’t be your default. When manual and time-consuming processes start to erode your strategy, it’s a signal to step back, streamline, and ask whether your processes and tools still serve your goals. 

You’ve got this,

Christy Lee McCray

Associate Account Director 

Dear Channel challenges, 

It sounds like you’re about to reach a breaking point with your tools. Scaling isn’t just about doing more, it’s about doing things differently. The shift begins with clarity: Which parts of your process are repeatable? Which tools genuinely enable growth, and which ones were only ever meant to get you this far? Look for changes that reduce friction, like more adaptive systems that make cross-channel campaigns easier to execute. The goal is to build a framework flexible enough to evolve alongside your ambitions.

Keep going,

Caroline Henno

Principal Consultant, Professional Services

Dear On a budget,

Start with two questions: What are you actually using? And what’s actually working? If the platform’s capabilities don’t align with your team’s priorities — or require more time, expertise, or resources than you can reasonably invest — then the platform may be solving for a version of your team that doesn’t exist. Beyond just the price, the true “cost” includes how much effort it takes to extract value. And if you’re worried about having the capacity to manage a migration, look for vendors that offer support services during the onboarding process.   

Helping you do more with less,

Jessica Mok

Director of Marketing Strategy

Dear All numbers,

You’re not imagining it. For a lot of teams, the challenge isn’t data scarcity, it’s disconnection. Behavioral insights lose their power when they’re isolated, delayed, or hard to interpret in context. And when different systems tell slightly different stories, it becomes even harder to know which signals to trust. Making your data useful means it all needs to be in alignment. When teams have a shared, real-time view of what customers are doing, decisions get clearer and faster. 

Here's to finding clarity,

Emmet O’Flaherty

Sr. Consultant, Professional Services

Dear Imperfectly personal,

It sounds like you’ve built a solid foundation, and now you’re at the point where many teams find themselves: aware that more is possible, but unsure how to scale personalization.

Often the missing piece isn’t more segmentation or more content. It’s cohesion. When data, teams, and channels aren’t fully aligned, personalization tends to stay at the surface level. Look at where delays and disconnects are happening. Are behavioral insights delivered fast enough to influence decisions? Are channels reflecting the same story, or each telling their own? True responsiveness is about having your system recognize patterns early and act consistently.

You’ve got the foundation — now for the momentum,

Jessica Mok

Director of Marketing Strategy

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