Hi, I’m Isaac. Here is what I’m learning about marketing automation.
Plain-language notes on Account Engagement, Marketing Cloud Next, AI and the MarTech news that matters for B2B teams. Pick a topic, search, or let me surprise you.
Account Engagement to Marketing Cloud Next: the migration checklist in build order
A phase-by-phase checklist for moving from Account Engagement to Marketing Cloud Next, in the order you should build it. Tick items off as you go and your progress stays in your browser.
Open the checklistFresh from the blog
- Marketing Cloud Next
Account Engagement to Marketing Cloud Next: the migration checklist in build order
A 15-phase checklist for moving from Account Engagement to Marketing Cloud Next, in build order. Tick items off and your progress stays in your browser.
03 Nov 2026 · 20 min - Account Engagement
Salesforce campaigns in Account Engagement: build the structure
How to structure Salesforce campaigns so every download, email and event reports into one place, and you can answer “what worked?” without a spreadsheet.
02 Nov 2026 · 9 min - Account Engagement
Salesforce Account Engagement AKA Pardot fundamentals: the dashboard, the navigation and the words that trip everyone up
Most Account Engagement (Pardot) confusion is about vocabulary, not technology. A plain-language tour of the dashboard, the navigation and the terms that trip everyone up.
02 Nov 2026 · 12 min - Marketing Automation
Marketing operations, rebuilt: connecting data, technology and teams into one growth engine
Data quality, attribution, account-based marketing, lead nurturing, testing and sales alignment: the connected discipline that turns marketing technology into marketing results.
17 Aug 2026 · 10 min
Browse by topic
Marketing Automation
Lead management, scoring, nurturing and the handoff to sales, on any platform.
- Lead scoring and qualification
- Nurture journeys that work
- Cleaner sales handoffs
Account Engagement
Salesforce Account Engagement (Pardot) setup, Engagement Studio, forms, lists and tracking.
- Engagement Studio programs
- Forms, lists and tracking
- Salesforce sync and data quality
Marketing Cloud Next
What the new Salesforce marketing platform means for your team, and how to prepare.
- Readiness and migration planning
- How it compares with what you use today
- Lead routing and data model changes
AI
Where AI helps marketing operations today, with the controls that keep your data clean.
- Practical use cases
- Data quality and guardrails
- What to automate and what not to
Tech News
Release notes, product changes and industry news, filtered for what matters to revenue teams.
- Release notes in plain language
- Product and pricing changes
- Industry shifts worth knowing
Let’s fix what’s slowing
your pipeline down.
Tell me what’s not working — leads, data, automation, reporting or your CRM — and I’ll tell you straight away if I can help.
[email protected]