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Designing systems, workflows, and a unified marketing tech stack

When you have to draw your own map

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challenge

Marketing mayhem, no map

When I joined, our marketing tech was a wild west of disconnected tools and manual processes. We were trying to run modern campaigns with outdated systems. Data was trapped in silos, creative assets were lost on shared drives, and our emails and websites were inconsistent. We were flying blind, unable to scale our impact or truly connect with our audiences in a meaningful way.

strategy

All in a day's work

I recognized that we would need to build our entire MarTech ecosystem from the ground up. I selected and implemented a full suite of tools, from a DAM system (Canto) to marketing automation (HubSpot) and an overhaul and ongoing management of our flagship website. The real magic was integrating all these tools into a single, cohesive workflow, transforming our digital channels into a seamless multi-channel story. I trained our teams to master the system, ensuring every process aligned marketing, fundraising, and operations to create a scalable, data-driven powerhouse.

key takeaways

Sometimes, you have to draw your own map

Starting from a jumbled mess, we built a cohesive, high-performing MarTech ecosystem from the ground up. The result? Teams are empowered, campaigns run efficiently, and data now drives every decision. Our brand consistency and audience engagement scale across every single initiative.

2.5m
pageviews on our flagship website.
71m
tracked interactions.
40,000
digital assets cataloged and searchable.
25%
increase in annual giving, directly driven by multi-channel marketing strategies that significantly boosted donor engagement.

don't just take my word for it

"This is just what all organizations should produce and how they should manage and report. I have shared it with the for-profit organizations I work with! The messaging and design and every detail is fantastic."

P.N., Palo Alto CA

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