Wrangle and untangle your marketing tech stack

Learn to correctly integrate various pieces of your tech stack, organizing how it all works in the funnel. Discover how to solve the biggest problems like identification of customers and deduplication of users across systems. Automate your marketing and grow sales.

Online course:
Optimizing your marketing tech stack

By Dan McGaw, CMO @EffinAmazing

8-class online course

Some of the companies that train their teams at CXL Institute:

In this 8-class training program, you’ll learn how to:

  • Choose and set up the right tools for your stack.
  • Build a taxonomy guide to scale your business
  • Integrate tools to build a holistic marketing machine
  • Set up Segment.com to power your stack integrations
  • Track lead and engagement scoring to identify hot leads
  • Use hacks to get shit done without engineering
  • Convert more customers using your stack

With the right set of tools, you can finally get the marketing results you’re aiming for

What’s a marketing tech stack?

Marketing tech does a lot of things. Most crucially, it should enable you to piece together different useful tools to track the full customer journey while measuring the ROI of your marketing efforts.

Your “martech” stack might include marketing automation software, tools for analytics and data piping, a CRM, support and live chat systems, community forums, prospecting tools, and more.

But with dozens of competing tools to choose from in each of these areas — and the teeth-gritting, time-wasting frustration of integrating multiple platforms using code or APIs — it’s nearly impossible for most businesses to build the right stack from the beginning.
During this 8-class course, marketing expert Dan McGaw will show you how to evaluate, eliminate, and integrate the tools that will drive growth for your business.

A short introduction video

Dan will teach you exactly how to:

  • Choose and set up the right tools — No more throwing away your monthly marketing budget on forgotten or useless subscriptions
  • Build a taxonomy guide to scale your business — Imagine the confusion you’ll sidestep by helping all your team members use the same words for the same concepts
  • Integrate tools to build a holistic marketing machine — Stop exporting and importing data from one platform to the next
  • Set up segment.com to put your customer data to work — Use your existing data to create a better customer experience that drives higher revenue
  • Track lead and engagement scoring to identify hot leads — Instead of guessing who might be ready to sign up or buy
  • Get shit done without engineering — No coding required
  • Convert more customers using your tools — Set your stack up once and watch it do the heavy lifting for you

Just some of the things your effective marketing tech stack will empower you to do

Confidently pick the right tools for your business

There are so many tools on the market right now (7000+), it can be hard to even choose an email provider. Using Dan’s quick product evaluation matrix, you can be sure you’re committing to the right platforms.

Build an integration plan & make your tools talk to each other

Every marketing tech stack requires integration. Getting the planning right is the most critical part of creating a successful stack, which is why this course includes templates to guide you through the planning process.

Discover the keys to seamless integration

Truly reliable tool integration happens two ways. First, give your engineers a structured integration plan to head off any development delays. Second, hack together the tools you need (with zero coding skills required).

Earn a raise or promotion for upgrading your analytics & operations skills

Marketing technologists are some of the highest-paid marketers. During this course, you’ll learn the fundamentals of marketing operations and how to set up your analytics tools for useful data — making you a much more valuable team member.

Improve your sales & marketing conversion rates

Once your new tool stack is up and running, you’ll be able to automate processes you’ve always done manually. You’ll run tests across multiple channels, platforms, and audiences (and your analytics alone will tell you exactly what is or isn’t working). With all of these processes operational, you’ll see conversion lifts in every area of your sales and marketing.

Dan helped us become a data-driven organization which gave us the power to achieve a 35% growth in blog traffic in 1 month and a 38% increase in revenue in 3 months.

Paolo De Santis, Cofounder @Chupamobile

This course is right for you if …

  • You’ve explored some marketing tools, but haven’t decided which will yield the best value
  • You’ve begun to collect data from various tools, but need to fit all the pieces together
  • You’re interested in learning more about marketing automation, analytics, CRMs, data piping, support systems, live chat system, forms, & prospecting tools
  • You have a general understanding of marketing automation & integration, basic Google Analytics reporting skills and some technical know-how (or Zapier experience)

This course is probably not for you if…

  • You can’t stand looking at numbers, graphs, or data, and you’d rather just trust your gut
  • You’re not currently working with any sort of marketing tech or tool
  • You’re looking to learn about advertising or content marketing tools
  • You want to dive deep into technical integration using Google Tag Manager or code

Skills you should have:

  • A general understanding of marketing automation.
  • Basic reporting skills using Google Analytics.
  • A basic understanding of how to integrate tools.
  • Some technical know-how and Zapier experience.

About your instructor,
Dan McGaw

CMO @EffinAmazing

Dan is a seasoned veteran of the growth marketing and analytics space. His expertise lies in helping businesses extract and interpret the right data to grow their revenue exponentially.

He’s the founder and CMO of Effin Amazing, an analytics and marketing stack agency specialized in using data and analytics tools to increase mid- and bottom-funnel conversion rates. He’s also the CEO and Founder of utm.io, a leading tool that helps brands track their marketing campaigns with UTM links.

Dan previously served as the Head of Marketing at Kissmetrics, and spent time as a mentor at 500 Startups. He works as a CMO consultant for a number of high-growth companies, implementing tools, offering support, and analyzing data.

Dan is one of the most effective marketers I know because he goes beyond lame growth hacks and actually improves the product so it markets itself.

Andrew Warner, CEO @Mixergy

Sneak preview: Lesson 1

Contrary to common practice, a marketing tech stack is more than just the motley collection of tools you’ve been using to run campaigns. This class will cover: How to think about your stack, and the types of tools it should contain — You might just be

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Your full course curriculum:

Optimizing your marketing tech stack

1 What is a Martech Stack and how does it solve my marketing problems?

Contrary to common practice, a marketing tech stack is more than just the motley collection of tools you’ve been using to run campaigns. This class will cover: How to think about your stack, and the types of tools it should contain — You might just be

2 Choose the right tools for your stack

With over 7000+ tools to choose from, the selection process can be confusing or overwhelming. Dan’s step-by-step approach will help you evaluate and choose the best marketing and business intelligence tools for your needs. Here’s what Class 2 will incl

3 Integrating the stack

Everything in your marketing technology stack needs to be integrated with your site, product, and other business tools. Get it right by knowing the shortcuts, longcuts, and pro secrets. We’ll go through: What the integration process for different tools

4 Building your stack taxonomy

From automating marketing and sales processes to helping you obtain reliable, meaningful intel, your tech stack should power your business for the better. But if nobody knows how things are named or where to find information, you’ve got no chance getti

5 Data driven analytics

With the right analytics setup, your data can tell you a ton about your customers. Whether you want to understand demographics, firmographics (organizational insights), or simply know more about how people behave, it all starts with the correct analyti

6 Capture emails and generate more leads

No matter your line of business, capturing emails should be one of your highest priorities. This class will show you tools and tricks to generate more leads with richer context. We’ll answer questions like: What are some of the main providers to help y

7 Automating your marketing

Automation is eating the world — and businesses that don’t use will get eaten too. Learn the main players in the marketing space and how you should go about choosing an automation tool for your business. Dan will also reveal easy, effective marketing a

8 Relationship management with CRMs

The line between marketing automation and customer relationship management (CRM) tools is becoming blurred. That said, there are still “worth it” CRM tools that enable you to better manage your customer relationships. If you have a sales organization,

Show off your new skills: Get a certificate of completion

Once you’ve completed the course, take a test to get certified in building a marketing tech stack.

Add your certification to your resume, your LinkedIn profile, or just get that well-earned raise you’ve been waiting for.

Need help getting your employer to pay for this program?

Click here for pitch deck, swipe files, and tips.

Enroll to CXL Institute now:

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