Independent Martech Advisory. Practitioner Depth. No Vendor Agenda.
Where we’ve worked
Monarch Advisory Partners is an independent Martech advisory firm specializing in marketing operations architecture, vendor evaluation, and operating model design.
We work with enterprise marketing and operations organizations that need a practitioner-level advisor — not a vendor-funded analyst or an agency with margin incentives. The distinction matters when the decision is real.
Most Martech advice carries a hidden variable: the advisor's commercial relationship with the platform they're recommending. Monarch evaluates on fit criteria, not affiliation.The most common Martech failure isn't a bad tool selection; it's a technology decision made before the operating model problem was diagnosed. Monarch starts with the organizational question and works backward to the technology answer.Most market analysis comes from vendor-sponsored surveys and third-party briefings. Monarch's recommendations come from inside active enterprise engagements — live selection cycles, stack audits, and direct integration work.“With her efforts kicking off ETL discussions, evaluating different tools, and now doing POC on a top contender, we have the opportunity to massively speed up data ingestion into our data warehouse, free up valuable engineering resources for other important tasks, and enable Marketing.”
VP Marketing Analytics
“Jacqueline is a leader in Marketing Operations. She keeps a keen eye on all the integrations and their nuances. She takes the time to continue evaluating to ensure the integration is at its best and reviews with key stakeholders. She is adaptable and encourages challenging the status quo if it brings valued results.”
Director, Marketing Operations
“We struggled to find experienced, talented, and reliable help to create our email marketing strategy and set us up to deliver results. We have been so lucky to find Monarch.”
Chief Digital Officer
“A special thanks to Jacqueline for her incredible tenacity in pushing [large Martech vendor] to secure clarity and improved service and pricing for us.”
VP, Lifecycle Marketing
Whether you are starting from scratch, preparing to launch a product, or introducing a new feature, we have extensive experience in hypergrowth startups and enterprise companies that have reached hundreds of millions of customers worldwide.
We specialize in operations, technology, growth, GTM, lifecycle, demand generation, lead generation, and brand identity across B2B, B2C, and B2C2B business models.
How? Through the following ways: email, SMS, push notifications, in-app, webinars, in-person events, and more.
ESPs, MAPs — we have the experience and the opinions to match. Evaluation is only useful when it's grounded in what these platforms actually do inside an enterprise stack.
Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Marketing Cloud Engagement (SFMC), Iterable, Braze, Klaviyo, Marketo, Customer.io, HubSpot, Intercom, and more.
CDP and data activation decisions are where most enterprise Martech strategies stall. We evaluate architecture fit before vendor fit, and we've worked across the full stack to know the difference.
Hightouch, Fivetran, Databricks, Snowflake, AWS, Census, Segment, GrowthLops, Tableau, Looker, Salesforce B2BMA Analytics, Salesforce Einstein, SFDC, HubSpot, and more.
Looking for ways to optimize your campaign creation approach with templates, UTM tracking, processes, standardization, and systems? The operational layer most teams underinvest in. Expertise includes:
Stensul, Knak, Litmus, Email on Acid, Asana, Jira, ClickUp, Blocfree, Stripo, Parcel, Monday.com, Teamwork.com, Google Drive strategies, and more.
An independent podcast hosted by Jacqueline Freedman covering the structural forces, vendor dynamics, and enterprise decisions shaping the Martech landscape. Featured guests have included practitioners from Nike, Calm, Paramount, Slack, Afterpay, Fabletics, Iterable, OfferFit by Braze, and others.