149 - CS2's Tips for Optimizing an Inherited Technology Instance or Marketing Automation Instance

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Recorded27 Feb 2023

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Inheriting a new instance can be tricky. You need to understand the context around how things were built, align with the marketing strategy, and identify the business goals related to your marketing automation platform.Once you've uncovered the why, you need to focus on uncovering the "who". Who are your key stakeholders? Who's in charge of using the system, and what are team expectations? And then finally, focus on the "how". How do you get the information you need out of a new instance? What's the first thing you tackle?On this week's episode of the fwd:thinking podcast, CS2's Senior Manager of Marketing Operations, Chelsea Byron, breaks down the do's and don'ts of inheriting a new instance, and provides several key takeaways.If you or your company is in the middle of this process, you'll definitely want to tune in.

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