What If You Didn’t Waste Hours Searching for Data or Feel Frustrated with Your MarTech Stack? What Could You Accomplish?

Hi, I'm Ruben Ugarte

I specialize in helping companies fine-tune their MarTech stacks—the tools they use to drive and measure the success of their marketing efforts. I help clients identify gaps in their conversion funnels, discover the most profitable marketing channels, and gain deep insights into what their best users are doing within their digital products.

‍Is this your organization?

‍Here’s a quick exercise for you:

How many of the following questions can you confidently answer about your MarTech stack?

What marketing campaigns and channels are driving your most profitable users and not just clicks?
Where in the sign up funnel are you losing people i.e. money?
Are users completing your onboarding process?
What are critical actions that users take before they become paying customers? ?
How often do your best customers use your product or app?
What is your churn rate (annually, monthly, etc)?
What levers can you pull to drive product growth?

It’s hard to figure out what you should track, which tools and platforms you should use and how you need to instruct your development team to implement them.

It’s easy to collect thousands and millions of data points but it is much harder to figure out how to turn them into insights that can influence your decisions.

Imagine having a MarTech stack that gives you all the data you need (and more) to make correct marketing and product investments.

I can help you get there in less time—weeks instead of months—and without wasting valuable resources—engineering and money.

"Our data is scattered, lots of manual Excel work is needed and whatever we build breaks."

Companies come to me with all kinds of challenges.

Do you relate to any of these challenges?

1. Your conversion or onboarding funnel is full of holes and you are losing users before they even get to fully experience your product.

2. You’re spending significant time and money to acquire users but you can’t get clear reports on the ROI of your ad dollars.

3. Your product is growing but you don't know what is working and what isn’t. There’s frustration inside your team over the lack of visibility into what your users are doing.

The First Step to Solving Your MarTech Challenges: Better Technology

‍A well-built MarTech stack is essential to overcoming the challenges you face in marketing. When your tools are properly integrated, your data will flow seamlessly, making it easier to execute and scale campaigns effectively.

For my clients, this means spending 95% of their time running high-impact campaigns and making data-driven decisions, instead of struggling to find the right data or dealing with disconnected systems.

‍The Second Step: A Smarter Process for Analyzing and Thinking About Data

‍It’s not about creating more dashboards or reports. It’s about honing in on the critical metrics that drive your campaigns and building a simple, repeatable process for analyzing, experimenting, and reviewing those metrics. This ensures your team stays focused on what truly impacts performance, and everyone is aligned in driving growth.

"We don't have analytics expertise in-house but we need to get more numbers."

Your organization is full of engineers. Frontend, backend and all kinds of combinations.

However, not every engineer has experience setting up MarTech tools such as Mixpanel, Amplitude or Segment.com. The last thing you want to do is “waste” their time trying to figure it out.

Many of my clients typically waste tens of engineering hours and multiple months trying to get these tools set up, only to end up with poor and inaccurate data. That’s when they find me.

In a world where engineering time is scarce, this is not ideal.

I have worked on over 90 engagements, across nearly every type of technical framework. I will not write the code for your engineers but I can ensure that they know exactly what to implement and how to avoid falling into technical rabbit holes.

By the end of our engagement, your engineers will be confident on how to maintain your MarTech stack.

"We want everyone to have access to tools but not everyone has technical skills (SQL, etc)"

The best MarTech tools require engineering support during the implementation. There’s no way to get around this.

However, you can design a MarTech stack that does not require engineering during usage.

‍Many of my clients are 100% self-sufficient when it comes to using their MarTech stacks.

In one company, product managers can answer all of their questions within a few minutes.

In another company, the marketing knows exactly the performance of their ad dollars and how to slice and dice the data.

In a third company, executives have pre-built dashboards that they can tweak (if they want) to dive deeper into any metric.

Technical skills aren’t a prerequisite for using your MarTech stack but you do need the right tools.

Introducing my MarTech Advisory

My MarTech Advisory is designed for organizations that want more insights from their marketing technology. Whether you're looking to empower your team to easily access data, optimize your marketing campaigns, or ensure your data is always accurate, I’m here to help.

Through a bespoke engagement, I will work closely with your team to address your most pressing MarTech challenges. We’ll begin by optimizing your existing stack, integrating new tools, training your team on the best practices for your tools, analyzing your data, and much more.

We will make measurable progress in improving how your team collects, analyzes, and uses data to drive smarter marketing decisions. By the end of our engagement, you’ll have a powerful MarTech system in place that helps you measure the true impact of your marketing campaigns and product decisions.

The best part? There are no long-term commitments. When your team feels confident in your MarTech stack, we can wrap up the engagement.

Here’s what you can expect in each engagement:

Identify Opportunities

I will dive into every component of your MarTech ecosystem—from analytics platforms and CRMs to email automation and social media tools—ensuring that everything is working together seamlessly to support your goals. This detailed review process helps me pinpoint where improvements can be made, whether that’s optimizing tool integrations, streamlining data flows, or enhancing campaign performance.

Ultimately, this thorough understanding of your existing stack and objectives enables me to provide actionable recommendations that accelerate your marketing efforts, align your tools with your business strategy, and drive measurable growth.

Stack Design

I carefully craft a customized MarTech stack that aligns with your objectives, optimizing each tool to seamlessly integrate and work together.

By designing a stack that is not only effective but scalable, I can help you unlock the full potential of your marketing data, streamline workflows, and empower your team to make smarter, faster decisions.

Stack Implementation

I begin by collaborating with your engineers to integrate your chosen tools into your existing systems. This ensures that data flows effortlessly between platforms, and your systems communicate effectively.

At the same time, I partner with your marketing team to align the tools with your strategy, enabling them to execute campaigns, generate leads, and track performance without friction.

By bridging the gap between technology and marketing, I help you create a MarTech stack that not only supports but accelerates your growth, empowering your team to make confident, data-driven decisions.

Training & Adoption

Through hands-on training, I ensure that your team knows how to navigate and utilize each tool in your stack, whether it’s for campaign management, reporting, analytics, or customer engagement. I also focus on teaching best practices to streamline processes, optimize workflows, and avoid common pitfalls.

The goal is to make sure your team feels confident and capable in using the tools to drive growth, without needing constant support.

By enabling your marketing team with the right skills and knowledge, I help ensure that the MarTech stack becomes a key driver of success, not just a set of tools to manage.

Frequently asked questions

Below you will find answers to the most common questions I receive for my MarTech Advisory.

What tools can you help our team with?

I have worked with lots of tools across categories such as customer data platforms (Segment.com, RudderStack), marketing attribution (Google Analytics, Appsflyer, Branch, Tune, Funnel.io), product analytics (Mixpanel, Amplitude, Heap, PostHog, Pendo), subscription analytics (ChartMogul, Profitwell), data warehouses (BigQuery, AWS Redshift, Postgres), dashboards (Looker Data Studio, Tableau, Klipfolio), qualitative data (Hotjar, Microsoft Clarity, Fullstore), paid ad platforms (Facebook Ads, Google Ads, TikTok Ads, Bing Ads) and others (Google Tag Manager, Google Sheets, Zapier.

There is a high probability that I have worked with the tools you're thinking about or I have experienced with similar versions.

How long will an engagement take?

The minimum length of an engagement is one month and the maximum length depends on both of us. As long we continue to find initiatives that worthwhile to your team and interesting for me, we can work for years.

Who writes the code for implementation?

Your engineers will write the code and I will advise on the best approach (client vs backend). In my experience over 90 engagements, most engineers can implement these tools rapidly once they have someone guiding them through the process.

How much engineering time should be allocated?

On average, a data implementation takes around 20 hours of engineering time, with more complex products requiring more. It takes around 2 - 4 weeks to through an implementation assuming time is allocated promptly.

What if our team isn't technical or doesn't know SQL, will this work for us?

Your team needs to provide engineering talent to implement the tools but the tools themselves can be designed for non-technical folks. With enough training, your team can start to use the tools on their own.

Have you worked with our industry/product type/company size?

Over 90 engagements, I have seen it nearly all. I have worked with web only apps, web + mobile, mobile only apps and anything in between. I have worked across all kinds of industries including health, financial, manufacturing, consumer apps, B2B apps and all kinds of organization sizes from startups to Fortune 500.

How often will we meet?

We will have a stand-in call every week to work through relevant items and ensure everyone is on the same page. We will then scheduled any other meetings as needed throughout the week.

I will also send a status report on Friday outlining what was accomplished, what is coming up next week, what blockers are getting in the way and any major wins that we accomplish together.

How do the fees and payments work?

Every engagement is bespoke and depends on what we want to accomplish together. However, all engagements start at $15,000 USD.
‍
Invoices can be paid via wire transfers, credit cards or cheques.

Do you have any guarantees and/or what is your refund policy?

I understand my service is an investment. It’s why all clients must apply and go through a screening process before we decide to work together. I guarantee the quality of my work and I strive to make all expectations crystal clear before we start an engagement.

If you are not happy with the work at any point in the engagement, we will stop all work and cancel the engagement. We can then discuss a pro-rated refund depending on how far along in the month we are.

If you’re on the fence — whether it’s because you don’t know if this is the right time for your organization or you're concern about the financial investment—I don't recommend that you apply. Go through my free videos in my Youtube channel or elsewhere in the internet.

What my clients are saying about me

A preview of how it feels and looks when your organization generates more insights and become confident about your MarTech stack.

Plus 18 more testimonials in written format...

We had tried to implement Mixpanel but struggled to get useful insights from the tool. Our team didn’t have much analytics experience. Ruben helped us create a comprehensive tracking plan for Mixpanel and Segment.com, enabling us to track users seamlessly across our web and mobile apps. He also worked closely with our development team to ensure the plan was implemented correctly, setting the foundation for a robust MarTech stack.

Paul

Founder & CEO

Ruben helped us establish the right foundation for our Mixpanel data by creating a tracking plan and guiding our development team through the implementation process. This solid foundation in our MarTech stack has made it much easier for us to dig into our data and answer key questions like, “What are the critical actions or attributes that lead our free users to upgrade to a paid tier?”

John

Founder & CEO

Ruben helped us design a MarTech strategy that aligned with our short-term goals while laying a solid foundation for the future. While we had a deep understanding of how to improve our product, we lacked expertise in analytics and properly implementing tools like Segment.com and Mixpanel.

Gaston

Head of Growth

Ruben helped our engineering team stay focused on what we do best: building a great product. He provided expert guidance on selecting the right MarTech tools for the long term and helped us navigate the technical implications of tools like Segment.com. Ruben gave us confidence that we were implementing our data strategy effectively and avoiding pitfalls that could create issues down the road.

John

CTO

Ruben helped us establish the right MarTech foundation for various projects by guiding us on best practices for implementing tools like Segment, Mixpanel, and Google Analytics. This foundation ensures we’re tracking the right metrics and can easily access the data needed to drive informed marketing and product decisions.

Richard

Marketing Director

Ruben helped our team organize our data in GTM and GA. Although we had implemented these tools internally, we weren’t getting much value from them. Ruben guided us on how to properly track data and turn it into actionable insights, ensuring we could maximize the impact of our MarTech stack.

Matt

Marketing Director

Ruben helped our engineering team stay focused on what we do best: building a great product. He provided guidance on selecting tools that would support our long-term growth and helped us understand the technical implications of tools like Segment.com. Ruben gave us confidence that our MarTech stack was being implemented effectively and set up to avoid future pitfalls.

AJ

Founder

Ruben helped us understand how our app (Insights) was performing and how this would impact our redesign efforts. After launching v2, we gained clear visibility into user adoption and the impact of our redesign, replacing assumptions with actionable data. He also served as a trusted advisor, guiding us on leveraging our MarTech stack effectively and always responding quickly to our questions and requests.

Saisai

Product

Working with Ruben has been crucial to our business. He began by auditing our Google Analytics setup and identifying critical issues that impacted our reporting. He then helped us organize our data and create core reports while addressing Google Analytics' sampling limitations. With Ruben's expertise, we gained a clear understanding of user behavior and how to present these insights effectively to our stakeholders, ensuring our MarTech stack delivered real value.

Chelsea

Marketing Manager

We had an overwhelming amount of data at our disposal, but we struggled to transform it into something actionable for our business and valuable for our customers. Ruben helped us streamline this process by creating a MarTech stack that provided meaningful insights for our business, vendors, and users alike. His expertise in turning data into clear, practical tools has been invaluable, and we’re certain we’ll work with him again in the future.

Orrin

CTO

Ruben is, quite simply, a MarTech guru and analytics expert. Extremely professional, highly knowledgeable, and incredibly helpful, he ensures your Mixpanel, Segment, or other tools are set up correctly. Trust me, it’s all too easy to make mistakes and end up with unreliable data, but Ruben makes sure your tracking is accurate and your data is in the best format for insights.

Simon

Growth Manager

Ruben not only answered all of my questions but also helped me uncover blind spots in our current MarTech setup (the unknown unknowns). He worked with me to create an action plan for optimizing our implementation, ensuring we get the best return on our time. I’m extremely happy with the results.

David

Founder

Ruben consistently delivered beyond expectations, going above and beyond to provide value. As a serial founder, I know the importance of surrounding yourself with people who truly make a difference, and Ruben is one of those individuals. His expertise and support have been an incredible asset and a true blessing for our team.

Blair Ryan

VP Digital Operations

Before working with Ruben, we had several gaps in our MarTech stack and lacked confidence in the decisions we were making. We needed an expert, and Ruben was a fantastic partner. He helped us optimize our tools, align our data, and achieve all the goals we outlined for the project. We’re very happy with the results.

Hunter Hillegas

CTO

Ruben was essential in helping us implement a fully functioning MarTech stack within our company. Without an in-house data expert, we couldn’t have set up the system without his guidance. He started by auditing the metrics we were tracking and identifying the data we wished we had. Then, he helped us focus on the key metrics essential for our stage of growth. Finally, he designed an automated system to unify data from the many tools and platforms we use as a B2C company. I cannot recommend him more highly.

Chris Boas

Founder

We immediately saw significant buy-in across the organization and consistent usage of the reports Ruben helped us build. Our clients are thrilled with the valuable insights and actionable answers they’re now able to gain from their data.

Hiba Ganta

Product

Before working with Ruben, we had some data but not all the KPIs we wanted and needed. No dashboards, no KPIs. Ruben helped us with the planning, strategy, and implementation of our MarTech stack.

We have a much clearer picture of how our product is doing out in the market. So some of the numbers are just more of a confirmation of our feeling, but there are a lot of figures and then KPIs, which are more of a surprise that we didn't know.

Radan Dabetic

Product

Ruben helped us understand the weaknesses in our MarTech stack and prepared a strategy that would allow us to solve these challenges and level up your decision-making capabilities. I would highly recommend Ruben to any company that needs an outside perspective on how to solve critical issues like hiring the right people and selecting the right technology.

Sam Magnant

Finance & Strategy

MarTech Advisory

What If You Didn’t Waste Hours Searching for Data or Feel Frustrated with Your MarTech Stack? What Could You Accomplish?

Hi, I'm Ruben Ugarte

"Our data is scattered, lots of manual Excel work is needed and whatever we build breaks."

"We don't have analytics expertise in-house but we need to get more numbers."

"We want everyone to have access to tools but not everyone has technical skills (SQL, etc)"

Introducing my MarTech Advisory

Identify Opportunities

Stack Design

Stack Implementation

Training & Adoption

Frequently asked questions

Organizations I have helped

What my clients are saying about me

Paul

John

Gaston

John

Richard

Matt

AJ

Saisai

Chelsea

Orrin

Simon

David

Blair Ryan

Hunter Hillegas

Chris Boas

Hiba Ganta

Radan Dabetic

Sam Magnant

My MarTech Stack Advisory is right for you if…

Ready to Uncover More Insights from Your MarTech Stack?

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