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The Playbook

The AI-Era Marketer

A full-stack operating manual for B2B marketing in 2026 — written in public.

The AI-Era Marketer is a free playbook on marketing operations, demand generation, lifecycle marketing, measurement, and answer-engine optimization for B2B SaaS. Every chapter is grounded in the published canon and tested inside real engagements, starting with the AI-Native RevOps Blueprint: what agentic RevOps is, why the data estate is the real constraint, and which revenue workflows agents should run first.

How this playbook is written

Read the canon → test it in live client work (anonymized) → publish what survives, including what we got wrong. Chapters are published when they are finished, and only finished chapters appear here.

Published chapters

  • ★The AI-Native RevOps BlueprintWhat agentic RevOps is, why the data estate is the real constraint, and how to decide which revenue workflows agents should run first.
  • 1The 2026 Stack Map: Composable, Warehouse-Native, AgenticWhat a B2B marketing ops stack looks like in 2026: who writes to the CRM, when a warehouse earns its place, what composable really means, and where agents sit.
  • 2The Marketer as OrchestratorWhat a B2B marketer does when agents execute the work: context engineering, evaluation and governance, with the HubSpot, Marketo and Salesforce mechanics behind each.

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