Leading Customer Data Platform (CDP) Advisors Experts

I’m Brian Carroll, a B2B go-to-market strategist who helps companies fix the hidden breakdowns that stall pipeline, slow deals, and weaken the buyer experience. My work sits at the intersection of marketing, sales, and buyer psychology. I diagnose where go-to-market systems lose momentum – unclear positioning, weak lead handoffs, stage movement without real buyer commitment, misalignment between teams, and messaging that sounds good on paper but breaks down in real conversations. Then I help companies rebuild those systems so trust increases, conversion improves, and revenue teams operate with more clarity. I’m best known for work in complex B2B sales environments, where long sales cycles, multiple stakeholders, and messy internal handoffs make growth harder than most dashboards suggest. My background includes demand generation, lead management, messaging, buyer journey analysis, sales and marketing alignment, and pipeline architecture. I’m also the author of Lead Generation for the Complex Sale, published by McGraw-Hill, and I’ve spent years helping organizations rethink how they create demand and move buyers forward. What makes my perspective useful to the media is that I do not look at growth problems as isolated campaign issues. I look at the full system. I often assess companies by experiencing the buyer journey the way a real prospect would – from first touch through follow-up and sales engagement – which reveals friction that standard reporting often misses. I comment most often on B2B marketing, pipeline quality, sales and marketing alignment, buyer-centered messaging, lead management, demand generation, trust in the buying process, and the operational realities of growing revenue in complex markets. If you want an expert who can speak plainly about why pipeline often looks healthier than it is – and what companies need to change to fix it – that’s my lane.

MarTech infrastructure consultant focused on PE-backed mid-market companies. I advise private equity operating teams and portfolio company leadership on commercial data architecture, CRM strategy, and revenue operations. Former CMO-level operator with experience across B2B demand gen, email compliance, and marketing analytics.

Adam Czeczuk is the Head of Consulting Services at Think Beyond, specializing in Salesforce platform implementations across industries such as education, automotive, finance, and IT services. With over a decade of experience in business development, team leadership, and project management, Adam has a strong track record of driving business growth and delivering scalable solutions. Adam holds 15 Salesforce certifications, along with Scrum Master and ITIL Foundation. His expertise lies in aligning Salesforce solutions with business objectives, leveraging AI to enhance customer experiences, and managing complex software projects. Adam’s leadership is centered on building teams and optimizing processes to achieve long-term success.

I’m Christopher Tompkins — CEO of The Go! Agency, host of The Bulletproof Marketer podcast, and a straight-talking strategist who’s been scaling brands and slashing BS in the marketing world for over 20 years. You won’t find fluff here. I don’t just “do marketing.” I build strategy that drives measurable, aggressive growth — for Fortune 500s, scrappy startups, and every scaling brand in between. Whether it’s crafting high-ROAS Meta campaigns, launching 6-figure email flows, or unlocking organic visibility on LinkedIn, my work is rooted in one thing: results. I’ve led digital transformations across industries — e-commerce, SaaS, pet nutrition, oil and gas, CPG, and beyond. In just the past year, I helped: An international beverage tech company exceed their ROAS goal by 135% (with over $36K/month in revenue). A premium pet brand generate over $47K in email-driven revenue and skyrocket video views by 490%. A B2B manufacturer dominate LinkedIn organically, growing followers by 33.8% and driving a 75%+ response rate to outreach. And yes, all of that was done without generic tactics, “guru” nonsense, or relying solely on paid ads. As a speaker, writer, and podcast host, I cut through the noise with honest insights, sharp predictions, and marketing stories from the trenches. My podcast The Bulletproof Marketer features unfiltered conversations with global marketing leaders, where we tackle what’s really working — and what needs to die already. My core belief? Good marketing doesn’t lie. It aligns, engages, converts, and scales — if you know how to build it. So if you’re tired of the jargon, done with rinse-and-repeat campaigns, and ready to unlock the kind of strategy CMOs wish they had in-house — we should talk. You can find my work featured across top marketing publications, podcasts, webinars, and stages. But more importantly, you’ll find my fingerprints on brands that don’t just look good — they perform.

Been in the Amazon ads game for 7 years & sold over $1.5B on the platformWorked at some of the OG Amazon agencies before co-founding Straight Up Growth, a full-service Amazon agency providing PPC, DSP, and content services to the leading eCom brands since 2020Check out my webinars for eCommerce tips from the experts! For speaking & media inquiries: adrianna@straightupgrowth.com

I'm the founder of Y'all, a boutique performance creative and marketing agency working with direct-to-consumer CPG brands. We help DTC companies profitably scale paid acquisition through high-volume creative, data-backed creative strategy, adaptable media buying, and conversion rate optimization across Meta, TikTok, Google, and YouTube. My expertise sits at the intersection of creative strategy and media buying. Most agencies pick one lane; I've built Y'all around the belief that neither works without the other, and that the real levers for DTC growth live in how creative, landing pages, and paid media operate as a single system. That hybrid approach is what's allowed us to take on brands that had hit a ceiling with previous agencies and push through it. I've worked across health and wellness, food and beverage, fashion, and home goods, with partners including FlavCity, Pamos, Save Trees, Allie+Bess, Popsmith, and Loverboy. A few results I'm proud of: scaling Pamos 9x on Meta and Google in a regulated THC category with zero account bans after two prior bans, growing Save Trees' weekly ad spend 800% while holding CAC at 95% of baseline, and lifting landing page conversion rates 300% for ZYN Turmeric after rebuilding their full paid acquisition stack. Y'all is a Meta Business Partner, Google Partner, and Shopify Partner, and is recognized by 1-800-DTC in the top 1% of agencies. I'm based in San Antonio, Texas.

I'm an accomplished digital marketing consultant with more than 27 years of experience. I have an entrepreneurial spirit and has created 4 different companies in the past. Two of them were digital marketing agencies. I specialize in taking the best of technology to obtain the best results in digital campaigns thanks to my unique IT and marketing background. I hold an Executive MBA from IE Business School (Spain) and a BS in Business Information Systems from UWIC (UK). I also earned an Advanced Marketing Management program from Georgetown University. I began my professional career working as an IT consultant for firms like Accenture and Reuters, using different web technologies. I designed my first web page back in 1995 and since then I have always been always in touch with the internet world.

Hi there I'm the Director of Marketing at Wisedocs.ai, the Founder of B2B SaaS Reviews.com, and the Father of Clara, a beautiful three-year-old girl. Before Wisedocs, I worked for several go-to-market B2B SaaS companies: PartnerStack (Partner Management Platform and Network for SaaS companies), Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).My professional passion is figuring out how software companies can align their go-to-market strategy with today's B2B buying journey. This has led me to user reviews, leveraging the customer's trusted voice, and partnerships, which are also generally more trusted than traditional sales and marketing.If you're in B2B SaaS and want trustworthy advice on getting reviews, prioritizing review sites, and leveraging reviews in your go-to-market strategy, subscribe to my LinkedIn posts and my email newsletter on B2B SaaS Reviews.com.

Carlos Hidalgo is an international keynote and TEDx speaker who helps entrepreneurs and business executives design intentional, fulfilling lives and companies so they can achieve sustainable success without sacrificing what matters most. Over the span of the last 31 years, Hidalgo has held corporate roles, started his own entrepreneurial ventures, led his companies to multiple Inc 5000 awards and served in non-profits. In addition to his speaking, Hidalgo is also the author of two books, Driving Demand (2015) and The UnAmerican Dream (2019)

Eric Perdomo is the founder of UpSales LLC, a full-service outbound sales operation based in White Plains, New York, and the co-creator of ConexusCRM, a proprietary CRM platform built specifically for e-commerce sales teams. He moved to New York in his mid-twenties with almost nothing and spent two months sleeping in his car. He worked his way back through telecomm, real estate investing, private equity operations, and trucking before landing where he always performed best: building sales teams that close. Today, UpSales generates well into the 6 figures a month in gross sales for direct-to-consumer health and wellness brands, with a sub-1% refund rate that his competitors can't touch. He calls every lead, shares every number, and fires anyone who sells unethically. No exceptions. He built ConexusCRM after getting fed up with tools designed for marketers rather than sales floors. The platform now powers UpSales' own operation and is being rolled out to DTC brands building their own in-house call centers. His philosophy hasn't changed since day one: people first, profit second, and not all money is good money.

I'm the founder of Conversion Realtor, an AI decision intelligence platform built exclusively for real estate professionals. After spending over a decade at the intersection of real estate, digital media, and SaaS sales, I built the tool I wish had existed when I was helping agents struggle with the same problem: they had leads, but no system for converting them. My career has been defined by one throughline — helping professionals turn data and technology into revenue. I've worked as a SaaS consultant at Real Geeks, where I advised real estate agents on CRM strategy and lead generation systems. Before that, I spent years at Gate House Media and Belo Media Group (Dallas Morning News) as a Regional Digital Sales Manager and Multimedia Consultant, where I worked directly with real estate agents, teams, brokerages, home builders on digital marketing, print, marketing strategies and audience engagement. I also consulted at Solera and Web.com, giving me a broad foundation in B2B SaaS, paid search, and digital strategy across various industries with innovative software solutions. . That background gave me a front-row seat to why real estate conversion fails — not because agents lack leads, but because most AI tools weren't designed around how agents actually work. They lack buyer psychology, market context, and real-world deal workflows. Conversion Realtor fixes that. It analyzes leads, conversations, timing, and behavioral signals to identify the highest-probability next move in every deal — delivering the exact message, channel, and timing needed to move conversations forward. The result: agents move from typical 2–5% conversion rates toward elite performance in the 5–12% range, doubling closings without buying more leads. I speak and write on topics including AI in real estate, lead conversion strategy, buyer and seller psychology, decision intelligence, Proptech, and the future of real estate agent productivity. Whether the story is about how AI is reshaping real estate sales, why most leads go cold, or what separates top-performing agents from the rest — I bring both the practitioner experience and the platform data to back it up.

I am the founder of BeastBI GmbH, a data-driven marketing agency. Whether it’s performance marketing or marketing automation, we help companies make smarter marketing decisions by optimizing budgets and improving ROI. We are also certified partners of HubSpot, Google Ads, ZeroBounce, and Apollo. With more than 14 years of experience in CRM, paid advertising, and marketing analytics, I combine strong data and analytical expertise with a deep understanding of marketing and business strategy. I lead a remote team and manage international campaigns at scale.

AlchemyLeads is a specialized GEO/SEO and content strategy consultancy that helps DTC Shopify companies and established brands achieve sustainable organic growth. Founded in 2017 in Los Angeles, the agency has evolved from a solo consulting firm run by Sean Chaudhary into a data-driven GEO/SEO powerhouse, focusing on Generative Engine Optimization, Search Engine Optimization, content strategy, and more.

As a strategic advisor, alliance builder, and subject matter expert with over two decades of experience, I help global enterprises and public sector organisations navigate the complexities of data management, eDiscovery, and cyber risk in an era of accelerating digital regulation and unstructured data growth. My background spans leadership roles in enterprise technology sales, consulting, and service delivery, focusing on data-intensive environments where compliance, litigation readiness, and operational intelligence are critical. With hands-on experience in incident response, breach investigation, and regulatory frameworks like GDPR and NIS2, I’ve helped organisations transform reactive data chaos into strategic business insight. Through my consultancy work, I lead programmes that address the core challenges enterprises face today: outdated storage architectures, fragmented data strategies, and the proliferation of ROT (redundant, obsolete, and trivial data) and “dark data” information collected but never utilised. I enable clients to regain visibility, reduce risk, and comply with strict data retention requirements such as GDPR’s 7-year rule, DSARs and Right to be Forgotten. My expertise is underpinned by next-gen tools like Lightning IQ capable of indexing up to 1.3 billion files per hour enabling scalable, low-impact analysis of petabyte-scale unstructured data environments. This supports advanced use cases, from compliance and litigation readiness to AI enrichment, ESG reporting, and cloud transformation. Whether advising C-level stakeholders, partnering with global system integrators, or leading high-impact data optimisation projects, my goal is always the same: to convert complexity into clarity, and risk into opportunity.

Passion drives me more than anything else when it comes to marketing. Despite…

Service Direct is an online advertising and technology company that offers local lead generation solutions specifically for home and professional service-based businesses. As experts in web development and search engine marketing, Service Direct has focused on helping local businesses grow since 2006. Our custom pay per lead programs and proprietary technologies provide a flexible and transparent marketing solution for hundreds of service businesses across North America.Service Direct is a Google Premier Partner and has been recognized on the Inc. 5000 list of the fastest growing private companies in the country for four consecutive years (2016-19). For more information, please visit: www.servicedirect.com.

Shawn Byrne is the CEO of My Biz Niche, an award-winning marketing agency recognized on the Inc. 5000 list of America's fastest-growing private companies. Under his leadership, the agency has become a powerhouse for lead generation, specifically tailored for the home services, healthcare, and commercial sectors. Shawn’s reputation is built on battle-tested data. Having scaled his own firm while managing hundreds of client campaigns, he offers a pragmatic edge that most agencies lack. He specializes in turning SEO, paid media, and conversion strategy into a transparent roadmap for revenue and customer trust.

Connect Digital Ventures is a leading data and digital marketing solutions provider dedicated to helping businesses connect with the right audiences, generate qualified leads, and drive sustainable growth. The company was built on the vision of empowering organizations with accurate data, innovative technology, and strategic marketing solutions that deliver measurable results. With over 15 years of industry experience, Connect Digital Ventures specializes in providing high-quality B2B data, email marketing solutions, and digital marketing services that help businesses accelerate customer acquisition and maximize marketing ROI. At Connect Digital Ventures, we believe that successful marketing begins with accurate data and meaningful customer engagement. Our comprehensive data solutions include custom data acquisition, data licensing, data enrichment, data appending, healthcare databases, and technology install data that enable businesses to identify and reach their ideal prospects with precision. By combining verified data with advanced targeting capabilities, we help organizations improve campaign performance, increase conversion rates, and create stronger sales pipelines across industries such as healthcare, technology, manufacturing, finance, retail, and professional services. Beyond data solutions, we offer a full suite of email marketing and digital marketing services designed to help businesses engage, nurture, and convert their audiences effectively. From AI-powered email creation, campaign automation, and audience segmentation to branding, social media marketing, and website development, our team delivers end-to-end solutions that support every stage of the customer journey. Our technology-driven approach, combined with strategic expertise and personalized service, enables clients to build lasting customer relationships and achieve sustainable business growth. Under the leadership of founder Imran Imtiyaz, Connect Digital Ventures has grown into a trusted partner for organizations seeking smarter, data-driven marketing solutions. Our mission is to help businesses transform data into opportunities, engagement into meaningful connections, and marketing efforts into measurable revenue growth. By combining innovation, industry expertise, and a commitment to excellence, we continue to empower brands worldwide to reach the right audience, at the right time, with the right message.

Albert Richer is the Founder & Editor of WhatAreTheBest.com, a large-scale research platform analyzing more than 20,000 structured categories across software, consumer products, and niche industry verticals. He specializes in product evaluation, comparative market analysis, long-tail category research, and data-driven ranking methodologies that help businesses and consumers make confident purchasing decisions. At WhatAreTheBest.com, Albert oversees the full architecture behind the platform—from data collection and review standards to automated scoring frameworks and industry taxonomy design. His work blends large-scale content engineering with real-world buyer insights to identify the best products and tools across thousands of industries.

Daniel Lynch is a versatile entrepreneur and digital marketing expert based in St. Petersburg, Florida. As the founder and president of Empathy First Media, a full-service digital marketing agency, he combines his engineering background with innovative AI-driven strategies to help businesses achieve exceptional growth. With a Bachelor's degree in Civil Engineering from the University of Florida, Daniel leverages his analytical mindset to solve complex marketing challenges. His entrepreneurial journey includes founding several successful ventures, including Medical Bill Gurus, which helps patients navigate the complexities of medical billing and insurance reimbursement. Daniel specializes in integrating artificial intelligence into marketing strategies, developing custom AI solutions that revolutionize customer acquisition and engagement. His expertise spans SEO, PPC advertising, public relations, and lead generation, with a proven track record of scaling businesses from concept to multi-million dollar enterprises. A passionate advocate for empathy in business, Daniel's approach combines cutting-edge technology with a deep understanding of human behavior. His experience and expertise make him a compelling speaker on topics including AI integration, digital marketing innovation, and entrepreneurial success through perseverance.