CDP RFP and vendor selection, from the inside

An open letter to Martech vendors: let's do better

Vendors, buyers don’t want theatre anymore. They want honesty, focus, and fewer ego-driven detours. After a year of back-channel Slack messages and mid-demo rescues, here’s my open letter for a more grown-up Martech industry in 2026.

As 2025 winds down, I’ve been thinking about all the demos I sat through this year. Probably more than any reasonable person should. And at some point you start to recognise patterns that you wish you didn’t recognise. Patterns that make buyers question their presence in the demo, glaze over, or quietly message me on Slack asking, “Did they really just say that?”

A meme floated past my LinkedIn feed a little over two weeks ago, joking that traditional platforms “lie”. And a screenshot sent by an industry peer from a presentation in which the vendor told the

Meet the CDP Simulator, the easiest way to finally understand your data stack

The CDP Simulator is a free, interactive way to see how customer data actually moves through traditional, composable, and hybrid stacks. Click, explore, and watch the architecture come alive without needing a single slide.

I’ve lost count of the number of times I’ve tried to explain a CDP diagram that looked like someone spilled spaghetti on a slide. If you’ve ever been in a meeting where five people are discussing “real time” and each one means something completely different, you probably know the feeling.

So instead of drawing yet another arrow-filled diagram, I built something people can actually play with.

CDP Simulator displaying David Chan's inspired Hybrid architecture.

The CDP Simulator is now live. It’s free, and you can get started in about three seconds. No signup, no

Negotiating the New Martech Economy

Most Martech vendors talk about “transparency,” yet the real negotiation is about who ends up carrying the complexity. Part 3 explores how ownership, definitions, velocity, and data reality shape what you can truly negotiate in today’s CDP/CEP market.

The reactions to last week's part 2, The inherited costs of the composable stack, revealed something important about Martech today. People disagreed with one another, yet they were all touching the same truth from different angles. Some pointed out that composable savings mostly show up in use-case velocity rather than infrastructure. Others argued that cloud costs are a black box, no matter what you buy. A few reminded us that the data warehouse remains the gravitational center regardless of whether your CDP is composable or packaged.

What everyone circled around, though, was the same underlying question: who

CDP & CEP pricing strategies for the uninitiated

CDPs charge for the data you hold. CEPs charge for the actions you take. “Usage” sounds simple, but every vendor defines it differently. The Hidden Logic of Martech Pricing reveals what those definitions really mean for your budget and your business.

Every vendor promises the same thing “you only pay for what you use”.

It’s a comforting line, one that suggests control and fairness. But in Martech, especially when you look at Customer Data Platforms (CDPs) and Customer Engagement Platforms (CEPs), the definition of use changes depending on who you ask.

Most CDPs still price around data management, how many profiles you store, how many events you collect, or how many systems you connect. It’s a model born from infrastructure.

Meanwhile, CEPs are leading the move toward usage-based pricing, a model

Ten reasons to bring in outside expertise for your CDP RFP

...and why your team will thank you.

I’ll be honest, I usually dislike “top ten” style articles. They tend to oversimplify complex decisions and make it sound like ticking boxes will magically solve everything. But after publishing my last three pieces, on dating vendors, reference calls, and surviving the RFP process, I kept hearing the same question: why bring in outside help at all?

So, against my better instincts, here’s a list. Not because every company will face all ten of these issues, but because most will recognize at least a few of them. And if even one sounds true to you, it might be

Why skipping the RFP isn’t always an option and how to avoid the biggest traps

Four practical steps that help teams protect themselves when the process can’t be avoided

If you have been following my latest articles, The CDP RFP Dating Game and The Reference Call That Changed Everything, you will understand this article even more. This article, a follow-up in a sense, eventhough my goal was not to make a series, was partly inspired by Tealium’s Jay Calavas comment on my LinkedIn post, stating:

“Skip the RFP and focus on use cases and measurable outcomes!”

And I’ll be frank, Jay is right: use cases should lead. I’ve even worked on projects where we skipped the RFP entirely and validated

Posts tagged with RFP & vendor selection