Marketing operations

Marketing operations your sales team can trust

Your CRM and marketing automation, owned and kept honest: clear lifecycle stages, leads that reach the right person, and reports the team believes without rebuilding them.

Start with a diagnostic

What we own for you

CRM and automation administration

Fields, objects, permissions, sequences and workflows kept clean and documented, so changes stop breaking other changes.

Lifecycle stages

Written definitions for lead, qualified, opportunity and customer that marketing and sales both sign off on, built into the CRM.

Lead management and routing

Every inquiry gets an owner, a response time and a next step. Nothing waits in a shared inbox.

Attribution

Source and campaign captured at the form and carried through to the deal, so you can see which work brings revenue.

Reporting

A small set of reports the team uses every week: pipeline by source and stage, speed to first response, conversion between stages.

Data hygiene

Deduplication, required fields and enrichment rules that keep records useful as the database grows.

How a monthly engagement works

A prioritized backlog

One shared list of requests and fixes, ranked with you each month. Work starts from the top.

A written change log

Every change to a field, workflow or integration is recorded: what changed, why, and how to undo it.

A monthly review

A short call on what shipped, what the numbers show, and what moves up the list.

Platforms

We work in the tools you already pay for, and recommend a change only when the plan shows the current tool cannot do the job.

  • CRM: Salesforce, HubSpot, Dynamics 365, Pipedrive
  • Marketing automation: HubSpot, Marketo, Pardot, ActiveCampaign
  • Analytics and reporting: Looker, Tableau, Power BI, Segment, Amplitude, Mixpanel
  • Integration and automation: Workato, Zapier, Make, n8n

Not sure where to start?

The diagnostic reviews your CRM, routing and reporting along with the website, and prices each fix before you commit to any of them.

About the diagnostic Contact us