Services
Marketing Operations consulting
I help teams understand and improve the operating rules behind their marketing systems. Work focuses on CRM, lifecycle management, automation and campaign execution, with a scope built around the problem that matters most.
Problems the work can address
CRM hygiene and lifecycle logic
Clarify field ownership, stage movement and workflow behavior before adding more automation.
Lead routing and handoff
Review qualification, assignment and exceptions so ownership is easier to trace.
Campaign operations and QA
Make audience, suppression, nurture and launch checks more consistent.
Workflow visibility
Explain how important paths work, where they depend on other systems and what happens when they fail.
Choose the right starting point
Need to understand what to fix first?
The Health Check reviews an agreed sample and produces evidence-backed findings and a sequenced roadmap.
Explore the Health Check →Already have a defined outcome?
A Sprint scopes implementation, testing and handover around that outcome.
Explore Sprints →Need continuity after a project?
Selective ongoing support can be agreed around specific responsibilities and priorities.
Explore ongoing support →Have one focused question?
A future expert working session may address a defined decision without becoming a broad audit. It remains separate from the project-fit conversation and is not currently bookable.
Review consultation options →Platform scope
Focused, not platform-wide by default
HubSpot, Marketo and Pardot / Salesforce Account Engagement are the initial focus. Make.com may support defined intake and routing workflows. Connected systems do not automatically bring every platform into scope.
Next step
Discuss your project
Share the operational problem, the systems involved and what you need to decide or improve.