Marketing Operations

With an ever-involving marketing landscape, you need to hone in on the channels that are driving results and scrap those that aren’t. We help analyze conversion rates and get eyes on the entire lead journey so you can see where to course-correct and double-down.

  • You're running campaigns across email, social, paid ads and content but can't definitively say which channels drive qualified pipeline or deserve more budget.

    Solution: We establish clear KPIs for each marketing channel and build custom analytics that track performance from first touch to closed deal.

    We analyze engagement metrics, conversion rates and attribution patterns across email campaigns, social media, paid advertising and organic channels—giving you the insights needed to confidently reallocate resources toward what is really working.

  • Is your sales team spending time chasing unqualified leads while hot prospects go cold because you lack a systematic way to prioritize who to contact first?

    Solution: We design and implement intelligent lead scoring models that combine data, behavioral signals and engagement patterns to identify your highest-value prospects.

    We help you determine which factors matter most (job title, company size, website activity, email engagement), establish scoring thresholds and create segmentation rules that ensure your sales team always knows who to prioritize.

  • Your CRM properties are a hodgepodge of custom fields that are muddied with unstructured data, making it difficult to report on accurately, segment effectively or track the customer journey.

    Solution: We audit your current property structure and redesign it to capture only the data that matters.

    We establish clear lifecycle stages (subscriber to MQL to SQL to customer), define transition criteria, determine which properties should be required and visible and create documentation that ensures your entire team uses the CRM consistently.

    The result is cleaner data, better segmentation and enhanced reporting.

  • Do your marketing campaigns launch late, contain errors and lack coordination between teams because you don't have standardized processes or approval workflows?

    Solution: We design and implement campaign operations frameworks that bring structure to your marketing execution.

    We build approval workflows, create campaign templates, establish QA checklists and set up project management systems that ensure campaigns launch on time, on brand and error-free—every single time.

  • Your sales, marketing and customer success teams use disconnected tools that create data silos and manual work, each department tracks its own metrics making it challenging to understand collective revenue impact.

    Your forecasts are unreliable because they're based on incomplete data and inconsistent assumptions and prospects fall through the cracks during handoffs between teams.

    We'll audit your tech stack and design integrations that create seamless data flow across your CRM, marketing automation and customer success platforms, build unified reporting and dashboards that track the complete customer journey from first touch to renewal, develop forecasting models that incorporate pipeline coverage, conversion rates, customer expansion and churn rates and map your entire lead-to-cash process to design clear workflows with defined ownership at each stage.

    You'll eliminate manual data entry, align your teams around shared metrics, create more accurate forecasts that build confidence with your board and ensure no prospect gets lost as they move through your revenue engine.

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