Retail Innovation Conference 2023Event
Services
Four ways in. One outcome.
Every engagement points at the same thing: a marketing operation you can trust, measure and run without me. Most start with an audit — because guessing is expensive.
01Fixed scope · 2–3 weeks
Marketing Ops Audit
Find the leaks before you spend another dollar.
A fixed-scope teardown of everything between a click and a closed-won deal. I trace real records through your stack — forms, routing, lifecycle stages, campaign attribution, handoff SLAs — and come back with a prioritized list of what's costing you pipeline, what it's worth to fix, and the order to fix it in.
Best for: Teams who suspect the funnel is broken but can't prove where.
HubSpotMarketoSalesforceSQL
What you get
- →End-to-end funnel and lifecycle trace
- →Stack, data-hygiene and governance review
- →Prioritized fix list, sized by impact
- →90-day remediation roadmap
02Monthly retainer · part-time
Fractional Marketing Ops
Senior ops leadership, without the headcount.
I embed with your team and run marketing operations day to day — campaign builds, lead flow, routing rules, reporting, and the unglamorous governance that keeps it all trustworthy. Enough seniority to set the strategy, enough hands-on to actually build it. This is exactly the work I do today for a high-growth B2B SaaS team.
Best for: Teams between MOps hires, on parental leave cover, or not ready for a full-time senior.
HubSpotSalesforceGoldcastApollo
What you get
- →Day-to-day campaign and lifecycle ops
- →Lead routing, scoring and SLA enforcement
- →Stakeholder reporting and QBR support
- →Documentation your team keeps after I go
03Project · 4–8 weeks
Lifecycle & Campaign Ops
Build the machine that moves leads.
The build phase: lead lifecycle and scoring models, MQL definitions and routing, nurture and re-engagement programs, segmentation, campaign hierarchies, UTM governance and naming conventions. The plumbing that turns scattered campaigns into a system anyone on the team can run.
Best for: Teams whose campaigns ship late because operations is the bottleneck.
MarketoHubSpotZapier / n8nMake
What you get
- →Lifecycle stages, scoring and MQL routing
- →Nurture, onboarding and re-engagement programs
- →Campaign architecture, UTM and naming standards
- →Database segmentation and list hygiene
04Project · 3–6 weeks
Reporting & Attribution
Prove what marketing actually drove.
Reporting your executives will trust and your team can maintain. I define the metrics that matter, wire up attribution across the funnel, and build the dashboards that answer the only question that counts in a board meeting: what did marketing contribute to pipeline and revenue?
Best for: Leaders who can't get a straight answer on what's working.
PowerBITableauSQLSalesforce
What you get
- →KPI framework and metric definitions
- →Attribution model wired across the funnel
- →Executive and business-unit dashboards
- →SQL-based pipeline and cohort analysis
05Per event or per project
Event & Content Production
The part no other ops consultant offers.
I also shoot, direct and edit. Event films, product marketing video, podcasts and photography — produced with the funnel in mind and wired straight into the nurture programs, landing pages and campaigns they're meant to feed. One person owning both the content and the system it runs through.
Best for: Teams running events who need the content to actually feed the funnel.
Premiere ProDaVinci ResolveMulti-camSony
How it runs
No surprises.
01
Audit
I trace real records end to end — form to closed-won — and show you exactly where pipeline leaks and what each leak is costing.
02
Fix the critical path
We start with what's costing the most, not what's easiest. Usually routing, lifecycle definitions and data hygiene, in that order.
03
Build the system
Lifecycle, scoring, nurture, campaign architecture and reporting — built to a standard your team can operate without me.
04
Hand off or stay on
Everything documented and transferred. Keep me on a fractional retainer, or take the keys. Both are a fine outcome.
Engagement models
Scoped to fit.
Pick the shape that matches the problem. Most teams start small and grow the engagement once the first fixes land.
Fixed scope
Audit
A defined teardown of your funnel and stack, ending in a prioritized roadmap. The usual starting point.
Project
Build
A scoped build — lifecycle, routing, nurture, reporting — delivered, documented and handed over.
Monthly retainer
Fractional
Embedded senior ops leadership, ongoing. Covers gaps, leave, or the stretch before a full-time hire.
Ready when you are
Tell me what's broken. I'll tell you what I'd fix first.
A 30-minute call, no pitch deck. You'll leave with a straight answer either way.