B2B SAAS · MARKETING OPS · REVOPS · AI

Pick what your marketing engine actually needs.

Mix and match the work that's broken. Send us a list. We come back within one business day with a free audit conversation, a SWOT of your stack, and a customized scope of work — no hourly billing, no surprises.

1 dayresponse time
Freediscovery audit
Fixed scopeno hourly billing
2–8 wktypical delivery

How it works

Four steps. Zero hourly billing.

  1. 1

    Tell us what's broken

    Pick the services from the catalogue below. Add them to your inquiry list. Send us the list with a few sentences about what you're trying to fix.

  2. 2

    Free discovery conversation

    We get on a 45–60 minute call. Walk your stack, your RevOps engine, your funnel, your team structure. We map the SWOT honestly. No deck, no pitch — just diagnostics.

  3. 3

    Free audit + report

    We come back with a written audit: top bottlenecks ranked by impact, what's actually broken vs. what just feels broken, and which of the services you picked are the right fit (and which aren't).

  4. 4

    Customized scope of work

    If we're a fit, we send a fixed-scope quote. Clear deliverables, clear timeline, clear handoff. You sign or you don't — either way, the audit is yours to keep.

The catalogue

Fifteen ways to fix B2B pipeline.

Stack the ones that match your gaps. We'll tell you on the discovery call if you should drop one — including the case where you don't need any of them.

Quick Wins

Specific, scoped, fast. Usually 2–4 weeks from kickoff to handoff.

Audit

Marketing Stack Quick Audit

A senior operator walks your full martech stack, finds the leaks, and hands back a 90-day roadmap of fixes prioritized by impact.

  • Stack inventory (every tool, every owner, every cost)
  • Top 5 bottlenecks ranked by revenue impact
  • 90-day fix roadmap with effort estimates
  • Live walkthrough call (60 min)

Automation

Zapier Workflow Build

Need a few apps stitched together fast? We build production-ready Zaps that survive edge cases, with monitoring and 30 days of support.

  • 1–3 app integration with up to 5 Zaps
  • Error handling + retry logic
  • Monitoring + alerting
  • Documentation + 30-day support

Automation

n8n Workflow Automation

Self-hosted automations that don't depend on Zapier pricing tiers. Webhook-driven, API-extended, fully owned by you.

  • n8n workspace setup (self-hosted or cloud)
  • 3–7 production workflows across your stack
  • Webhook + API config + auth
  • Runbook + handoff to your team

Outbound

Cold Email Infrastructure

Deliverability-first cold email setup. Properly warmed domains, SPF/DKIM/DMARC nailed, and 10 sequence templates calibrated to your ICP.

  • SPF / DKIM / DMARC configuration
  • Domain warming (3–4 weeks)
  • 10 sequence templates for your ICP
  • Inbox placement diagnostic + handoff

AI Enablement

Claude Cowork Setup

AI workspace stood up the right way: skills configured for your team's actual workflows, MCPs connected to your real tools, and a 2-hour training so the team starts shipping with it on day one.

  • Claude Cowork workspace + plugin install
  • Custom skills for your top 3 workflows
  • MCP connections to your real stack
  • 2-hour live training + ongoing FAQ

Standard Engagements

A platform, a system, or a function — properly built. Usually 4–8 weeks.

CRM / MAP

HubSpot Setup & Migration

CRM done right the first time, or rebuilt right the second time. Sales + Marketing Hub configured, integrations live, lifecycle stages calibrated to how your business actually sells.

  • CRM architecture + data model
  • Sales Hub + Marketing Hub configuration
  • Integrations (calendar, billing, support, BI)
  • Lifecycle stages + lead scoring + reporting
  • 90-day post-launch support

CRM / MAP

Marketo Implementation

Marketo from cold start to first nurture program live. Database governance, campaign architecture, scoring, and Salesforce integration — all calibrated to a real ICP, not a template.

  • Database architecture + governance
  • Smart Campaigns + Email Programs
  • Scoring (behavioral + demographic)
  • Salesforce sync + lifecycle handoffs
  • First nurture live + reporting

CRM / MAP

Eloqua Implementation

Enterprise-grade Marketo Engage / Eloqua build for B2B teams that need custom objects, multi-touch attribution, and Engagement Programs that actually convert.

  • Oracle Marketing Cloud configuration
  • Custom data objects + segments
  • Engagement Programs + nurture
  • Reporting + dashboard suite

RevOps

Lead Scoring Model

Scoring built from the data, not vibes. Behavioral and demographic signals, MQL/SQL thresholds calibrated to your historical conversion data, monthly recalibration loop.

  • Score model (behavioral + demographic)
  • MQL → SQL threshold calibration
  • Sales handoff workflow + SLAs
  • Monthly recalibration playbook

Outbound

Cold Calling System

Outbound calling done as a system, not a hope. Aircall/Dialpad config, scripts that survive a real conversation, CRM pipeline that captures the call story, dashboards leadership trusts.

  • Aircall / Dialpad configuration
  • Scripts + objection handling
  • CRM pipeline + activity tracking
  • Manager dashboards + coaching loop

Audit

Comprehensive Ops Audit

A real audit — eight stakeholder interviews, end-to-end process mapping, and a board-ready exec deck that names the actual bottlenecks instead of dancing around them.

  • 8 stakeholder interviews (mktg, sales, RevOps, exec)
  • End-to-end process maps
  • Bottleneck ranking + impact estimates
  • Board-ready executive deck
  • 90-day implementation roadmap

Strategic Projects

Multi-track, board-visible, often the foundation for a full Fractional CMO retainer.

RevOps

Full RevOps Strategy

A real RevOps function, designed and stood up. Sales + Marketing alignment, the right tech stack for your stage, KPI dashboards that survive board scrutiny, and a 12-month roadmap.

  • Sales–Marketing–CS alignment framework
  • Tech stack rationalization + procurement plan
  • Lead lifecycle + handoff SLAs
  • KPI dashboards (board + ops level)
  • 12-month implementation roadmap

Migration

Platform Migration

Marketo → HubSpot. Eloqua → Marketo. Pardot → HubSpot. Done with no data loss, no campaign downtime, and a parallel-run period so you can sleep at night.

  • Discovery + data extract plan
  • Target platform rebuild (forms, programs, scoring)
  • Data migration + validation
  • Parallel run + cutover plan
  • Post-cutover support + decommissioning

Demand Gen

Demand Generation Engine

A multi-channel demand engine designed end-to-end. Email, calling, LinkedIn, content, paid — all coordinated, all measurable, all owned by named operators on your team or ours.

  • Multi-channel demand strategy
  • Email + outbound + LinkedIn + paid execution plan
  • Content calendar + lifecycle programs
  • Attribution + reporting setup
  • 90-day execution + handoff or ongoing operate phase

Not sure if these fit?

Read the FAQ — we cover engagement length, who actually delivers, what happens if it's not a fit, and the rest.

FAQ → · Retainer engagements →