Services · B2B SaaS and fintech, 100–1,000 people
HubSpot, Marketo, Salesforce, Dynamics 365 and the connectors between them, examined as one system. Most engagements start with a three-week GTM Systems Audit from USD $1,500; the fee is credited in full against whatever fix follows.
The ladder
Start anywhere. Most teams start at the bottom because it is the cheapest way to find out whether the others are needed.
Before you trust the stack or rebuild it: a ten-surface, evidence-based map of the automation platform, the CRM and the connectors between them.
What's inside →Dedupe, a lifecycle rebuild, attribution, a migration reconcile, a broken sync. Gated rollout, before-state captured for every irreversible action, and the upstream rule that stops it recurring.
What's inside →The executor or integration the platforms don't offer: a guarded merge executor, a Marketo–Salesforce sync repair, a HubSpot–Dynamics ownership layer, a reverse-ETL reporting spine.
What's inside →The senior pair of hands for the backlog: connectors, hygiene, reporting, enablement. Weekly recorded sessions; documentation is the by-product, not a deliverable.
What's inside →Full prices, payment terms and the side-by-side table are on the pricing page.
What the work is
Each of these is a page with the scope, the exclusions and the evidence you get back. None of them starts without the audit's findings in hand.
Ten surfaces of the automation platform, the CRM and the connectors between them. Read-only, every finding tied to an export your team can re-run.
A migration that never finished, reconciled. What crossed, what did not, and the records refused on purpose with a reason attached.
Automation platform to CRM, CRM to warehouse, and the ownership rule that has to hold on both sides.
The executor or integration the platform does not offer, built inside your portal with the guard set written first.
MQL, SQL and opportunity defined once and enforced, with nurture built on real behaviour and reporting rebuilt alongside.
Campaign influence that reconciles to what finance closed, with the join written down and the exclusions named.
The stack you did not build and cannot yet trust, mapped surface by surface before anyone changes anything.
One named deadlock — a lifecycle rebuild, a broken sync, a migration reconcile — fixed in six weeks behind gates.
How every engagement runs
The audit needs a read-only user and nothing else. Nothing is connected, nothing is written back, and the export behind every finding is yours to re-run.
In a sprint or build, every irreversible action has its before-state captured and your written go before it runs. Gates: 0 → 1 → 10 → 250.
Published, fixed, in USD or CAD. Scope changes are written up and priced before they happen. Nothing is billed hourly.
Start a Rescue Sprint or Custom Build within 30 days of the readout and the whole audit fee comes off that price.
Who reads the report matters as much as what is in it: see the four situations we are built for, or the worked sample audit.
Stack we operate
Senior operators who already know your tools — no onboarding curve, no training time.
Bring the portal you inherited and the number nobody trusts. You leave with a written scope, or a written "you don't need us" with the reason.
Most engagements start with the GTM Systems Audit from USD $1,500, credited in full against the fix within 30 days of the readout. Embedded Ops and fractional work can start directly.
Where do you want to start?
Book a scoping callThirty minutes. If you don't need us, you'll hear that too.