Business challenges
01
Marketing team buried in operational tasks
Campaign setup, list management, data cleaning, and report production consume the majority of the team's week. Strategic work never happens because the operational backlog never ends.
02
Lead handoff from marketing to sales is broken
Leads sit in a queue after form submission. Sales does not follow up within the agreed SLA. Nobody measures the handoff. Pipeline leaks between marketing and sales without anyone owning the leak.
03
Monthly marketing report takes a full week to produce
Data pulled from five systems and reconciled manually in Excel. Formatted into a slide deck. By the time it is distributed it is already describing the past and nobody can act on it.
04
No lead scoring -- every lead treated identically
Marketing sends every lead to sales regardless of qualification level. Sales stops trusting marketing leads entirely. Both teams blame the other. The relationship between the two functions deteriorates.
What is included
Design and implement the complete lead management process -- capture, enrichment, scoring, routing, SLA tracking, and handoff confirmation -- from the first form submission to verified sales follow-up.
Deliverables
How it works
Marketing ops audit
Map every marketing process, tool, and data flow. Quantify the highest-cost manual processes and identify the biggest data quality gaps.
Lead management design
Design the end-to-end lead management process -- from capture to sales follow-up confirmation -- with SLA tracking and measurement at every handoff point.
Automation build
Build the automation workflows, campaign templates, and reporting infrastructure to the agreed design.
CRM integration
Connect marketing automation bidirectionally to the CRM -- campaigns visible in CRM, CRM data driving automation triggers and audience segments.
Training & handover
Train the marketing team to operate and maintain the new infrastructure independently as the business scales.
Success stories
Our marketing team went from spending 60% of their time on operational tasks to under 20% in 8 weeks. The same team now produces three times the campaign output and can actually focus on strategy. The automation investment paid back within 90 days.
The real-time dashboard replaced a weekly manual report that took half a day to produce. Leadership now has a live view of pipeline from marketing at any time. The quality of our board conversations about marketing has completely changed.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Score your marketing operations across lead management, campaign operations, automation maturity, and reporting to identify your highest-impact improvement areas.
From our team
FAQ
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We respond within 1 business day with an honest assessment -- no commitment required.
Client results
