We Help Companies To Implement, Optimize, and Maintain Pardot Marketing Automation

As Pardot Experts and Certified Salesforce Pardot Consultants, we're a U.S. based Pardot Marketing Automation Consulting Agency that helps companies to implement, optimize, and manage their existing or new Pardot platform with Salesforce using Marketing Automation and Lead Management best practices.

We work directly with end user companies using Pardot or indirectly via white label for other Salesforce Partners.

What Makes Us Different?
We're Certified Salesforce Pardot Consultants Focused Solely On Pardot Marketing Automation

As Pardot Experts and Certified Salesforce Pardot Consultants providing consulting and hands-on execution we have focused solely on Pardot Marketing Automation over the last 5 years. While other companies focus on Salesforce Sales Cloud and maybe have a little experience with Pardot, we are all about Pardot and Marketing Automation 100% of the time!

How We Solve Your Challenges
We've Never Seen a Pardot Installation We Couldn't Vastly Improve

We're the Pardot Experts! We've never seen a Pardot installation we couldn't vastly improve. So whether you need a brand new Pardot Implementation or you've been using Pardot for quite some time, we can help you to get the most out of your investment.

For new Pardot Implementations explore our Pardot Implementation Packages. For existing Pardot instances needing optimization, customization, and support see our Pardot Managed Services, or Contact Us today for a Custom Quote!

How We Do Things
Select a Pre-Configured Package Via Ecommerce or Request a Custom Quote

Right on this website you can purchase a Pardot Implementation Package, ongoing Pardot Managed Services (for optimization and customization), or Contact Us for a Custom Quote.

Select a packaged list of pre-configured items to get what you need, or we can do a discovery call to explore your needs and come up with custom solutions to fit your budget and timeline.

You can always start with an Implementation Package then go month-to-month with Managed Services to get things really optimized.

Who We Are A Fit For
If You Need a Brand New Pardot Implementation Or You've Been Using Pardot For Quite Some Time

Our mostly U.S. based team works with any company who already has or plans to have Pardot. We also work under White Label with Salesforce Partners!

Need Pardot setup? We can help, and do it better than most! Already have Pardot but need improvement on Lead Management, Lead Nurturing, MQLs, Client Engagement, System Architecture, Data Management, Lead hand-off to Sales, or anything else? We can help improve on many aspects or your Pardot implementation, and improve on your team's marketing campaign effectiveness.

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Some of Our Consulting Services

Pardot is a powerful marketing automation platform by Salesforce that when properly implemented can grow your business by generating and nurturing leads and identifying and qualifying prospect interest and purchase intent.

Whether your organization needs a brand new Pardot implementation, or whether you have been using Pardot for years, our team of experienced Marketing Automation Experts can help your organization with the challenges of setting up best practices and workflows.

Pardot Services

 Forms & Lead Gen Data capture

 Forms & Lead Gen Data Capture

 Effective Marketing Campaigns

 Lead Management between Pardon and Salesforce Platforms

Automations & Workflows

 Marketing-To-Sales Hand-Off Processes

 Training & Support

Lead Management between Pardot & Salesforce Platforms

Effective Marketing Campaigns

Automations & Workflows

Marketing-To-Sales Hand-Off Processes

 Training & Support







Platform Audit  



Managed Services 

Best Practices Guidance 


Training & Support 

Salesforce Services

Salesforce is the cornerstone of your sales initiatives, but optimal Salesforce CRM configurations require strategic planning, consistent and thought out implementation, and agile support. We work with our clients to help them build and maintain the best possible version of their CRM for good user adoption and maximum ROI!

Our forte is managing Marketing-to-Sales processes by defining then implementing a comprehensive strategy and creating automated processes between Pardot and Salesforce Sales Cloud with regard to prospect management and lead hand-off to Sales.

 Platform Audit



Managed Services


Training & Support





Benefits Of

OBC Services

Improve ROI

Increase Lead Generation

Refine Sales & Marketing Alignment

Boost Conversion Rates

Enhance Lead Quality

Heighten & Personalize Prospect Engagement

Quantify Marketing Results & Efforts

Gain Visibility into Sales & Marketing Processes

Why Us

How We Solve Your Challenges

Strategic Planning & Execution

Unique blend of Strategic Planning and hands-on Tactical Execution
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Strategic Planning & Execution

• Unique combination of strategy and execution
• Laser focused on Pardot Marketing Automation for over 5 year
• Integrated Web, Marketing, and CRM workflows


Many years of Business, Marketing, and Marketing Automation Experience
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  • 20+ deep level Pardot Consulting engagements
  • 30+ Years Marketing Experience
  • 5+ Years Certified Pardot Consulting
  • 12+ Years Business Consulting Experience
  • 20+ Pardot Implementations
  • 20+ Years Sales/Sales Management Experience

Technology Experts

Experts with many Tools and Services
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Technology Experts

  • Pardot Experts
  • Salesforce Experts
  • WordPress Experts

And many more technologies!

There’s a good chance may even be able to work with your tech stack!


Experience in Multiple Industries
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  • SaaS
  • High-Tech
  • Online/Media
  • Software
  • Manufacturing
  • Consumer Electronics
  • Professional Services
  • Finance
  • Printing/Publishing
  • Real Estate/Mortgage
  • Healthcare/Medical
  • Higher Education
  • Aerospace/Aviation

And more!

Years Pardot Experience

Pardot Installs

Years Business Experience

How Can We Help

Benefits of What We Can Do For You

Marketing & Sales Alignment

Let us create a diagram of your current end-to-end Marketing & Sales process, and extend it to include a roadmap of our recommended solutions for improving your lead flow and processes.

Automate MQL Marketing Qualified Leads

We can recommend and implement multiple MQL criteria and processes that will ensure highly qualified prospects (Leads and Contacts!) are passed to Pre-Sales or Sales.

Re-Qualify Dormant Prospects

We offer a solution that allows existing and possibly dormant Leads and Contacts and even stale Customers to re-qualify by tracking recent engagement with high value marketing assets.

Full Lifecycle Management 

Most Pardot implementations only pay attention to Leads. We help manage the full Lifecycle of all prospects including Leads, Contacts, and even existing Customers, including ABM Account Based Marketing.

Consolidate Forms

Consolidate Pardot Forms and autoresponders using our proven method of employing Form Handlers, Form Journeys, and what we call ‘Universal Form Autoresponders‘ for serving up Gated Downloads and managing form workflows.

Team Training

We provide hands-on expert Pardot and Salesforce Training right within your company’s instance using your data and assets, and targeted to what your team needs to learn. Beginning, Advanced, and Expert Admin Training sessions available.

ABM Account Based Marketing

Use ABM Account Based Marketing to tie Marketing and Sales together to help further penetrate into your important accounts with specific personalized messaging and ideal timing.

Ongoing Support

Use one of our Managed Services plans to get ongoing and responsive expert Support and Training for Pardot and Salesforce when you need it most. Contact us 24/7 via Support Ticket, Email, Slack, Chat, or Phone us during normal business hours.

What Makes Us Different

We have several years of experience with specific focus on Pardot Marketing Automation Consulting using a consultative approach to help put lead management and nurturing systems in place using automation and proven best practices. We often work with Salesforce Partners and Solution Providers as their Pardot Experts.

We integrate CRM, marketing, sales, and web solutions to generate highly qualified sales leads, improve lead-to-sales conversion, and build customer loyalty…and we use technology and systemized processes to automate everything to help scale your business.

We collect business requirements and ask questions in order to fully understand business needs and how they relate to desired key outcomes and performance measurements.

We will provide platform-specific technical recommendations and hands-on execution with delivery support to ensure a successful implementation.

We'll discover and provide new process improvement opportunities, and in many cases will diagram processes out for a clear picture and understanding of what is or should be happening.

During implementation we provide several valuable authored documents and process diagrams as needed which we can walk through together that will help facilitate understanding of Pardot features and recommended best practices, and which will assist in the process and get everyone on the same page with regards to data architecture, goals, campaign process, task sequence, responsibilities, expectations, timelines, etc.

Typically, for new implementations you’ll have your first campaigns running within 45-60 days and the full onboarding process completed within 60-90 days (depending on the package/plan selected).

5yrs Salesforce Certified Pardot Consultant

30yrs Marketing/Marketing Management

8yrs Salesforce Sales Cloud CRM

12yrs WordPress Expert (web dev & design)

15yrs Sales/Sales Management

19yrs Business Entrepreneur

12yrs Independent Consultant

Client Testimonial by

Kate Van Gorden, Marketing Manager | Syncroness

We worked on a Pardot and Salesforce Managed Services contract with Syncroness for about 8 months helping to align their Lead Management processes between Marketing and Sales, and to demonstrate marketing influence via ROI reporting on net new revenue from lead generation marketing efforts.
Let's Chat

Schedule Call

Jeff Kemp

Principal Consultant | Salesforce Certified Pardot Consultant

Optimal Business Consulting
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