Past Projects
& Client Recommendations

Jeff Kemp, Consultant/Owner | Optimal Business Consulting

Activate the Magic

Salesforce/HubSpot Partner (Massachusetts) | Q1 2025 – Q2 2025

Sr. RevOps Advisor working white label under Salesforce/HubSpot Partner consulting on RevOps primarily involving HubSpot, Salesforce, and Pardot platforms.

Sr. RevOps Advisor

Pardot/HubSpot RevOps Consultant

K-Love/Air1

Through Salesforce Partner | Q3 2024 – Q2 2025

Brought in as Sr. Pardot Consultant and Salesforce Consultant working white label under Salesforce Partner consulting on Pardot marketing automation and platform migration.

Project industries: Non-profit/fundraising

Sr. Pardot Consultant

Sr. Salesforce Consultant

Alliance Defending Freedom (ADF)

Non-Profit / Law Practice (Arizona) | Q3 2021 – Q4 2024

Pardot Consulting & Managed Services with Campaign Management

🔥 Nonprofit client reduced email campaign production work effort and costs by over 50% with process optimization.

• Coordination with various teams including Marketing, Sales, Business Development, Salesforce Admin, IT (compliance/governance), Web Team, and third party vendors.
• Provided Pardot marketing automation consulting and general marketing strategy and architectural system and process design.
• Presented new ideas to executive team for optimizing processes and platforms.
• Worked with multiple business units.
• Pardot Audit.
• Improved data collection and prospect management process.
• Cleaned up and reduced number of segmentation lists from 1,000’s of lists to more targeted segments.
• Centralized over 120 Pardot forms and form handlers and reduced number of forms needed.
• Cleaned up fields and field syncs, added recommended fields across Pardot and Salesforce.
• Set up discrete Pardot Email Preference Centers with opt-in automation process.
• Created MQL Journey with multiple qualifiers for sending only qualified leads to Sales at just the right time.
• Split segmentation lists across 99 different lists for multi-variant testing (like A/B testing but many more variants due to client request).
• Day-to-day help with email campaigns including building several email templates per day for email sends to large distribution lists to meet campaign calendar.
• Provided Campaign Manager human resource as extended part of client’s team for managing day-to-day campaigns with list builds and email templates.
• Documentation including journey diagrams, spreadsheets, and help files.
• Pardot and Salesforce Campaign Training including two day onsite workshop at client’s location.
• Day-to-day support to solve issues as they arose.
• Optimized and trained on Pardot integration with Everest by Validity for email validation and improved email deliverability.
• Created marketing and sales dashboards in Salesforce used by Marketing and Sales teams.
• Managed team of several Pardot Consultants and Pardot Specialists as needed to facilitate client work.
• Weekly status meetings and remote hands-on working sessions.

🔥 Nonprofit client realized 65% increase in charitable donation within 9 months.

“Thank you for all you do for ADF.  We are seeing improvement in year to date numbers for email cultivation. The revenue is up 67% and the number of gifts up 90%.”

 

~Peggy K, VP of Direct Response

Alliance Defending Freedom

“Jeff and team are definitely the best option when it comes to Pardot consulting. I think he knows Pardot better than any of the Salesforce representatives and his organizational skills are unmatched.

 

My team handed Jeff a knotted ball of yarn and his patient persistence has us seeing incredible results with new found organization.

 

I’m excited about the opportunities we now have, thanks to Jeff and his team opening up new doors for us.”

 

~Sadie J, Director of Digital Direct Response (Digital Marketing)

Alliance Defending Freedom

“Thank you for all that you invested and contributed over many years. I appreciate your passion for this faith-based mission and am grateful that you helped share a message of faith and freedom with so many Ministry Friends through the email channel, even amidst times of growth and change.”

 

~Julie R, Marketing Manager

Alliance Defending Freedom

Cloud Next Level

Salesforce Partner (Ohio) | Q4 2023 – Q2 2024

Worked white label under their brand.

Project industry:  Healthcare

Sr. HubSpot Consultant

Pardot Consulting

Salesforce Consulting

“Jeff, thanks again for all your excellent help this week!”

 

~Kendra McKeever, President

Cloud Next Level

Monetary Metals & Co.

Financial Services / Investments (Arizona) | Q2 2022 – Q1 2023

Pardot Managed Services

• Pardot Audit.
• Set up end-to-end marketing and sales processes across Pardot and Salesforce.
• Created Lifecycle Journey to manage prospect Lifecycle Management across contacts and leads including fields, lists, and automation journey.
• Created MQL Journey including multi-faceted MQL criteria, fields, lists, and automation journey to send fully qualified marketing leads to sales at just the right time.
• Improved lead qualification process and proper hand-off to Sales.
• Created responsive email template.
• Updated WordPress website by replacing WordPress form plugin with Pardot forms.
• Created nurture and re-engagement journeys.
• Optimized Salesforce platform with Global Picklists, Custom Fields, Record Types, Object Layouts, Permission Sets, Reports and Dashboards.
• Created robust marketing and sales dashboards in Salesforce used by Marketing and Sales teams.
• Helped client with email marketing, SEO, web structure, and web content.
• Pardot Training and support.
• Documentation including journey diagrams, spreadsheets, and help files.
• Oversaw Client Success Manager and Pardot Consultant and Pardot Specialist on project.
• Weekly status meetings with client team.

Level Access

IT Services and IT Consulting (Virginia) | Q4 2020 – Q4 2021

Pardot Solutions Architect / Pardot Consulting

• Pardot consulting, optimization and support.
• Designed new Lead Flow process with multiple types of rules to suit client’s needs.
• Worked with marketing, pre-sales, sales, and IT teams to implement comprehensive lead management.
• Centralized over 300 Pardot forms and form handlers, reducing down to 10 forms and 4 autoresponders.
• Created responsive email template with Dynamic Content using content customization across multiple personas.
• Integration of Google Advertising into Pardot.
• Integration of G2 lead form submissions into Pardot.
• Segmentation list management.
• Created nurture and re-engagement journeys.
• Improved email deliverability.
• Optimized Salesforce platform with Global Picklists, Custom Fields, Record Types, Object Layouts, Permission Sets, Reports and Dashboards.
• Documentation including journey diagrams, mind-maps, spreadsheets, and help files.
• Pardot Training and support.
• Weekly status and strategy meetings.

🔥 Consolidated forms for client bringing their form count down from over 300 to 4 with standardized data collection.

NuAge Experts

Salesforce Partner (Colorado) | Q1 2021 – Q2 2021

Worked white label under their brand.

Project industry: Appliances, Electrical, and Electronics Manufacturing

Pardot Consulting

• Pardot implementations for multiple end user clients.
• Pardot Training for multiple end user clients.
• Weekly status meetings with client and end user teams.

Shipp Consulting

Salesforce Partner (Massachusetts) | Q1 2020 – Q1 2020

Project industry: Human Resources

Pardot Consultant

• Pardot Audit.

CloudQnect

Salesforce Partner (Virginia) | Q4 2020 – Q4 2020

Worked white label under their brand.

Project industry: Transportation, Logistics, Supply Chain and Storage

Pardot Solutions Architect

• Led Pardot implementation and support for multiple end user clients and projects.
• Scoped SOW for projects.
• Pardot Training for multiple end user clients.
• Weekly status meetings with client and end user teams.

Ninety10

Senior Pardot Consultant

The Tambellini Group

Pardot Consultant and Business Consultant

• Optimized existing Pardot installation and automated operational processes.
• Pardot Audit.
• Researched, advised on, and implemented tools within tech stack.
• Introduced/installed/configured TaskRay Project Management tool from AppExchange and built on Salesforce.
• Introduced/installed Quip smart document collaboration.
• Introduced/installed Campaign Calendar AppExchange app for Salesforce-centric campaign management and collaboration.
• Diagramed and developed Customer Onboarding journey.
• Created Pardot marketing assets including forms, landing pages, fields, lists, email templates, automations, journeys.
• Created email templates with Dynamic Content to implement custom messaging across multiple personas.
• Managed Pardot campaigns.
• Segmentation list management.
• Developed Lead Management Process involving custom MQL triggers, diagrams, and journey.
• Created nurture and re-engagement journeys.
• Improved email deliverability.
• Optimized Salesforce platform with Global Picklists, Custom Fields, Object Views, User Permissions, Reports, Dashboards, Extensions.
• Pardot Training and support.
• Weekly status meetings and working sessions with client teams.

Roostify

Pardot Technical Lead

• CRM migration from SalesforcelQ to Salesforce Sales Cloud with full lifecycle of Pardot implementation.
• Heavy involvement with third party Salesforce vendor and internal Business Development and Sales teams to coordinate data management and end-to-end lead management processes.
• Pardot Audit, requirements gathering, migration strategy, including full data prep and data migration with ETL (Extract Transform Load) via Dataloader.
• Functional specification documentation, client meetings, Project Plan/Project Management.
• Hands-on implementation including connectors, custom fields, email templates, layout templates, forms, lists, users, roles, automations, lead scoring, lead management, campaigns, Engagement Programs.
• Creation of Salesforce custom fields with data validation, Salesforce campaigns, Salesforce lead queues, Salesforce reports, Salesforce dashboards, and Salesforce notifications.
• Created nurture and re-engagement journeys.
• Pardot Training.

“Jeff is a consummate professional and understands the sensitive database and sync interactions between Salesforce and Pardot better than most “experts” in the field. He was instrumental in the system ops setup at Roostify, working cross-functionally with sales, marketing and operational leadership to ensure the lead funnel was fully optimized. I wouldn’t hesitate to recommend Jeff for any marketing automation task.”

 

~Heidi Elgaard, VP Marketing & Tech Startup Advisor

Roostify

RSM US, LLP

Pardot Technical Lead

• Migration to Pardot from Salesforce Marketing Cloud (ExactTarget) including full Pardot implementation for Salesforce integration services company.
• Pardot Audit, extensive requirements gathering and migration strategy.
• Created platform Architectural Diagram and functional specification documentation.
• Onsite client meetings.
• Managed Project Plan/Roadmap.
• Hands-on Pardot implementation and training.

“I’m very pleased to have invited Jeff to help me deliver a Pardot project. He’s a senior consultant who can listen and understand business need. Jeff’s technical skills extend beyond automation to prescribing Pardot architecture in respect of a client’s data and desired sales, and marketing processes. I look forward to our next collaboration.”

 

~Sy Nayman, Consulting Practice Manager

RSM US LLP

Amerifi, LLC

Marketing Automation Consultant

• Comparison Research to provide comparison between Pardot and Act-On Marketing Automation tools to help determine best fit for organizational needs.