Managed Services

Platform consulting, optimization, administration, support

Providing OUTCOMES and VALUE

Our Managed Service plans include the perfect balance of strategic advice and planning plus DFY (Done For You) hands-on tactical elements to optimize platforms and processes for driving more ROI from your marketing platform. No annual contracts or expensive retainers required.

We reconvene every month to review task status, work out current priorities and milestones, and then execute on agreed tasks as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities so you are always getting what you need.

We’re so confident that you’ll love the value you’ll receive that we don’t require long term commitments.

Plans & Pricing

Fractional Managed Services

  • Flexible hours, flexible rate, flexible tasks! Hours can flex up or down based on approved work.

  • Sliding scale rate. The more hours we work on your tasks the cheaper your hourly rate.

  • Pay only for actual hours logged for work tasks each month (10 hour minimum).

  • We can work on practically any type of tasks you need. Each month we agree together on tasks to work on.

  • No retainer required. Month-to-month with only one month commitment.

  • Totally 'fractional'...pause service for as long as you like, then restart any time with no penalties.

  • Continue for another month as long as you realize value, or pause/restart, or cancel with 30 days notice.

As hours worked increase ↗️ your rate decreases ↘️

Starting from...

Fractional Managed Services prices start from $2400 for one month with 10 hours towards whatever tasks you need.

Contact us for more info on Managed Services for Pardot, HubSpot, Salesforce, WordPress, ActiveCampaign, and more.

About Managed Services

Managed Services is the practice of outsourcing business administration, operations and management to a third party, often whose sole or primary focus is the services being outsourced. While the term managed services most commonly refers specifically to managed IT services, our Pardot, HubSpot, and Salesforce Managed Services go beyond the standard IT aspect to include other areas, such as process and systems development, marketing, and product training. All of our consultants are certified, with several years of Pardot/Salesforce and/or HubSpot experience. We can even help you with campaign set up or management, or troubleshoot ones that aren’t performing as you’d like. We’ll work alongside your team, however big or small, to enable you to get the most out of your technology stack.

How do Managed Services work?

Managed Services from Optimal Business Consulting are designed for organizations interested in maintaining an ongoing competitive advantage through month-to-month access to award-winning consulting expertise, strategy and best practice guidance, plus hands-on administration and optimization, support and training.

We get together via web conference towards the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks and appraise you of the status. We also typically review task status and agree upon priorities throughout the month for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities so you are always getting what you need.

There are no annual contracts required. Start with pay-as-you-go month-to-month Managed Services with our Flexible Hours Fractional Managed Services plan or opt for our Fixed Hours Managed Services Retainer.

What platforms do you support?

Our Managed Services help you to keep getting the most out of your tech stack—Pardot, Salesforce, HubSpot, WordPress, ActiveCampaign and more. Pardot and HubSpot Managed Services are our core offerings, but we can also extend that to provide Salesforce CRM Sales Cloud Managed Services, and even WordPress Managed Services or other platforms by request. Combine management of more than one platform, i.e. Pardot AND Salesforce (an upcharge may apply).

If you wish to add Salesforce Managed Services to your plan, we’ll ascertain how much effort should go towards Pardot and/or HubSpot, and how much effort towards Salesforce. You determine the allocation; we agree together on the tasks.

Just get in touch and request additional platform support to start the discussion.

Why do I need Managed Services?

With Flexible Hours Fractional Managed Services you have as much expert help as you need, when you need it, with no long term contracts.

With Fixed Hours Managed Services Retainer your marketing expenses are more predictable because you select the number of hours needed each month, and you still get to choose what tasks and issues are tackled each month as your needs change.

Relying on in-house staff to learn and/or maintain technology systems can be a costly and time-consuming. Marketing’s workload is frequently heavy and often deadline driven, leaving them with little bandwidth to go beyond applying the basics to complex marketing automation systems such as Pardot.

Systems that are hurriedly set up can often result in common mistakes and more administrative time later on, often compounding problems and issues such as poorly constructed automation rules and processes, forms, and email templates. Managed Services take the pressure off your employees and keep them focused on their daily work.

What kind of tasks and services are Included in your Managed Services?

We get together via web conference at the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks. We also review task status and agree priorities for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities.

  • Submit tasks via our task tool (ClickUp) or our task web form to get them in the queue and on the roadmap for your project.
  • We're highly collaborative so we encourage you to follow up and collaborate via our task tool, Slack, or email.
  • Work directly with your assigned Salesforce Pardot certified or HubSpot Expert Client Success Manager throughout your engagement.
  • Schedule a weekly, bi-weekly, or monthly web conference meeting or one-on-one working session with your Client Success Manager (up to 30 minute web conference per 10 hours of work).
  • We can work on practically any type of tasks you need, almost anything.
  • As you hit higher tiers of worked hours for a month, your effective hourly rate decreases...even from the first hour logged that month!
  • We'll pay you a referral fee as a reward for sending us clients.

Strategic & Tactical

All of our Managed Services plans include both Strategic & Tactical elements (actual work items determined each month):

  • Initial Discovery Call
  • Pardot & Salesforce Consulting
  • Best Practice & Strategic Guidance
  • Salesforce & Pardot Platform Setup
  • Salesforce/Pardot Connector Configuration
  • Pardot User Set Up
  • Pardot & Salesforce Connected Campaign Setup
  • Pardot Custom Fields
  • Salesforce Custom Fields
  • Display Pardot Data within Salesforce
  • Custom Lead Scoring Setup
  • Prospect Grading & Profiling
  • Define & Diagram MQL Journey and Lead Flow Management
  • Create Branded Email Template
  • Form Email Autoresponder
  • Process & Systems Development
  • Pardot/Salesforce Platform Implementation
  • Pardot/Salesforce Platform Administration
  • Pardot/Salesforce Platform Optimization
  • Pardot Web Forms & Form Handlers
  • Create Gated Content Form for Gated Downloads
  • Segmentation Lists
  • Custom Redirects (tracking links)
  • Pardot Status & Strategy Meetings
  • Pardot Marketing Asset Creation (forms, email templates, fields, journeys, etc.)
  • Pardot & Salesforce Lead Flow Management
  • Campaign Set Up and Guidance
  • Pardot & Salesforce Training
  • Pardot & Salesforce Support
  • Project Management
  • Analytics / Reports / Dashboards
  • Resource Library of 40+ Original-Authored Pardot & Salesforce Help Documents

Most of the above items also apply if you need Managed Services for HubSpot or Salesforce.

For more details on what our Managed Service plans contain please select the individual plan on this page to learn more!

Start the discussion about Managed Services…