Our Services

Marketing Automation Implementation
and Consulting Services

Do you already have Pardot installed and set up for at least 1 month?

Pardot Implementation

Getting the Most Out of Your Pardot Implementation

Ideally getting the most out of your Pardot investment should involve:

  • Proof of revenue attribution showing Marketing’s influence on Sales.
  • Steady stream of highly qualified sales-ready leads being sent to Sales from Marketing for follow up and closing deals.
  • End-to-end lifecycle of each prospect with visibility to Marketing and Sales showing exactly where the prospect is in the marketing and sales funnel at all times.
  • Leads and Contacts (including dormant Customers) that surface (or resurface) as showing new and recent buying intent.
  • Array of conditions and automations that identify qualified leads and triggers surfacing qualified prospects to lead dashboards with new lead notifications.
  • Scalable, comprehensive, and effective marketing campaign architecture that includes multiple channels and methods that targets each persona with timely, appropriate, and personalized messaging.
  • Nurture email marketing sequences that promote your brand and product/service offerings while qualifying or disqualifying prospects.
  • New customer onboarding email marketing sequences.
  • Capturing new prospects into the database with clear tracking of Lead Source and all marketing engagement touch points. 

Sounds too good to be true? Well the reality is that most companies using Pardot never see a fraction of those benefits because Pardot only does a small part of that out-of-the-box, and most companies haven’t engaged thoroughly enough with a qualified Pardot Consulting Agency or Pardot Consultant (or engaged with the wrong agency or consultant).

Realizing those types of benefits from your Marketing Automation Platform (MAP) takes some time, but more importantly requires developing an end-to-end strategy for lead generation and lead management, and should involve lead nurturing and qualification and an approach including marketing-to-sales hand-off of highly Marketing Qualified Leads (MQL) that have either A) shown recent purchase intent, or who B) fit your ideal target customer profile and have recent engagement at any level.

Out-of-the-box Pardot is designed to capture and nurture leads and pass those leads off to Salesforce. But Pardot can really only do basic scoring and lead assignment without an expert setting up a comprehensive lead management system that Pardot is capable of.

That’s where we come in… What we offer is our proven method of data capture, lead management, and prospect lifecycle persona identification and marketing that adds automated processes and sophistication to Pardot that lets you squeeze out every dollar of return your investment!

Once you engage with us you’ll find that a properly planned and implemented marketing automation platform is well worth the investment! That is why Optimal Business Consulting offers flexible and comprehensive implementation packages and services to provide Pardot users with the expertise and resources they need to hit the ground running!

What’s Included In Our Pardot Implementation Packages

All Pardot Implementation packages include a dedicated Certified Pardot Consultant, an implementation plan, a kick-off meeting, Pardot configuration, user set up and training with additional support, plus many additional implementation features! (outlined within each package)

Here’s a high level outline of some of the items that may be included* in each Pardot Implementation:

  • Dedicated Salesforce Certified Pardot Consultant
  • Initial Discovery Call
  • Best Practice & Strategic Guidance
  • Salesforce & Pardot Platform Setup
  • Pardot Installed in Salesforce
  • Pardot Lightning App Setup
  • Salesforce/Pardot Connector Configuration
  • Pardot User Setup
  • Pardot & Salesforce Connected Campaign Setup
  • Pardot Tracking Code
  • Tracking Domain with DNS Setup Guidance
  • SPF/DKIM Records with DNS Setup Guidance
  • Social Media Connectors
  • Pardot Custom Fields
  • Salesforce Custom Fields
  • Display Pardot Data within Salesforce
  • Custom Lead Scoring Setup
  • Prospect Grading & Profiling
  • Define & Diagram MQL Journey and Lead Management Process
  • Branded Email Template
  • Form Email Autoresponder
  • Pardot Web Forms & Form Handlers
  • Create Gated Content Form for Gated Downloads
  • Segmentation Lists
  • Custom Redirects (tracking links)
  • Engagement Studio Nurture Programs (Journeys) & Automations
  • Create Automations
  • Data Manipulation
  • Prospect Import
  • B2B Marketing Analytics Configuration
  • Pardot Status & Strategy Meetings
  • Pardot Support
  • Pardot Training
  • Pardot & Salesforce Consulting
  • Pardot Asset Creation (forms, email templates, fields, journeys, etc.)
  • Pardot & Salesforce Lead Flow Management
  • Project Management
  • Resource Library of 40+ Original-Authored Pardot & Salesforce Help Documents

As your plan progresses we’ll work through discovery meetings and strategic planning so that you get set up with the best possible outcome!

(*the package selected determines the items included and which items may be addons)

How Pardot Implementation Works

Choose the package/plan on this page that best fits your budget and goals. Once you’ve selected your package/plan one of our team members will be in touch to work out the details so we can begin with setting up an online kick-off meeting where we start the planning and implementation process.

Quickstart Pardot Implementation | 45 Day

Pardot QUICKSTART Implementation Package for Getting Pardot Marketing Automation Up Simply and Quickly

Approximate Duration: 45 Days

Growth Pardot Implementation | 60 Day

Pardot GROWTH Implementation Package to Grow Your Business with Pardot Marketing Automation

Approximate Duration: 60 Days

Scale Pardot Implementation | 90 Day

Pardot SCALE Implementation Package with Strategy for Scaling Your Business with Pardot Marketing Automation

Approximate Duration: 90 Days

Managed Services

Explanation on WordPress Pages vs. Posts

Pardot & Salesforce Managed Services

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 Expertise, Strategy and Best Practice Guidance, plus hands-on Administration and Optimization, Support, and Training.

As an added bonus our Managed Services clients have access to tons of resources via our Resource Library including over 40+ help documents that we have authored that provide helpful insights along with Configuration Implications & Recommendations plus a comprehensive knowledgebase on Pardot, Salesforce, Tools & Services, and WordPress Plugins that we have compiled over several years.

Our Managed Services provide everything you need to keep getting the most out of your tech stack (Pardot, Salesforce, WordPress, and more).

We offer Pardot Managed Services, Salesforce Managed Services, or a combination of Pardot and Salesforce Managed Services together.

What’s Included In Our Managed Services

All of our Managed Service plans include both Strategic & Tactical elements:

  • Initial Discovery Call
  • Best Practice & Strategic Guidance
  • Salesforce & Pardot Platform Setup
  • Salesforce/Pardot Connector Configuration
  • Pardot User Setup
  • 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 Management Process
  • Create Branded Email Template
  • Form Email Autoresponder
  • Pardot Web Forms & Form Handlers
  • Create Gated Content Form for Gated Downloads
  • Segmentation Lists
  • Custom Redirects (tracking links)
  • Pardot Status & Strategy Meetings
  • Pardot & Salesforce Consulting
  • Pardot Asset Creation (forms, email templates, fields, journeys, etc.)
  • Pardot & Salesforce Lead Flow Management
  • Campaign Guidance
  • Pardot & Salesforce Training
  • Pardot & Salesforce Support
  • Project Management
  • Analytics / Reports / Dashboards
  • Resource Library of 40+ Original-Authored Pardot & Salesforce Help Documents
  • Plus anything included in our Implementation Packages!

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

What’s Included

Strategic & Tactical

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

  • Ongoing Strategic Planning
  • Process & Systems Development
  • Pardot/Salesforce Platform Implementation
  • Pardot/Salesforce Platform Administration
  • Pardot/Salesforce Platform Optimization
  • Pardot/Salesforce Consulting
  • Project Management
  • Pardot/Salesforce Lead Flow Management
  • Marketing Asset Creation
  • Pardot/Salesforce Automations
  • Campaign Set Up and Guidance
  • Pardot/Salesforce Training
  • Pardot/Salesforce Support
  • Analytics / Reports / Dashboards
Providing OUTCOMES and VALUE
Managed Services is sold on a ’value’ basis, meaning we don’t commit a specific number of hours to work, but we provide value and achieve goals each month to make sure you are getting your money’s worth. We’re so confident that you’ll love the value you’ll receive that we don’t require annual contracts.
 
We will however target 10-30 hours per month effort depending on your service plan, the complexity, effort required, and the skill level or certifications required to perform the tasks during any given monthly ’sprint’.
 
Not the right time for Managed Services?

If Managed Services aren’t the right fit for you right now, we also offer numerous a la carte options.

How Managed Services Works

At the beginning of every month we get together via web conference to work out priorities and milestones. Then throughout each month Optimal Business Consulting experts get things done by executing on agreed upon tasks! There are no annual contracts…start with an initial 3 month Pardot Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value. Cancel at any time after the initial 3 month period.

How It Works

For our Managed Services clients, at the beginning of every month we get together via web conference to work out priorities and milestones. Then throughout each month Optimal Business Consulting experts get things done by executing on agreed upon tasks!

There are no annual/ contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value Cancel at any time after the initial 3 month period.

Each month during our Managed Services we’ll review together the status of tasks, and agree on priorities for the following month as a ‘monthly sprint’. This provides a very ‘agile‘ method of addressing current priorities.

Then during the month we will execute on the agreed upon projects and tasks to address those priorities. Only agreed upon work will be executed. We repeat this process each month to identify and accomplish your goals for the month.

Pardot Managed Services is our core offering.

If Salesforce Managed Services is part of your plan (separate option) we agree together how much effort should go towards Pardot and how much effort towards Salesforce, with the split being up to you, determined by the agreed tasks.

PARDOT MANAGED SERVICES | BASIC

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 10 Hours/month

PARDOT MANAGED SERVICES | STANDARD

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 20 Hours/month

PARDOT MANAGED SERVICES | PLUS

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 30 Hours/month

PARDOT MANAGED SERVICES | BUSINESS

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 40 Hours/month

PARDOT MANAGED SERVICES | ENTERPRISE60

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 60 Hours/month

PARDOT MANAGED SERVICES | ENTERPRISE80

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 80 Hours/month

PARDOT MANAGED SERVICES | ENTERPRISE100

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

Allocated: 100 Hours/month

More Products and Services

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PARDOT PLATFORM AUDIT

Our Pardot Platform Audit includes auditing many areas of the Pardot menu system and feature set, then we document and review our findings with you so you can get a clear understanding of any gaps in your current Pardot setup as well as implications of certain settings plus our recommendations for configuration settings.

MARKETING AUTOMATION STRATEGY WORKSHOP

This is an interactive group workshop event to discuss, discover, diagram, brainstorm, solution design, and learn about how to optimize Pardot to improve your Lead Management processes and overall marketing-to-sales workflow.

  • 4 Hour Solution Design Web Conference
  • Diagram/Whiteboard — existing current state workflows and optimal future state
Pardot & Salesforce Managed Services

All of our Managed Services plans include both Strategic & Tactical elements. No annual contracts…start with an initial 3 month Managed Services commitment, then continue Managed Services month-to-month for as long as you continue to realize value.

PARDOT TRAINING

We teach and train hands-on within your instance of Pardot. We will train on whatever topics and areas you want us to cover. We will train at the level of our audience, including up to advanced Administrators if that is what you need. As part of our training we cover Best Practices in many areas related to configuration, lead process, campaigns, and more.

PARDOT SUPPORT & CONSULTING 10

Block of consulting hours that can be used at any time for hands-on Pardot support, meetings, strategy/planning, process/workflows, consulting, campaigns, journeys, lists, fields, automations, scoring, grading, sync rules, forms and form handlers, conversion optimization, lead management, email templates, configuration, task/project management, etc.

10 Consulting Hours

PARDOT SUPPORT & CONSULTING 20

Block of consulting hours that can be used at any time for hands-on Pardot support, meetings, strategy/planning, process/workflows, consulting, campaigns, journeys, lists, fields, automations, scoring, grading, sync rules, forms and form handlers, conversion optimization, lead management, email templates, configuration, task/project management, etc.

20 Consulting Hours

PARDOT SUPPORT & CONSULTING 30

Block of consulting hours that can be used at any time for hands-on Pardot support, meetings, strategy/planning, process/workflows, consulting, campaigns, journeys, lists, fields, automations, scoring, grading, sync rules, forms and form handlers, conversion optimization, lead management, email templates, configuration, task/project management, etc.

30 Consulting Hours

PARDOT SUPPORT & CONSULTING 60

Block of consulting hours that can be used at any time for hands-on Pardot support, meetings, strategy/planning, process/workflows, consulting, campaigns, journeys, lists, fields, automations, scoring, grading, sync rules, forms and form handlers, conversion optimization, lead management, email templates, configuration, task/project management, etc.

60 Consulting Hours

Set up a call or use our web form to get in touch…

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Jeff Kemp

Principal Consultant | Salesforce Certified Pardot Consultant

Optimal Business Consulting

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