Service Overview

Marketing Automation & CRM Consulting, Retainers & Managed Services for Pardot / HubSpot / Salesforce / WordPress, plus digital marketing

Marketing Cloud Account Engagement (Pardot)
services
HubSpot Managed Services
WordPress
services
services
services
  • Certified Salesforce Pardot Consultant (Marketing Cloud Account Engagement)
  • Salesforce Partner
  • Salesforce Certified Administrator
  • Salesforce Partner
  • HubSpot Solution Partner (2023)
  • HubSpot CRM Sales Hub
  • HubSpot CMS Hub
  • HubSpot Service Hub
  • HubSpot Operations Hub
  • WordPress
  • HubSpot CMS Hub
  • Wix
  • Squarespace
  • Airtable
  • ClickUp
  • Smartsuite

👇 Click the blue header links to go to the respective pages for more detail on each service.

View Plans
Bucket of Task Hours
Managed Services
Features
for Bucket of Task Hours
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
Features
for Managed Services Retainers
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
Bucket10
Bucket of Hours
$1,300one-time
  • Best Fit
    For organizations who need technical support or help with a handful of tactical tasks.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    10 hours
  • Tier Hourly Rate
    $130
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed10
Managed Services Retainer
$1,050per month
  • Best Fit
    For organizations who need basic help with CRM and marketing automation, or website updates. Enough to be useful to get you set on the right path by fixing things and using best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    10 hours per month
  • Tier Hourly Rate
    $105
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket20
Bucket of Hours
$2,500one-time
  • Best Fit
    For organizations who need on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    20 hours
  • Tier Hourly Rate
    $125
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed20
Managed Services Retainer
$2,000per month
  • Best Fit
    For organizations who want to go beyond the basics by implementing a more in-depth setup for Lead Management, website optimization, and growth, all built on the foundation of best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    20 hours per month
  • Tier Hourly Rate
    $100
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket30
Bucket of Hours
$3,600one-time
  • Best Fit
    For organizations who need occasional on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    30 hours
  • Tier Hourly Rate
    $120
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed30
Managed Services Retainer
$2,850per month
  • Best Fit
    For organizations needing strategy and processes for scaling CRM and marketing automation with RevOps for more robust alignment between Marketing and Sales with end-to-end, lead-to-cash functionality.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    30 hours per month
  • Tier Hourly Rate
    $95
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket40
Bucket of Hours
$4,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    40 hours
  • Hours Included
    $115
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed40
Managed Services Retainer
$3,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    40 hours per month
  • Hours Included
    $90
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket50
Bucket of Hours
$5,500one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    50 hours
  • Hours Included
    $110
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed50
Managed Services Retainer
$4,250per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    50 hours per month
  • Hours Included
    $85
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket60
Bucket of Hours
$6,300one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    60 hours
  • Hours Included
    $105
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed60
Managed Services Retainer
$4,800per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    60 hours per month
  • Hours Included
    $80
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket80
Bucket of Hours
$7,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    80 hours
  • Hours Included
    $95
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed80
Managed Services Retainer
$5,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    80 hours per month
  • Hours Included
    $70
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms

WordPress Managed Services

hosting, plugin & theme updates, content updates, support 

Managed Services Retainer

Our Managed Services Retainer works best for organizations wanting an ongoing consulting relationship for more significant impact with strategy and execution to address initiatives while achieving the best rate available along with billing predictability, and willing to commit to at least a three month retainer at a fixed amount of hours each month to achieve their goals.

Our Managed Services Retainer provides the most valuable type of consulting service by including the perfect balance of strategic advice and planning plus DFY (Done For You) hands-on tactical execution to achieve short term and long term gains.

With a Managed Services Retainer we’ll optimize platforms and processes for driving more ROI from your tech stack including marketing, CRM, and web platforms. Plus we’ll work to help align your marketing and sales efforts for maximum lead-to-cash efficiency.

Managed Services Retainers addresses your ongoing priorities over the course of our engagement by adjusting to your needs monthly so you are always getting what you need when you need it, while driving toward long term improvements and success.

View Plans
Bucket of Task Hours
Managed Services
Features
for Bucket of Task Hours
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
Features
for Managed Services Retainers
  • Best Fit
    Best Fit
  • Commitment
    Commitment
  • Pricing
    Pricing
  • Hours Included
    Hours Included
  • Tier Hourly Rate
    Tier Hourly Rate
  • Types of Tasks
    Types of Tasks
  • Dedicated Certified Consultant
    Dedicated Certified Consultant
  • Consultant Availability
    Consultant Availability
  • Status Meetings
    Status Meetings
  • Request Response
    Request Response
  • Platform Administration
    Platform Administration
  • Working Sessions
    Working Sessions
  • Project Management
    Project Management
  • Platform Upgrades
    Platform Upgrades
  • Platform Health Audit
    Platform Health Audit
  • Performance Review
    Performance Review
  • Billing Terms
    Billing Terms
Bucket10
Bucket of Hours
$1,300one-time
  • Best Fit
    For organizations who need technical support or help with a handful of tactical tasks.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    10 hours
  • Tier Hourly Rate
    $130
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed10
Managed Services Retainer
$1,050per month
  • Best Fit
    For organizations who need basic help with CRM and marketing automation, or website updates. Enough to be useful to get you set on the right path by fixing things and using best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    10 hours per month
  • Tier Hourly Rate
    $105
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket20
Bucket of Hours
$2,500one-time
  • Best Fit
    For organizations who need on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    20 hours
  • Tier Hourly Rate
    $125
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed20
Managed Services Retainer
$2,000per month
  • Best Fit
    For organizations who want to go beyond the basics by implementing a more in-depth setup for Lead Management, website optimization, and growth, all built on the foundation of best practices.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    20 hours per month
  • Tier Hourly Rate
    $100
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket30
Bucket of Hours
$3,600one-time
  • Best Fit
    For organizations who need occasional on-demand consulting and technical support or help with tactical tasks due to spikes of work.
  • Commitment
    Hours good for up to 6 months
  • Pricing
    One-Time
  • Hours Included
    30 hours
  • Tier Hourly Rate
    $120
  • Types of Tasks
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    Variable
  • Status Meetings
    Variable
  • Request Response
    Based on availability
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    ❌ 
  • Platform Health Audit
    ❌ 
  • Performance Review
    ❌ 
  • Billing Terms
    Pre-pay or Net 10
Managed30
Managed Services Retainer
$2,850per month
  • Best Fit
    For organizations needing strategy and processes for scaling CRM and marketing automation with RevOps for more robust alignment between Marketing and Sales with end-to-end, lead-to-cash functionality.
  • Commitment
    3 Months
  • Pricing
    Per Month
  • Hours Included
    30 hours per month
  • Tier Hourly Rate
    $95
  • Types of Tasks
    ANY: CRM, Data, Web, Marketing Automation, Consulting, Implementation, Optimization, Admin, Documentation, Training, Support
  • Dedicated Certified Consultant
  • Consultant Availability
    90 days
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
  • Platform Health Audit
  • Performance Review
  • Billing Terms
    Net 30
Bucket40
Bucket of Hours
$4,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    40 hours
  • Hours Included
    $115
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed40
Managed Services Retainer
$3,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    40 hours per month
  • Hours Included
    $90
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket50
Bucket of Hours
$5,500one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    50 hours
  • Hours Included
    $110
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed50
Managed Services Retainer
$4,250per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    50 hours per month
  • Hours Included
    $85
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket60
Bucket of Hours
$6,300one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    60 hours
  • Hours Included
    $105
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed60
Managed Services Retainer
$4,800per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    60 hours per month
  • Hours Included
    $80
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Bucket80
Bucket of Hours
$7,600one-time
  • Best Fit
    Hours good for up to 6 months
  • Commitment
    One-Time
  • Pricing
    80 hours
  • Hours Included
    $95
  • Tier Hourly Rate
    CRM, Marketing Automation, Consulting, Implementation, Optimization, Documentation, Training, Support
  • Types of Tasks
    Variable
  • Dedicated Certified Consultant
    Based on availability
  • Consultant Availability
    ❌ 
  • Status Meetings
    ❌ 
  • Request Response
    ❌ 
  • Platform Administration
    ❌ 
  • Working Sessions
    ❌ 
  • Project Management
    ❌ 
  • Platform Upgrades
    Pre-pay or Net 10
  • Platform Health Audit
  • Performance Review
  • Billing Terms
Managed80
Managed Services Retainer
$5,600per month
  • Best Fit
    3 Months
  • Commitment
    Per Month
  • Pricing
    80 hours per month
  • Hours Included
    $70
  • Tier Hourly Rate
    ANY: CRM, Data, Web, Marketing Automation
  • Types of Tasks
  • Dedicated Certified Consultant
  • Consultant Availability
  • Status Meetings
  • Request Response
  • Platform Administration
  • Working Sessions
  • Project Management
  • Platform Upgrades
    Net 30
  • Platform Health Audit
  • Performance Review
  • Billing Terms

Platform Audits

I’ve led several Platform Audits for customers, including:

  • Pardot Platform Audits
  • HubSpot Platform Audits
  • Salesforce Platform Audits
  • WordPress Platform Audits

Along the way I’ve developed a Platform Audit document which I fill out with findings and recommendations and review with clients.

A Platform Audit is a great way to discover any gaps in your installation, and to find out what recommendations an experienced consultant can offer. Most clients don’t know what a platform is fully capable of, and most implementations fall far short of meeting client’s needs so they are getting ROI from their marketing automation and CRM platforms.

We provide two levels of audits

Basic—$1000

Basic is great for smaller companies or if you're looking for higher level best practices. We allocate 5 hours for discovery, documentation and to go over our findings and recommendations.

Extensive—$1800

Extensive audits allow for a deeper dive into usage and setting options. We allocate 12 hours to provide you with additional insight and custom documentation, which we review in our findings meeting.

Platform Migrations

Platform Migrations

Platform Migrations

I’ve led several migration projects for customers migrating from one marketing automation platform to another, and from one CRM to another, including:

  • Marketing Automation Platforms (MAP)
    • Migrations from Pardot to HubSpot Marketing Hub
    • Migrations from HubSpot to Pardot
    • Migrations from Marketo to Pardot
    • Migrations from any Marketing Automation Platform to any other Marketing Automation Platform
  • CRM
    • Migrations from some other CRM to Salesforce Sales Cloud CRM
    • Migrations from some other CRM to HubSpot CRM Hub
    • Migrations from Salesforce Sales Cloud CRM or HubSpot CRM Hub to some other CRM
    • Migrations from any CRM to any other CRM
  • Websites
    • Migrations from any CMS to WordPress
    • Migrations from WordPress to any other CMS

Along the way I’ve developed a checklist of what to do and how to approach things which assists in making sure everything is accounted for as much as possible before and during your platform migration.

Free download: ‘Marketing Automation & CRM Platform Migration Checklist’

I’ve also developed an Asset Catalog tool, both in Airtable and also available in Google Sheets, that greatly helps in cataloging assets that you might want to keep a record of before migrating…what to migrate, what not to migrate but to archive things like email HTML code, and screenshots for email templates, forms, landing pages, and segmentation list conditions so things can be rebuilt later if needed.

Read the article: Does migrating marketing automation or CRM platforms actually pay off?

 

Sales Enablement

Sales Enablement

Sales Enablement

Implementation & Onboarding Services

As an expert Marketing Automation Consultant I provide proven methods of data capture, lead management, and prospect lifecycle persona identification that adds automated processes and sophistication to your marketing automation platform that lets you squeeze out every dollar of return on your marketing investment.

Platform Implementation Packages

Choose a pre-defined package below or go custom

Choose one of our pre-configured packages below, each comprised from a pre-defined punch list of items, or let us work with you to build the perfect custom implementation package designed to fit your needs, timeline, and budget.

Website & CMS Management

WordPress Website Implementation

WordPress Managed Services

hosting, plugin & theme updates, content updates, support 

CMS Management

WordPress, HubSpot CMS Hub, Wix, Squarespace

Website & CMS Management

WordPress

  • WordPress Managed Services: hosting, plugin & theme updates, content updates, support
  • WordPress website hosting
  • WordPress website maintenance
  • WordPress website content updates
  • WordPress website support
  • WordPress website training

HubSpot CMS Hub

  • Website content updates
  • HubSpot CMS Hub support
  • HubSpot CMS Hub training

Conversion Optimization

  • Page speed
  • Navigation
  • Form conversion optimization

Marketing Services

Digital Marketing Services

Traditional Marketing Services

Marketing Services

No-code/Low-code Tools

Tool selection advisory

Airtable

for business apps and marketing operations

ClickUp

for project management, SOPs, & knowledge base

Smartsuite

for business apps and marketing operations

No-code/Low-code Tools

I can help set up operational systems using no-code tools, and then train your team for increased efficiency.

🔥One of my nonprofit clients reduced campaign production work effort and costs by over 60% with process optimization that I set up using a no-code tool.

White Label Services

White Label Services

White Label Services

Any of the services that I provide can be sold by you and delivered/executed by me white label under your brand. I’ve worked white label under a dozen Salesforce Partners and a few HubSpot Partners with their clients.

U.S.A. based fluent English speaking representation can be especially beneficial for companies abroad.

Contact me for more info.

I also offer a robust Referral Program.

— Improve Business Outcomes —

servicesImprove ICP targeting
servicesEstablish MQL/SQL triggers
servicesLifecycle marketing
servicesRefined contact segmentation
servicesConsolidate forms & autoresponders

servicesRevenue attribution

servicesMarketing & Sales alignment
servicesImprove campaign effectiveness
servicesReduce legacy technical debt
servicesImprove data capture
servicesWell trained marketing staff

servicesMarketing engagement attribution

Compare our services to other vendors

servicesManaged Services: Other vendors, if they even offer Managed Services, will require expensive annual contracts and typically don’t go into strategic advisory PLUS execute with hands-on tasks. Many may not even offer DFY (Done For You service), and many vendors will not provide a dedicated certified consultant. Most vendor’s Managed Services will only provide a select set of tasks and will not adapt to your situation or needs.

servicesSOW Statement of Work: Most vendors will not even offer Managed Services but will require a strict project-based SOW that is based off of your initial expression of needs, but an SOW is a snapshot of items based on the current known needs and does not flex over time to accommodate your ongoing needs, which will inevitably change over time. Also SOWs are very limited since they typically are framed based on an organization telling a vendor what they want, but frankly most organizations don’t know what they don’t know, they likely don’t know what the platform is capable of, and they probably aren’t experts and haven’t seen or tackled as many diverse issues as the vendor who specializes in certain platforms, so they can’t include in their initial list of requirements that the SOW is derived from any items that may come up later during discovery meetings with a qualified consultant, and items that become evident over time. This results in either jumping through hoops and negotiating a Change Order as thing arise (which takes time), or simply not adjusting to current needs but instead deferring any additional items that are considered ‘out of scope’ from the SOW. Frankly we consider SOWs an old-school method of doing business and far prefer Managed Services which can adapt month-by-month to any needs and provides much more value to our clients.

servicesLevel of Work: Most vendors will not provide a deep level of complex types of work, they typically will do more advisory or limit to very tactical tasks, and even those may not include best practices or take into consideration how the work they are doing affects other systems or areas within your organization. An example of this is setting up lead management systems; most vendors will do some level of lead scoring and maybe MQL triggering, but they most likely won’t do discovery meetings between your marketing and sales teams and departments to get alignment on what multiple levels of criteria should constitute an MQL, and what triggers and timing should cause a prospect be sent to SDR or sales teams. We not only align marketing and sales for better outcomes, but we also layer in multiple criteria to be sure that the only leads sent to sales are fully qualified leads that closely match your ICP (Ideal Customer Profile) AND that have shown intent by recent engagement with high value marketing assets, thus sending only the right prospects to sales at the right time.

Start the discussion about Managed Services…