Services
Marketing Automation & CRM Consulting, Retainers & Managed Services for Pardot / HubSpot / Salesforce / WordPress, plus digital marketing
- 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 bullet point links to go to the respective pages for more detail on each service.
CRM Consulting
MOPs/RevOps Consulting
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.
Platform Audits
I’ve led several Platform Audits for customers, including:
- Pardot Platform Audits
- HubSpot 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.
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
WordPress Website Implementation
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.
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 —
Improve ICP targetingEstablish MQL/SQL triggersLifecycle marketingRefined contact segmentationConsolidate forms & autorespondersRevenue attributionMarketing & Sales alignmentImprove campaign effectivenessReduce legacy technical debtImprove data captureWell trained marketing staffMarketing engagement attributionCompare our services to other vendors
Managed 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.
SOW 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.
Level 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.