Marketing Operations Strategy

Problem solving through creative design

“Lack of direction, not lack of time, is the problem. We all have twenty-four hour days.” – Zig Ziglar

Lack of direction will kill a team’s efficiency and output. Conversely, having a well thought out strategy will maximize your team’s time, performance and job satisfaction.

Let our team of marketing operations experts evaluate your technology and processes. Together, we’ll map out where you want to go, identify areas to optimize and ensure your team’s time is used effectively.

Marketing operations strategy services:


Roadmap and planning. Let us work with you to develop a marketing operations strategy and timeline to achieve your objectives, plan for growth, and accomplish your goals.

Marketo audit. Our certified Marketo consultants will conduct a thorough review of your Marketo instance, removing junk records, normalizing data, and optimizing for speed and maximum performance.

Sales / marketing alignment. You’ll increase revenue faster when sales and marketing are working together. We’ll help improve communications and establish benchmarks to measure your mutual success.

Process assessment / optimization. Often, MOPS operates using legacy processes designed years ago, which don’t account for changes to staffing, volume or technology. We’ll evaluate your current practices and make recommendations to streamline your workflows. And, all processes will be documented, should you need to make updates down the road.

Change management. Change is hard. We’ll work with you to develop an effective plan to get all stakeholders and team members on board and excited about new systems, processes, and technologies.

Data / system governance. Protect your most valuable asset and single source of truth, your database. We’ll help improve the integrity of your data plus document best practices, workflows, and staff accountabilities to keep it clean.

GDPR / CASL / CCPA legislation compliance. Data compliance and privacy legislation are the new norms. Ensure your marketing data intake forms, subscription centers, record storage and requests to be removed meet the requirements for GDPR, CASL and/or CCPA compliance. Prepare thoroughly; market fearlessly!

Make this year your most productive yet. Together, we’ll put together a roadmap to provide clear direction, achieve your goals and maximize your team’s efficiency.