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Services / marketing systems

Make marketing and sales work as a system.

Work with an independent Chief Martech Officer to bring order to CRM, lifecycle marketing, outbound, reporting and the tooling that connects them.

(01) — Capabilities

Start with the system that needs attention.

[01]

HubSpot implementation

Design and implement a HubSpot setup your marketing and sales teams can actually operate.

Portal auditCRM architecture
[02]

CRM implementation

Make CRM data, ownership, lifecycle stages and sales process work as one system.

CRM selection supportObject and field design
[03]

Email deliverability

Improve the technical and operational foundations behind reliable lifecycle and campaign email.

Authentication reviewSender reputation review
[04]

Email Deliverability Audit

A focused review of sending infrastructure, reputation signals, list practices and the actions to take next.

Infrastructure assessmentSending pattern review
[05]

Cold email infrastructure

Set up a responsible outbound foundation with domain, mailbox, authentication and CRM workflow in view.

Domain and mailbox planAuthentication setup
[06]

Email Warm-Up for Outbound Infrastructure

Plan and operate mailbox warm-up sequences as one part of a wider outbound and deliverability system.

Mailbox readiness reviewWarm-up sequence plan
[07]

Marketing automation

Connect lifecycle signals, campaigns, CRM and customer data into dependable automated workflows.

Lifecycle mappingTriggered workflows
[08]

MarTech Stack Audit

Understand what your marketing and sales stack is doing, what overlaps and what needs attention first.

Tool inventoryIntegration map
[09]

Marketing dashboards

Build reporting that gives marketing, sales and leadership a shared view of the funnel and revenue process.

Metric definitionsData-source mapping
[10]

AI search optimization

Improve how your expertise and service pages can be understood and cited in AI-assisted search.

AI-search auditInformation architecture
(02) — Engagement models

Choose the level of support.

Consulting

A focused diagnostic, architecture or decision-making engagement.

Scoped implementation

A defined build with clear outcomes, ownership and handover.

Ongoing support

Practical optimisation and operating support when the system needs a senior owner.

(03) — Platforms

Tools we can work with.

HubSpotSalesforcePipedriveGoHighLevelZoho CRMFreshsalesCustomer.ioKlaviyoBrazeActiveCampaignMarketoMailchimpSmartleadInstantlyLemlistApolloClayHeyReachn8nZapierMakeLooker StudioLookerPower BIGA4BigQuery
Next move

Bring the system into focus.

Book a system diagnostic