Marketing Ops

Marketing Operations That
Scale With Your Growth

The systems and infrastructure your marketing team needs to operate at 2x capacity with the same headcount. We build the ops layer that makes everything else work.

Get an Ops Audit

What We Optimize

Tool Stack Audit

We audit your current marketing stack, identify redundancies, gaps, and cost savings opportunities.

Process Documentation

Your marketing processes documented, standardized, and turned into repeatable playbooks.

Team Workflow Design

Workflows that eliminate bottlenecks and let your team focus on high-value work.

KPI Dashboard Setup

Real-time performance dashboards tailored to your business model and KPIs.

Vendor Management

We help you evaluate, negotiate, and manage your marketing technology vendors.

Marketing Tech Implementation

New tools set up correctly the first time, integrated with your existing stack.

How it runs

Process

01

Ops audit

Tool inventory, cost, overlap, and the manual processes holding the team together. You get a written findings doc.

02

Target operating model

Which tools stay, which go, and how work moves between people and systems.

03

Implement

Tool consolidation, process documentation, and dashboards built in order of impact.

04

Embed

Playbooks the team actually uses, with a review cadence so the system keeps working after we leave.

What you get

  • Ops audit findings with cost and overlap analysis
  • Target operating model and tool decisions
  • Process playbooks for every recurring workflow
  • KPI dashboard tied to your business model
  • Vendor evaluation and negotiation support where needed

Timeline

Typical engagement: 2–4 weeks

  1. Week 1

    Audit

    We map what exists, where it breaks, and what number has to move. You get a written scope before we build.

  2. Weeks 2–3

    Build

    Built against your real accounts and data, with a staging path so nothing touches production untested.

  3. Week 4

    Deploy & handoff

    Production cut-over, monitoring and alerts, a runbook, and a recorded walkthrough for your team.

What a build looks like

Online education business with a 12-person marketing and sales team

Illustrative example

Before

Three overlapping tools for email, a CRM nobody trusts, onboarding handled by whoever is free, and reporting that takes a day to produce.

What we build

  • Consolidated the stack to one CRM and one email platform, with a migration plan that did not drop any active sequence.
  • An onboarding flow triggered from the Stripe payment event, with tasks assigned automatically.
  • A KPI dashboard pulling from the CRM, Stripe, and ad platforms, refreshed daily.

After

The team spends its time on campaigns instead of coordination, onboarding is consistent, and leadership reads one dashboard instead of three exports.

Questions we get on the call

Is this consulting?

No. We implement. The audit produces a plan and then we build the plan with you, in your tools.

Will you make us switch tools?

Only when the audit shows a clear case. Most of the value is in making the existing tools work together.

How is this different from AI Automation?

Marketing Ops fixes the process and tool layer. AI Automation builds the workflows that run on top of it. They are often combined.

How long does it take?

Audit in week 1, implementation over the following 2–3 weeks. Larger consolidations are phased.

Get an ops audit