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Managed Marketing & CRM Operations

Your CRM is collecting dust.
Your marketing platform isn't pulling its weight.

Most B2B operators have already paid for the software. The problem isn't tooling. It's that nobody's actually running the workflows, sending the campaigns, or maintaining the automations. We do that. Senior-led, done-for-you, no agency layers.

Book a free consultation See pricing
Diagnose.

Audit the CRM data hygiene, automation workflows, campaign cadence, and segmentation logic. Find what's broken.

Fix.

Rebuild pipeline stages, repair broken automations, ship campaigns on a predictable cadence.

Monitor.

Monthly performance review, ongoing optimization, attribution tracking, drift prevention.

You bought the tools. You're not using any of them.

The pattern repeats across every B2B operator we audit. Software signed for during a growth push, never operationalized, slowly decaying into expensive shelfware.

37%
Of CRM records get updated in any given 90-day period at the average SMB. The other 63% are stale or wrong.
Source: Salesforce State of Sales 2024
68%
Of marketing automation workflows break within 12 months and are never repaired by the team that built them.
Source: HubSpot State of Marketing 2024
$840
Median monthly software spend on marketing & CRM tools at a typical 10-50 person B2B business that ships zero campaigns per month.
Modeled from public SaaS pricing
Software doesn't run itself. The platform you bought is not the problem. The fact that nobody owns the workflow is the problem. — On Why Most B2B Marketing Stacks Underperform
What we cover

CRM, automation, campaigns, ops. End to end.

We don't just send emails. We run the operational layer of your marketing function — the pieces that keep the platform from becoming expensive shelfware after the initial setup.

CRM design & pipeline operations

Pipeline stages built around your actual sales motion, not the platform's defaults. Custom fields, smart lists, lead scoring, automated stage transitions. Data hygiene rules so the CRM stays usable past month three.

Marketing automation & workflows

Drip sequences, behavioral triggers, lead scoring rules, lifecycle stage transitions. Built once, tested properly, and maintained as your business evolves. No more "the welcome sequence stopped firing three months ago and nobody noticed."

Campaign planning & execution

Monthly campaign calendar. Email and SMS sends. Promotional pushes, product announcements, nurture content. Built, scheduled, sent, and measured. You stop being the bottleneck on whether anything gets shipped.

Funnels, landing pages & booking

Sales funnels built with conversion in mind, not as design exercises. Appointment booking flows. Form capture with the routing logic to push leads into the right pipeline stage automatically. Landing page A/B testing where it matters.

Reporting & attribution

Monthly performance review with the metrics that matter for your actual business model. Pipeline velocity, source attribution, campaign ROI, sales cycle length. The numbers you'd build a spreadsheet for by hand every Monday — except we build it once and keep it updated.

Integration & data flow

Connect your CRM to the rest of your stack: support, billing, product analytics, calendaring. Replace fragile Zapier chains with proper integrations. Get rid of the manual handoffs that leak leads.

Representative Case

A 25-person B2B services firm had HubSpot Pro and three full-time marketers. They were shipping one campaign every six weeks.

The CRM had 11,000 contacts across three lifecycle stages that nobody had agreed on the definitions of. The marketing automation included 14 active workflows, six of which had been broken for over a year. The team spent most of their time updating individual records by hand and arguing about which platform did what.

The audit surfaced the real problem: nobody owned the operational layer. The marketers were content producers who'd been promoted into "marketing operations" without training. The CMO was running strategy. The CEO assumed the platform was running itself. We took ownership of the ops layer end-to-end: rebuilt the CRM lifecycle definitions, repaired the broken workflows, established a monthly campaign calendar with two scheduled sends per week.

Within 90 days, campaign frequency went from one every six weeks to twelve per month. The marketing team stopped doing data entry and started doing actual creative work. The CMO got back to strategy. The platform earned its keep.

Outcome: 12x campaign frequency. $0 additional software spend. Marketing team reported "the platform finally feels worth what we pay for it." Pipeline contribution from marketing-sourced leads increased 2.7x in one quarter.

// Representative case based on common B2B marketing-ops patterns. Specific client details anonymized. Outcomes vary based on starting state and team capacity.

How engagement works

Three steps. From signed to shipping campaigns.

Most agencies need a 4-week onboarding before they send your first email. We don't. Setup runs in parallel with first campaign work.

1
Same day

Consultation

15 minutes on Zoom. We map your current stack, identify the biggest gap (broken automation? no campaigns? CRM nobody trusts?), and decide if we're the right fit. Real diagnosis, no proposal theater.

2
Setup or audit

Platform readiness

For a new build: full setup project from $3,500. For existing platforms: $1,500 audit identifying what to fix and what to leave alone. Either way, we surface the operational decisions before any campaigns go out.

3
Ongoing retainer

Run the ops

Monthly retainer covers campaign execution, automation maintenance, reporting, optimization. Month-to-month, 30-day cancellation. We become the operational layer your platform needed all along.

Pricing

Setup projects. Retainers. Sized to your operation.

Fixed prices on entry projects. Retainers scoped to your actual operation, no "Enterprise: contact us" nonsense.

Setup
CRM & automation setup
$3,500 one-time

Full CRM build, 1 funnel, basic automation workflows, email templates. 2-3 weeks.

  • Pipeline stages & lead scoring
  • 1 sales funnel built
  • 3 core automation workflows
  • Email template library
  • Platform handoff or retainer-ready
Book consultation
Retainer
Managed marketing ops
From$4,000/mo

Full ongoing ops. Campaign management, automation tuning, list health, monthly reporting.

  • 2-4 campaigns/month
  • Platform access included
  • Automation maintenance & tuning
  • Monthly performance review
  • Month-to-month, 30-day cancel
Discuss scope
Lite
Campaign operations only
From$1,800/mo

For teams who handle their own CRM but need help getting campaigns out the door.

  • 2 campaigns/month
  • Light automation maintenance
  • Quarterly reporting
  • Email-only or +SMS
  • Volume tier for capacity
Discuss scope

Full marketing build (CRM + funnels + email + SMS + booking + automation) available at $7,500 one-time for teams replacing multiple existing tools. Book a consultation for a tailored quote.

FAQ

Common questions about managed marketing ops.

Primarily GoHighLevel (which powers our own marketing back office), HubSpot, ActiveCampaign, and Mailchimp. We can work with most B2B marketing platforms, but our deepest expertise is in GHL. If you're on a niche tool we don't know, we'll say so on the consultation rather than pretend.
No. GoHighLevel is the platform we often build on, but what you're buying isn't software access. You can subscribe to GHL direct for $97/month. What you're buying is the work to set it up correctly, run campaigns, monitor performance, and maintain the automations so they don't silently break. That's the part most teams don't have time to do well.
Yes, you can keep it. About 60% of our managed-ops clients stay on their existing platform (usually HubSpot or ActiveCampaign). The other 40% migrate to GHL because we can cover more of their stack on it. We'll tell you on the consultation whether migration makes sense for your specific situation. Migration is never the default recommendation.
We work alongside them, not against them. Most in-house marketers we work with are stretched thin on creative work — content, brand, campaigns. We take the operational layer (CRM hygiene, automation maintenance, reporting, technical campaign setup) off their plate so they can focus on what they're actually good at. The relationship works when the in-house person sees us as a backstop, not a threat.
Yes, included in the setup project for migrations under 25,000 contacts. Larger migrations or those involving custom field mapping, deduplication, and historical activity preservation are scoped separately. Most B2B operations have CRM data hygiene problems that need addressing before migration anyway, which we handle as part of the setup.
That's part of what the retainer covers. You don't need internal capacity to keep up — that's why you'd hire us. We write the campaigns, schedule the sends, manage the responses through automation, and surface the ones that actually need human follow-up. The internal lift is approving the calendar each month and handling sales conversations with hot leads.
First campaign shipped within 2-3 weeks of engagement start. Meaningful results metric depends on what you're measuring. List growth, open rates, click rates show changes within 30 days. Pipeline impact and revenue attribution show meaningful change at 60-90 days. Anyone promising 30-day pipeline transformation is selling you something fake.
Setup projects have signed SOWs with fixed scope, fixed fee, defined deliverables. Retainers are month-to-month service agreements with 30-day cancellation notice. No annual contracts. No auto-escalating pricing. Lock-in is doing good work, not paperwork.

Make the platform earn its keep.

Book 15 minutes. Bring your current stack. We diagnose live and tell you what's actually broken in your marketing operations. No proposal theater.

Book a free consultation Email about a retainer

Other Services

We also offer managed email deliverability, managed IT services, and custom development. If your problem spans more than just marketing, mention it on the consultation.