Can you build go-to-market plans, but you're expected to architect complex technical systems you've never implemented?
Do you have marketing leadership skills, but you're stuck archaeologizing someone else's broken system?
Are you responsible for systems that only exist in someone else's head, and they just left the company?
Meanwhile, you're sitting there with a "marketing automation platform" that's really just an expensive email blast tool, a CRM full of duplicate records and fake email addresses, and workflows that never seem to fire properly.
Cool story. But what about the fact that your leads are getting lost for 2 days in your handoff process? What about the reality that marketing says they sent 500 leads last month, but sales swears they only got 200?
You've built a marketing operations house of cards, and everyone's acting like it's a solid foundation.
You bought HubSpot or Marketo thinking it would solve your problems. Instead, you've just automated your chaos. Your workflows are firing incorrectly, your data is flowing in the wrong direction, and your team spends more time fixing broken processes than actually doing marketing.
They tell you to "just set up lead scoring" without mentioning you need a data dictionary first. They say "automate your nurture sequences" but don't tell you that without proper record standards, you'll be sending emails to fake users.
Your marketing operations run so smoothly that leads flow from first touch to closed deal without a single manual handoff.
Your CRM is so clean and organized that sales actually trusts the data / enjoys working in the CRM.
Your automation is so sophisticated that prospects get exactly the right message at exactly the right time, automatically.
When someone asks "which channels are driving revenue," you know the answer instantly because everything is tracked properly.
When you need to scale up for a big growth push, your systems handle 10x the volume without breaking.
Your team spends their time on strategy and optimization instead of firefighting broken workflows.
You can hire new people, and they're productive immediately because everything is documented and systematized.
Most importantly: You sleep well at night knowing that your marketing operations are a competitive advantage, not a liability.
Marketing Leaders Are Hired for Strategy, Not Technical Architecture
two
Systems Were Built Reactively Without Strategic Architecture
No Dedicated Marketing Operations Expertise In-House
Deploy a reliable lead scoring model
Gain visibility into what sales is doing with marketing leads
Finally prove marketing's impact and identify exactly where leads are getting stuck in your sales process.
Improve your speed to lead
Improve targeting and segmentation
Remove all the “junk contacts” from your CRM
Know exactly what channels are contributing to your pipeline
Increase reporting reliability
phase one
Assess
Uncover what's truly broken (and why)
phase two
Implement
Build the foundation that actually works
Deploy foundational systems and processes that eliminate operational anxiety. We'll clean your data, automate your workflows, and create bulletproof documentation—so your team can execute consistently without tribal knowledge or constant firefighting.
Deliverable: Streamlined, high-performance operations
phase three
Optimize
Make everything run like clockwork
Refine performance and eliminate friction points for maximum efficiency. Using your clean data foundation, we'll optimize what's working, fix what's broken, and stress-test everything for scale—so you're ready for growth without the growing pains.
Deliverable: Reliable, documented systems
phase four
Scale
Grow without breaking what you built
Establish operational excellence that supports accelerated growth. We'll implement advanced automation, connect operations to revenue goals, and complete full knowledge transfer—so you can scale confidently without consultant dependency.
Deliverable: Growth-ready infrastructure + complete independence
We meet every week for 60 minutes
Comms over Slack and Loom
Track it all in ClickUp
Hey, I’m Evan.
I untangle marketing operations for B2B tech companies who've built their systems with duct tape and prayer — and are finally ready to do it right.
Over the past decade, I've been the guy walking into marketing operations disasters across every type of company you can imagine — from scrappy startups to major manufacturers like Cree, from consulting firms to late-stage companies like Pendo.
And here's what I discovered: every single one had the exact same problem. They were all obsessed with the newest shiny toy — whether it's Clay, Instantly, Warmly, or whatever's trending this week instead of fixing the systems that run their business.
I’ve watched enough brilliant marketers get told by their board to chase some new AI-powered solution when their database is 90% junk records and their lead scoring hasn't worked since 2019.
I've been that guy in the room trying to get buy-in for foundational work while everyone wants to talk about the latest growth hack. I've watched companies burn through budgets on tools that can't possibly work because they skipped the unsexy background work that makes everything else possible.
If sales and marketing are Batman and Robin, marketing ops is Alfred down in the Batcave beating the dents out of the Batmobile. It's unglamorous work, but it's fundamental to everything happening at the tip of the spear.
That's why I love working with early-stage companies before their operations have truly fossilized into this jagged architecture that underpins everything they're trying to do.
If I can get in early enough and build the scaffolding right, it supports everything else they want to accomplish.
There's always a lightbulb moment in every engagement — maybe a couple weeks in, maybe a couple months in depending on how much of a dumpster fire this trash panda has to step into.
But there's always a moment where clients realize: "Oh shit, we can scale this as much as we want." And I'm like, "Yeah, that's what we've been trying to do."
The trains need to run on time every day. People only notice when they're late, but they never recognize the amount of work it takes to make sure they arrive.
That's what foundational operations does — it's the invisible infrastructure that makes everything else possible.
Let's untangle your marketing operations.
FAQ
What do I get at the end of the engagement?
How much time should I dedicate to this?
How long will it take to see results?
What kind of companies are a good fit for this program?
Will you build our entire demand gen strategy/manage our campaigns/train our sales team?
How much does it cost?
Do you offer training only/strategy consulting/one-time assessments?
Is this also for [Different Type of Company]?
