Service
Marketing Operations (MarOps)
We build and run the systems behind your campaigns, from lead capture to the handoff to sales, on Marketing Cloud Account Engagement (Pardot), Marketing Cloud Engagement, or HubSpot, with Claude handling the work in between.
Also called MOps or marketing ops.
What we implement
Lead management
Lifecycle stages, scoring and grading, and routing rules that sales agrees with, so marketing-qualified actually means something.
Campaign builds
Nurtures in Engagement Studio, journeys in Journey Builder, and HubSpot workflows, built from reusable templates.
Attribution
Campaign structure and influence reporting connected to Salesforce opportunities, so you can show what marketing contributed to pipeline.
Data and consent
Deduplication, field standards, and preference management that keep your database usable and compliant.
Platform moves
Migrations between Pardot, Marketing Cloud, and HubSpot, planned around what you'll actually use on the other side.
Where AI changes the work
- Claude drafts campaign briefs and email variants from your brand guidelines and past top performers.
- Pre-launch QA with Claude catches broken links, missing suppression lists, and personalization fallbacks.
- Agentforce agents qualify inbound leads around the clock and book meetings for sales.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today: objects, fields, automations, reports, and the spreadsheets people use to get around them.
- 02
Design
We agree on the target process and data model, and decide which steps stay human, which get automated, and which an AI agent can own.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and a support period. We measure adoption and fix whatever people are working around.
Questions we hear
What is marketing operations?
Marketing operations is the team and set of systems that make marketing run: automation platforms, lead management, data quality, reporting, and the processes connecting marketing to sales.
Do you work with HubSpot and Salesforce together?
Yes. Plenty of companies run marketing in HubSpot and sales in Salesforce. We configure the sync so both teams work from the same records.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.