Experience
A variety of experience across operations, demand, advisory and AI, helping B2B and B2C teams get more from their platforms, data and people.
Operations and technology
The platforms, data and processes behind marketing and sales, set up to work properly.
- Solution Architecture & Scoping
- Leading discovery, solution architecture and design, scoping and process mapping, then guiding implementation through to ongoing administration.
- Marketing Operations
- Running and improving your marketing automation, with hands-on experience across HubSpot, Salesforce Marketing Cloud, Adobe Marketo Engage, Eloqua and Pardot.
- MarTech & SalesTech Management
- Selecting, installing and integrating the tools around your CRM, including Salesforce, Outreach, Gong, Drift, CallRail, Demandbase, 6sense and InsideView, so your data flows cleanly between them.
- Sales Operations
- Salesforce administration, lead routing (including Decisions on Demand), and the inbound and outbound models and processes that keep your sales team moving.
- Service Operations
- Customer service operations, including ticketing and request management, and HubSpot Service Hub setup, so every request is captured, routed and resolved.
- Reporting & Analytics
- The right metrics and dashboards in your CRM or BI tool, such as Tableau, so you can see what is working and act on it quickly.
Demand and growth
Programs that build pipeline and move people through the funnel.
- Demand & Lead Generation
- Lead scoring, funnel design and lead assignment built on best practice, plus conversion support by channel, source and medium.
- Digital Marketing
- Paid social, PPC and organic programs that drive demand, set up in-house or alongside your agencies.
- Email Marketing & Lifecycle Nurture
- Lifecycle nurture programs that move customers from first touch to sale and beyond, with support on conversion copywriting and email performance.
- ABM
- Frameworks and models for planning, launching and scaling an account-based marketing program.
- Online & Virtual Events
- Webinar and virtual event support, from technical set-up to running live events in ON24, Webex, GoTo Webinar and more.
Advisory
Independent, senior support, by the day or as a defined review.
- Consultancy Services
- Flexible day-rate support for B2B and B2C marketing teams, from strategy through to hands-on delivery.
- MarTech & Marketing Ops Review
- A full review of your MarTech stack, marketing performance and processes, with clear, prioritised recommendations on where to improve. A good first step if you're not sure where to start.
AI and transformation
Practical AI for marketing and sales teams: where it fits, what it should do and how to adopt it well.
- AI Transformation
- A clear roadmap for bringing AI into your marketing and sales operations: assessing readiness, prioritising the use cases with the most impact, and guiding adoption across your teams, processes and technology.
- AI Consultancy Services
- Hands-on advice and delivery for AI tools, workflows and automation across your CRM, MarTech stack and customer data, so AI saves time and improves results rather than adding complexity.
- AI Chatbots & Agents
- Setting up AI chatbots and AI agents that support customers, qualify leads and handle routine requests, connected to your CRM and content.
- Answer Engine Optimisation
- Structuring your website and content so AI assistants and answer engines can find, understand and recommend your business.
Have a question?
Ask about any of these areas, or the mix that fits your team. I'll come back to you with next steps.