Marketing Transformation & Automation
Create a more measurable, scalable marketing operating model supported by the right CRM, automation and reporting logic.
We help leadership teams modernise marketing operations, CRM, automation and reporting so that technology supports a clearer customer journey and more efficient revenue generation.
Scope of advisory
- Marketing operating model review
- CRM and funnel design
- Marketing automation strategy
- Lead management and routing logic
- Customer onboarding and activation journeys
- HubSpot business-side advisory
- Marketing data and reporting structure
- Performance marketing governance
- Team capability and role review
- Agency, vendor and technology model optimisation
Typical outputs
- Current-state marketing operations assessment
- Target customer and lead workflow
- CRM and automation requirements
- Data and reporting specification
- Prioritised automation use cases
- Team, agency and ownership recommendations
- Implementation roadmap and governance model
FAQ
- Do you implement HubSpot?
- We advise on the business architecture: lifecycle stages, processes, ownership, reporting, automation priorities and commercial requirements. Technical configuration can be completed by the client team or an implementation specialist.
- Can you help automate customer onboarding?
- Yes. We can map the current journey, identify friction, define data and trigger logic, and design the target workflow for activation, communication and handover.
- Do we need a new technology platform?
- Not necessarily. We first assess whether the main constraint is technology, process, data quality, ownership or capability. Better use of the existing stack is often more valuable than adding another tool.