Marketing Automation Platform Consulting.

Bring order to your MarTech, clarity to your strategy, and momentum to your marketing

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Advisory & Strategy

A MAP without strategy is just expensive software. We design automation that serves the business — not the other way around.

  • Marketing automation strategy aligned to revenue goals
  • Crawl–Walk–Run growth paths to steadily advance automation maturity
  • Sales & marketing alignment workshops
  • Governance frameworks for data, processes, and users

Audit & Roadmap

Know what’s working, what’s broken, and where the quick wins are.

  • Comprehensive system & data audits
  • Process assessments and redesign to eliminate technical debt
  • Data governance & compliance (GDPR, CASL, CCPA)
  • Roadmaps that prove impact and accelerate time-to-value

Architecture & Optimization

Your platform should be the engine — not the bottleneck. We re-architect and optimize for performance, scalability, and measurable ROI.

  • Marketo and HubSpot architecture design
  • Lead Scoring frameworks & Lead Lifecycle modeling (Revenue Cycle)
  • Multi-touch attribution & ROI reporting setups
  • Advanced segmentation & personalized nurture programs
  • ABM enablement for high-value account targeting
  • CRM, API, and custom integrations for a unified data ecosystem

Enablement, Adoption & Support

Technology is only as strong as the people using it. We make sure your team is equipped, confident, and supported long term.

  • Training & enablement programs for marketing, sales, and leadership
  • Best-practice documentation and playbooks
  • Campaign build & execution support (scalable templates, QA processes)
  • Continuous optimization model — quarterly health checks & sprint-based improvements
  • Flexible resourcing and managed services to expand your team’s capacity

Ready to get more from your MarTech?

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David Frederick

David Frederick
Founder
Adobe Certified Master - Marketo Engage Architect

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