Marketing Operations & Automation
Fix attribution, routing, scoring, and reports
We fix the handoff between campaigns, forms, scoring, routing, lifecycle stages, and CRM reports. Leads go to the right owner, source data stays clean, and pipeline reports stop turning into debates.
How it Works
We start with what is broken, then we ship the first fixes.
The work starts with your current campaigns, pages, CRM, tracking, and sales process. Then we prioritize the fixes most likely to change qualified pipeline.
The system is the product. Forms, scoring, routing, and reports have to agree before the campaign looks clean.
- 1
Map the system
We audit CRM, marketing automation, analytics, forms, routing, lifecycle stages, scoring, and reporting.
- 2
Set the rules
We define source logic, stage definitions, qualification thresholds, owner rules, and handoff requirements.
- 3
Build and QA
We implement scoring, routing, attribution, dashboards, and automation with test records before launch.
- 4
Keep it clean
We review pipeline reporting weekly and fix data drift before it breaks sales trust.
