Let us optimize your platforms and processes for more ROI from your tech stack.
We’re Marketing Operations (MOPs) expert consultants certified at optimizing Marketing Automation, CRM, and CMS platforms and processes for over 10 years plus 30 years of marketing, sales, and business domain experience.
We work with you and your team as a subject matter expert (SME) consultant and fractional extension of your team. We provide a unique blend of strategy along with Done-For-You (DFY) and Done-With-You (DWY) services to tackle and overcome your challenges with proven solutions.
We solve most of the typical problems involved with disconnected and poorly set up marketing automation and CRM platforms by setting up systems and process workflows using best practice solutions to align marketing and sales for better outcomes, then with proper training we can teach you to fish for sustained success.
We have led 50+ successful client engagements across various industries, including SaaS, fintech, non-profit, and more.
SOLUTIONS
✅ CRM & Marketing Automation consulting
✅ Platform optimization & support
✅ Automate lead scoring & Marketing Qualified Leads (MQL)
✅ Full lifecycle management
✅ Lifecycle marketing
✅ Automate & diagram complex processes & workflows
✅ Lead acquisition
✅ Clean up legacy data & processes
✅ Automation workflows & email nurture programs
✅ Campaign setup & management
✅ Personalized dynamic content
✅ Dashboards & analytics
✅ Marketing & Sales alignment
✅ SEO/web content optimization
✅ Training & documentation
PLATFORMS
✅Pardot Marketing Cloud Account Engagement
✅Salesforce CRM
✅HubSpot CRM/CMS
✅WordPress
✅No-code tools, and more.
SERVICES
⭐Managed Services Retainers from 5 to 100 hours per month @ 3 months⭐
✅ Ad-hoc Pay-As-You-Go Consulting & Support (prepay for bucket of hours)
✅ Implementation & Onboarding Services
✅ Tool Advisory and Tool Selection Services
► 🎧Reach out on LinkedIn or set up a call: https://OptimalBusinessConsulting.com/contact/