Revenue Growth
Align marketing automation and CRM around the metrics that matter: pipeline, velocity, and conversion.
Marketing Automation & CRM Consulting
Transform Your Revenue
Engine
We help mid sized companies architect, implement, and optimize their marketing automation and CRM systems to drive revenue growth.
Complete the assessment and we’ll send you a free data strategy blueprint within 24 hours.
Our Mission
Built around your business, not a template.
Every business is different, which is why we don't believe in one size fits all solutions. Before recommending technology or process changes, we take the time to understand your business, identify the root causes of your challenges, and measure their impact on your bottom line. From there, we deliver practical CRM and marketing technology solutions that are tailored to your goals and built to create measurable business value.
Free Data Strategy Blueprint
Data Quality Assessment
Take our data quality assessment and we’ll send you a free data strategy blueprint within 24 hours of completing it.
A practical starting point for improving your CRM and marketing automation data, tailored to your business.
Contact Us
Let's Talk
Have a CRM, marketing automation, or AI agent challenge? Share a few details and let's talk about your business goals.
Our Process
From audit to accountability.
01
Discover
We run a stakeholder survey across data collectors, custodians, and consumers, then compare it to what your database actually shows. This helps us better understand your challenges and opportunities for improvements.
02
Audit
Hands on analysis of CRM data and processes analyzing duplicates, field completeness, spam, deliverability, and routing delivered as a quantified GAP analysis with economic impact.
03
Roadmap
A quarter by quarter plan across our five pillars: strategy, process, data, analytics, and governance and adoption. It covers CRM and marketing automation fixes, data quality, reporting, and where AI agents can take on repeatable work, all prioritized by ROI and scoped to your budget.
04
Implement
We break the goals into the work streams needed to reach them, run a kickoff for each stream, then do the work. We build the workflows, automations, and AI assists. SOPs are documented for every change so your team owns it.
05
Measure & Re Survey
Six month re survey and dashboard review to prove the lift and identify the next wave of improvements.
What We Do
Solutions Across Five Pillars
A hybrid of human consulting and AI agents. We deliver monthly playbooks and dashboards, not more work for your team.
Strategy
- Lead Lifecycle & Funnel Strategy
- Customer Journey Strategy
Process
- Lead Management & Routing
- Sales Process & Pipeline Alignment
Data
- Data Quality & Readiness
- Data Enrichment & Standardization
- Data Health Monitoring
Analytics
- Analytics Hub & Reporting
Governance & Adoption
- Governance & Controls
- Adoption & Enablement
Also a solution
AI Agents for Business Processes
We design and build AI agents that run your repeatable processes end to end: lead triage, data hygiene, campaign set up, reporting, and onboarding. Each agent is wired into the systems you already use, follows your SOPs, is scoped to your AI credit budget, and goes through a QA review before it goes live.
Why It Matters
The Value We Deliver
We turn fragmented systems into a unified revenue engine, so marketing and sales operate from one source of truth.
Trusted Data
Clean, connected data with governance guardrails so your teams make decisions with confidence.
Operational Speed
Streamlined lead routing, campaign execution, and workflows that remove friction between teams.
Clear Accountability
Reporting and analytics that answer leadership's questions in minutes, not meetings.
Sample Case Study
$2.1M
Annual revenue at risk identified
47%
Prospect records flagged as low quality
$159K
Wasted ad spend on duplicate leads
6.6×
Projected 5 year ROI on cleanup
Challenge
Sales couldn't prioritize prospects. Leadership couldn't trust cost per lead by channel. ~80,000 duplicates and 47% spam records polluted reporting.
Solution
Stakeholder survey → GAP analysis → standardized global forms → dedup automation → QA monitoring loop → 6 month re survey.
Outcome
A defensible business case: $485K cleanup investment projected to protect $3.2M in revenue over 5 years, a 6.6× net ROI.
| Attribute | Before | Target | Economic Impact |
|---|---|---|---|
| Duplicate Records | 8% | 2% | $159K wasted spend recovered |
| Missing Country Info | 31% | 5% | International segmentation unblocked |
| Spam / Invalid Email | 42% | 5% | $47K/yr deliverability waste cut |
| Missing Program Field | 18% | 3% | Nurture routing restored |
| Invalid Phone Numbers | 24% | 5% | Sales outreach time reclaimed |
Client Work
The Start Institute
A sample of the growth work we deliver: we helped The Start Institute grow through a trainer certification program, Google Ads, site development, and business development.
•Trainer certification program
•Google Ads
•Website development
•Business development
Visit startinstitute.org