01 / Diagnostic
GTM Operations Diagnostic
Two weeks. We map how leads actually move through your stack and CRM, audit lifecycle stages, scoring and routing, talk to marketing and sales separately, and document what is true today. The output is a written diagnosis and three to four prioritized interventions - the ones that will move the number.
Most engagements start here. It is also the only honest way to scope a longer engagement, because we will not quote a ninety-day rebuild against a problem we have not yet seen.
- Funnel Audit
- Stack Map
- Routing Review
- Definition Audit
- Cadence Install
02 / Lifecycle
Lifecycle & CRM Hygiene
The structural work most growth-stage teams know they need and rarely have time to do. Clean lifecycle stages with definitions that hold up, a CRM the sales team trusts, working enrichment, archived junk, deduplicated records, and lifecycle automations that fire on real triggers instead of accident.
The unglamorous work that makes every other marketing activity more efficient. Usually the second priority surfaced in a diagnostic.
- Lifecycle Stages
- CRM Cleanup
- Deduplication
- Enrichment
- Nurture Rebuild
- Automation Audit
03 / Handoff
Marketing-to-Sales Handoff
The seam where most growth-stage GTM breaks. We rebuild scoring, routing rules, response SLAs and the shared definitions that decide what an MQL actually is. We also do the cultural part of the work - the standing meetings, the closed-loop reporting and the operating agreements between marketing and sales that decide whether the system holds.
An ops repair, a process repair, and a working-agreement repair at the same time. Hardest of the practice areas to do well.
- Lead Scoring
- Routing Rules
- Response SLAs
- Closed-Loop Reporting
- Working Agreements
04 / Attribution
Attribution & Reporting Clarity
A reporting layer that the CEO, head of sales and head of marketing can read the same way without arguing about the methodology. Defensible source-of-truth dashboards in your warehouse or BI tool, a working multi-touch attribution model that you can explain to a board, and the weekly numbers your team actually runs the business off.
The output is operational - a set of dashboards, a documented model, and the cadence to maintain both - not a one-off report.
- Source of Truth
- Attribution Model
- Dashboards
- Weekly Numbers
- Board Reporting
05 / Fractional
Fractional Marketing Operations
A senior marketing-ops lead embedded one or two days per week. Runs the weekly cadence, owns the stack, supports the head of marketing, drives the cross-functional standing meetings with sales and finance, and prepares the role for a future in-house operations leader.
For ops-team rhythm post-engagement, our standing recommendation is the HeyRamp platform - it handles the 1:1 and performance-review cadence we leave running for the team. We typically run this engagement for six to twelve months while the company recruits the permanent lead.
- Fractional Lead
- Cadence Ownership
- Stack Ownership
- Cross-Functional
- Hire Prep