Bridling your marketing
and revenue processes.

Most revenue stacks grow one band-aid at a time: a quick workaround here, a "bridge solution" there. Soon leads route slowly, data goes dirty and reports break. We wrangle that mess and rebuild processes that scale. Start with an audit and a high-ROI project list, or book coaching sessions to lead with confidence.

Schedule your Strategy Call See our offers

Audit readout Example deliverable

We rank every project by impact and effort.

Lead lifecycle & status cleanupHigh impact

Scoring model recalibrationHigh impact

MAP ↔ CRM sync triageQuick win

Program & asset governanceQuick win

Ready to tame your revenue machine?

Ad-hoc programs and bespoke workflows pile up in your HubSpot or Marketo instance until something breaks every week and your team says, "We can't keep doing this!" Marketing Ops babysits the mess instead of adding value. Our senior-level, vendor-neutral experts untangle it, standardize what works and hand back the reins.

Get Marketing and Sales speaking the same languageBuild definitions and reports both teams trust.

Align automation and ditch the band-aidsScale processes that fit how you go to market.

Run predictable operationsSpeed up lead response, trust your data and route every lead correctly.

What we bring to the arena

Senior operators who ride whatever horse you've got.

Vendor-neutral Marketing Ops

We run world-class ops on whatever stack fits your business.

Full-funnel Revenue Ops

We bust the silos that hold your business back, from first touch to closed-won.

AI-enabled, not AI-first

We build AI into your workflows to take data-heavy work off your plate and unlock your team's potential.

Architect-level platform expertise

We architect Marketo, Salesforce and HubSpot at an expert level.

Our offers

Three ways to get your operations out of the chute.

Start with an audit to find where the value is and the fastest path to it. Then run the plan yourself, bring us in, or keep a coach in your corner.

Marketing Tech Audit

For Marketing Ops leaders with messes to fix and bespoke workflows to wrangle

We assess how your revenue team uses its marketing automation platform and find the process improvements worth making.

Simple: We hold a discovery call, dig into your instance and present findings.

Full: We add stakeholder interviews and dig deeper.

AI readiness: We map your data sources and context so your GTM data is ready for AI.

You get: A high-ROI project list and findings deck. Execute it yourself or with us on retainer.

Book a Strategy Call

6–9 months to renewal

Pre-Migration Audit

For Marketo, Pardot and HubSpot customers weighing a switch

Optimize or migrate? Get an unbiased answer before you renew.

Uncover why you'd switch: price, features or vendor
Audit and optimize your current platform
Find the savings hiding in what you already own
Rank your options against a feature grid
Weigh the ROI of optimizing vs. migrating

You get: A clear migrate-or-not call, options to improve ROI and a migration plan if you need one.

Book a Pre-Migration call

For Marketing Ops leaders

Coaching & Mentoring

For new Marketing Ops Directors and VPs who want a strategic sounding board

We don't push buttons. We enable you. Chris has led teams and player-coached in the trenches, and he'll stay in your corner as you own your operations.

Learn what works and what doesn't
See how your decisions ripple across revenue teams
Clear the obstacles in your way
Grow your influence and relevance in the business

You get: A senior operator in your corner, helping you manage your stack and lead with confidence.

Book a coaching call

How we work

Best practices, fitted to your business.

01

Get to know your business

Best practices matter, but your business is unique. We start with your goals, objectives and pain points.

02

Audit & recommend

We dig into how your MAP and CRM really run, analyze the gaps and rank projects by ROI.

03

Optimize

Run the plan yourself, or have us wrangle it on retainer.

04

Coach & mentor

We stay in your corner so your team owns its operations for the long ride.

Meet the head wrangler

Chris Willis, Founder

Chris has spent 18 years in Marketing, Sales and Revenue Operations as a process owner, leader and consultant. He has led digital transformations, run Marketo globally and guided HubSpot, Marketo and Pardot migrations.

He co-leads the North America Virtual Marketo User Group and holds an MBA from Indiana University.

Adobe Certified Master, Marketo Engage Architect Adobe Certified Expert, Marketo Business Practitioner 5X Adobe Marketo Champion Marketo Fearless 50 LeanData Fundamentals

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