Marketing Ops
Services
Marketing complexity demands expertise.
Operational clarity delivers impact.
Marketing Operations Advisor partners with you to cut through marketing noise and establish systems that generate consistent growth. My tailored services combine strategic insight with tactical execution to elevate your marketing performance.
Results-Driven Marketing Operations Services
I partner with marketing teams and company leadership to develop comprehensive strategic plans that align with business objectives and drive sustainable growth. Using the proven EOS (Entrepreneurial Operating System) framework, I guide organizations in creating clear 10-year visions, actionable 3-year plans, and measurable 1-year goals. This structured approach ensures everyone is rowing in the same direction with clarity, accountability, and purpose.
Approach:
- Facilitate visioning sessions to establish long-term aspirational goals (10-year vision)
- Develop mid-term strategic priorities and milestones (3-year plan)
- Create actionable initiatives with clear ownership and metrics (1-year goals)
- Identify core values, target market, and unique value proposition
- Establish rhythm of regular review meetings to maintain accountability and momentum
Deliverables:
- Comprehensive strategic planning document with 10-year vision, 3-year plan, and 1-year goals
- Clear articulation of core values, target market, and unique value proposition
- Detailed implementation roadmap with responsibilities and timelines
- Scorecard of key metrics to track progress against strategic objectives
- Communication plan for sharing strategic direction with the broader organization
I work with companies to visually map out their internal marketing processes (including non-marketing staff touchpoints) to find gaps and inefficiencies on how they operate today then make suggestions for improvements.
Approach:
- Conduct stakeholder interviews to understand current workflows and pain points
- Document existing marketing processes and cross-departmental touchpoints
- Analyze workflows to identify bottlenecks, redundancies, and communication gaps
- Facilitate collaborative review sessions to validate findings and gather feedback
- Develop prioritized recommendations for process optimization
Deliverables:
- Comprehensive visual process maps of current marketing workflows
- Gap analysis document highlighting inefficiencies and improvement opportunities
- Detailed recommendations for process optimization and restructuring
- Implementation roadmap with prioritized action items
- Knowledge transfer session to ensure team understanding of new processes
Bridging the finance knowledge gap between company goals and marketing initiatives is where I can assist firms on increasing revenue and profits.
Approach:
- Conduct comprehensive analysis of company financial goals and growth targets
- Assess current marketing spend and performance metrics to establish baselines
- Develop attribution models to connect marketing activities with business outcomes
- Create structured budget allocation strategy aligned with growth priorities
- Implement tracking systems to monitor performance against established KPIs
- Establish regular review cycles to optimize spending based on performance data
Deliverables:
- Detailed marketing budget framework aligned with company revenue objectives
- ROI analysis methodology customized to your business metrics
- Performance tracking dashboard connecting marketing activities to financial outcomes
- Regular performance reports with insights and optimization recommendations
- Budget reallocation recommendations based on real-time performance data
- Documentation for finance-marketing alignment procedures
I help marketing teams source and select the right tools for their company within their budgets. I draft their needs, wants, and will do the initial tech review before submitting recommendations for purchase.
Implementation is not easy or quick for an in-house marketer. I will lead the implementation for marketing teams, ensure the necessary integrations are completed, and assist with roll-out/training.
Approach:
- Conduct needs assessment to identify critical requirements and "nice-to-have" features
- Research and evaluate marketing technology options based on company-specific criteria
- Facilitate demos and stakeholder discussions to gather input on potential solutions
- Create comprehensive implementation plan including integration requirements
- Manage vendor relationships and technical setup throughout the onboarding process
- Develop customized training materials and conduct knowledge transfer sessions
Deliverables:
- Detailed requirements document outlining needs, wants, and technical specifications
- Comparative analysis of technology options with recommendations backed by research
- Implementation roadmap with timeline, resource requirements, and key milestones
- Integration plan for connecting new technology with existing marketing stack
- Training materials and sessions to ensure team adoption and proficiency
Big campaigns and initiatives require oversight and constant management. I can step in as a proxy project manager for marketing projects (new website, major event, overhaul of Intranet, etc.) to align team members and expectations.
Approach:
- Conduct comprehensive project scoping to define objectives, deliverables, and timelines
- Establish clear roles, responsibilities, and communication protocols across teams
- Implement structured project management methodology with regular milestone tracking
- Facilitate cross-functional coordination between marketing and non-marketing stakeholders
- Proactively identify and mitigate risks throughout the project lifecycle
- Manage resources and timeline adjustments to maintain project momentum
Deliverables:
- Detailed project plan with defined scope, milestones, and measurable outcomes
- Regular status reports and dashboards to track progress against objectives
- Structured meeting cadence with documented action items and accountabilities
- Risk assessment and mitigation strategies to address potential challenges
- End-of-project documentation and lessons learned for future initiatives
From senior marketing leaders to middle management, I create a personalized game plan for you to achieve your career goals and meet with you on a regular cadence for accountability.
Approach:
- Conduct initial assessment to understand career aspirations, strengths, and growth areas
- Develop personalized development plan using the EOS framework (10-year vision, 3-year plan, 1-year goals)
- Establish regular meeting cadence with structured agenda and accountability checkpoints
- Provide guidance on navigating organizational challenges and career advancement opportunities
- Adjust strategies as needed based on progress and changing circumstances
Deliverables:
- Personalized development roadmap
- Documented 10-year vision, 3-year plan, and 1-year goals
- Regular structured mentoring sessions with action items and accountability tracking
- Resources and tools tailored to address specific career development needs
- Progress evaluation reports to measure growth against established benchmarks
HOW TO GET STARTED
Schedule a time to talk.
You can pick a 30-minute time slot that works best for you to explore how Marketing Operations Advisor can help you and your business.
Select a date and time below to book your free video call.