Same budget. Bigger number.
Efficiency is the most underrated growth lever in B2B. I map your marketing operations, find the leaks, and redesign workflows so your team ships faster with less friction.
If this sounds familiar…
You’re not alone. Most of my clients come in with some version of these three.
Your CAC keeps climbing.
More ad spend, same pipeline. Your CPL looks fine in the spreadsheet. Your CAC payback is quietly getting worse.
Your team is drowning.
Everyone’s busy. Nothing ships on time. The quarterly plan looks nothing like reality by week 6.
You can’t prove ROI.
Finance asks ‘what did marketing contribute to pipeline?’ and you pull a deck together overnight. Every quarter.
Use cases
Six places this engagement actually pays for itself.
Concrete use-cases, not fluffy pillars. Pick the ones that match your pain — scope follows.
Marketing
Ops Diagnostic
End-to-end process map. Where time is lost, where money leaks, where handoffs break.
Workflow
Automation
HubSpot, Zapier, Make. Kill the manual copy-paste work that’s eating your team alive.
Content
Production
Intake forms, briefs, review loops, calendars — ship more content, argue less.
CPL
Optimization
Campaign-level attribution. Kill the channels that don’t work. Double down on the ones that do.
Dashboards
& Hygiene
One source of truth. Reporting that matches sales numbers. No more ‘which number is right?’
Team
Velocity
Capacity models, sprint cadence, OKRs that aren’t theater. Marketing that operates like a product team.
What changes
The numbers we’re playing for.
Faster campaign shipping cycle post-engagement
CAC-payback improvement typical outcome
Diagnostic-to-delivery window
Extra budget required — efficiency plays only
Efficiency in action
Case study
eCommerce HubSpot & BFCM operations
A DTC brand with peak-season chaos: broken automation, manual list-building, reporting nobody trusted. I rebuilt the ops backbone — lifecycle, automation, attribution — then shipped BFCM without a single all-nighter.
See what changedWhat you get
Six deliverables. Shipped, dated, owned.
Every item below has a named owner, a delivery date, and a measurable outcome. No open-ended retainers, no “strategic advisory” deck-factory. If I can’t define how we’ll know it worked, we don’t scope it.
Same Budget, Bigger NumberDeliverable 01
Marketing Ops Diagnostic
End-to-end process map. Where time is lost, where money leaks, where handoffs break.
Deliverable 02
Workflow Automation
HubSpot, Zapier, Make. Kill the manual copy-paste work that’s eating your team alive.
Deliverable 03
Content Production System
Intake forms, briefs, review loops, publishing calendars. Ship more content, argue less.
Deliverable 04
Cost-Per-Lead Optimization
Campaign-level attribution. Kill the channels that don’t work. Double down on the ones that do.
Deliverable 05
Dashboards & Data Hygiene
One source of truth. Reporting that matches sales numbers. No more ‘which number is right?’
Deliverable 06
Team Velocity Planning
Capacity models, sprint cadence, OKRs that aren’t theater. Marketing that operates like a product team.
How I operate
Four steps. Real deliverables. Every time.
Every engagement runs on the same rhythm. You’ll always know what’s happening and what’s next.
Discovery Call
30 minutes. I ask the hard questions about your pipeline, stack, team, and number. You leave with a clearer picture — engagement or not.
Review & Diagnosis
I dig into your data, tools, content, attribution. Map the opportunities and show you exactly where the untapped potential sits.
Roadmap & Scope
You get a prioritized 90-day plan with clear ownership, KPIs, and milestones. A real execution plan — not recommendations.
Execute & Optimize
We ship. Build, test, measure, iterate. Weekly working sessions with written agendas and follow-ups. I stay until results show up in the data.
Scope of engagement
Everything’s in. No surprise add-ons.
Every engagement starts with a free 30-min intro so we scope the right fit. Scope is fixed before we sign. What’s in is in.
What’s included
- Full marketing ops diagnostic (process, data, spend)
- Workflow redesign + automation build
- Content production system & templates
- Attribution + ROI dashboards
- Team velocity & capacity planning
- 90-day measurement plan post-delivery
Proof
Not a portfolio. A receipt.
Quick Check
Where is efficiency actually leaking?
Two questions. Two lanes. I’ll point you at the one that moves the needle first.
What’s the bigger frustration right now?
If you could only fix ONE thing in 90 days…
Your best next step
Continue the journey
Three more stories down this lane.
Same playbook, different shape. Keep reading to see how it plays out in a neighboring use case.
Related case
Email retention (+15%)
Lifecycle rebuild that lifted 90-day retention by 15 points.
Read the full story →
Related case
Content engine
Intake + briefs + review loops = 3x shipping velocity.
Read the full story →
Related case
Influencer program
B2B influencer sourcing & measurement, no ad-spend.
Read the full story →Ready when you are.
Book a free 30-minute slot. I’ll ask the hard questions. You’ll leave with a clearer picture — engagement or not.
Free 30-min slot →FAQ
Before you book
What does an engagement cost?
Scope drives price, and I’d rather talk it through than anchor you to the wrong number. Book a free 30-min intro — I’ll tell you the range on the call.
What’s the minimum engagement?
Depends on scope. Monthly engagements start at 3 months. Projects run 6–12 weeks. Sometimes a half-day workshop is the right entry point — I’ll tell you honestly.
Do you work with in-house teams?
Yes — and I prefer it. I’m most effective embedded with your existing team, not siloed as an outside consultant. I coach, not just advise.
What industries do you work in?
B2B SaaS, cybersecurity, fintech, eCommerce, family offices, regulated industries. 15 years across 40+ companies. If you’re a new industry for me, I’ll say so — and tell you how I’ll ramp.