Marketing Operations Setup
Stop running marketing on instinct. Build the system behind it.
The operational layer your marketing needs: stack, processes, dashboards, and KPI framework tied to revenue.
The operational layer your marketing needs.
- Current state audit (tools, workflows, data quality)
- Marketing operations blueprint
- CRM/automation cleanup and optimization
- Data hygiene and list segmentation
- Reporting dashboard configuration
- KPI framework design (CAC, CPL, ROI, pipeline)
- Process documentation
- Team training (2 sessions)
Common questions
What is marketing operations?
Marketing operations is the infrastructure layer of your marketing function — the tools, processes, data, and reporting that make your marketing measurable and repeatable.
How is this different from CRM setup?
CRM Setup focuses on your contact database and sales pipeline. Marketing Operations is broader — your full tool stack, campaign workflows, reporting dashboards, data hygiene, and the KPI framework that connects marketing activity to revenue.
Do I need this before I start running campaigns?
If you want to measure what you're doing, yes. Most clients do Marketing Operations Setup alongside or just before AI Automation so the systems are connected from the start.
What if our current tools are a mess?
That's the most common starting point. The current state audit maps everything — we'll tell you what to keep, what to cut, and what needs to be rebuilt.
What KPIs will we be tracking after this engagement?
We design your KPI framework around your business model. Standard metrics include CAC, CPL, lead-to-close rate, campaign ROI, and pipeline velocity.
Ready to know what's
actually working?
Book a discovery call. We'll audit your current stack and show you exactly what an operations system would look like for your business.
Book a Discovery Call