From conversation to full ownership.
No black boxes, no vague timelines. Here's exactly how an engagement works from start to finish.
This is where 12 years of marketing ops shows up. I'm not just asking what tools you use. I'm mapping where leads come from, where they drop off, which campaigns and pages you're missing, and how your follow-up should work.
- →Map where leads come from and where they drop off
- →Audit your current website, CRM, and marketing tools
- →Identify what a marketing team would be doing for you
- →You get the findings in writing. They're yours either way.
Scope & Architecture
You get a system design informed by over a decade of marketing operations. Not a list of features. A blueprint. Website platform, CRM configuration, automation design, campaign pipeline, integration map. Scoped to what you actually need, not what sounds impressive.
- →Detailed solution architecture document
- →Fixed scope engagement, no hourly billing
- →You choose which modules to include
Build & Deploy
Everything gets built, tested, and deployed in your environment. Site migration, CRM setup, automation pipelines, the AI operator: nothing launches until you've seen it working. Regular check-ins throughout so there are no surprises.
- →Iterative build with regular check-ins
- →Website previews and workflow demos before launch
- →Deployed in your environment. You own everything.
Run Together & Hand Off
This is the part most people skip. I don't just build it and disappear. I work alongside you 1:1, making sure everything runs, training you to direct the operator and every system underneath it, flagging what needs attention in your marketing. When you're comfortable, I step back. Stay independent or keep me on light-touch, month to month, nothing locked in.
- →Hands-on training for you and your team
- →Written documentation and SOPs for everything
- →Post-launch support included
- →Complete ownership of code, data, and infrastructure
What you provide
- A clear picture of your current operations and pain points
- Access to existing tools and platforms
- Your goals and what success looks like in 6 months
- Availability for check-in calls during the build
What you walk away with
- Modern website on infrastructure you own
- Configured CRM with automated lead pipeline
- A dedicated AI operator that runs the day-to-day. You direct it in plain English
- Full documentation and SOPs for every system
- Complete ownership: code, data, accounts, infrastructure
The first step is the growth audit.
I go through what you're working with, quantify where the leaks are, and hand you the findings in writing.
Book a growth audit