Fix the Systems Driving Your Revenue — Not Just Your Marketing
Strategic marketing operations for B2B SaaS and fintech teams — connecting campaign strategy, CRM and marketing automation, lifecycle processes, sales enablement, attribution, and revenue visibility.
We fix lifecycle, attribution, and revenue systems first.
Built for SaaS teams operating complex environments
More Campaigns Won’t Fix Your Growth Problem
Most marketing teams are told to generate more leads, launch more campaigns, and increase spend. But the real issue isn’t activity, it’s misalignment. And most teams don’t see it until growth slows or reporting breaks.
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Disconnected systems.
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Unclear attribution.
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Lifecycle gaps between marketing and sales.
That’s what prevents growth from scaling.
More execution only creates more activity — without more revenue.
We align strategy, systems, and execution so marketing contributes more clearly to revenue.
1
Marketing & Revenue Alignment
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Define pipeline and KPI frameworks that connect marketing activity to revenue
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Design lifecycle & funnel processes across marketing & sales functions
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Develop attribution approaches and reporting requirements that improve revenue visibility
2
Systems & Infrastructure
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Optimize HubSpot, Marketo, Salesforce, and marketing automation systems
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Improve data flow across CRM, marketing automation, lifecycle processes, and reporting
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Build frameworks for lead lifecycle, scoring, routing, and sales handoff
3
Performance & Growth
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Align campaign strategy and channels to pipeline and revenue goals
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Identify gaps across funnel and customer lifecycle
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Improve campaign operations, sales enablement, and the processes that connect marketing execution to revenue reporting
Who We Work With
Best fit for growth-stage SaaS teams — not early-stage startups or execution-only needs. Engaged when revenue becomes harder to explain and systems break under scale.
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Generate $2M–$25M ARR
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Operate in fintech or regulated industries
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Have HubSpot, Salesforce, or Marketo in place
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Need revenue visibility, not more campaigns
A Clear Path to Revenue Growth
1
Discover & Diagnose
Assess your goals, systems, and performance to uncover revenue opportunities.
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Align Strategy & Systems
Create a practical roadmap connecting strategy, systems, lifecycle, and KPIs
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Execute, Measure, Optimize
Put the priorities into practice, measure what is working, and continuously improve performance with revenue visibility in mind.
Flexible Engagements Built Around What You Need
Engagements can include ongoing consulting, focused projects, audits, advisory support, or hands-on implementation within CRM and marketing automation, lifecycle workflows, campaign operations, sales enablement, and reporting.
Whether you need help untangling attribution, improving marketing automation, strengthening lifecycle processes, enabling sales, or creating clearer revenue reporting, the engagement is scoped around the work that will create the most value.
Why Marketing Strategy Solutions
Most agencies focus on campaigns. We focus on the system that drives revenue. If your systems aren’t aligned, no amount of marketing execution will fix the problem.
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Revenue alignment before more execution
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Hands-on expertise across HubSpot, Marketo, Salesforce, and marketing automation
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Strategic marketing operations that connect campaigns, systems, sales enablement, attribution, & reporting
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Senior-level guidance without adding another full-time hire
From Strategy to Measurable Results
Solving complex marketing and revenue challenges takes more than a recommendation. Here’s what clients say about working together to turn strategy into practical, measurable improvements.
VP Marketing
Janet is a true expert in Marketo and Salesforce integration and has been foundational to our marketing success. She solves complex challenges quickly and operates as a trusted strategic partner.
CTO
Janet created a comprehensive go-to-market strategy spanning demand generation, brand, and sales enablement. Her guidance helped us prioritize effectively and turn insights into actionable next steps.
CEO
Janet aligned our marketing strategy, improved lead quality, and implemented marketing automation integrated with Salesforce. Her focus on systems, performance, and ROI positioned us for continued growth.
Get Clear on What’s Driving Your Revenue —
And What’s Not
Most teams don’t see the gaps across CRM, marketing automation, lifecycle processes, attribution, and reporting until growth or revenue visibility starts to suffer.
The Revenue Systems Audit identifies where those marketing operations processes are disconnected, unclear, or creating friction — and what to prioritize next.