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Marketing Operations & AI Consultancy

Operations that scale.
Results that matter.

Ops Marshal helps growth-focused companies untangle their MarTech stacks, build AI-powered workflows, and turn marketing into a measurable revenue engine.

$500K
MarTech savings, single client
2hr
Lead response (from 24hr)
Inbound conversion lift

"Ops Marshal saved us $500K in MarTech costs by optimizing our usage and patching critical gaps in our tech stack. What surprised us most was how fast they identified where the money was leaking."

— Marketing Director, US eCommerce Brand
4+
Global regions served
3
Industry verticals
150%
Avg conversion improvement
15+
MarTech & AI platforms

Four disciplines.
One operating system for growth.

From diagnostic to deployment — and now extended into the AI frontier.

01
Foundation

Strategic Assessments

Not sure where your marketing ops are leaking revenue? We map your entire tech stack, data flows, and process architecture — then show you exactly where to act first for maximum ROI.

  • Marketing Ops Audit — comprehensive review of workflows, campaigns, and lead management
  • Tech Stack Diagnostic — tool-by-tool ROI analysis with consolidation recommendations
  • Data Governance Review — GDPR/CCPA alignment and data quality scoring
  • Executive Roadmap — prioritized 90-day action plan with clear ownership
02
Implementation

MarTech Integration & Build

We take your diagnostic findings and build. CRM customizations, automation workflows, attribution models, unified dashboards — engineered for speed and built to last.

  • CRM & MAP Setup — Salesforce, HubSpot, and Marketo configuration & optimization
  • Systems Integration — connecting analytics, data warehouses, ad platforms, and enrichment tools
  • Lead Scoring & Routing — real-time scoring models and intelligent sales handoff automation
  • Attribution & Dashboards — multi-touch attribution and custom reporting for revenue visibility
03
Advisory

Ongoing Advisory & Retainer

Marketing operations isn't a one-time project — it's a living system. Our retainer model keeps your stack evolving alongside your business, with fractional CMO-level strategic oversight.

  • Quarterly Ops Roadmaps — structured review cycles with new opportunity identification
  • Performance Monitoring — continuous audit of key metrics, data quality, and campaign health
  • On-Demand Support — instant access for tool integrations, campaign launches, or strategic pivots
  • Team Enablement — training, documentation, and process design for internal capability building
04
New

AI Workflows & Agentic Process Design

The next competitive edge isn't another SaaS tool — it's purpose-built AI agents that automate your most expensive, manual marketing processes end-to-end. We design, build, and deploy them.

AI-Powered Lead Generation

Automated prospect research, intent signal detection, and hyper-personalized outreach sequences — running 24/7 without SDR overhead. Tools: Clay, Apollo, Instantly.ai, Claude API.

Agentic Marketing Workflows

Multi-step AI agents that ingest campaign data, generate performance summaries, recommend optimizations, and trigger downstream actions without human intervention. Built on n8n, Make, and LangChain.

CRM Intelligence & Enrichment

AI-driven contact and account enrichment, lead scoring with natural language signals, and automated deal stage progression — natively embedded in HubSpot, Salesforce, or Marketo.

Content Operations at Scale

Structured AI content pipelines for email, social, and SEO — with brand voice consistency enforcement, multi-channel scheduling, and performance feedback loops. Powered by Claude, GPT-4o, and Relevance AI.

Revenue Intelligence Agents

Custom AI agents that monitor deal health, flag churn signals, surface upsell opportunities, and brief your sales team daily — without touching a BI tool. Integrated with Salesforce Einstein and Gong.

Workflow Orchestration & Automation

End-to-end process automation connecting your entire GTM stack — from first-touch attribution to closed-won reporting. Zapier, Make, n8n, and Bardeen for no-code to pro-code complexity.

Claude API OpenAI GPT-4o n8n Make (Integromat) Zapier Clay Apollo.io Instantly.ai Relevance AI LangChain Bardeen Salesforce Einstein HubSpot AI Clearbit / Breeze Gong Demandbase AI

Real results from real engagements.

No vanity metrics. Here's exactly what happened when clients handed us their hardest ops problems.

SaaS · London, UK

Broken lead lifecycle, siloed tools, 24-hour response lag

Multiple disjointed tools with no unified data layer. Sales had zero visibility into lead intent signals, and response times were killing pipeline velocity.

Tech Stack Diagnostic, full Salesforce + Marketo integration, real-time lead scoring model, and automated sales alert workflows triggered by intent signals.

Lead qualification time dropped from  24 hours → 2 hours
Inbound conversion rate lifted from  2% → 5%
Sales team now has live intent dashboards — zero manual reporting
"Ops Marshal helped us see exactly where to focus. The ROI speaks for itself."
eCommerce · United States

Bloated $500K+ MarTech stack with redundant tools and dirty data

Years of tool accumulation had created a stack of expensive, overlapping platforms. Poor data quality was corrupting attribution models and making campaign decisions unreliable.

Comprehensive Marketing Ops Audit, tool consolidation strategy, advanced multi-touch attribution build, and ABM targeting layer using Demandbase intent data.

Identified and eliminated  $500K in annual MarTech waste
Account intent signals now drive personalized nurture sequences
Attribution accuracy improved — marketing finally has a seat at the revenue table
"Ops Marshal transformed our marketing operations from a cost center to a strategic advantage."

Strategy and execution.
Not one or the other.

ROI-obsessed, not process-obsessed

Every recommendation is grounded in a business outcome. We don't implement for implementation's sake.

AI-native from day one

We're not retrofitting AI onto old consulting models. Our practice is built around what agentic automation actually enables for modern GTM teams.

Global context, local precision

Serving SaaS, eCommerce, and Healthcare companies across the US, Europe, Middle East, and Singapore — with sensitivity to regional compliance and buying culture.

Embedded, not advisory-at-arm's-length

We work inside your Slack, your CRM, your dashboards. We're an extension of your team — not a PowerPoint firm.

Platform Expertise

Marketo
HubSpot
Salesforce
Google Analytics
Demandbase
Apollo.io
Clay
n8n
Make
Zapier
Claude API
OpenAI
Relevance AI
Instantly.ai
LangChain
Gong
Clearbit
Bardeen

Built by someone who's been inside the machine.

OM

Ops Marshal

A specialized marketing operations consultancy for companies that have outgrown generic advice and need someone who can actually build the thing they're recommending.

Transparency

Clear scope, clear pricing, clear trade-offs. You'll never wonder what we're doing or why.

Collaboration

We don't disappear with a brief and reappear with a deck. We're in the weeds alongside you.

Innovation

We're students of what's coming, not what worked five years ago. AI isn't an add-on for us — it's the lens through which we see every ops problem.

The origin

Ops Marshal was born out of a recurring frustration: marketing teams armed with expensive technology but drowning in disconnected data, manual processes, and reports nobody trusted. The tools were there — the operational intelligence wasn't.

The consultancy was built to close that gap. Not by adding more tools, but by making the ones you have actually work together — and increasingly, by replacing entire manual workflow layers with intelligent automation that runs without babysitting.

The expertise

The practice is anchored in deep, hands-on experience across the full B2B and B2C marketing stack — from CRM architecture and marketing automation to ABM strategy, revenue attribution, and now AI-native workflow design.

What makes the approach different is the refusal to separate strategy from execution. Every assessment leads to a build. Every recommendation comes with a roadmap. And every implementation is measured against revenue outcomes, not tool adoption metrics.

Marketing Automation CRM Architecture ABM Strategy Revenue Attribution Lead Lifecycle Design Data Governance AI Workflow Design Agentic Automation LLM Integration AI Lead Generation Prompt Engineering Multi-Agent Systems

The AI chapter

The shift into AI workflows wasn't a pivot — it was an inevitability. When you've spent years optimizing the pipes that connect marketing data across systems, you start to see exactly where AI agents can replace human decision loops: lead qualification, content personalization, performance reporting, outreach sequencing.

Today, Ops Marshal designs and deploys agentic systems on platforms like n8n, Make, Relevance AI, and the Claude API — building autonomous marketing functions that handle research, enrichment, outreach, and analysis at scale. The goal is the same as it's always been: let your team focus on what humans are uniquely good at, and automate everything else.

Who we work with

Growth-stage to enterprise companies across SaaS, eCommerce, and Healthcare — primarily in the US, UK, Europe, the Middle East, and Singapore. The common thread isn't industry or size: it's a marketing team that's serious about operational excellence and ready to move beyond spreadsheets, siloed tools, and gut-feel decisions.

Ready to build something that actually works?

Start with a free 45-minute assessment. We'll review your current stack, identify your biggest leverage points, and tell you exactly what we'd do — no strings attached.

US · UK · Europe · Middle East · Singapore