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Marketing Operations
Build the infrastructure that connects your campaigns, CRM, and revenue.
Generating leads is only half the job. Without synchronized systems behind your campaigns, high-value prospects slip through the cracks, data fragments across platforms, and ad spend can’t be tied to results. My marketing operations services connect your advertising channels, lead sources, CRM, and customer follow-up into one automated revenue engine, so every lead is captured, routed, tracked, and followed up on.
I work fully remotely with mid-size companies across the US and Latin America, servicing clients in both English and Spanish, including home service businesses and B2B software companies.
Works with: Google Ads, Meta Ads, Google Local Services Ads, Google Tag Manager, GA4, HubSpot, Salesforce, Workiz, Zapier, n8n, Callingly, ReviewBuzz
Why Is Marketing Operations Important for Marketing?
Scaling ad spend without operational infrastructure leads to lost leads, messy data, and wasted budget. Solid marketing operations fixes this in five ways:
- No lead leakage or duplicates. Leads from ad platforms, aggregators, and web forms arrive in different formats, often with missing fields. I centralize them, standardize the data, remove duplicates, and log every prospect in your CRM the moment they come in.
- Faster speed-to-lead. A slow handoff between lead capture and sales outreach hurts close rates. Automated dialer and dispatch workflows put a rep in contact with new leads within seconds.
- Closed-loop revenue attribution. Clicks alone don’t show what’s working. With structured tag management, cross-domain conversion tracking, dynamic call tracking, and consistent UTM conventions, ad spend connects to booked jobs and profit.
- Marketing aligned with sales and service teams. Documented intake workflows, standardized status tags, and follow-up sequences for canceled or unresponsive leads give your team a clear, repeatable process.
- Reputation that builds itself. Review requests triggered when a job is completed turn happy customers into a steady flow of public reviews, without manual chasing. In one multi-brand rollout, review conversion rose from single digits to about 30% across all brands.
How It Usually Runs
1. Audit and Integration Blueprint
I map your lead sources, ad platforms, CRM, and tracking setup to find where leads leak, data breaks, or attribution goes missing. You get a clear blueprint of what to build and in what order.
2. Lead Capture and Data Engineering
I build the pipelines that pull leads from ads, aggregators, and forms into your CRM, validating contact details, standardizing fields, and removing duplicates before records reach your team.
Typical tools: Zapier, n8n, Google Apps Script, Python, webhooks and REST APIs
3. Speed-to-Lead, Follow-Up, and Reputation Automation
I connect your CRM to call queues, SMS, and review platforms. New leads trigger instant outreach, canceled jobs trigger timed re-engagement sequences, and completed jobs trigger review requests tied to the right technician and location.
Typical tools: Callingly, SMS platforms, ReviewBuzz, CRM automation tools
4. Tracking, Attribution, and Monitoring
I set up tag management, call tracking, UTM standards, and offline conversion tracking so revenue traces back to campaigns. Every workflow is tested, logged, and monitored so errors surface before they affect your pipeline.
Typical tools: Google Tag Manager, GA4, Google Ads, Google Sheets
Fully Remote Support Across the US and Latin America
This service includes full remote support across the United States and Latin America, servicing clients in both English and Spanish. Projects run through video calls, shared dashboards, and documented workflows, so the experience is the same wherever your team is located.