Marketing operations for tracking, tools and reports you can trust
You can't improve marketing you can't see, and in most companies the tracking is half broken and the CRM is a junk drawer. A marketing operations specialist fixes the data, connects the tools and builds the dashboard that ends the arguments.
Free, no obligation. A senior project manager walks you through the analysis.
What you get
You get tracking that counts every lead and sale, a tool stack that talks to itself, and a dashboard your team opens instead of asking for a report.
What the work includes
What the marketing operations specialist does for you
The job is plumbing: every inquiry, call and order recorded once, tied to a source and visible in one place. It's unglamorous work, and every other channel depends on it.
At the start
Audit of tracking, tools and data
Goes through GA4, Tag Manager, ad platform conversions, call tracking and the CRM. Finds events that fire twice or never, tools you pay for and don't use, and fields nobody fills in.
During the setup
Tracking, integrations and processes
Rebuilds conversion tracking, connects forms and phone calls to the CRM, writes naming conventions for campaigns and UTMs, and documents who does what from first contact to closed sale.
Every month
Dashboards and data checks
Maintains the Looker Studio dashboard, confirms the numbers still match across platforms, catches anything that breaks after a website or tool change and reports what got fixed.
Scope of work
When marketing operations is the fix and what determines the scope
This service is for the company whose reports don't agree. Google Ads shows one lead count, GA4 another, the CRM a third, and phone calls aren't counted anywhere. It's also for the company that has grown into a pile of tools, HubSpot next to a spreadsheet next to a form builder, with data typed in twice and lost once. If you can't say what a customer costs you by channel, start here.
Your stack and your funnel set the scope. A local service company needs call tracking, form tracking and a clean handoff to the office. An ecommerce store needs GA4 ecommerce events that match actual orders. A B2B or SaaS company needs the CRM connected to marketing so pipeline and revenue tie back to campaigns. You'll agree up front on how many tools to connect and whether attribution modeling is part of the job.
Metrics this work is built to improve
- Share of leads with a known source
- Time from inquiry to first response
- Hours spent building reports
Typical scope
- Tracking audit across GA4, ads and CRM
- Tag Manager and conversion tracking setup
- Call tracking and form attribution
- CRM and tool stack cleanup and integrations
- Naming conventions, UTMs and processes
- Dashboards in Looker Studio and documentation
You agree on the scope with your senior project manager before work begins, and the same person oversees it from start to finish.
How we match
You don't pick the marketer. A senior project manager with 15+ years of experience does.
What to know
What to know before you fix your marketing data
Most US companies collect leads through more doors than they think: website forms, calls from Google Business Profile, chat widgets, Meta lead forms, directories and walk-ins typed into the CRM by hand. If even one of those doors goes unmeasured, every cost per lead you calculate is wrong, and the channel that drives phone calls looks worse than the one that drives form fills. Call tracking, consistent UTMs and a CRM that logs the source on every record turn marketing from guesswork into accounting.
We see the same mistakes again and again. A conversion event counts a page view as a lead. The pixel and the server both record the same purchase. GA4 is left on default settings with no key events, and everyone types UTMs by hand, each a little differently. Then there's the CRM where lead source is optional, and the dashboard nobody has checked since launch, still pulling numbers from a tag that broke months ago. Each one is small. Together they make every report unreliable and every budget decision a coin toss.
Your project manager first asks which decisions the data has to support. The answer decides what gets tracked and what doesn't. The specialist runs the audit and proposes fixes in order of impact, and you approve the list. The specialist does all the setup inside your own accounts and writes it down so the next person can follow it. The monthly report lists what got fixed, what still doesn't reconcile and what to watch after the next website or tool change.
We match a specialist to your task
Request a free analysis, and a senior project manager will match a Marketing operations specialist, remote included, within 24 hours.
In your city
Marketing operations by city
Most of the work happens remotely. When a project calls for meetings, we match a Marketing operations specialist from your city.
Related services
Alongside Marketing operations, companies most often need
One project manager runs the whole engagement, so the next channel is added without changing who you deal with and without a new contract with a stranger.
Marketing strategy Marketing management Affiliate program management All services
FAQ
Questions before you start
Don't see your question? Request the analysis, and the project manager will answer it on the first call.
01Do we need to switch tools, or can you work with what we have?
With what you have, in almost every case. GA4, Tag Manager, HubSpot, Salesforce, Klaviyo, call tracking platforms and form builders can all be made to talk to each other. The specialist only suggests replacing a tool when it duplicates one you already pay for or can't pass data along. The audit names those cases, and you decide.
02What is call tracking and do I really need it?
Call tracking swaps the phone number on your website and ads for numbers that record where each caller came from, then forwards the call to your regular line. Home services, clinics and law firms often get more calls than form fills. If that sounds like you, skipping call tracking means you can't tell which campaigns make the phone ring.
03What does attribution mean at our size?
At the basic level, it means every lead and sale carries a source you can trust: the campaign, the keyword, the referring site, the phone call. That alone answers most budget questions. Fancier models that split credit across touchpoints come later, and only if your sales cycle and volume justify them. The specialist starts with the basics and tells you when the fancier version would actually change a decision.
04Who owns the accounts and the documentation afterward?
You do. Everything gets built inside your GA4, Tag Manager, ad and CRM accounts, and the specialist works on access you can remove. The naming conventions, tracking plan and dashboard setup are written down and handed to you, so a new hire or another vendor can pick them up without starting over.
05How do we know the tracking keeps working after the setup?
Tracking breaks when the website changes, a form gets swapped out or a tool updates. That's why every month the specialist checks that the numbers in the ad platforms, GA4 and the CRM still reconcile and tests the key events. When something drifts, the specialist repairs it and the report explains what happened, so a broken tag never shows up first as a bad quarter.
Fix the data first
Put marketing operations in order before spending more on ads
Send your site address and a list of the tools you use. Within 24 hours you'll get a PDF analysis of your tracking and data, and if the fixes are worth doing, your project manager matches you with a specialist to carry them out.
- Analysis within 24 hours
- No obligation
- PDF covering 5 competitors
- Team picked by your PM
Free marketing analysis
- PDF analysis
- 5 competitors
- Prioritized action list
Your analysis is prepared by a senior project manager with 15+ years of experience in marketing.
Are you a marketer with experience in a specific industry? Join the team