JI
JI
Marketing Operations

Lead Scoring

The operating layer beneath every marketing program.

Behavior and fit-based lead scoring models that sales trusts.

See how it works
Timeline
8–12 weeks
Engagement
Sprint
Stages
Series A, Series B+, Enterprise
Industries
B2B SaaS, Enterprise SaaS
PROBLEMS SOLVED

What this engagement fixes

01Stack is bloated but nothing talks to anything.
02Lead routing is unreliable and unaudited.
03Reporting requires manual exports every month.
04Ops backlog is longer than the roadmap.
IS THIS FOR YOU?

Who this is — and isn't — for

GOOD FIT
  • Teams with HubSpot, Salesforce, or Marketo already in place.
  • Marketing leaders who want ops to be a lever, not a blocker.
NOT A FIT
  • Very early teams without a CRM or MAP.
EXPECTED OUTCOMES

What you can expect

01
Rationalized stack with clear ownership.
02
Reliable lead routing and scoring.
03
Automated reporting and SLAs.
04
SOPs for every recurring process.
ENGAGEMENT PROCESS

How we work together

  1. 01
    Audit

    Full stack, workflow, and data audit.

  2. 02
    Rationalize

    Prune, consolidate, or replace tools.

  3. 03
    Build

    Lifecycle, routing, scoring, reporting.

  4. 04
    Document

    Every process gets an SOP.

  5. 05
    Handoff

    Train the team; quarterly ops reviews.

DELIVERABLES

What you take home

  • Stack audit and roadmap.
  • Lifecycle and lead scoring model.
  • Automation and workflow builds.
  • Reporting suite.
  • Ops SOPs.
AT A GLANCE
Timeline
8–12 weeks
Engagement
Sprint
Stages
Series A, Series B+, Enterprise
Industries
B2B SaaS, Enterprise SaaS
CASE STUDIES

Recent results

Series-B SaaS
Retired 6 tools, saved $180k/yr, rebuilt lead flow

Consolidated to HubSpot + Salesforce and standardized SOPs.

WHAT CLIENTS SAY

In their words

"Marketing ops went from bottleneck to competitive advantage."

VP Marketing · Series-B SaaS
RELATED RESOURCES

Everything that supports this service

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FAQ

Frequently asked questions

Which platforms do you specialize in?

HubSpot, Salesforce, Marketo, Customer.io. Deep expertise in HubSpot and Salesforce.

READY WHEN YOU ARE

Let's talk about lead scoring.

Share a few details and I'll come back within one business day with a scheduling link and a pre-read tailored to your challenge.

KNOWLEDGE GRAPH · MARKETING OPERATIONS

Continue exploring

Recommended next steps chosen by topical relevance — not popularity.

Read the pillar guide
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Marketing OperationsMarketing Analytics
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