Marketing operations for growth-stage B2B

Your marketing ops person left. The workflows didn't.

Nobody is sure which HubSpot workflows are safe to touch. Attribution doesn't add up. A campaign launch takes two days of manual setup. I find out what's actually happening in your systems, fix what's costing you pipeline, and leave behind something your team can run.

Book a 30-minute call See how I work
workflows · 214 active
  • Lead routing v3 FINAL (2)ActiveOwner: deactivated user · edited 14 months ago
  • MQL alert → ops-lead@Inbox goneStill sending to a mailbox nobody checks
  • Webinar follow-up OLD do not useActiveEnrolled this week: 38
  • Lead source fix (temp)UnknownOverwrites UTM fields on create
2 daysto launch one campaign by hand

10+ years · hands-on in

StripeHubSpotSalesforcePitchBookPardotMarketoChili Piper

Hi, I'm Annie

The ops brain your team has been missing.

I've spent more than ten years in marketing operations at Stripe and PitchBook. I work hands-on inside your CRM, your marketing automation, and the reporting layer on top. Everything I build gets documented, so the knowledge stays with your team when I'm gone.

10+years in marketing operations
5platforms I work in hands-on, from HubSpot to Chili Piper

When teams call me

Most clients reach out in one of these moments.

  • 01Your marketing ops lead just leftThey took the context with them. Alerts still go to their inbox, and nobody knows what the admin workflows do.
  • 02The agency isn't workingMonths in, it still feels like onboarding, and campaign requests are stuck in a queue.
  • 03Leadership asks which campaigns drove revenueNobody can answer with confidence. Nobody agrees on what counts as an MQL either.
  • 04Leads come in but don't turn into pipelineEvent and webinar leads go cold. There's one nurture, and hardly anyone is enrolled.
  • 05A new tool or migration is comingA Chili Piper rollout or a move off Pardot is on the calendar, and the current setup can't absorb it.

What you'll have when we're done

Systems your team trusts and can run without a specialist.

Reliable

Data you can act on without cross-checking three platforms first.

Transparent

Everyone can see what's happening and why.

Durable

When someone leaves, the system keeps working.

Flexible

New campaigns, channels, and tools fit without a rebuild.

Clean

Fewer redundant fields, dead workflows, and stacked band-aid fixes.

Usable

Your team spends its time on campaigns, not support tickets.

How we work

Three ways to work together.

Start with clarity, then fix, then keep it running.

01 · DiagnoseYour fit

Marketing Ops Diagnostic

"Tell me what's broken and what to fix first."
$7,5002 weeks · fixed feePaid at kickoff. You keep the plan either way.

What I do

  • Hour-long interviews with 4–6 stakeholders across marketing, sales, and business systems
  • Review of your CRM and marketing automation setup, sync, workflows, forms, attribution, and reporting

What you get

  • A current-state report card for every area, scored from "Doesn't exist" to "Looks good"
  • The top 3 fixes I recommend, with what each one unlocks
  • A full backlog ranked by effort, impact, and priority
  • A live readout to agree on next steps

Best if you know something's off and want a clear answer before you hire, re-platform, or spend more.

02 · FixYour fit

Fix-First Sprint

"Fix the two or three things costing us the most."
from $12,5004–6 weeks · fixed scopeScoped from the Diagnostic. 50% at signing, 50% at handoff.

Common sprints

  • HubSpot–Salesforce sync governance and source of truth
  • Attribution and UTM framework
  • Workflow audit and cleanup, with spam and routing fixes
  • Lead scoring, lifecycle stages, and MQL definitions
  • Campaign intake, email briefs, SLAs, and calendar
  • Nurture and webinar follow-up foundations

What you get

  • Hands-on builds in your systems, not just a strategy doc
  • SOPs and documentation so the work sticks
  • A handoff readout with what to do next

Best if you know the problem and need it fixed fast without a full-time hire.

03 · RunYour fit

Embedded Marketing Ops Partner

"I need a senior ops owner, but not a full-time hire yet."
from $9,000/moRetainer · 3-month minimum10 hrs/week. 20 hrs/week from $16,500. 30-day notice after the first term.

How it works

  • Weekly priority session from a shared backlog, so you always choose what comes first
  • Set office hours, with a 24-hour response time on messages
  • A monthly readout for leadership on what shipped and what's next

What I own

  • Marketing systems administration and governance
  • Ongoing builds, reporting, and fixes from the backlog
  • Alignment with sales, business systems, and leadership
  • Hiring and training your next ops hire when you're ready

Best if your ops owner just left, or you're scaling and need senior ops leadership now.

Most clients start with the Diagnostic. If your ops owner just left and work is piling up, we can start with the Embedded Partner and run the diagnostic in the first month.

Which one fits

Pick the situation closest to yours.

Start with

Marketing Ops Diagnostic

Two weeks, fixed fee. You get a scored report card, the top 3 fixes, and a ranked backlog.

See the details ↑

What an engagement looks like

Legal tech SaaS, no ops owner.

HubSpot + Salesforce

The marketing ops lead left in January with no handoff. Workflows still sent alerts to her personal inbox, paid leads were losing their attribution, and the marketing team was fixing lead source by hand every day.

  1. DiagnosticWeeks 1–2

    Six stakeholder interviews and a review of the HubSpot–Salesforce sync, workflows, forms, and paid tracking. The readout ranked three priorities and a backlog of eight more.

  2. SprintWeeks 3–6

    Sync governance and a source-of-truth hierarchy, a UTM framework, a map of every active workflow, and new spam logic. The old rules had been rejecting real buyers, like lawyers with .edu emails and solo practitioners.

  3. PartnerMonth 3 onward

    A 10-hour-a-week retainer with weekly prioritization from a shared backlog. When the CMO who hired me left, the engagement continued, because the system knowledge now sits in documentation and not in one person's head.

Who I work with

Built for marketing leaders who own a pipeline number.

Good fit

  • B2B companies from Seed to Series C, or PE-backed
  • A CRM and marketing automation platform already in place
  • A marketing leader who owns a pipeline number
  • A team that wants to learn the system, not just hand it off

Not a fit

  • Pre-product-market-fit companies with no stack yet
  • Teams looking for an ongoing email builder or list-upload support
  • Work that's only about running paid ads or writing content

How we start

Every step is small. Stop after any of them.

  1. 30-minute call

    You tell me what's going on. I ask where things stand, where you want them to be, and what it costs if nothing changes.

  2. One-page proposal

    A recommendation for the right starting point, usually the Diagnostic.

  3. Readout and recommendation

    You keep the plan and decide whether we keep going.

Let's talk

Find out what's actually happening in your systems.

Thirty minutes, no prep. You'll leave knowing where to start, whether or not we work together.

Book a 30-minute call
Or email annie@anniebarkerconsulting.com