We help Professional Services teams turn Salesforce marketing into pipeline.
Consultancies and system integrators sell trust in people — which makes their marketing automation different from product companies. The pipeline runs on referrals, events and thought leadership; the buying trigger is a project going wrong or a contract ending, not a feature comparison. Automation that works here is patient, personal and expertise-led.
Brand experience from previous roles
What typically breaks
Feast-and-famine pipeline
When utilization is high, marketing stops; when the bench fills up, everyone suddenly needs leads that take six months to mature. Nurture programs are the flywheel that survives busy quarters.
Everyone is 'in touch with the client'
Partners, delivery leads and account managers all email the same contact. Without a coordinated platform view, the client experiences chaos and marketing gets the blame.
Thought leadership without follow-through
The whitepaper gets downloaded, the webinar gets attended — and nothing happens next, because nobody built the path from content to conversation.
Tiny team, enterprise platform
A two-person marketing team running a platform built for twenty needs ruthless prioritisation and templates, not more features.
The packages that fix it
Fixed scope, fixed price, fixed date — each one bookable directly. Prices in EUR, net of VAT.
Nurture Program Factory
“We have a database of 40,000 people and we talk to them four times a year.”
- 3 Engagement Studio programs built to a reusable pattern library
- Entry, exit, suppression and re-entry logic
Sales Alignment Pack
“Reps never look at the marketing data, so they don’t trust it.”
- Engagement History components on Lead, Contact, Account and Opportunity
- Sales email templates and send-as-rep configuration
Brand Template System
“Every email looks slightly different and marketing needs a developer for all of them.”
- Modular email template family in Lightning Email Builder — hero, article, CTA, event, plain-text blocks
- 2 landing page layouts and a styled form family
Express Health Check
“Is our Account Engagement set up correctly, and what is it costing us that it isn’t?”
- Read-only review across 40 checkpoints: connector, sync errors, domains, SPF/DKIM/DMARC, scoring, automation sprawl, unused assets
- Traffic-light scorecard plus a ranked findings list
4× Salesforce Certified
7 industries · 30 fixed-price packages · delivery in English & German
The 12-point Account Engagement health check
Find the four usual problems before they cost pipeline — no email required.
Frequently asked
Does marketing automation even fit a referral-driven business?
Yes — not to replace referrals but to stay memorable between them. A quarterly expertise-led nurture keeps you in the room when a client’s project goes sideways and they need help fast.
How do we avoid spamming clients that delivery teams already talk to?
Suppression logic and visibility: active-engagement flags from the CRM pause marketing sends, and delivery leads see marketing touches on the contact record. This is configuration, and it is the difference between ‘aligned’ and ‘annoying’.
What is the smallest sensible setup for a 2-person marketing team?
One scoring model, one nurture per service line, one template system, one dashboard. The Express Health Check tells you how far your current org is from that baseline.
From the engine room
Working in IT & Professional Services?
Thirty minutes with the person who does the work — free, no slides. Bring your org and your constraints; you’ll leave with an honest read on what to fix first and what it costs.