Working in Marketing Operations in companies that are constantly growing, both organically and through M&A, I am required to continually integrate and migrate new business units into the existing tech stack.

Mapping properties and objects in HubSpot
Example: mapping properties and objects in HubSpot

This requires intense attention to detail, comprehensive auditing and information gathering, ensuring effective communication across various teams, project management skills, and the ability to distill complex topics into easy-to-comprehend snippets.

Further, since not all solutions are one-size-fits-all, I often have to get creative in solving problems that are agreed upon by all stakeholders. Luckily, I’ve worked with some brilliant and collaborative people.

Technology Process: Implement & Migrate

Key aspects for integrating and migrating new business units into the existing tech stack include:

  • Researching best practices and developing SOPs (Standard Operating Procedures)
  • Standardizing information & processes, creating templates
  • Creating knowledgebases & resource libraries for readily-accessible, self-serve information
  • Building automated, customized data reports and dashboards
  • Providing training in tech usage with best practices for affected teams
  • Staying up to date on technology trends and changes
  • Continuously optimizing, improving, and growing account technology, while staying laser focused on reaching business goals
  • Monitoring performance, anticipating and troubleshooting issues
Getting started

Additionally, I prepare a pitchdeck to outline the benefits and details of a technology upgrade. I use Google Analytics, Looker Studio, Domo (or another BI tool) to provide predictive and comparative data, including the return on investment and other relevant KPIs (AOV, ARPU, LTV). Or, if more relevant, I’ll focus on resources like reducing the cost per conversion.

Automation

Automation and AI are key components for reducing inefficiencies, making best use of resources, and increasing overall conversions and revenue.

Hubspot automated workflow overview
Overview: HubSpot marketing automated workflow

Automated Sales & Marketing workflows

Example: Lead magnet

Instance: User email is captured via a lead generation source and routed into an automated workflow comprised of phone calls and emails designed to propel them further down the funnel and/or convert.

Testimonials as resources

Steps to create an automated workflow (not comprehensive):

Automated email resources

Let’s connect!

Interested in learning more about my background, or scheduling a call? Let’s discuss how I can contribute to your organization!

Testimonials