Automation & MarTech
Build systems that move work, data, and decisions forward.
I design CRM, automation, integration, and AI-assisted operating systems that connect strategy to execution—improving routing, data quality, lifecycle management, reporting, governance, and the day-to-day experience of the teams using them.
Systems thinking
Technology should make the operating model clearer.
My work spans CRM architecture, marketing automation, lead routing, lifecycle programs, integrations, attribution, governance, and reporting. The goal is not simply to configure tools—it is to create a measurable, repeatable system teams can understand and improve.
I work across platforms such as HubSpot, Salesforce, GA4, n8n, Azure, Power BI, and AI-assisted workflows, connecting data and process so teams gain faster execution, cleaner handoffs, and more trustworthy visibility into performance.
Operating principle
Automate the repeatable. Preserve human judgment.
Good automation reduces friction without hiding logic. Ownership, exception handling, data quality, security, documentation, and measurable outcomes remain part of the design.
Systems in practice
The infrastructure behind scalable revenue operations.
Three connected disciplines show how I approach the work: make performance visible, make the data trustworthy, and make execution repeatable.
Reporting workflows
Dashboards, KPI definitions, and performance-reporting systems that turn operational activity into visible, decision-ready insight.
CRM data architecture
Lifecycle definitions, field governance, ownership, taxonomy, deduplication, and data structures designed for trustworthy downstream automation.
Workflow automation
Routing, lifecycle automation, campaign operations, integrations, alerts, and handoffs designed with clear ownership and exception paths.
AI as an operating layer
AI is embedded across the workflow—not added at the end.
I integrate AI into the full operating cycle: understanding the problem, researching options, analyzing data, learning new systems, designing solutions, documenting processes, and improving execution.
Discover
Research markets, technologies, vendors, risks, and opportunities faster.
Analyze
Interrogate data, identify patterns, pressure-test assumptions, and surface insights.
Build
Accelerate workflows, reporting logic, documentation, content, and system design.
Improve
Refine outputs, automate repeatable work, and continuously expand technical fluency.
This is not automation without oversight. It is AI-supported execution governed by business context, data quality, security, human judgment, and measurable outcomes.
Connect automation to the wider operating system.
Analytics & BI
Connect trusted data, reporting and business context to decisions teams can act on.
Web, UX & Conversion
Connect acquisition, customer experience and lifecycle programs to a clearer conversion journey.
AI & Human Judgment
Use AI-assisted execution with clear validation, business context and human accountability.
Selected systems & playbooks
Automation and MarTech in practice
Explore case studies and practical frameworks showing how CRM, automation, governance, and reporting work together.
Lead Management & MarTech Consolidation
Consolidating technology, standardizing lead management and reducing technical debt through acquisition-driven growth.
Email Marketing Operating System
Combining HubSpot governance, lifecycle automation, campaign design, reporting and enablement into a repeatable system.
Campaign Launch Operating System
Connecting intake, planning, governance, execution, measurement and optimization across campaign delivery.
HubSpot Data Hygiene
A governance-first operating model for prevention, exception detection, ownership and measurable CRM health.
AI + Human Judgment
Using AI to accelerate data work while preserving validation, context, ethics and accountable decision-making.
Reporting Is Rarely the Real Problem
A practical framework for tracing disagreements back to definitions, lineage, ownership and source-of-truth rules.
Let’s connect.
Interested in learning more or scheduling a call? Let’s discuss how I can contribute to your organization.
What colleagues and clients say.
Explore professional recommendations on leadership, collaboration, technical expertise, and operational improvement.
Strategic, tactical, and leadership by example
She has a unique ability to see the big picture, while still managing all the pieces to build tech stacks that are efficient, effective, and scalable. — Rob K, Marketforce Corp
The person you want when problems are messy and timelines are tight
Kate Khoury is the kind of Mops/Revops leader who makes everyone around her better. — Zach J. — CMO
Instrumental in Process Engineering
Kate has been instrumental in process engineering — how to triage and route work within the Marketing team to ensure that the ever-growing books of work are being addressed. To this effect, she has built several Monday.com optimizations to help the team manage work…
Respected & positive impact
Kate is well-respected within the team and gets along with everyone. This ensures that people seeking knowledge seek Kate out for help, leading to her having even more positive impact on her team than just her work alone. — Marni P. — CMO
Exceptional dedication, intelligence, and communication
I had the pleasure of working with Kate over the past year, collaborating closely on initiatives to drive the company’s conversion and revenue growth. — Vinicius R. — Full-Stack/Back-End Developer
A powerhouse in marketing operations and digital transformation
I have had the privilege of working with Kate at Knowfully Learning Group, and she was a powerhouse in marketing operations and digital transformation. Her ability to optimize processes, implement scalable solutions, and align marketing strategies with business goals makes her an invaluable asset…
Strategic insight, technical expertise, and a collaborative mindset
Kate is a well-rounded marketing professional who brings a unique combination of strategic insight, technical expertise, and a collaborative mindset. She has a strong grasp of marketing fundamentals and the technical know-how to implement and optimize systems like CMS, CRM, and website management. This…
Dialed in & empowers her colleagues
Kate helps empower her colleagues with her technical prowess, her can-do attitude, her willingness to always help, and her general ability to collaborate. — Crystal K. — Chief Marketing Officer | Knowfully Learning Group
Remarkable ability to break down complex concepts
Kate has exceptional skills in collaboration, leadership, and training that have significantly impacted our team. Her leadership style is both inspiring and approachable, always available to guide and support her team. — Erik Z. — Knowfully Learning Group
Works well under deadlines
Kate works well under deadlines and is able to produce quality work in a timely manner. — Kimberly S. — Sales | Cannon Instrument Company
Responsive and solution-oriented
Kate was wonderful to work with. I was extremely happy with how responsive she was and the clever solutions she provided. She listened to all my needs, asked questions about my future goals and from there she presented me with options. — Andres M.…
Provides excellent guidance and feedback
As a senior at Penn State University, I had the pleasure of working with Kate, both as a classmate and fellow College of Engineering intern. One of her greatest strengths is her creative vision. Kate has an innate ability to pinpoint an interesting angle…