It depends on your ambitions for the platform. If you want Account Engagement to support lead scoring, automated journeys, GDPR compliance, sales alignment and meaningful reporting, a consultant can help you design it properly and avoid the trial-and-error approach that slows many teams down.
Pardot (Account Engagement) manages marketing activity such as lead capture, engagement tracking, nurturing and scoring. Salesforce Sales Cloud manages sales activity across leads, contacts, accounts and opportunities. When the two are aligned correctly, data flows cleanly between them, creating a unified view of the buyer journey and predictable handover from marketing to sales.
A Pardot consultant helps you design a scalable, compliant, and measurable marketing automation function. This includes data structure and field mapping, lead lifecycle design, scoring and grading, automation logic, segmentation, reporting, and ensuring marketing and sales work from the same definitions. It is both strategic and hands-on, depending on the needs of your team.
Sales Cloud consulting focuses on improving how your organisation manages leads, accounts, contacts and opportunities. This usually involves reviewing your current pipeline structure, workflows, automation, validation, reporting, and team processes – then designing improvements that make CRM easier to use while providing leadership with accurate, consistent data for decision-making.
A MOPS roadmap starts with assessing your current systems, data quality, automation, processes, reporting and team responsibilities. We then define the future state you want to reach over the next 2–3 years, identify capability gaps, and map out a prioritised plan across technology, data foundations, lifecycle design, reporting, ABM, and operational processes. The outcome is a clear, staged path that both marketing and sales can align around.
Fractional MOPS leadership gives you access to senior operational expertise without hiring full-time. I work with your team for an agreed number of days per month to own your marketing automation, CRM processes, governance, reporting, and roadmap execution. This is ideal for companies that are scaling or increasing complexity but do not yet need a full-time Head of Marketing Operations.
Yes. Preparing for Marketing Cloud Next involves assessing how you currently use Pardot and Salesforce, defining the use cases you want to support, and designing the data model, consent structure, automations, integrations and reporting you will need. I can help you understand what to migrate, what to rebuild, and how best to collaborate with Salesforce or an implementation partner during the rollout.
I mainly work with B2B organisations that have considered sales cycles – including manufacturing, engineering, technology, SaaS and professional services. Most already use Salesforce and Pardot, have foundational marketing activity in place, and want to scale their operations, improve data quality, enhance attribution, and gain clearer visibility of pipeline performance.
Most work falls into two categories: fixed-scope projects and ongoing fractional support. Projects are ideal for audits, implementations, lifecycle design, and Marketing Operations roadmaps. Fractional retainers work best when you want continuous improvement, governance, reporting, and operational leadership each month. Pricing varies based on complexity and scope and is agreed after a short discovery call.