Instance audit
Programs, smart campaigns, fields and sync health reviewed and prioritised.
Marketo Engage
Marketo consultant: a Marketo Engage instance that runs itself.
A Marketo consultant designs and looks after the programs, smart campaigns, scoring and lifecycle model inside Marketo Engage, and keeps it in sync with your CRM. I’ve been in Marketo since 2017. The aim is simple: campaigns launch from templates, leads move through stages on clear rules, and the reports match what sales sees.
- Instance audit. Programs, smart campaigns, fields and sync health reviewed and prioritised.
- Lifecycle model. Revenue stages with clear entry rules, reported in Marketo and your CRM.
- Scoring. Behaviour and fit scoring rebuilt and tested against closed deals.
- Program templates. Reusable webinar, content and nurture templates with tokens.
Watch it work.
This is the automation running on its own. Every step happens without anyone touching it, and you get a record of what happened.
- 01Lead captured✓ Done
- 02Scored on fit and behaviour✓ Done
- 03Added to the right nurture✓ Done
- 04Hits MQL threshold✓ Done
- 05Synced to sales✓ Done
Run complete
Sound familiar?
- 400 programs, and nobody’s sure which ones are still live
- A scoring model last touched by someone who left in 2022
- The CRM sync error log is longer than your inbox
- Every webinar gets built from scratch, again
What I set up for you.
Lifecycle model
Revenue stages with clear entry rules, reported in Marketo and your CRM.
Scoring
Behaviour and fit scoring rebuilt and tested against closed deals.
Program templates
Reusable webinar, content and nurture templates with tokens.
CRM sync
Salesforce or Dynamics 365 sync rules and field mapping fixed.
Data hygiene
Normalisation and deduplication running automatically.
How we’ll do it.
- 1
Look under the hood
I go through your setup, data and workflows, then write down what’s leaking and the quick wins, in plain English.
- 2
Build it with you
We agree the fixes together. I build, test and document everything inside your own accounts.
- 3
Hand you the keys
A short training session and a written runbook, so your team can run it without needing me.
Tools I know inside out.
- Marketo Engage
- Salesforce
- Microsoft Dynamics 365
- n8n
- Power Automate
Questions people ask.
What does a Marketo consultant do?
Designs and maintains the inside of Marketo Engage: programs, smart campaigns, scoring, lifecycle, templates and the sync with your CRM, and trains your team to run it.
Can you help with Marketo and Salesforce sync issues?
Yes. Sync errors usually come from field mapping, permissions or conflicting update rules. I find the cause, fix the mapping and set up monitoring so new errors are caught early.
Should we move from Marketo to HubSpot?
Sometimes, but not always. Many Marketo problems are configuration problems that a migration would copy across. An audit first shows whether you need a cleaner Marketo or a different platform.
Do you offer ongoing Marketo support?
Yes, after the initial clean-up and build. Ongoing work is usually a set number of hours a month for new programs, reviews and fixes.
Let’s have a look together.
A 20-minute call where we open up your setup. If I can’t find at least one real fix, I’ll tell you, and you’ve lost nothing but 20 minutes.
Book a call