MONTARO.MARKETING CONSULTING
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B2B Marketing Operations & Growth

Turn More of Your
Leads Into Revenue.

Montaro Marketing helps growing B2B companies improve lead capture, CRM processes, routing, follow-up, reporting, and marketing-to-sales alignment so fewer opportunities get lost between marketing and sales.

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Practical marketing operations consulting built around your existing systems, sales process, and growth goals.

THE LEAD-TO-REVENUE JOURNEY
  1. 01
    CaptureWebsite · Forms · Campaigns
  2. 02
    Qualify & routeCRM · Ownership · Lifecycle
  3. 03
    Follow up & alignResponse time · Sales handoff
  4. 04
    Pipeline & revenueReporting · Visibility · Growth
A clearer process. From first touch to opportunity.
BUILT AROUND YOUR BUSINESSLead managementCRM & workflowsSales alignmentRevenue visibility

The missing connection

Generating leads is only useful if your business knows what to do with them.

Many growing B2B companies invest in websites, campaigns, CRMs, sales teams, and marketing tools without ever building a clear system that connects them. Leads arrive, ownership is unclear, follow-up varies, data becomes inconsistent, and reporting stops before anyone can confidently answer what marketing actually contributed to pipeline or revenue.

01

Leads are routed manually or inconsistently

02

Follow-up is slow or difficult to measure

03

CRM data does not support reliable reporting

04

Marketing and sales define a “good lead” differently

05

Lead source and campaign attribution are unclear

06

Dormant leads disappear instead of being re-engaged

The problem is often not a lack of marketing activity. It is the system connecting that activity to sales.

How I can help

Build a stronger system
between marketing and sales.

A clear starting point.
Practical support to move forward.
01 /DiagnoseSTART HERE

Lead & Revenue Funnel Audit

Find where leads, process consistency, and revenue visibility are breaking down. Receive a structured assessment, prioritized recommendations, and a 30/60/90-day improvement roadmap.

Learn About the Audit
02 /Implement

Marketing Operations Implementation

Turn recommendations into working processes through CRM improvements, routing, lifecycle design, automation, reporting, lead management, and documented workflows.

View Implementation Services
03 /Optimize

Ongoing Marketing Operations Support

Maintain and improve the system over time with recurring reporting, optimization, process review, campaign operations, and marketing-to-sales alignment.

Discuss Ongoing Support

The audit process

A practical way to see where
revenue is leaking from your funnel.

  1. 01

    Understand

    Review the business, growth goals, marketing channels, sales process, systems, and current pain points.

  2. 02

    Diagnose

    Evaluate the full lead journey from website conversion and CRM intake through qualification, routing, follow-up, sales handoff, pipeline, and reporting.

  3. 03

    Prioritize

    Separate critical issues from lower-value optimizations and identify high-impact, low-effort opportunities.

  4. 04

    Improve

    Deliver a practical roadmap showing what to fix now, what to build next, and how the future-state process should work.

Joe Montaro, founder of Montaro Marketing Consulting
YOUR CONSULTANT

Joe Montaro

Founder, Montaro Marketing Consulting

Strategy grounded in
operational execution.

Why Montaro

Built from hands-on B2B lead and revenue operations experience.

Montaro Marketing was created by Joe Montaro to help growing businesses solve the operational problems that often sit between marketing activity and sales results. Joe’s background includes hands-on experience supporting high-volume B2B lead management, campaign operations, CRM processes, sales handoff, reporting, and multi-million-dollar pipeline environments inside a national organization.

The approach is intentionally practical: understand how the business works today, identify where the process is failing, and build recommendations that can actually be implemented.

  • B2B lead-management experience
  • Marketing and sales process alignment
  • CRM, routing, reporting, and workflow focus
  • Strategy grounded in operational execution
  • Direct access to the consultant doing the work
About Joe

Who this is for

A good fit for growing B2B teams that have outgrown informal processes.

Montaro Marketing is best suited for businesses that already have leads, a sales process, and some marketing infrastructure — but need a clearer system connecting them.

A good fit if…

  • You generate inbound leads but are unsure how consistently they are handled
  • Your CRM exists, but reporting or process adoption is inconsistent
  • Marketing and sales need better definitions, ownership, or handoff
  • You want better visibility from lead source through opportunity and revenue
  • You know there are process gaps but do not need a full-time operations hire

Not the right fit if…

  • You only need social media posting or graphic design
  • You are looking exclusively for paid ad management
  • You do not yet have a repeatable sales process or meaningful lead volume

Let’s connect the dots

Not sure where your funnel is breaking down?

Start with a 30-minute conversation about your current lead process, systems, and growth goals. If there is a clear fit, we can determine whether a Lead & Revenue Funnel Audit makes sense.

Book a 30-Minute Consultation

Prefer email? joe@montaromarketing.com