Services
Marketing operations built around the entire lead journey.
Montaro Marketing focuses on the systems that connect marketing activity to sales execution and revenue visibility. Engagements can begin with a structured audit, a defined implementation project, or ongoing operational support depending on the problem.
01 / Diagnose
Lead & Revenue Funnel Audit
A structured review of how your business captures, manages, qualifies, routes, follows up with, and reports on leads. The goal is to identify where opportunities are being lost, where ownership is unclear, and where your systems are limiting visibility into pipeline and revenue.
Discuss an AuditAreas reviewed
- Website and conversion paths
- Forms and lead capture
- CRM and lifecycle stages
- Lead qualification
- Routing and ownership
- Response time and follow-up
- Marketing-to-sales handoff
- Nurture and re-engagement
- Automation
- Reporting and attribution
- Process governance
02 / Implement
Marketing Operations Implementation
When the problem is already known, or after an audit identifies the highest-priority opportunities, Montaro Marketing can help turn recommendations into working processes.
Discuss an Implementation ProjectWhat this can include
- CRM lifecycle and status design
- Lead-routing workflows
- Form and intake improvements
- Lead qualification and scoring
- Response-time SLAs
- Follow-up process design
- Re-engagement workflows
- Dashboards and reporting
- SOP development
- Marketing-to-sales handoff documentation
03 / Optimize
Ongoing Marketing Operations Support
For companies that need continued operational support but are not ready for a dedicated full-time marketing operations hire, ongoing engagements can provide recurring analysis, optimization, and execution.
Discuss Ongoing SupportWhat this can include
- Monthly funnel review
- Reporting and dashboard maintenance
- Lead process optimization
- Campaign operations support
- CRM/data quality review
- Workflow improvements
- Marketing and sales alignment
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.
Prefer email? joe@montaromarketing.com