What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → Common Challenges
What we see in marketing organizations.
The patterns that come up in nearly every marketing engagement.
01
Attribution that finance trusts
Marketing attribution is notoriously contested. Building a multi-touch model with the underlying data quality to support it is harder than most platforms make it look.
02
Marketing-to-sales handoff friction
Leads that drop, MQLs that never get worked, the eternal marketing-sourced vs sales-sourced debate — most of this is solvable with the right workflow design.
03
Content velocity without sacrificing brand
Content needs are exploding. AI can multiply your team output 4-10x — if you set up the workflow right.
04
Marketing tech sprawl
Most marketing departments have accumulated 30+ tools. Most can be consolidated, integrated, or replaced — but doing so requires intentional architecture.
05
Brand consistency across channels and AI content
AI content generation makes scale easy and consistency hard. Brand-voice guardrails are no longer optional.
06
Event and field marketing operations
Events drive significant pipeline for B2B firms. Operating them well requires real workflow, not spreadsheets.
How We Help
What we deliver for marketing leaders.
Marketing attribution rebuild
Multi-touch attribution models grounded in clean data, integrated with finance reporting, and trusted across the org.
Lead-to-revenue workflow design
End-to-end design and implementation of the marketing-to-sales workflow — lead routing, SLA enforcement, MQL definition, feedback loops.
AI content operations
Production AI workflows for content generation, with brand voice training, editorial review queues, and audit trails. Built on Claude or GPT.
MarTech consolidation
Honest audits of marketing tools, with recommendations grounded in usage data and integration costs — not vendor sales decks.
Brand voice governance for AI content
Structured brand voice training for AI workflows, with editorial guardrails and review queues that scale content without compromising brand.
Event marketing platform
Salesforce + event platform integration covering registration, attendance, post-event nurture, and event-sourced pipeline attribution.
Compliance & Regulatory Matters
What we navigate in marketing.
Compliance and regulatory considerations are built into every workflow we deliver. The major frameworks we work within:
CAN-SPAM (US Email Marketing)
Sender identification, opt-out workflow, and physical address requirements built into every marketing platform.
TCPA (SMS & Voice)
Express written consent capture, opt-out handling, and prior-express-consent evidence for SMS and outbound voice.
GDPR / CCPA / CPRA Privacy
Consent capture, preference centers, privacy notices, data subject request workflows.
CASL (Canada Anti-Spam)
Express and implied consent tracking with timely refresh, plus identification and unsubscribe requirements.
FTC Endorsement Guides
Influencer disclosure tracking, sponsored content evidence, and material connection documentation.
Industry-Specific (HIPAA, FINRA, ADA)
Sector-specific marketing requirements — healthcare, financial services, accessibility — handled at the workflow level.
Signature Service Categories
The major marketing practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
01
Marketing Operations & Automation
Lead routing, scoring, suppression, list ops, and campaign infrastructure.
02
Attribution & Analytics
Multi-touch attribution, marketing-sourced pipeline reporting, and finance-grade analytics.
03
ABM & Demand Generation
Account-based marketing platforms, intent data integration, and orchestrated outbound.
04
AI Content Operations
Brand-voice training, AI-augmented content workflows, and editorial governance.
05
Event & Field Marketing
Event platform integration, post-event nurture, and event-sourced pipeline tracking.
Platforms & Tools
The technology stack we typically deploy here.
Salesforce Marketing Cloud
HubSpot Marketing Hub
Pardot / Account Engagement
Marketo migrations
6sense / Demandbase ABM
Bizible / Dreamdata attribution
Anthropic Claude for content
Event platforms (Bizzabo, Cvent)
Webflow / CMS integrations
Integration Ecosystem
The platforms we connect to in marketing.
Our team carries hands-on experience across the systems that already run your marketing function. Integration is rarely the bottleneck.
Salesforce Marketing Cloud
HubSpot Marketing Hub
Marketo
Pardot / Marketing Cloud Account Engagement
Adobe Marketo Engage
Eloqua
Klaviyo
Braze
Iterable
Customer.io
Mailchimp
Constant Contact
Sprinklr
Hootsuite
6sense / Demandbase
Drift / Qualified
Segment
Snowflake / Data Cloud
What We Measure
The KPIs that matter for marketing success.
Every engagement starts by defining how success will be measured. These are the metrics we typically baseline before we begin and improve over time.
- Pipeline sourced by marketing
- Marketing-influenced revenue
- Lead-to-MQL conversion
- MQL-to-SQL acceptance
- Cost per acquisition (CPA)
- Content engagement velocity
Recent Engagements
Real work for marketing teams.
A few examples of how these capabilities show up in practice — drawn from recent and active engagements.
01
Multi-touch attribution rebuild for a $120M B2B SaaS company
Replaced HubSpot default attribution with a custom model integrating first-touch, multi-touch, and influenced-revenue logic — surfacing the fact that 35% of marketing-sourced pipeline was actually sales-sourced. Reset the conversation with finance.
02
AI content operations for a 6-person marketing team
Deployed a Claude-powered first-draft content engine — blog posts, sales enablement, ad copy, email sequences — with brand-voice training and a structured editorial review workflow. Content output up 4x without adding headcount.
03
Marketing-to-sales SLA system with automated escalation
Built lead routing with SLA timers, automated rep escalation when leads sit untouched, and bidirectional feedback workflows. Lead response time down to under 3 minutes for 90% of inbound; lead-to-meeting conversion up 28%.
04
ABM platform deployment for a $200M software company
Built a 6sense + Salesforce + HubSpot ABM platform with account scoring, intent data, and orchestrated outbound. Target-account meeting rate up 4x.
05
Event marketing rebuild for a B2B services firm
Replaced spreadsheet-driven event ops with a unified event platform. Event-sourced pipeline attribution improved dramatically; ROI conversations with finance finally productive.
How Clients Engage Us
Four ways to work with us on marketing initiatives.
From short diagnostics to fractional leadership, every engagement model is built around your stage and needs.
Model 01
Marketing Operations Audit
A 2-week assessment of marketing tech, attribution, lead flow, and operations.
Model 02
Fixed-Scope Project
Defined builds for attribution, ABM, marketing automation, or AI content.
Model 03
Managed Marketing Ops
Ongoing marketing operations support and platform administration.
Model 04
Fractional VP Marketing Ops
Senior marketing operations leadership without the full-time hire.
Outcomes We Deliver
The metrics we actually move for marketing teams.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Marketing-sourced pipeline
Increase 30-60%
02
Lead-to-MQL conversion rate
Increase 20-40%
03
MQL-to-SQL conversion rate
Increase 15-30%
04
Cost per qualified lead
Reduce 25-45%
05
Email engagement (open + click)
Increase 15-30%
06
Attribution accuracy
Restore post-cookie clarity
Signature Frameworks
Proprietary methodologies for marketing work.
Every engagement leverages reusable assets — frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Framework 01
Revenue Attribution Reference Model
A blueprint for closed-loop attribution that survives third-party cookie deprecation and ties revenue back to campaigns reliably.
Framework 02
Lifecycle Marketing Operating System
Our framework for orchestrating acquisition, onboarding, expansion, and retention journeys across email, SMS, ads, and in-product.
Framework 03
ABM Reference Architecture
A complete ABM blueprint — target account modeling, intent integration, multi-channel orchestration, and sales handoff workflows.
Framework 04
Marketing AI Readiness Diagnostic
A focused assessment of where AI will accelerate your marketing operations and content production — and where it will not.
Featured Insight
Insight & analysis from our marketing team.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
How We Work
The engagement model.
Predictable phases. Clear deliverables. No surprises.
01
Discovery
One to two working sessions to map your current state, business goals, gaps, and constraints. We come out with a written scope document and recommendation.
02
Design
Documented solution architecture, technical design, realistic timeline, and a transparent commercial proposal — reviewed with your team before any build.
03
Build
Configuration, development, integrations, data migration, AI training, and QA — delivered in iterative sprints with weekly demos and adjustments.
04
Launch & Optimize
Training, change management, hypercare support, and continuous improvement. We do not disappear after go-live. Most engagements continue into managed services.
Our Capabilities
The five practices that support your marketing work.
Systems Integration
Connect the systems that run your business — CRM, ERP, billing, data, AI, analytics — into one cohesive architecture.
Learn more →Custom Development
Custom applications, platform extensions, integrations, and engineered solutions built when off-the-shelf software won't fit.
Learn more →AI & Technology Consulting
Strategic guidance from certified architects plus production AI deployments. System selection, roadmaps, audits, Agentforce, custom agents, and AI strategy — all under one practice.
Learn more →Revenue Operations
Align marketing, sales, and customer success into one revenue engine. Process, forecasting, attribution, and tech-stack optimization.
Learn more → More Departments
Other functions we support.
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