Marketing Operations & Automation Services
How We Work With B2B Marketing Operations and Automation Teams
We work with B2B marketing ops teams and RevOps leaders to fix broken automation infrastructure, rebuild campaign architecture, and create systems that marketers actually own and control.
Marketing Automation & MAP Audit
For marketing ops teams inheriting a messy Eloqua or HubSpot instance, preparing for a platform migration, or trying to get a handle on what their MAP is actually doing before committing to a larger fix.
What's included:
Review of your Eloqua or HubSpot instance structure — Program organization, naming, and maintained
Campaign architecture assessment — active programs, logic integrity, overlap, and whether campaigns are working against each other
Nurture program review — entry logic, content mapping, timing, and whether programs are moving leads forward or just generating activity
Funnel conversion analysis — where leads are entering, progressing, stalling, and dropping out
CRM and Salesforce alignment check — whether lifecycle stages, lead statuses, and handoff triggers are functioning as intended
Prioritized findings report with specific, actionable recommendations ordered by impact
Data field audit — custom properties, field mapping integrity, and sync conflicts between your MAP and CRM
Program naming convention and folder structure review
Deliverability and sending domain health check
What you walk away with: A complete operational picture of your MAP — what's broken, what's a liability, and a prioritized remediation plan you can hand to a developer, execute internally, or bring back to Vecticx.com.
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Campaign Orchestration & Lifecycle Design
For marketing ops teams dealing with campaign sprawl, unclear program ownership, or a lifecycle model that hasn't kept up with how the business actually sells. Also for teams standing up a new marketing automation instance or rebuilding after a CRM migration.
What's included:
Audit of your current campaign architecture — active programs, entry criteria, overlap, and logic gaps
Lifecycle stage definition (or redefinition) aligned to your buyer journey and CRM stages
Campaign structure design — entry points, segmentation logic, branching, exit criteria, and handoff triggers
Identification of funnel leakage points and where leads are falling out of the system
Canvas build or rebuild inside Eloqua or HubSpot based on the new architecture
Salesforce/CRM alignment review to ensure lifecycle stages reflect accurately downstream
Lead routing logic review and handoff trigger design
Documentation of final architecture so your team can maintain it without tribal knowledge
What you walk away with: A documented campaign architecture where every program has a defined owner, entry/exit criteria, and a direct connection to lifecycle progression — built to be maintained, not just launched.
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Lead Scoring Architecture & Strategy
For marketing ops teams dealing with campaign sprawl, unclear program ownership, or a lifecycle model that hasn't kept up with how the business actually sells. Also for teams standing up a new marketing automation instance or rebuilding after a CRM migration.
What's included:
Audit of your existing scoring model: behavioral, demographic, and firmographic criteria review
Analysis of where leads are hitting MQL thresholds without real buying intent
Sales interview or survey to understand what a qualified lead actually looks like from their side
New scoring model design with defined point values, decay logic, and MQL threshold recommendation
Segmentation review to ensure the right contacts are entering scoring programs
Implementation of the new model inside Eloqua, HubSpot or Salesforce Marketing Cloud
Scoring model documentation so it doesn't become a black box when team members change
Suppression and exclusion logic review (unsubscribes, competitors, internal contacts)
What you walk away with: A scoring model that reflects real buying signals, is aligned with sales on what qualifies as an MQL, and is documented clearly enough that the next marketing ops hire can understand and maintain it on day one.
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Nurture Program Strategy & Build
For marketing ops teams whose mid-funnel is a black hole — leads enter, nothing moves, and sales says the pipeline is dry. Also for teams rebuilding nurture after a platform migration or brand refresh left programs orphaned.
What's included:
Audit of existing nurture programs — logic, content mapping, timing, and performance
Buyer journey mapping to identify the stages where leads need nurturing versus direct sales outreach
Nurture architecture design — program types (early stage, re-engagement, post-MQL), branching logic, and progression triggers
Content gap analysis showing where you have content and where the nurture program needs new assets to function
Program build inside Eloqua or HubSpot — emails, wait steps, decision rules, and exit criteria
Lead scoring integration to ensure nurture activity feeds scoring appropriately
Performance baseline definition so you know what to measure after launch
Token and personalization audit to ensure dynamic content and merge fields are pulling correctly
Suppression and re-entry logic to prevent contacts from cycling through programs indefinitely
What you walk away with: A structured nurture system that moves leads through the funnel based on behavior and fit — not just time-based drips — with clear visibility into what's working and what to optimize next.
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Marketing Tech Stack & Integration Audit
For teams running HubSpot or Eloqua alongside Salesforce, 6sense, ZoomInfo, or other tools where data sync, field conflicts, or integration failures are quietly breaking campaigns.
What's included:
Full MAP-to-CRM field mapping review and sync conflict identification
Third-party integration assessment (enrichment tools, intent data, webinar platforms, ad connectors)
Data flow documentation — where contacts come from, how they're updated, and where records break
Deduplication and record management review
Prioritized integration fix list with implementation guidance
What you walk away with: A clear map of your MarTech data layer, where it's failing, and exactly what needs to be fixed to make your automation reliable.
Attribution Modeling & Marketing Reporting Setup
For marketing ops teams who can't answer "which campaigns drove pipeline" — or whose reporting lives in disconnected spreadsheets instead of the MAP or CRM.
What's included:
Attribution model selection and configuration (first touch, last touch, multi-touch) inside HubSpot or Salesforce
Campaign influence reporting setup so marketing can show sourced and influenced pipeline
UTM structure and tracking audit
Dashboard build for marketing leadership — pipeline by source, MQL velocity, campaign ROI
Documentation of reporting logic so numbers can be explained and trusted
What you walk away with: A reporting foundation that connects marketing activity to revenue, built inside the tools you already use, so you stop defending marketing's value and start proving it.
Not sure where your marketing ops system is breaking?
The MAP Audit is the fastest way to find out: a fixed-scope assessment that gives you a prioritized fix list within two weeks.