Ads, CRM, automation and operations services
Each service stands on its own. Together they connect ad spend to pipeline to delivery, automate the work in between and put it all in one dashboard, so you can see which campaigns turn into customers and projects.
What we do
Fix one thing, or connect everything.
Start with whatever hurts most. Each service stands on its own and plugs into the others when you're ready.
- Custom quote
Operations
Monday.com consulting & implementation
A Monday.com workspace your team actually keeps using
We design boards, automations and dashboards around how your team really delivers work, then migrate your data and train people so the new system sticks.
- Workflow discovery workshops and a documented workspace blueprint
- Board, group, column and permission architecture
- Automations and integrations (HubSpot, Slack, Gmail/Outlook, forms)
- Data migration from spreadsheets or your current tool
+2 more deliverables
Scoped after a discovery call, based on teams, boards and integrations.
- Custom quote
CRM & RevOps
HubSpot CRM automation
A HubSpot portal your sales team trusts and your reports can rely on
We clean up your data, rebuild lifecycle stages and pipelines, and automate the follow-up, routing and reporting your team is doing by hand today.
- Portal audit with a prioritized fix list
- Data cleanup, deduplication and property governance
- Lifecycle stage and deal pipeline design
- Lead routing, scoring and follow-up workflows
+2 more deliverables
Fixed-scope audit first, then an implementation estimate.
- Custom quote
Paid social
Meta Ads management
Facebook and Instagram ads managed against pipeline, not just clicks
Strategy, creative testing, Conversions API tracking and weekly optimization for Facebook and Instagram, reported against the leads and revenue in your CRM.
- Account and tracking audit (Pixel, Conversions API, events)
- Campaign structure and audience strategy
- Creative testing roadmap and ad copy
- CRM-qualified lead events sent back to Meta
+2 more deliverables
Monthly management fee based on spend and scope; ad spend is billed by Meta.
- Custom quote
Paid search
Google Ads management
Google Ads that capture real demand without wasting budget
Search, Performance Max and YouTube campaigns built on accurate conversion tracking, tight keyword control and regular search-term cleanup.
- Account, tracking and search-term audit
- Conversion tracking, enhanced conversions and CRM offline imports
- Campaign and keyword architecture (Search, PMax, YouTube)
- Ad copy, assets and landing-page recommendations
+2 more deliverables
Monthly management fee based on spend and scope; ad spend is billed by Google.
- Custom quote
Automation
AI & workflow automation
Automations that take the repetitive work off your team's plate
We connect your tools and automate the handoffs, data entry and follow-ups your team does by hand, then add AI where it helps: sorting inquiries, enriching leads, drafting replies and summarizing calls.
- Workflow audit: where time goes and what is worth automating
- Cross-tool automations and integrations between your existing systems
- AI steps for triage, enrichment, summaries and drafting, with human review where needed
- Error alerts and run logs so failures don't go unnoticed
+1 more deliverables
Quoted per workflow after a discovery call.
- Custom quote
Operations OS
Operations OS & custom dashboards
Run the whole business from one place, built around how you operate
We bring sales, marketing, delivery and finance data into one operating system: the dashboards, views and internal tools your team needs, on the tools you already use or as a custom-built app.
- Metrics workshop: the numbers and views each role needs
- Data connections from your CRM, project, ad and finance tools
- Leadership, team and client-facing dashboards
- Custom internal tools where off-the-shelf falls short: intake, approvals, pipelines
+2 more deliverables
Scoped after a discovery call, based on data sources, views and custom features.
How we work
Clear scope first. Then we build.
- 1Free · 30 minutes
Strategy call
We look at what you're running today, where it breaks, and whether we're the right team to fix it.
An honest read on your biggest gaps, even if we're not the right fit.
- 2Fixed fee
Audit & blueprint
We review your accounts and tracking, then hand you written findings and a prioritized plan. Yours to keep.
Written findings, a prioritized plan and a quote for the build.
- 3Fixed scope
Build & launch
We build and connect what the plan calls for (boards, CRM workflows, automations, dashboards, tracking, campaigns), then train your team.
A connected, documented system your team knows how to use.
- 4Monthly
Run & improve
We run your ads and keep improving the system, and report on pipeline and revenue in plain English.
A monthly review of cost per qualified opportunity, pipeline and revenue.
No long commitment to start: the call is free and the audit is a one-off, fixed fee.
Ways to work together
Start small. Expand when it’s working.
Every engagement starts with a free call and a written quote. Ad spend is billed directly to you by Meta and Google.
Systems audit
A clear picture of what's broken and what to fix first.
Fixed fee
Quoted upfront after a short discovery call.
- Review of your platforms, workflows and reporting: Monday.com, HubSpot, Meta Ads, Google Ads
- Tracking and data-quality check
- Automation opportunities ranked by time saved
- Prioritized fix list with effort and impact
- Walkthrough call with your team
- Yours to keep, whether or not we work together
- Most common
Implementation sprint
Build or rebuild the system, from blueprint to launch.
Project-based
Fixed scope and timeline agreed before work starts.
- Discovery workshops and documented blueprint
- Monday.com and/or HubSpot build, migration and integrations
- Workflow and AI automations
- Custom dashboards or internal tools
- Ads tracking and conversion setup
- Team training and recorded walkthroughs
- Post-launch support window
Growth retainer
Ongoing ads management and system improvements.
Monthly
Based on channels, ad spend and support hours.
- Meta Ads and/or Google Ads management
- Monthly CRM, automation and dashboard improvements
- Pipeline-based performance reporting
- Monthly strategy call
- Shared Slack or email channel
Free 30-minute strategy call
Find out where your system is leaking time and budget.
Tell us what you're running today, and we'll reply within one business day to set up the call. No obligation.
- We review your setup together in 30 minutes.
- You leave with the biggest gaps and a clear recommendation, even if it’s not us.