Marketing Technology & Ops

The stack behind the strategy.

Journey architecture, platform builds, API integrations, data migration, and bilingual campaign infrastructure — for teams that need their MarTech to actually work together.

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Right Fit

This is right for you if…

Your marketing tools don't talk to each other — and your team is filling the gaps manually.
You're on (or moving to) Salesforce Marketing Cloud, HubSpot, or a modern CMS and need an expert to build it right.
You need to migrate data from a legacy platform without losing history, hygiene, or deliverability.
You have customer journeys that need to be architected, not just configured — logic, branches, suppression, and re-entry.
You run bilingual campaigns and your current setup makes that harder than it should be.
You need your MarTech stack connected to AI workflows — not running parallel to them.
Capabilities

The full MarTech stack.

From journey design to API integration — we work across strategy, build, and operations.

Strategy & Architecture

Journey Architecture

MarTech Audit & Stack Strategy

Platform Recommendation & Selection

Build & Integration

Marketing Automation & CRM Integration

API Support & Systems Integration

CMS Selection & Implementation

Operations & Data

Data Migration

Data Readiness & Hygiene Consulting

Ongoing Platform Ops & Optimization

Why this is different

MarTech built for AI workflows — not running beside them.

Most MarTech agencies configure platforms. We connect them to AI. That means SFMC journeys that use AI-generated personalization at scale, CMS architectures that structure content for LLM readability, API layers that feed AI tools the data they need to do real work, and bilingual campaigns where AI assists translation, QA, and localization — not just replaces it.

The result is a stack where AI makes your team faster and your campaigns smarter — without adding headcount.

The Process

What happens after you book.

Every MarTech engagement follows the same five-phase model — adapted to your stack, your team, and your migration risk.

01

We map your current stack before we touch it.

02

Journey architecture and platform strategy first.

03

Platform builds, API connections, and data migration.

04

Journey logic, suppression, and bilingual verification.

05

Go-live support and ongoing ops.

Deliverables

What you walk away with.

Every engagement produces documented, owned assets — not recommendations that live in a slide deck.

MarTech Audit Report

A documented assessment of your current stack — what's working, what's costing you, and what to change first. Prioritized and shareable with leadership.

Journey Architecture Map

A visual map of your customer journeys — touchpoints, logic branches, suppression rules, re-entry conditions, and bilingual variants. Built before configuration begins.

Platform Recommendation Brief

Vendor-neutral platform recommendation with rationale, cost comparison, and migration risk assessment. Always in writing. Always yours.

Show all 6 deliverables

Integration Architecture Document

Full documentation of every API connection, data flow, and system dependency in your stack — so your team understands what's connected and why.

Data Migration Report

Pre- and post-migration data validation, field mapping documentation, suppression list verification, and a deliverability health baseline.

Platform SOPs & Runbooks

Step-by-step documentation for your team to operate the configured platforms — campaign builds, journey management, data hygiene cadence, and bilingual workflow.

Packages

How we engage.

One-time

MarTech Audit

For teams that need clarity before they commit to a build.

  • Full stack audit — platforms, integrations, data structure
  • Journey architecture assessment
  • Platform recommendation brief (vendor-neutral)
  • Data readiness and hygiene report
  • Prioritized action plan with effort/impact matrix
  • 60-minute debrief call
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Project

Platform Build

The full implementation. Audit through go-live, with everything documented.

  • Everything in MarTech Audit
  • Journey architecture design
  • Platform configuration and automation build
  • API integrations across your stack
  • Data migration (contacts, history, segments, suppressions)
  • Bilingual campaign infrastructure setup
  • Email and journey QA
  • Platform SOPs and runbooks
  • 30-day post-launch support
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Client work

From manual workflows to an ops system the team actually runs.

On Deck Fence and LandscapingHome services
The challenge

A growing fence and landscaping company running its operations out of inboxes and spreadsheets, with no single place to see where work stood.

What we built
Operations moved into ClickUp, structured around how the crew actually works
AI built into the workflow rather than bolted on beside it
A website and marketing stack connected to the same system
The team trained to run it without us
Read the case study
FAQ

Questions we hear before every kickoff.

What makes this different from just hiring a Salesforce partner?

Most Salesforce partners are certified on the platform but aren't marketing strategists. We bring both — SFMC technical depth plus journey architecture, content strategy, and bilingual campaign experience. We also build the strategy before the configuration, which most implementation partners skip entirely.

Can you migrate our data from our current platform?

Yes. Data migration is a core service — contacts, send history, segments, suppression lists, and consent records. We validate data before and after migration, document the field mapping, and verify deliverability health before any sends go out on the new system.

Do you work with teams that already have platforms in place?

Yes. Many engagements start with an audit of an existing stack — not a rip-and-replace. We assess what's configured correctly, what needs to be rebuilt, and what's missing. Sometimes the recommendation is to stay on the current platform and just fix the architecture.

What is journey architecture and why does it matter?

Journey architecture is the design of how customers move through your marketing system — what triggers a send, what logic determines the next touchpoint, when someone exits a journey, and how re-entry works. Most teams configure journeys reactively. We design them strategically before touching the platform — which is the difference between a journey that works and one that creates more problems than it solves.

How do you handle bilingual campaigns?

End-to-end. That means language-based segmentation, bilingual journey design, translated content workflows, Spanish-language send infrastructure, and bilingual QA before go-live. We don't treat Spanish as a translation step at the end — we build it in from the start. Delivery is available in English and Spanish.

Do you do API integrations?

Yes. We build custom API integrations that connect your CRM, CMS, data warehouse, and marketing platforms. This is how we eliminate the manual handoffs and spreadsheet bridges that create data debt in most MarTech stacks.

How long does a typical implementation take?

It depends on which platforms are involved, how much data has to move, and the state of the stack we are migrating from. An audit moves quickly; a full migration with journey rebuilds and bilingual QA takes longer. We will scope a specific timeline for your stack on the strategy call rather than quote you a range that may not fit.

Do you work with healthcare organizations?

Yes, and it's where we have the deepest experience. We understand HIPAA considerations in marketing technology, consent management for patient communications, and the complexity of multi-service-line journey architecture at health systems. Healthcare MarTech is a specialization, not a vertical we occasionally serve.

Ready to build a MarTech stack that actually holds together?

Book a free 30-minute stack review. We'll audit what you have, identify the gaps, and tell you exactly what an engagement would look like.

Book a Free Stack Review