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

Design of full customer journeys — touchpoints, logic branches, re-entry conditions, suppression rules, and bilingual variants. Built before any platform is touched.

MarTech Audit & Stack Strategy

Full audit of your current stack — what's working, what's redundant, what's missing, and what's costing you without delivering value.

Platform Recommendation & Selection

Vendor-neutral evaluation of platforms that fit your team, budget, and growth stage. We spec what's right — not what we're paid to sell.

Email & Journey QA

Pre-launch testing of automation logic, suppression lists, dynamic content, and bilingual send verification. The step most agencies skip.

Build & Integration

Marketing Automation & CRM Integration

Full platform builds, workflow automation, and CRM connections across Salesforce Marketing Cloud, HubSpot, Klaviyo, and others.

API Support & Systems Integration

Custom API integrations that connect your CRM, CMS, data warehouse, and marketing platforms into a unified ecosystem — no manual handoffs.

CMS Selection & Implementation

CMS architecture, selection, and build for modern marketing teams. Sanity, Contentful, WordPress — matched to your content workflow.

Bilingual Campaign Infrastructure

End-to-end bilingual setup: translated content workflows, language-based segmentation, bilingual journey design, and Spanish-language send infrastructure. English and Spanish, built in from the start.

Operations & Data

Data Migration

Platform-to-platform data migration — contacts, history, segments, and suppression lists. Clean, validated, and documented before a single send goes out on the new system.

Data Readiness & Hygiene Consulting

List audits, deduplication, field mapping, consent management, and deliverability health checks. Bad data is the #1 reason MarTech implementations underperform.

Ongoing Platform Ops & Optimization

Retained operations support — campaign execution, platform monitoring, performance reporting, and continuous optimization as your stack evolves.

Platforms

Tools we build with.

Vendor-neutral means we know them all — and we recommend what fits, not what we're partnered with.

Email & Marketing Automation
Salesforce Marketing Cloud (SFMC)HubSpotKlaviyoMailchimpActiveCampaign
CRM
Salesforce CRMHubSpot CRMClickUp (CRM workflows)
CMS & Web
SanityContentfulWordPressNext.js / Vercel
Analytics & Data
Google Analytics 4Looker StudioSegmentDatabricks (reporting layer)
AI-Native Tools
Claude (Anthropic)ChatGPT / OpenAI APIPerplexityCustom AI workflow integrations
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
Audit · Week 1

We map your current stack before we touch it.

Full audit of your existing platforms, integrations, data structure, and campaign infrastructure. We document what's working, what's broken, and what's in the way — before any recommendation is made.

02
Strategy · Week 1–2

Journey architecture and platform strategy first.

Customer journey design, platform recommendation, integration map, and data migration plan — all documented before a single platform is configured. Strategy drives the build, not the other way around.

03
Build · Weeks 2–6

Platform builds, API connections, and data migration.

We configure platforms, build API integrations, migrate data cleanly, and set up bilingual infrastructure. Everything is documented as it's built — not after.

04
QA · Week 5–7

Journey logic, suppression, and bilingual verification.

We test every automation branch, suppression rule, and dynamic content block before go-live. Bilingual sends are verified end-to-end. Nothing launches without passing QA.

05
Launch · Ongoing

Go-live support and ongoing ops.

We support the launch and provide post-go-live monitoring. Ongoing retainer clients get continuous optimization, performance reporting, and stack evolution support as your business grows.

Most implementations run 4–8 weeks depending on platform complexity, data volume, and migration scope. We'll give you a specific timeline in your strategy call.

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.

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
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
Client Story

Enterprise MarTech infrastructure at a major Nevada health system.

Nevada's largest not-for-profit integrated health systemHealthcare · Academic Medicine
The challenge

A health system with 770+ providers, multiple service lines, and a bilingual patient population — running marketing operations on fragmented platforms with inconsistent data governance and no unified journey infrastructure.

What we built
Salesforce Marketing Cloud audit and governance standardization
Email naming convention and folder architecture across all business units
Data readiness and hygiene framework for 770-provider directory
Bilingual campaign infrastructure (English and Spanish)
Journey architecture for multi-service-line patient communications
Platform SOPs and operational runbooks for the marketing team
See more client work
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?

Most implementations run 4–8 weeks from kickoff to go-live, depending on platform complexity, data volume, and migration scope. The MarTech Audit alone takes approximately one week. We'll give you a specific timeline in your strategy call.

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