How do engagements usually start?
Almost always with an audit. It's the fastest way to see what's actually happening in your instance, and it turns a vague "our martech feels broken" into a prioritized, health-scored roadmap. Many clients then move into a build project or a retainer from there.
Do you work with platforms other than Marketo?
Marketo Engage is home base, but I work across the connected stack — Salesforce, HubSpot, 6sense, Marketo Measure, GA4, and BI tools — and in email platforms like Constant Contact and Mailchimp. If your CRM and MAP need to speak the same language, that's exactly the kind of work I do.
Project or retainer — which is right for me?
Projects are best for a defined outcome (an audit, a scoring rebuild, an attribution fix). Retainers are for teams that need ongoing execution and an operator who keeps the engine tuned. Plenty of clients start with a project and continue on retainer.
Can you sign an NDA and work within security review?
Yes. My background is enterprise B2B and cybersecurity, so NDAs, access controls, and security review are standard parts of how I work.
What do I actually walk away with?
Working systems and the documentation to run them — SOPs, metric dictionaries, dashboards, and roadmaps. The goal is for your team to keep the leverage, not to make you dependent on me.