Services
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Marketing Operations Consulting

Marketing operations consulting that starts on day one

Nomad doesn't spend your first month in meetings. We join your team as an embedded extension on day one, getting campaign operations running immediately while we build the foundation for long-term growth.

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How Nomad Works

From the moment the engagement starts, Nomad is part of your team, not a vendor on the outside looking in. We take on real work immediately, learn your business deeply, and stay until the outcomes are successful.

Day one. Not week six.

Most consulting firms spend your first weeks in discovery before doing anything useful. Nomad works differently. We embed as part of your team from day one, taking on real GTM work immediately so your revenue motion doesn't stall while we're getting up to speed.

At the same time, we run a parallel track: a comprehensive marketing technology audit that gives us the full picture of where your stack is, where it should be, and exactly what to build. The two tracks, running and building, happen together, not sequentially.

Day 01

Embedded as a team extension

Nomad joins your Slack, your tools, your standups. We're not a vendor you send briefs to. We're part of the team from the start.

Week 01

Campaign operations running

We take on active campaign work immediately, so your marketing programs don't pause while we're conducting the audit. Both tracks run in parallel.

Weeks 01-03

Marketing technology audit underway

Stakeholder interviews begin. Tech stack deep dive. Current state documented. Gaps identified against your roadmap and best practice.

Weeks 04

Audit findings and roadmap delivered

Prioritized findings. A clear implementation roadmap tied to your growth goals. The foundation for everything we build together.

Ongoing

Build, optimize, and push what's possible

We execute the roadmap, building and optimizing your systems for growth, on a flat monthly rate, for as long as you need us.

The Audit

A marketing technology audit that goes all the way down

The audit isn't a checkbox exercise. It's how Nomad learns your business deeply enough to build the right things. It covers your people, your goals, your technology, and the gap between where your stack is today and where it needs to be for your roadmap. The output becomes the foundation of the entire engagement.

01 - Stakeholder Interviews

Understanding your business, pain points, and roadmap

Nomad conducts structured interviews with key stakeholders across marketing, sales, and revenue operations, not just the marketing ops lead. We want to understand the business goals, the frustrations, the campaigns that are planned, and the initiatives that are on the horizon. This context is what separates a generic audit from one that actually informs the right build.

02 - tech stack assesment

How your stack is configured and what it should look like

A deep dive into your marketing automation platform (Marketo or HubSpot), CRM integration (Salesforce), and the supporting stack. We assess configuration quality, data integrity, integration health, program architecture, and the specific gaps between the current state and what best practice looks like for a business at your stage and with your roadmap.

03 - data & database review

The state of your marketing database

Database health is one of the most common, and most expensive, problems in marketing operations. We assess database size, hygiene, segmentation quality, compliance posture, and the data flows between your marketing automation platform and Salesforce. Bad data in means bad data out. We find the problems before they compound.

04 - integration audit

How your tools talk to each other, and where they don'tt

The gaps between platforms are where pipeline leaks. We assess every integration in the stack: CRM sync, lead routing, attribution tracking, and the connections between marketing automation and the outbound and intelligence tools in your GTM stack.

05 - reporting & attribution

Whether marketing can provide its contribution to revenue

We assess what's being measured, what's being missed, and whether the reporting infrastructure exists to connect marketing activity to pipeline and closed revenue. If attribution is broken or absent, we surface that clearly and build fixing it into the roadmap.

06 - Best Practice Gap Analysis

Where you are versus where you should be

We benchmark the current state against industry best practice and against what your specific roadmap and growth targets require. This gap analysis is what turns a descriptive audit into an actionable prioritized plan, so we know exactly what to build first and why.

Audit Output

The audit produces a prioritized findings document and an implementation roadmap, tied to your specific business goals and growth initiatives, that serves as the foundation of the engagement. Everything Nomad builds, fixes, and optimizes is grounded in what we learned. This is not a generic recommendations deck. It is a concrete plan for your specific stack, your specific team, and your specific next twelve months.

WHAT WE DO

Ongoing marketing operations services

After the audit establishes the foundation, Nomad executes the roadmap, building and optimizing your marketing operations infrastructure on a flat monthly rate. This covers every layer of the MOps function.

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01

Campaign operations

End-to-end campaign execution. Builds, QA, scheduling, and deployment in Marketo, HubSpot or Salesforce, running reliably and on time, every time.

02

Marketing automation management

Ongoing Marketo, HubSpot and Salesforce administration including program optimization, database hygiene, workflow maintenance, and platform governance.

03

Lead lifecycle and scoring

Building and maintaining the lead lifecycle model and scoring framework, kept current as buyer behavior and marketing programs evolve.

04

Salesforce integration

Keeping the Marketo or HubSpot to Salesforce sync clean, reliable, and correctly configured, so leads route correctly and data flows both ways.

05

Database management

Ongoing database hygiene, segmentation, compliance management, and the data governance practices that keep the marketing database accurate and actionable.

06

Reporting and attribution

Building and maintaining the attribution model and reporting infrastructure that connects marketing activity to pipeline and revenue, in your marketing platform, Salesforce, and BI tools.

07

Tech stack optimization

Continuously improving the configuration and integration of every platform in the stack, based on the roadmap established in the audit and updated as the business evolves.

08

Strategic MOps advisory

A senior Nomad technologist available to advise on platform decisions, roadmap prioritization, and the marketing operations questions that don't fit neatly into a task queue.

WHEN TO ENGAGE

Signs you need a marketing operations consulting firm

Your marketing automation platform is running on autopilot. Programs nobody has reviewed, a scoring model nobody trusts, and a database nobody is confident in.

01
You need MOps support now but don't have time to hire. Nomad starts on day one, not in three months after an interview process.
02
Marketing can't prove its contribution to pipeline because attribution isn't set up or the Salesforce sync is broken
03
You have a new marketing leader or a new tech stack and need a thorough audit before building anything new.
04
Your internal MOps headcount has turned over and you need a reliable external team to keep operations running while you regroup.
05
Campaigns are going out late, leads are routing incorrectly, and the marketing team doesn't have confidence in the data.
06
You are scaling the marketing team and need the operational infrastructure and processes to support more programs and more people.
FAQ

Common Questions

What is marketing operations consulting?

Marketing operations consulting is the practice of designing, building, and optimizing the systems, processes, data, and technology that make a marketing team run. A marketing operations consulting firm like Nomad helps B2B companies implement and optimize their marketing automation platforms (Marketo, HubSpot, Salesforce), integrate them with CRM, design lead lifecycle and scoring models, build campaign operations processes, manage the marketing database, and measure marketing's contribution to pipeline through attribution reporting.

How does Nomad approach a new marketing operations engagement?

Nomad joins the client's team as an embedded extension on day one. Rather than spending the first weeks in discovery before doing any work, Nomad gets campaign operations up and running immediately while simultaneously conducting a marketing technology audit. The audit includes stakeholder interviews to understand the business, pain points, and future marketing initiatives, alongside a deep dive into the existing tech stack, learning how it's configured, what's working, what isn't, and what it should look like based on the client's roadmap and industry best practice. This audit serves as the foundation for the engagement, informing exactly what to build, fix, and optimize.

What does a marketing technology audit include?

Nomad's marketing technology audit covers stakeholder interviews with key members of the marketing, sales, and revenue operations team to understand business goals, pain points, and planned initiatives. It is a technical assessment of the marketing automation platform (Marketo, HubSpot, Salesforce, etc) configuration, data quality, integrations, and program architecture. It also includes a review of the Salesforce integration *sync health, field mapping, lead routing, and lifecycle stage alignment), an evaluation of the supporting tech stack, and a gap analysis comparing the current state to best practice and the client's growth roadmap. The output is a prioritized findings document and implementation roadmap.

What is the difference between a marketing operations consultant and a marketing operations hire?

A marketing operations consultant like Nomad brings a team of specialists with cross-industry experience, can start immediately, and operates on a flat monthly rate, without the overhead, ramp time, and risk of a full-time hire. An internal marketing operations hire owns the function long-term and builds deep institutional knowledge. Many companies use Nomad to build the foundation and establish best practices, then bring on an internal hire to operate the system Nomad built. Others keep Nomad on as their permanent MOps partner. Both models work. Nomad supports either path.

What marketing automation platforms does Nomad specialize in?

Nomad is a high-tier Adobe Experience League partner specializing in Marketo Engage, a high-tier HubSpot Solutions Partner specializing in HubSpot Marketing, Sales and Service Hub, and a Salesforce Marketing Solutions Partner. Nomad also implements and integrates the surrounding marketing operations stack (Salesforce, 6sense, Demandbase, Clearbit, LeanData, Bizible (Marketo Measure), Qualified) and reporting platforms including Tableau and Looker.
TOOLS AND CERTIFICATIONS

The MOps stack Nomad works with

Nomad's marketing operations engagements span the full B2B marketing technology stack, from marketing automation and CRM through attribution, enrichment, and intelligence.

Build a marketing operations foundation with Nomad

Tell us where your MOps stands today. We'll join your team on day one and get to work.