Marketing & Revenue Operations

Foundations

$2,200 / month

One-time deployment fee: $3,500

Deployment covers onboarding, validation, and configuration, including review of any existing systems. Monthly service begins once onboarding is complete and services are live.

marketing-foundations-header
People in a small business working on marketing operations

Who This Plan Is For

The Foundation plan is designed for businesses that want their marketing and sales systems stabilized, clarified, and managed correctly without needing to be involved day to day. 

This plan is a good fit if:
  • Your marketing exists, but feels inconsistent or unclear
  • You want confidence that systems are set up and monitored properly
  • You value stability, visibility, and accountability over hype
  • You want a single partner owning the system, not just isolated tasks
  • You’re starting fresh and want your marketing and sales systems set up correctly from day one

What's Included

Small business working on marketing analytics

Marketing & Sales System Ownership

We take responsibility for the health and coordination of your core marketing and sales systems so nothing falls through the cracks.

Website & Conversion Integrity

Ongoing monitoring and updates to ensure your website, forms, and conversion paths are accurate, functional, and aligned with your goals.

HubSpot Configuration & Reporting

Setup, configuration, and ongoing management of HubSpot to support lead capture, routing, automation, and visibility.

Baseline Paid Campaign Setup & Oversight

Creation and oversight of baseline paid campaigns on approved platforms, including conversion tracking and performance monitoring.

Monitoring, Optimization & Insights

Regular review of performance data to identify issues, opportunities, and next steps, with clear reporting and recommendations.

What This Plan Is Not

The Foundation plan is designed to provide structured oversight and system reliability. To keep it effective and sustainable, it’s important to understand what it does not cover.

Foundation is not intended to be:
  • A high-volume content or publishing program
  • A daily or high-frequency social media execution service
  • An on-demand production or unlimited revision model
  • A replacement for in-house marketing, sales, or customer service staff
  • A short-term campaign or lead-volume guarantee

When your needs expand beyond this scope, we’ll address that through clear add-ons or by transitioning to a plan designed for higher volume and growth.

This approach ensures the work stays focused, predictable, and effective.

How it Works

Getting started with the Foundation plan is straightforward and designed to minimize friction.

Working on small business operations

Get started

by submitting the form below

We review and confirm

scope, access, and onboarding details

Deployment and setup

begins once everything is confirmed

Ongoing services

begin once systems are live and validated

Expectations & Responsibilities

To ensure a smooth working relationship and consistent results, the Foundation plan is built around a few shared expectations:

  • This plan is designed to support one primary brand
  • Timely access, information, and approvals help us move efficiently
  • Larger initiatives, production work, or operational tasks are handled separately to keep core system work focused

Clear expectations allow us to focus on what matters most: keeping your marketing and sales systems stable, visible, and working as intended.

What Happens After You Submit

Once you submit the form, we’ll take it from there.

  • We review your information
  • Confirm onboarding details and next steps
  • Coordinate access, timing, and deployment

You’ll hear from us shortly.

Get Started

Complete the short form below to move forward with the Foundations plan.