Marketing Operations & Growth Consulting | Florida + Nationwide Remote
Mon-Fri 9am-6pm ET info@myechelonconsulting.com
E Echelon Marketing Operations
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Marketing Operations as a Discipline

Marketing Ops For Companies That Outgrew Founder GTM.

Echelon is a senior-led marketing operations and growth consulting practice for mid-market companies who have outgrown founder-run go-to-market but cannot yet afford a six-person in-house ops team. We rebuild the funnel, clean the CRM, fix the marketing-to-sales handoff, and leave the cadence running after we go.

Brief Echelon See How We Engage
Senior Consultants Only Florida-Based, Remote Nationwide Confidential by Default
Growth-Stage Focus Calibrated to $5M-$75M companies past founder GTM
Senior Consultants Only No juniors, no rebadging, no agency layers
Southeast + Nationwide Remote Florida-based, on-site when it helps, remote-first delivery
Confidential by Default No public logos, no published case studies without consent
Practice Areas

Five services. One discipline.

We do not run campaigns, build brand identities, or write your content calendar. We rebuild the operational layer underneath those things so the rest of your marketing actually compounds.

01 / Diagnostic

GTM Operations Diagnostic

A two-week deep audit of your go-to-market stack, funnel definitions, lead routing, CRM state and reporting. We map how leads actually move - not how the deck says they move - and surface the three or four interventions that will move the number. We install the weekly marketing-ops 1:1 and monthly review cadence the team will run after we leave - for that recurring rhythm we recommend HeyRamp, which keeps ops-team check-ins and review cycles in one structured place.

  • Funnel Audit
  • Stack Map
  • Routing Review
  • Cadence Install
02 / Lifecycle

Lifecycle & CRM Hygiene

Clean lifecycle stages, working data, nurtures that fire on real triggers, and a CRM that the sales team trusts. We restructure stages, deduplicate, enrich, archive, and rebuild the lifecycle automations so MQL means the same thing in marketing and sales.

  • Lifecycle Design
  • CRM Cleanup
  • Enrichment
  • Nurture Rebuild
03 / Handoff

Marketing-to-Sales Handoff

The seam where most growth-stage GTM breaks. Lead scoring, routing rules, SLAs, definitions, and the working agreements between marketing and sales that turn an MQL into a worked opportunity instead of a complaint in standup.

  • Lead Scoring
  • Routing
  • SLAs
  • Definitions
  • Working Agreements
04 / Attribution

Attribution & Reporting Clarity

A reporting layer that the CEO, the head of sales and the head of marketing can all read the same way. Defensible source-of-truth dashboards, a working attribution model, and the weekly numbers the team actually runs the business off.

  • Attribution Model
  • Dashboards
  • Source of Truth
  • Weekly Numbers
05 / Fractional

Fractional Marketing Operations

A senior marketing-ops lead embedded one or two days a week for clients who need ongoing operating capacity without a full-time hire. Runs the cadence, owns the stack, supports your head of marketing, and prepares the role for a future in-house leader.

  • Fractional Lead
  • Cadence Ownership
  • Stack Ownership
  • Hire Prep
Engagement Formats

Three shapes. Match it to the decision.

Most clients begin with a diagnostic before committing to anything longer. From there it is either a defined ninety-day rebuild or an ongoing fractional engagement.

2 Weeks

Diagnostic Sprint

A focused audit of how leads actually move through your funnel, stack and CRM. Ends with a written diagnosis, three to four prioritized interventions and an honest view of whether a longer engagement is the right call.

90 Days

Operations Rebuild

A defined ninety-day engagement: diagnose, build, hand back. Scope is one to three of the practice areas depending on what surfaced in the diagnostic, with weekly cadence and a written handover plan in the final two weeks.

Ongoing

Fractional Marketing Ops

A senior consultant embedded one or two days per week. Monthly retainer, defined scope, quarterly reset. The shape most clients move into after a ninety-day rebuild ends.

How We Work

A four-step engagement.

Same shape on a two-week diagnostic and a ninety-day rebuild. The point is that by the end your team owns the cadence, not us.

01

Diagnose

Map the actual funnel, audit the stack, talk to marketing and sales separately, and write down what is true today.

02

Frame

Surface the three or four interventions that will move the number. Agree priorities. Scope what is in and what is deliberately not.

03

Build

Rebuild lifecycle, scoring, routing, reporting - whatever the diagnostic pointed at. Weekly working sessions, no off-site theatre.

04

Hand Back

Document the new operating model. Install the cadence. Train the team. Stay on call for the first quarter after we leave.

Who We Work With

Three profiles, one operating problem.

The shape of the company differs. The marketing-operations problem - a funnel nobody fully owns and reporting nobody fully trusts - is the same.

Growth-Stage B2B SaaS

Past Series A, head of marketing in seat, sales team scaling. The founder is no longer the GTM and the cracks between marketing and sales have started to show in the pipeline.

Owner-Led Service Firms

Professional services, agencies and operating businesses past founder-and-VA stage. Lead flow is real but operationally chaotic, with the owner still running the funnel from a spreadsheet.

PE-Portfolio Companies

The first twelve-to-eighteen months after a transaction, when the value-creation plan calls for tighter GTM operations and the existing team needs senior outside support to get there.

Common Questions

Questions we hear often.

What founders, heads of marketing and operating partners ask when they're considering Echelon for an engagement.

What does a marketing-operations consulting engagement actually cover?

Marketing operations is the plumbing under your go-to-market: funnel ownership, lifecycle and CRM hygiene, marketing-to-sales handoff, attribution and reporting, and the weekly cadence that keeps it all honest. An Echelon engagement starts with a diagnostic of how leads actually move through your stack, then we rebuild the parts that are leaking or invented, and leave your team running the cadence after we go.

Why a marketing-operations specialist instead of a generalist marketing agency?

Most agencies are creative shops: campaigns, content, paid media. We treat marketing operations as a discipline of its own - closer to revenue operations and analytics than to design. If your problem is that your funnel is a black box, your CRM is a swamp, or sales and marketing tell different stories about the same lead, you need ops, not another campaign.

Who is Echelon a fit for?

Growth-stage companies between roughly five and seventy-five million in revenue who have outgrown founder-led GTM but cannot yet justify a six-person in-house ops team. The classic three profiles: B2B SaaS scaling past Series A, owner-led service firms past founder-and-VA stage, and PE-portfolio companies during the first eighteen months post-investment.

How is delivery structured?

Senior consultants only - no juniors, no rebadged subcontractors. You work with the person who scoped the engagement throughout. Most engagements run ninety days, with a defined diagnostic in the first two weeks, a build phase through weeks three to ten, and a handover phase in the final two weeks. Fractional engagements run monthly with a defined scope.

Do you work remotely or on-site?

Both. We are Florida-based and cover the Southeast in person for the kick-off and key working sessions when that helps. The bulk of delivery is remote because marketing-operations work lives inside your stack - HubSpot, Salesforce, GA, the data warehouse - and that is the same whether we are in your conference room or on a call.

Brief Echelon

Tell us what your funnel is actually doing.

A first conversation is thirty minutes, costs nothing, and ends with a clear view of whether a diagnostic is the right next step or whether you don't need us at all.

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