Digital Marketing Consulting

Integrated Marketing
Strategy That Connects Every Channel.

We design integrated marketing solutions for clients across industries — wiring marketing automation platforms into CRM systems like Salesforce, then planning, executing, and reporting on multi-channel lead generation, go-to-market launches, and cross-sell campaigns that actually move pipeline.

Book a Strategy Call See Our Approach
CRM & automation integration
15+ industries served
40+ GTM launches managed

40+

Go-to-market launches managed

15+

Industries served

12

Automation & CRM platforms integrated

3.4×

Avg. pipeline growth

What We Do

Strategy, Systems, and Execution — Connected

Most marketing consultants stop at the strategy deck. We build the automation and CRM infrastructure to run it, then execute and report on it ourselves.

Integrated Marketing Strategy

Marketing Automation Setup

CRM Integration (Salesforce)

Multi-Channel Lead Generation

Go-to-Market Strategy

New Product Launch Campaigns

Cross-Sell & Upsell Campaigns

Campaign Reporting & Analytics

Our Consulting Services

From Strategy Deck to Closed-Won Revenue

We bring deep expertise designing integrated marketing solutions for clients across industries — then we stay in the system to execute and optimize, not just advise from the sidelines.

Integrated Marketing Strategy

We design how every channel works together — paid, organic, email, events, and lifecycle nurture — so the whole adds up to more than the sum of its parts. Strategy is built around your buyer's journey, not your org chart.

Channel Planning Buyer Journey Mapping Competitive Positioning

Marketing Automation & CRM Integration

We connect your marketing automation platform directly into Salesforce (or HubSpot, Marketo, Pardot) so leads, scoring, and attribution flow automatically — no manual exports, no disconnected spreadsheets, no leads falling through the cracks.

Salesforce HubSpot Lead Scoring Workflow Automation

Multi-Channel Lead Generation

We plan, launch, and manage lead generation campaigns across paid search, paid social, email, and content — with a single reporting view that shows exactly which channel mix is producing pipeline, not just volume.

Campaign Planning Cross-Channel Execution Unified Reporting

Go-to-Market Strategy & Product Launches

New product launches and cross-sell campaigns live or die on sequencing. We build the GTM plan — positioning, channel sequencing, sales enablement, and launch-week execution — then track pipeline impact against the launch goal.

GTM Planning Product Launches Cross-Sell Campaigns

Automation & CRM, Wired Together

We Build the Workflow, Not Just the Plan

Strategy decks don't nurture leads — workflows do. We map every automation sequence step by step, from first touch to handoff in Salesforce, so nothing relies on someone remembering to follow up.

Salesforce HubSpot Marketo Pardot Mailchimp Zapier
Marketing automation workflow strategy mapped on a whiteboard — lead nurture sequence

Case Studies

Integrated Campaigns, Real Pipeline

A sample of the go-to-market launches, lead gen programmes, and cross-sell campaigns our consulting team has planned and executed.

B2B SaaS go-to-market product launch campaign success
VX

Vertex Analytics

B2B SaaS · GTM Product Launch

Salesforce

Vertex needed a coordinated GTM plan for a new analytics module. We built the positioning, sales enablement, and a multi-channel launch sequence wired into their Salesforce pipeline. Launch month generated more qualified pipeline than the prior two quarters combined.

+286%

Pipeline

412

SQLs

6 wks

To launch

Retail multi-channel lead generation campaign strategy meeting
HF

Harbor & Fields

Retail · Multi-Channel Lead Gen

HubSpot

Harbor & Fields was running paid, email, and in-store promotions with no shared reporting. We unified everything into HubSpot with a single attribution model, then ran a coordinated seasonal campaign across all three channels at once.

+198%

Qualified leads

3

Channels unified

↓44%

Cost per lead

Healthcare cross-sell campaign strategy discussion
MR

Meridian Health Group

Healthcare · Cross-Sell Campaign

Marketo

Meridian had a large existing patient base using only one of their five service lines. We built a segmented cross-sell campaign in Marketo, triggered by patient lifecycle stage, to introduce relevant additional services without feeling like a sales pitch.

+34%

Cross-sell rate

5

Service lines

+$1.2M

Added revenue

How It Works

Strategy Through to Reporting

A consulting engagement that doesn't stop at the slide deck.

1

Discovery & Audit

We audit your current stack, channels, and CRM data to find the gaps between what your strategy says and what your systems can actually execute.

2

Strategy & Platform Setup

We design the integrated channel strategy and build or reconfigure the automation-to-CRM workflows needed to run it.

3

Multi-Channel Execution

We launch and manage the campaign across every channel in the plan — paid, organic, email, and lifecycle — in lockstep, not in silos.

4

Reporting & Optimization

Unified pipeline reporting shows what's working. We optimize monthly, and report results in the language your leadership team actually cares about: revenue.

Testimonials

What Our Clients Say

"Monthera didn't just hand us a strategy deck — they got into Salesforce with our team and built the actual automation. Our launch pipeline was double what we forecasted."

RP

Rachel Park

VP Marketing, Vertex Analytics

"We'd never had unified reporting across paid, email, and in-store before. Now we know exactly which channel mix to invest in every quarter — it changed how we plan budget entirely."

TM

Tom Mercer

CMO, Harbor & Fields

"The cross-sell campaign Monthera built into Marketo felt genuinely helpful to patients, not pushy — and it added over a million dollars in revenue we weren't capturing before."

DS

Dana Sutter

Director of Growth, Meridian Health Group

Strategy In Action

Real Sessions, Real Clients, Real Planning

Marketing consultants discussing campaign strategy with client
Strategy planning session reviewing campaign performance dashboards
Marketing consulting team office environment
Client and consulting team in a business strategy meeting

FAQ

Common Questions

We design an integrated marketing strategy across channels — paid, organic, email, and lifecycle — then implement the marketing automation and CRM workflows needed to execute it, including Salesforce, HubSpot, or Marketo integration. From there we run multi-channel lead generation campaigns and report on pipeline impact, not just clicks.

We most commonly integrate with Salesforce, HubSpot, Marketo, and Pardot, connecting them to ad platforms, email tools, and analytics so lead data flows automatically from first touch to closed-won. If you're on a different stack, we'll assess it during discovery and recommend the right integration approach.

Yes — go-to-market strategy and product launch campaigns are one of our core engagements. We build the positioning, channel plan, launch sequence, and sales enablement assets, then run the campaign and report on pipeline and revenue impact against the launch goals.

We set up unified reporting that ties every channel back to a single pipeline view inside your CRM, so you can see exactly which channels and campaigns are driving qualified leads and revenue — not just impressions. Reporting cadence is typically weekly during launch and monthly for ongoing programmes.

Yes. Our consulting team has designed integrated marketing programmes for B2B SaaS, healthcare, financial services, retail and e-commerce, real estate, and professional services. The platforms and channels differ, but the discipline — strategy, automation, multi-channel execution, and reporting — stays the same.

Free Strategy Session

Your channels are disconnected.
Let's wire them together.

Get a free consultation on your current marketing stack — we'll show you exactly where automation, CRM integration, and channel strategy are leaving pipeline on the table.

Book a Strategy Call Talk to a Consultant