SourcerySourcery

Services

Marketing and sales operations, built and run for you

Six services, one flat monthly fee. Bring us a single fix or hand over your whole operations function. A senior operator does the strategy and the build.

By the numbers

Pipeline created
SciLeads, 12 months
$1.4M
Bookings influenced
$280K
CRMs consolidated in 8 weeks
3 → 1

Marketing automation

Marketing Ops & ABM

We build, fix and run the automation, scoring and reporting behind your pipeline in Marketo, HubSpot, Pardot and Eloqua. Leads reach sales when they're ready, and target accounts get messages that match where they are.

6 wksAudit to handoverClarke Energy

What we take on

  • Platform administration that keeps the instance clean, governed and current
  • Implementation and migration between MAPs with no downtime or data loss
  • Lead lifecycle, routing and scoring that sales trusts
  • ABM strategy and orchestration across channels for your target accounts
  • Nurture and segmentation that change with buyer behaviour
  • Campaign attribution that leadership will accept

Salesforce and CRM

CRM Admin & Sales Ops

We take admin off your reps, clean up the data underneath, and build the automation and reporting that get reps using Salesforce again.

3 → 1CRMs consolidatedInstem

What we take on

  • CRM administration that keeps the org tidy and governed
  • Automation in Flow, Apex and the API that removes manual steps safely
  • Prospecting process design for a repeatable outbound motion
  • Pipeline management and forecasting leadership can rely on
  • Commercial reporting built around the numbers people act on
  • Data automation and enrichment that keep records clean

Data and reporting

Data & GTM Intelligence

We clean and enrich your data, track which accounts are showing buying signals, and build the dashboards leadership uses to make decisions.

What we take on

  • Data hygiene: cleansing, deduplication and standardisation
  • Enrichment from the third-party providers you already pay for
  • Intent and buyer-signal monitoring that points your team at accounts showing interest
  • Account hierarchies that match how you sell
  • Revenue and pipeline dashboards leadership can trust
  • Consent and cookie management for GDPR and HIPAA

Campaigns

Campaigns & Demand Generation

We plan, build and run campaigns across email, landing pages, paid and ABM, and we report on them against pipeline.

+$1.4MPipeline growthSciLeads

What we take on

  • Email design, build and scheduling, turned around in days
  • Landing pages, forms and dynamic content
  • Paid search and paid social, reported against pipeline
  • Multi-channel ABM for target accounts
  • A/B and multivariate testing on every campaign
  • Webinar and event operations, from registration to follow-up

Email and social

Email & Social Strategy

We plan, write, send and report on your email and social. We also look after deliverability and consent so your email reaches the inbox.

What we take on

  • Email strategy and scheduling, fully managed
  • Social strategy and posting on a consistent schedule
  • Sales sequences and prospecting emails that get replies
  • Automation and nurture that respond to behaviour
  • Consent management across regions
  • Deliverability: SPF, DKIM, DMARC and list health

AI and integrations

AI & Integrations

We connect your tools and use AI to remove manual steps from marketing and sales operations, working within your existing data and governance rules.

What we take on

  • AI agents for marketing and sales operations, scoped to specific workflows
  • AI for CRM and RevOps: enrichment, summaries and validation at record level
  • An AI audit and a roadmap that starts with the most valuable use
  • AI search visibility (GEO and AEO), so answer engines cite your brand
  • Custom integrations and workflows across your stack
  • Guardrails and governance so it's safe to roll out

How we work

Audit, build, then run it or hand it over

1

Audit

A short discovery call and a look inside your stack. You get a fixed scope and a cost estimate before any work starts.

2

Build

A senior operator does the work in small pieces you can review as each one is finished, so you aren't waiting months to see anything.

3

Run or hand over

We can keep running it for you, or we can document it, train your team and hand it over. You can change your mind later.

Recommendations

What people who've worked with Paul say

Read all recommendations

I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

SCIEX

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Darktrace

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Metabolon, Inc.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

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