The discovery calls follow a pattern. In practice, the same problems surface across industries, platforms, and team sizes. If any of these sound familiar, you are not alone — and there is a clear path forward.

• “We just acquired another company and we have three Marketo instances, two Salesforce orgs, and no idea what to consolidate first.”
• “Our SLAs to sales look fine on paper, but nobody trusts the data behind them.”
• “Marketing thinks the funnel is working. Sales thinks it is broken. The reporting does not agree across systems and nobody knows which numbers to fix.”
• “We lost our senior marketing ops lead and the team that is left cannot tell us what is actually running in production.”
• “Every quarter we rebuild the same campaign because nothing was ever documented. We cannot scale like this.”
• “Our CRM is full of duplicates and our routing rules are still sending leads to people who left two years ago.”

If you recognize the symptoms, we know the playbook. Talk to a senior consultant — not a junior account manager — about what your stack actually needs.