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Tavero Digital + AI

GROWTH STRATEGY & CONSULTING

We audit your marketing technology, lead management and vendor setup, and establish the KPIs and operating cadence to run marketing well.
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Marketing technology (MarTech) audits
KPI frameworks and operating cadence

MARKETING OPERATIONS

Marketing operations is the plumbing behind your marketing, and it leaks in quiet places: web leads landing in an inbox nobody checks on weekends, two call tracking accounts billing for the same numbers, an email platform the last office manager set up that nobody can log into. We find those gaps, decide which tools stay and which get canceled, and set up the weekly routines that keep marketing running without the owner personally holding every password and every vendor relationship.

  • Marketing technology (MarTech) audits
  • Lead-management and routing reviews
  • Vendor and platform coordination
  • Workflow and process documentation
  • KPI frameworks and operating cadence
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The MarTech audit inventories every tool that touches a lead: website forms, chat widgets, call tracking, CRM, scheduling, email and text platforms, review software and ad accounts. For each we record who owns the login, what it costs, what it connects to and whether anyone uses it. A carpet cleaning company might pay for a booking widget and a CRM that both send appointment reminders, confusing customers and doubling the cost.

The lead-management review traces where every lead type lands and who owns it: a duct cleaning request, a commercial inquiry, a warranty callback, a Spanish-language form. We fix routing rules so each one reaches the right person with the right context. Vendor coordination then puts your agency, web developer and software reps on shared goals, with one place to log requests and one person on your side to approve them.

Workflow documentation captures how things get done, such as how a new promotion goes live or how a lead source is added to the CRM, so knowledge survives turnover. The KPI framework defines a short set of numbers everyone reports the same way, typically leads, booking rate, cost per booked job and revenue by source. The operating cadence sets who reviews them weekly, monthly and quarterly, and what each meeting decides.

OUTCOMES

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Strong operations make every campaign and tool more effective.

A good campaign can be undone by weak operations. If a plumbing lead from a well-run Google Ads campaign sits in the wrong inbox overnight, the homeowner usually calls the next company on the list, and the campaign looks like it failed. Fixing routing, ownership and follow-up helps the spend you already have go further before anything new is added.

Good operations also reduce dependence on any one person or vendor. When logins, workflows and reporting definitions are documented and owned by your company, an office manager leaving or an agency change becomes an inconvenience instead of a crisis. HVAC companies that add seasonal office help benefit in particular, since new staff can follow written processes from their first week.

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PROCESS

  1. Discover

    We inventory your tools, logins and vendors, trace how each lead type is routed today, and talk with the people who handle marketing tasks to agree on the biggest operational gaps.

  2. Build

    We consolidate or cancel redundant tools, fix routing rules, move shared access under company ownership, write the core workflows and KPI definitions, and hold the first operating meetings with you.

  3. Optimize

    The agreed meeting cadence doubles as a monthly check: KPIs are reviewed, routing and documentation are compared with reality, and processes are tightened as new staff, services or vendors arrive.

INDUSTRIES

All industries

KEEP EXPLORING

Packaged solution: Marketing Operations is part of the Tavero Intelligent Growth Partnership, when you want it all connected.

See the Intelligent Growth Partnership
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Results are published here as they are verified with our clients.

How we work

FAQ

Not necessarily. Existing tools can often do more once they are configured properly and connected. We recommend replacing a platform only when it blocks something important, such as reliable routing or reporting, and we outline the migration effort before you decide.

Your company does. Part of the work is moving ad accounts, analytics, call tracking and domains under company-owned logins, with vendors given user access rather than ownership. That way, if you change agencies or staff, nothing important walks out with them.

Often, if marketing tasks are spread across a few people with nothing written down. Even a plumbing shop with an owner and one coordinator benefits from clear routing, shared logins and a weekly numbers review. The scope scales to your team.

Most of the effort sits with us. We need a few early interviews, access to your systems and someone to approve changes. After setup, the cadence usually means a short weekly check-in and a longer monthly review, which can replace some ad hoc meetings.

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Tell us about your goals and we'll recommend where to start.

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