New

At Refine Labs

Marketing operations services.

We set up, fix, and run HubSpot, Marketo, and Salesforce for B2B tech teams. Implementations, cleanup, reporting, automation, migrations, or ongoing ops support every week. Take it on its own, or add it to your brand, demand, and expansion work with us.

Example

Before we build anything, we figure out where you are.

HubSpot

412

MQLs

Salesforce

287

MQLs

412

MQLs that don't match.

Same leads, same quarter. The two systems count them differently.

Platforms

HubSpot

Marketo

Salesforce

Clay

HockeyStack

What's included.

Organized by the platform you run on. Most teams need two or three of these.

HubSpot

New implementations and portals that grew without a plan. We set it up so marketing, sales, and leadership are looking at the same thing.

HubSpot Gold Solutions Partner

Implementation

Architecture, automation, and reporting planned together from day one.

Setup & CRM architecture

Properties, pipelines, and objects mapped to how your team sells.

Campaigns, workflows & lead scoring

Nurture, scoring, and sales handoff logic someone can still explain in six months.

Reporting, attribution & data hygiene

Source-level ROI, deal velocity, and campaign performance on data that stays clean.

AEO grading

Your AEO score broken down, with the gaps worth fixing for how buyers find you in AI search.

Marketo

For instances with years of programs stacked on top of each other, or teams that lost the one admin who knew how it all connected.

Adobe Silver Solution Partner

Implementation & optimization

New instance builds, or cleanup of an existing one where it matters most.

Campaign execution & automation

Programs built and maintained so launches take days.

Lead lifecycle

Stages, scoring, and status rules matched to your sales process.

Reporting, attribution & CRM integration

Program performance connected to pipeline and revenue.

Salesforce

Where marketing's work either shows up on the opportunity or disappears. We fix the connection.

Sync management

New instance builds, or cleanup of an existing one where it matters most.

Lead lifecycle & attribution alignment

Stages, statuses, and campaign attribution lined up so both teams see one funnel.

Data structure & reporting

Field audits, naming conventions, and dashboards tied to pipeline.

Clay

If Clay has turned into a spreadsheet somebody babysits, we rebuild it into a system that finds and routes your best-fit accounts.

Account strategy & prospecting

A working definition of a best-fit account, plus the signals that surface them.

Enrichment & data architecture

Clean tables and credit-efficient waterfall enrichment.

Activation

Enriched accounts routed into HubSpot, Marketo, Salesforce, and your paid media audiences.

Attribution & HockeyStack

A model that's consistent and explainable, so it holds up when someone says marketing-sourced pipeline is down.

Attribution strategy

A model that fits your sales cycle and the questions leadership asks.

Tracking setup

Source and touchpoints captured from the first form fill.

Tool alignment

Marketing platform, CRM, and reporting layer counting the same way.

HockeyStack foundation

Clean setup so the analysis on top of it is worth reading.

Migrations

History and reporting kept intact when you switch platforms.

Analytics & RevOps

Dashboards, shared definitions across teams, and coverage when your ops team has a gap.

Marketing analytics & BI

Marketing and CRM data pulled into dashboards people actually use.

Revenue operations

Marketing, sales, and customer success on the same stages and handoffs.

Sales enablement

Routing, alerts, and CRM views that put the right context in front of reps.

Ops transitions

Coverage and documentation when an ops lead leaves or you restructure.

Works on its own. Adds to Brand, Demand & Expand.

You can buy ops by itself. If you already work with us, it covers the systems underneath the work we're doing together.

Brand

See how buyers find you.

AEO grading and cleaner source tracking show where brand work is turning into first visits, including from AI search.

Demand

Reporting that matches the media plan.

Tracking, lifecycle stages, and attribution set up around the campaigns we're running, so paid media results show up in your CRM the way we report them.

Expand

Better account signals.

Clay enrichment and CRM data feed the account lists we use to reach existing customers and open pipeline.

Already a client? Ops is scoped and priced separately and runs alongside your current engagement. Your team and plan stay the same.

Ask your team about it

Let's talk marketing operations.

Whether you need help fixing what's broken, implementing something new, or ongoing support, we'll start by understanding your current setup and where you need help.

Pages of documented strategy

Discovery call
A 30-minute conversation to understand your current setup, challenges, and what you're looking to accomplish.
Understand your needs
We'll dig into your existing platforms, processes, and priorities to determine where we can help.
Recommendations and approach
We'll discuss the right support based on your needs, whether that's a specific project or ongoing operations support.
Next steps
We'll align on scope, timing, and what it would look like to work together.

Some teams need help with a specific project. Others need ongoing support to manage and improve their marketing operations. We'll work with you to determine what makes the most sense.

Common questions.

Do we need to be a Refine Labs client already?

No. Plenty of teams start with ops alone. If you add brand, demand, or expansion work later, the systems are already set up for it.

We're already a client. What changes?

Nothing about your current engagement. Ops gets its own scope and runs alongside it, and it gives the reporting we already do together a cleaner foundation.

We have an ops person in-house.

That's common. We usually take the backlog and the bigger rebuilds so your ops lead can focus on what only they can do.

What if we're on a different platform?

HubSpot, Marketo, and Salesforce are the core. If your stack is built around something else, ask and we'll tell you whether we're a fit.

Marketing operations services.

If your team asks these every week, the problem is in the stack.

What's included.

HubSpot

Marketo

Salesforce

Clay

Attribution & HockeyStack

Analytics & RevOps

Works on its own. Adds to Brand, Demand & Expand.

Let's talk marketing operations.

Common questions.