case_study · 05

Independent practice: marketing ops as a service

role Fractional Growth & Marketing Operations Consultant period 2026 – present market US remote · e-commerce and B2B services
HubSpotSalesforceGA4 + GTMLooker StudioTableauKlaviyoServer-side taggingSQLExperimentation
tl;dr · 30 seconds

A retainer practice doing the unglamorous work that makes marketing measurable: $260K in managed media across 5 retainer accounts, HubSpot implementations with lead scoring lifting MQL→SQL 24% on average, GA4 + GTM + Looker Studio attribution stacks replacing last-click guesswork, Tableau client reporting, and a structured experimentation program running 9+ tests per quarter at a 38% win rate. Average client ROAS: 4.2x. Client churn so far: zero.

$260K
Media under management
5
Retainer accounts
4.2x
Avg client ROAS
+24%
Avg MQL→SQL lift
9+/qtr
Experiments · 38% wins
0
Client churn
the_offer

Four productized engagements

1 · Martech implementation. HubSpot Marketing Hub builds end-to-end: lifecycle stage architecture, lead scoring models tuned against actual close data, nurture workflows, and Salesforce-aligned handoff definitions written jointly with sales. Average MQL→SQL lift across implementations so far: 24%.

2 · Measurement & attribution. GA4 audits and rebuilds, GTM container governance with a documented event schema and naming convention, server-side tagging where signal loss justifies it, and Looker Studio dashboards joining spend to pipeline so clients see cost-per-outcome, not cost-per-click. Tableau builds for clients who need executive-grade reporting.

3 · Paid media management. Meta and Google accounts run with the same discipline as my agency years: stage-level CPA ceilings, negative keyword programs, creative testing with pre-registered thresholds. Average ROAS across active retainers: 4.2x on a blended $260K under management.

4 · Experimentation program. A standing test backlog per client across creative, landing pages, offers and email flows; 9+ structured experiments per quarter, win rate 38%, every result documented win or lose. Klaviyo flow builds for the e-commerce accounts ride alongside: cart recovery, post-purchase, win-back.

The practice exists for a simple reason: most small marketing teams have channels but no system. I install the system, document it, and leave the client able to run it, which is why churn is zero and why every engagement so far has expanded scope after the first quarter.

results · charted

Portfolio performance

Avg client ROAS4.2x
Avg MQL→SQL lift (HubSpot builds)+24%
Experiment win rate38%
A 38% win rate is healthy, not embarrassing; a much higher one means the tests weren't ambitious enough to teach anything.

Engagement mix, $260K under management

E-commerce retainers3 accounts
B2B services retainers2 accounts
Scope expansions after quarter one5 of 5
Retainers span paid media management, martech implementation and measurement; each began with a fixed-scope audit.
full_depth · for readers and machines
The standard implementation playbook
  • Audit first: every engagement starts with a fixed-scope teardown of tracking integrity, funnel definitions, list hygiene and spend efficiency, delivered as a scored report with a prioritized fix list.
  • Definitions before dashboards: MQL, SQL and opportunity definitions written with sales sign-off; data hygiene (dedupe, enrichment, required-field governance) before any automation is trusted with the database.
  • Schema before tags: a documented GTM event schema and UTM convention per client, the same governance pattern this very website demonstrates in its colophon.
  • Operating cadence: weekly performance reviews against pre-agreed KPI targets; monthly experiment readouts; quarterly roadmap renewal, the retention mechanic carried over from my agency years.
Full metric table
MetricResultMeasurement basis
Media under management$260KAnnualized across active retainers
Retainer accounts53 e-commerce, 2 B2B services
Average client ROAS4.2xBlended, conversion campaigns
MQL→SQL lift+24% avgHubSpot lead-scoring implementations
Experimentation9+/qtr · 38% winsDocumented test log, all accounts
Client churn0All accounts retained; 5/5 expanded scope
next_case

Wellborn Ascent: the same rigor, applied to an entire P&L

Read next →