×VANTRUMA focused marketing operations pilot that gives a lean team clearer pipeline signals, more reliable follow-up, and more time for strategy.
Envera’s marketing team is lean, and its audiences each need a grounded conversation: HOA boards, property managers, and residential developers across Florida and Texas.
This pilot connects the systems and working habits the team already relies on. Salesforce remains the source of truth. Until the agency’s HubSpot field mapping and access are validated, the team can use approved manual exports as the fallback.
The linked workspace is a clickable prototype with illustrative data and fixed sample outputs. Live integrations and model execution are part of the proposed build.
The pilot activates the smallest useful operating system. Two workflows come online first; the rest support the pilot with review briefs and a seeded foundation.
A source-linked weekly view of account signals, ownership gaps, and useful next steps.
Approved Salesforce account fields, activity, and agreed qualification definitions.
Every signal links to its source record; the team validates field mappings first.
Printed view shows selected capability: Account intelligence.
Clear pilot boundary. Account intelligence and lifecycle follow-up are the first workflows. SEO/AEO and paid media stay review-only; brand and revenue briefing start from approved seed materials. Advanced automation follows a later scope decision.
Targets are relative to kickoff. The 10-business-day first-release target and 30-calendar-day pilot depend on timely access, mapping, and review.
Confirm the lead and qualification definitions, the first cohort, access, source fields, baseline, and human approval points.
Printed view shows selected delivery phase: Align (Days 1–2).
These are provisional operating targets. We’ll confirm definitions and the starting point on day two; conversion is observed over 30, 60, and 90 days without a performance guarantee.
At least 95% across 20 records, or all records if the approved cohort contains fewer than 20.
100% of external actions trace to a source and receive human approval.
At least 90% of eligible leads routed within one business day, after definitions are agreed.
At least 50% less preparation time against the day-two baseline.
A fixed-fee pilot with a separately chosen support path after the 30 days.
One-time proposed investment
Software, model usage, and paid media spend are separate. Full CRM migration, publishing, and broader integrations are out of scope.
Optional · never added to the pilot fee
Full CRM migration, rebrand or website redesign, autonomous outreach, auto-publishing, ad spend management, unlimited content, or replacing the paid media agency.
Working proposal, subject to scope, access, and kickoff confirmation. The fee and support option are proposed for discussion. Agreement terms, access, and start date are confirmed separately.
Adjust two planning assumptions to illustrate the shape of reclaimed admin time. This is a conversation aid, not a measured result or forecast.
Illustrative time that could shift toward strategy
if the assumption held.
Bring the questions that matter. We’ll use them to confirm scope, access, owners, and the day-two baseline together.