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TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Now booking for next month

Pardot Consulting for Salesforce-integrated marketing teams.

Certified Salesforce experts configure your sync, calibrate your lead scoring, and build automated engagement programs that connect marketing activity directly to pipeline revenue.

  • ✓Custom pipeline architecture No boilerplate quickstarts. We design custom sync maps, lead scoring matrices, and multi-stage engagement flows tailored to your sales process.
  • ✓Technical and data integrity We resolve connector errors, clean duplicate records, and align your tracking domains and email authentication protocols.
  • ✓Direct access to senior experts Work directly with certified operators who handle the strategy, technical configuration, and team enablement.
EngagementCustom Project
Delivery100% Senior Operators
Book your kickoff
30 minutes with a senior operator
Free
“Marketing automation isn't a software problem. It's an integration and alignment problem.”
6
Implementation phases

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A synchronized Salesforce-Pardot pipeline

We map custom fields, resolve sync conflicts, and align connector rules so your sales and marketing teams see the exact same customer data without system errors.

Custom Salesforce-Pardot sync map
Outcome 2

Calibrated lead scoring and grading

We build a matrix aligned to your Ideal Customer Profile (ICP), separating high-intent, sales-ready prospects from unqualified contacts so sales only calls hot leads.

ICP-aligned scoring and grading matrix
Outcome 3

Clear attribution and campaign influence

We configure Salesforce Campaign Influence rules to connect marketing assets directly to pipeline opportunities, proving which campaigns drive closed-won revenue.

Campaign Influence rules configured

Our six-phase engineering process.

We don't deploy generic templates. We audit, design, and implement a custom marketing automation engine built for your specific sales cycle.

1
Phase 1

Discovery & requirements

We map your business objectives, analyze existing sales processes, and define key performance indicators with your sales and marketing leaders.

Stakeholder workshopsSales process mappingKPI definitionSystem access review
2
Phase 2

Technical & data audit

We run a forensic review of your legacy setup, assessing sync health, tracking codes, field conflicts, and database hygiene.

Sync conflict analysisTracking code validationDatabase hygiene checkConnector health review
3
Phase 3

Strategic platform design

We architect your custom lead scoring and grading logic, map marketing-to-sales handoff rules, and design Connected Campaigns.

Scoring & grading frameworkHandoff rules mappingConnected Campaigns schemaAttribution model design
4
Phase 4

Implementation & configuration

We build the technical foundation, from email authentication protocols to Salesforce connector rules and automated Engagement Studio flows.

SPF, DKIM, and DMARC setupConnector rule modificationEngagement Studio programmingTemplate integration
5
Phase 5

QA & data testing

We perform end-to-end testing of sync behavior, tracking triggers, dynamic content, and email deliverability before going live.

Sync performance testingTracking code validationDynamic content QADeliverability testing
6
Phase 6

Enablement & training handoff

We conduct live walkthroughs and deliver custom documentation so your internal team can manage templates, forms, and segments independently.

Live team walkthroughsCustom SOP documentationHandoff guidesDatabase governance plan

Engineered for reliability.

15–25pp
Written audit report
System setups, connector issues, and risk assessments
100%
Senior delivery
Certified Salesforce operators, no juniors
3
Core protocols verified
SPF, DKIM, and DMARC email authentication
6
Structured phases
From discovery to team enablement

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

A Pardot consultant audits, designs, and configures your marketing automation setup to align with your sales pipeline. This includes fixing Salesforce sync errors, setting up email authentication (SPF/DKIM/DMARC), calibrating lead scoring and grading, building automated Engagement Studio programs, and configuring Campaign Influence so you can track marketing's impact on revenue. We handle the complex technical work so your team can focus on running campaigns.

Align your marketing with your pipeline.

No boilerplate templates. Get a custom-architected Pardot setup designed by certified Salesforce experts.

Book your kickoff →
Book the 15-min sanity check.