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What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Accepting Q3 projects

Pardot Marketing Automation configured for your Salesforce pipeline.

We set up and optimize your Pardot instance to work natively with Salesforce CRM — building clean technical setups, realistic scoring models, and workflows your sales team actually trusts.

  • ✓Salesforce-native integration No fragile third-party middleware. We map custom fields, sync users, and configure Connected Campaigns directly.
  • ✓ICP-aligned lead scoring Separate behavioral scoring from demographic grading so sales only calls prospects who fit your target profile.
  • ✓Custom responsive assets Responsive HTML email and landing page templates coded for Pardot's drag-and-drop builder.
Timeline4–6 weeks [VERIFY: typical timeline]
FormatWorkshops + Async
Book your kickoff
30 minutes with a senior operator
Free
“Pardot isn't an isolated email tool. It is a native extension of your Salesforce CRM, and it should be configured like one.”
9
Core deliverables

What you walk away with.

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

Outcome 1

A clean, error-free database sync

We audit your database and configure the Pardot-Salesforce connector field mapping schema. Sync errors are resolved, custom fields are mapped, and conflict resolution rules are locked down.

Connector mapping schema and sync error resolution
Outcome 2

Scoring that reflects actual intent

Stop sending unqualified leads to sales. We build an ICP-aligned lead scoring and grading matrix that combines prospect behavior with demographic criteria.

Custom scoring and grading matrix
Outcome 3

Closed-loop pipeline reporting

We map your Connected Campaigns architecture and configure B2B Marketing Analytics (B2MA) dashboards in Salesforce, tying campaign engagement directly to pipeline opportunities.

B2MA dashboards and campaign mapping

Our seven-phase approach.

We don't deploy prefabricated templates that leave your team confused. We build a custom-tailored setup through a structured, transparent process.

1
Phase 1

Discovery & database audit

We run a diagnostic review of your existing technical health, database hygiene, and sync errors, mapping your current B2B marketing processes and KPIs.

Pardot instance & database audit reportBusiness process review workshopSystem integration requirementsCRM custom field structure review
2
Phase 2

Technical setup & authentication

We secure your email deliverability and web tracking, ensuring your domain reputation is protected from day one.

DKIM, SPF, and CNAME configurationBranded tracker subdomain setupWeb tracking script placementDedicated IP parameter verification
3
Phase 3

Salesforce integration & sync

We configure the native connector package to establish a clean, bidirectional flow of data between marketing and sales.

Salesforce-Pardot connector installationField mapping schema configurationSalesforce user sync setupConnected Campaigns architecture map
4
Phase 4

Lead management & automation

We build the operational rules that qualify, route, and nurture prospects automatically based on real-time behavior.

ICP-aligned scoring & grading matrixEngagement Studio drip playbooksLead lifecycle & routing rulesSegmentation rules & dynamic lists
5
Phase 5

Marketing asset build-out

We design and code responsive, reusable digital assets directly inside your Pardot builder to maintain brand consistency.

Custom HTML responsive email templatesResponsive landing page templatesConversion forms & form handlersAsset rendering and QA testing
6
Phase 6

Reporting & analytics

We configure your reporting views so you can track campaign performance and pipeline influence directly inside Salesforce.

B2B Marketing Analytics (B2MA) setupCustom pipeline dashboard viewsCampaign influence configurationData validation and testing
7
Phase 7

QA, training & handoff

We run end-to-end sync tests, train your marketing and sales teams, and hand over a documented system playbook.

End-to-end sync testingTeam training sessionsDocumented system playbookPost-launch support window

Built for reliability.

9
Core deliverables
From audits to custom templates
100%
Senior operator delivery
No junior accounts, no offshore handoffs
7
Implementation phases
From discovery to final handoff
DKIM/SPF
Email authentication
Full domain alignment configured

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.

Yes, Marketing Cloud Account Engagement is the official name for Pardot. Salesforce rebranded the platform in 2022, but the core architecture, features, and native integration with Salesforce CRM remain the same. We use the terms interchangeably, and our consulting covers all versions of the tool.

Build a reliable pipeline engine.

No prefabricated templates. Just clean technical setups, realistic scoring models, and workflows your sales team actually trusts.

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