Marketing operations
Marketing operations is the function that makes a marketing team run day to day: the processes, tools, data and reporting behind every campaign it sends out. It decides how a request becomes a launched campaign, how leads reach sales, how spend gets tracked against results and who owns each number when a report is due each month. In a small company one person often covers it alongside other work; in a growing fintech or healthcare company the gaps show up as leads lost between systems, reports that disagree with each other, and budgets approved without a payback estimate attached to them. Pushers builds marketing operations through the Marketing-Operational System practice: CRM and attribution setup, lead routing, SLAs with sales and monthly reporting, each grounded in engagements we run and updated as the practice changes.
The two-week audit maps how a request becomes a launched campaign today: which tools you use, where leads get logged, and where a handoff to sales breaks down. It ends with a written report and a 90-day plan, whether or not we continue working together.
Where we embed, a specialist rebuilds the parts that are missing: CRM and attribution setup, lead routing rules, and the SLA that defines when a lead counts as sales-ready. Each change runs through a HADI loop, so a new routing rule is tested against a number before it becomes the default.
The specialist ties this back to your KPI tree, so a lead-quality metric or a reporting cadence connects to a goal the whole company already tracks, and hands the process maps and playbooks to your team as the system stabilises.
The compliance layer under fintech marketing operations
A fintech marketing agency can build campaigns. It cannot own the compliance review, the KYC drop-off or the multi-market licensing rules that decide whether a lead ever becomes a customer.
Fractional CMO: what you get, and what has to exist underneath
A fractional CMO brings strategy and judgment. Without reporting, CRM hygiene and a named owner per number, the engagement produces a slide deck instead of a system.
The operations layer behind healthcare patient acquisition
Ads and search bring the request in. What happens between the click and the booked, attended visit decides whether the spend paid off.