Most Account Engagement (Pardot) instances are underperforming. We fix lead scoring, email nurture, automation rules, and reporting so your marketing automation actually drives revenue.
Points assigned randomly, no connection to actual buying behavior, and sales ignores the scores entirely.
Open rates declining, click rates flat, and no clear strategy connecting email engagement to pipeline generation.
Nobody knows what the automation rules do, engagement programs overlap, and prospects get duplicate or conflicting messages.
SOUND FAMILIAR?
Many marketing teams struggle with the same challenges. We've worked with dozens of companies facing these exact issues.
Automations that nobody remembers building. Lead assignment that works... sometimes. Campaigns that stopped syncing somewhere around 2021.
Lists that don't match reality. Reports that don't line up with Salesforce. Deliverability dropping without explanation.
A score model that 'felt right at the time.' A folder structure that sparks fear. Landing pages that still use old branding.
Lists that don't match reality. Reports that don't line up with Salesforce. Deliverability dropping without explanation.
A score model that 'felt right at the time.' A folder structure that sparks fear. Landing pages that still use old branding.
OUR APPROACH
No hour tracking. No change orders. No 'phase two.' Just continuous improvements to the things that actually move your marketing forward. And when the problem crosses into Salesforce — lead routing, field mapping, sync errors — we fix that too.
We work in small, focused cycles — fixing what matters most right now while building toward a better system over time. When the fix lives in Salesforce, we handle it. When it’s in Account Engagement, we handle that too. No massive SOWs, no 6-month timelines.
We fix Account Engagement by improving it continuously — not by trying to solve everything in a single, oversized project. And because most AE problems are actually Salesforce problems in disguise, we work across both platforms to find the real root cause. The best solutions emerge through collaboration and solving the right problem at the right time.
Everything your Account Engagement retainer covers — from day-to-day operations to strategic improvements.
of retainer clients stay past their first term
average turnaround on most requests
services covered under every retainer
THE RESULT
Our clients see measurable improvements across all marketing metrics within the first 90 days.
Lead scoring setup and optimization, email template design and testing, engagement program builds, automation rule audits, form and landing page management, completion action configuration, campaign reporting and attribution, and monthly strategy calls.
We focus on Account Engagement. We don't do custom Salesforce development, website builds, graphic design, copywriting, or paid media management. If you need those, we'll recommend someone good.
One-time block of 25 hours for focused Salesforce projects, audits, or cleanup.
Get StartedAccount Engagement focused retainer. Best for teams that need dedicated marketing automation support.
Get StartedFull Salesforce and Account Engagement management. The best value for complete platform ownership.
Get StartedGIVE BACK
Every month, we select one company for a free Account Engagement quickstart implementation. No strings attached — just our way of giving back to the community and helping businesses get started with marketing automation.
FAQ
Everything you need to know about Account Engagement and how we work.
Yes. All of your Account Engagement needs handled for you. We limit concurrent active projects to three to maintain quality, but there's no cap on total work.
Monthly on a credit card for the contract term. Simple and predictable.
Everything you need to extract maximum value from your Account Engagement instance — engagement studio drips, email templates, dashboards, attribution, and dedicated strategy sessions.
Our SF + MCAE Retainer covers both platforms. If you only need Account Engagement help, the MCAE Retainer is your best fit.
Book a free 30-minute call. We'll look at your current setup and tell you exactly what we'd fix first.
