Account Engagement Consulting Services

Unlock the full potential of Marketing Cloud Account Engagement (MCAE) with expert guidance tailored to your business needs.

Fractional Account Engagement Administrator

Ongoing MCAE management and support, handling daily operations and system optimization without the need for a full-time hire.

Flexible weekly or monthly support
Campaign Execution and Program Builds
System maintenance and admin tasks
List Imports, segmentation, and database cleanliness
Lead scoring and lead lifecycle adjustments
Platform guidance, documentation, and team enablement

Account Engagement Implementation & Setup

Complete setup of MCAE, including technical configuration and best practice foundations to launch campaigns quickly and correctly.

Account configuration
Salesforce integration setup
Data migration
Template creation
Segmentation list set up
Workflows and automations

Lead Scoring & Lead Lifecycle

Automate the lead lifecycle, prioritize the right prospects, and ensure no lead is left behind, no revenue is left on the table.

Lead scoring & grading
Lead lifecycle planning, documentation & execution
Lead status standardization & audit
Lead Routing and Assignment to Sales Teams

Campaign Strategy & Execution

Development and execution of campaigns that align with business goals and drive measurable results.

Email campaign design and execution
Event and webinar campaigns
Email nurture programs
List uploads and list segmentation

Template Design & Development

I take your brand guidelines and create custom email templates, landing page templates and forms that match your brand perfectly.

Custom Email Template Design & Development
Custom Landing Page Development that matches your website
Custom form design and development

Account Engagement Training & Enablement

Practical, hands-on training to build confidence and skill in using MCAE at any experience level.

Customized training programs for marketing & sales teams
Account Engagement best practices
Troubleshooting and support
Customized documentation & training videos

Salesforce Integration Set up & Support

Ensure seamless data flow between Account Engagement and Salesforce with expert integration and ongoing support.

Custom object and custom field mappings
Program and campaign sync
Salesforce <> Account Engagement sync error resolution

Reporting & Analytics

Get clear visibility into your Account Engagement performance directly in Salesforce. I help you connect the dots between marketing activity and revenue by setting up reports and dashboards that reflect the impact of Account Engagement campaigns on pipeline and ROI.

Custom salesforce reports and dashboards
Campaign influence
Lead lifecycle and pipeline reports
B2B Marketing Analytics setup
Email reports and dashboards

Tech Stack Support

A successful Marketing Cloud Account Engagement setup often requires seamless integration with other systems in your tech stack. I frequently work with tools like:

LeanData, ZoomInfo, Chilipiper, Google Analytics, RingLead, Revenue Hero, Clearbit, and more.

What my clients say

Results and experiences from teams I have helped

We brought Jenna on for fractional Salesforce and Pardot support and it was exactly what we needed. As a small team, we couldn’t justify hiring a full-time expert, but we definitely needed someone who knew their stuff. Jenna jumped in quickly, helped us fix issues, streamline workflows, and optimize our systems. She feels like a true extension of our team we can rely on and has been a huge asset.

Maya
Head of Marketing, Non-profit Company

We brought Jenna in for what we thought would be a quick Pardot audit and she ended up completely transforming the way we use the platform. Before, our scoring and grading models were barely functional and reporting was a black hole. Jenna fixed all of it. She documented everything clearly, and trained our team so we could confidently manage things ourselves.

Kevin
Senior Director of Revenue Operations, B2B SaaS Company

Looking for Account Engagement Support?

Contact me today to schedule a consultation

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