A strategic partnership proposal for MontyCloud to transform marketing operations and drive pipeline growth.
Prepared for
Ann Marie Woodburn
December 30, 2025
We build the infrastructure and programs to get you there.
We're grateful to Steve Berg and the Lytical Ventures team for the introduction. We take portfolio company partnerships seriously—when an investor trusts us with one of their companies, we show up differently. This isn't a vendor pitch. It's the start of a partnership.
"We need to move from sales-driven pipeline to 50/50 marketing-driven—and we need infrastructure to get there."
Your buyers are MSPs (Managed Service Providers) managing cloud environments for their clients. Technical audience, AWS-focused, evaluating against VMware, Datadog, ServiceNow. Long sales cycles, relationship-driven purchases.
Demand gen hire starts mid-February with broken infrastructure—slower ramp, frustration, potential churn
Events continue losing leads through manual Eventbrite uploads—reps get bad data, slow follow-up
Mason (VP Finance) stays band-aiding HubSpot instead of focusing on financial operations
Board keeps asking for pipeline metrics you can't easily produce
1,000 existing customers continue receiving zero communication—upsell opportunities missed
Sales team stays dependent on marketing for hand-holding—doesn't scale with growth
| Metric | Current State | 6-Month Target |
|---|---|---|
| Event lead routing | Days (manual upload) | <24 hours, automated |
| MQL scoring coverage | Inconsistent/none | All inbound contacts scored within 24 hours |
| Board reporting | Manual, "takes too long" | Dashboard, <5 min refresh |
| Nurture sequences | 0 active | 3 live sequences |
| Marketing attribution | Not tracked | Marketing-influenced pipeline reportable by source |
| Customer communications | None (in-product only) | Quarterly touchpoints live |
These are directional targets based on our initial conversations. We'll refine specific benchmarks together during kickoff and adjust based on what we learn in your HubSpot instance.
Audit, cleanup, build foundational workflows
Launch demand programs, onboard new hire, optimize sales processes
Complete nurture programs, launch customer comms, refine reporting
We've done this before
cost-per-MQL reduction
Trulioo
lead volume increase
Assent
opportunity creation lift
Anomalo
Retainer packages require a 6-month minimum commitment.
Full demand gen engine, customer expansion generating pipeline, ready for paid media activation, clear 2027 roadmap.
| Service | Pricing |
|---|---|
| Content creationBlog posts, case studies, one-pagers | $2,000-5,000/asset |
| Website developmentWordPress updates, new pages | Scoped per project |
| Additional paid channelsTikTok, Reddit, programmatic | +$2,000/mo per channel |
| Sales team trainingGroup workshops, 1:1 coaching | $3,000/workshop |
You're currently paying for SalesLoft AND HubSpot Sales Hub—HubSpot has native sequence functionality you may not be using. We can evaluate whether consolidating tools makes sense to reduce spend and improve adoption.
Want to start smaller? Our Quick Start engagement ($22,500) covers the foundation work and credits 100% toward a retainer.
Want to start with a pilot?
Our Quick Start engagement ($22,500) gives you the foundation work from Months 1-2 as a standalone 8-week sprint. It credits 100% toward a Growth Engine retainer if you continue—so you're not paying twice. Good option if Mitch wants to see results before committing to 12 months.
Scope can flex as your situation evolves—we'll check in monthly and adjust priorities based on what's happening in the business.
HubSpot operational, board reporting dashboard, event infrastructure begins
Lead scoring live, 2 nurture sequences, new hire onboarded
3rd nurture sequence, customer comms, reporting refinement
Expansion workflows, advanced scoring, event strategy v2
Named account strategy, paid media assessment, 2027 planning
$87,000 total · 12-month commitment · Save $3,000 vs. 6-month
We're small enough to care and senior enough to execute. No junior handoffs—you work directly with experienced operators who've built demand engines at companies like yours.
We're a HubSpot Solutions Partner. We know the platform deeply, can negotiate on your behalf, and have seen what works (and what doesn't) across dozens of implementations.
We understand your sales cycle, your technical buyer, and your metrics. We've worked with companies selling to developers, IT teams, and enterprise buyers—MSPs aren't new to us.
80% reduction in cost-per-MQL (Trulioo). 45% increase in lead volume (Assent). 33% lift in opportunity creation (Anomalo). We measure what matters and optimize relentlessly.
From $2,500 to $500
Trulioo
Through segmentation + creative optimization
Assent Compliance
By streamlining HubSpot workflows
Anomalo
Answer questions, align with Mitch/Mason
Draft scope of work for review
Finalize agreement
Foundation phase begins
Demand gen hire walks into functional system
Evaluate results, extend or transition
Ready to transform your marketing operations? Let's discuss how we can help MontyCloud reach its growth goals.