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, ISVs, and Direct Enterprise — technical audiences managing cloud environments. AWS-focused, evaluating against CoreStack, CloudHealth, nOps, and others. Long sales cycles, relationship-driven purchases. MSP is your bread and butter; ISV and Enterprise are growth markets.
Your mid-Feb demand gen hire faces broken systems, slowing onboarding and increasing early churn risk
Manual Eventbrite uploads lead to missing contacts, messy data, and delayed follow-up
Your team spends too much time in HubSpot, diverting focus from core financial operations
Difficult-to-produce pipeline metrics erode board trust and credibility
~1,000 existing customers receive no outreach, leaving upsell opportunities untapped
Sales team depends on marketing hand-holding, limiting growth and efficiency
Without response time tracking, hot leads wait hours or days — competitors respond faster and win the deal
| Metric | Current State | Future State |
|---|---|---|
| Event lead routing | Days (manual upload) | <24 hours, automated |
| MQL scoring coverage | Inconsistent/none | All inbound contacts scored within 24 hours |
| Board reporting | Manual, time-intensive | 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) | Standardized strategic touchpoint cadence |
| Lead response time | Not tracked | < 5 min for hot leads, SLA enforced |
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.
While your team interviews for the demand gen role, we'll be getting HubSpot ready:
Audit, cleanup, foundational workflows, remote enablement
Launch demand programs, onboard new hire, customer comms, buyer personas
Refine nurtures, attribution, event landing pages, ongoing optimization
QBR, board reporting, roadmap for months 7+
Core infrastructure + demand programs
$45,000 total · 6-month engagement
Monthly retainer · Bi-weekly syncs
HubSpot operational, 3 nurture sequences live, lead scoring + response time SLA active, event automation running, customer comms launched, board reporting automated.
| Service | Pricing |
|---|---|
| SKO / on-site trainingIn-person enablement sessions, travel included | $3,000 per event |
| Customer communications contentEmail copywriting, newsletter content, customer updates | $225/hr |
| Content creationBlog posts, case studies, one-pagers | $225/hr | unlimited revisions |
| Website developmentWordPress updates, new pages | Scoped per project |
| Additional paid channelsTikTok, Reddit, programmatic | Scoped per channel roughly 15% / ad spend |
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.
Questions about scope? Our Quick Start option ($22,500) delivers Month 1 as a standalone sprint — counts toward Growth Engine if you extend.
Sign by EOD January 5 — waive $2,500 onboarding fee
We'll start team interviews the week of Jan 6 and have systems operational before your Feb 16 SKO. On-site training available as add-on. Month 1 is your quick start — built into the package, not a separate engagement.
Priorities can flex within the agreed scope — we'll check in monthly to ensure we're focused on what matters most.
HubSpot operational, lead response SLA live, board reporting ready
2 nurtures live, sales templates delivered, customer comms launched, new hire onboarded
3rd nurture, attribution refinement, event landing pages, ongoing optimization
QBR, board reporting polish, roadmap for months 7+
$45,000 total · 6-month engagement · Option to extend to 12 months
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.
Through segmentation + creative optimization
Assent Compliance
Read Case StudyAlign with Mitch + Mason
Waive $2,500 onboarding fee
Stakeholder discovery sessions
Month 1 sprint begins
Systems operational + SKO training available
QBR + extend or transition
Ready to transform your marketing operations? Let's discuss how we can help MontyCloud reach its growth goals.