Your Growth, Reignited.
A strategic partnership proposal for MontyCloud to transform marketing operations and drive pipeline growth.
Prepared for
Ann Marie Woodburn
December 30, 2025
From sales-driven to 50/50 marketing-driven pipeline
We build the infrastructure and programs to get you there.
How we got here
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.
You're at a critical moment
What's Working
- Series A funded (S3 Ventures), 7x revenue growth in 2024
- ~1,000 end customers through MSP partners
- Demand gen hire starting mid-February
- 10-12 major events per year driving pipeline
- Strong AWS partnership (Top 10 Innovative Startup, Well-Architected Partner)
What Needs Work
- HubSpot managed by Finance team instead of dedicated marketing ops
- Event leads managed through Eventbrite + manual uploads
- Only a "handful" of inbound leads per week
- No customer communication strategy (1,000 customers, zero touchpoints)
- Growing sales team that needs scale mechanisms to be successful
- No lead scoring, broken routing, inconsistent sales stages
- No lead response time tracking — inbound leads may wait days for follow-up
We need to move from sales-driven pipeline to 50/50 marketing-driven — and we need infrastructure to get there.
Who you're selling to
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.
What happens if nothing changes
Ramp Stalls
Your mid-Feb demand gen hire faces broken systems, slowing onboarding and increasing early churn risk
Pipeline Gaps
Manual Eventbrite uploads lead to missing contacts, messy data, and delayed follow-up
Finance Overload
Your team spends too much time in HubSpot, diverting focus from core financial operations
Board Doubts
Difficult-to-produce pipeline metrics erode board trust and credibility
Revenue Lost
~1,000 existing customers receive no outreach, leaving upsell opportunities untapped
Scaling Roadblock
Sales team depends on marketing hand-holding, limiting growth and efficiency
Leads Go Cold
Without response time tracking, hot leads wait hours or days — competitors respond faster and win the deal
What we'll build together
Operational Excellence
- HubSpot runs without Finance team involvement
- Event workflows automated (10-12 events/year)
- GTM team enabled and operating independently
Pipeline Growth
- Consistent, scalable lead flow
- Path to 50/50 marketing vs. sales-driven pipeline
- Customer expansion engine live
Strategic Foundation
- Demand gen hire walks into functional system
- Board-ready reporting and attribution
- Scalable infrastructure for Series B
How we'll measure it
| 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.
A phased approach built around your timeline
Systems operational before your Feb 16 SKO
While your team interviews for the demand gen role, we'll be getting HubSpot ready:
- HubSpot audit + priority cleanup
- Lead scoring framework
- Lead response time SLA
- Event workflow automation
- Board reporting dashboard
- GTM team enablement (remote)
Stabilize
Audit, cleanup, foundational workflows, remote enablement
Activate
Launch demand programs, onboard new hire, customer comms, buyer personas
Optimize
Refine nurtures, attribution, event landing pages, ongoing optimization
Report + Scale
QBR, board reporting, roadmap for months 7+
Choose your level
Growth Engine
Core infrastructure + demand programs
$45,000 total · 6-month engagement
Monthly retainer · Bi-weekly syncs
Outcome
HubSpot operational, 3 nurture sequences live, lead scoring + response time SLA active, event automation running, customer comms launched, board reporting automated.
Phased Deliverables
- HubSpot audit + priority cleanup (data hygiene, lifecycle stages, deal stages)
- Lead scoring framework implemented
- Lead response time SLA + alerts configured
- Event workflow: Eventbrite → HubSpot automated
- Board reporting dashboard (pipeline, velocity, source attribution)
- Sales/marketing SLA documentation
- GTM team enablement session (remote)
What's not included
Not included (available as add-ons):
- Ad spend (you pay LinkedIn, Google, etc. directly)
- Content creation (new blog posts, whitepapers, videos, case studies)
- Website development/redesign on WordPress
- Additional HubSpot seats or marketing contacts
- SalesLoft optimization
- Scope changes beyond this SOW (estimated separately)
Why:
- These are either variable costs (ad spend), specialized creative needs (content), or separate tools
- We can add any of these as needed — keeping core packages clean and predictable
- Content creation and website work can be scoped separately if needed
Available add-ons
| 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 |
SalesLoft consolidation opportunity
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.
Growth Engine, 6 months
Why Growth Engine?
- Your demand gen hire starts mid-Feb — they need infrastructure AND programs running
- Events are your #1 lead source, but workflows are broken — we fix in Month 1
- Sales team needs enablement — remote training included, SKO attendance available as add-on
- Customer expansion is untapped — 1,000 customers, zero comms
- Board wants marketing-driven pipeline — we build attribution reporting to prove it
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.
What you get in 6 months
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
Why The Matchbox
Senior team, startup speed
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.
HubSpot experts
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.
B2B SaaS focus
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.
Proven results
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.
Proven results with companies like yours
increase in lead volume
Through segmentation + creative optimization
Assent Compliance
Read Case StudyTimeline to kickoff
Proposal review
Align with Mitch + Mason
Contract signed
Waive $2,500 onboarding fee
Team interviews
Stakeholder discovery sessions
Kickoff
Month 1 sprint begins
GTM readiness
Systems operational + SKO training available
6-month review
QBR + extend or transition
Let's talk through your priorities
Ready to transform your marketing operations? Let's discuss how we can help MontyCloud reach its growth goals.