Expert hands on HeadshotMarketing
HeadshotMarketing is a platform you can run yourself. But you do not have to do it alone. We help you adopt and get more from the platform — and we deliver done-for-you marketing operations powered by it: workspace builds, stack migrations, physical and geo set-up, analytics and tool integrations, managed campaigns, governance and enablement.
Consulting, implementation, migration, security, and training so your team gets the full value of the platform — faster, and with governance from day one.
Done-for-you outcomes we deliver using the product — workspace builds, integrations, and managed marketing operations — so you can focus on strategy.
What we do
Comprehensive services across the HeadshotMarketing lifecycle — every one grounded in a real product capability. Engage one, or combine several into a program.
Marketing Strategy & Platform Consulting
We help you design the right marketing and sales operating model on HeadshotMarketing — digital and physical channel mix, locations and territories, lead lifecycle, support hand-offs, funnels and attribution — so your team runs measurable marketing from day one.
- Discovery of your current tools, channels, locations and workflows
- Digital and physical channel strategy mapped to the platform
- Lead lifecycle stages, scoring, routing and response-time targets
- Journey blueprint across marketing, sales and support
- Funnel, attribution and reporting framework design
Implementation & Workspace Setup
Our team stands up your HeadshotMarketing workspace end to end — CRM and pipelines, help desk, channels, content calendar and approval chains, journeys and dashboards — so you go live with a working marketing and sales engine, not a half-configured tool.
- Workspace, roles, CRM, pipeline and help-desk configuration
- Channel connections for email, SMS, WhatsApp, social and ads
- Content calendar, approval chains and external reviewers
- Starter campaigns, templates and journeys
- A validated first campaign so day one actually ships
Migration & Stack Consolidation
Moving off a sprawl of disconnected tools — separate CRM, help desk, email tool, social scheduler, ad managers and spreadsheets for print and events? We consolidate your contacts, content, tickets and campaigns into HeadshotMarketing with minimal disruption.
- Inventory of your current tools, data, and integrations
- Contact, content, and campaign migration with validation
- Data de-duplication and quality clean-up
- Parallel-run validation and a reversible rollout plan
- Team handover with runbooks for the consolidated workflow
Physical & Geo Marketing Set-up
We set up the physical side of your marketing so it is measured like digital — placements, vendors and proofs, tracking codes and numbers, locations, territories, geofences and local listings.
- Placement catalogue for print, mail, outdoor, POS and field activity
- QR codes, short links, promo codes and tracked numbers per placement
- Locations, territories, local pages and listings
- Geofences with consent and sensitive-place exclusions
- Mobile badge and field capture for events and trade shows
Integrations & API Enablement
We connect HeadshotMarketing to the rest of your world — Google Analytics, Meta and Mixpanel for funnels, BigConsole for reporting, the Burdenoff product family, and any third-party tool through FluidGrids — so data flows where it’s needed instead of being re-keyed by hand.
- Google Analytics, Search Console, Meta and Mixpanel connections
- BigConsole dashboard packs for leadership reporting
- FluidGrids workflows for e-commerce, point-of-sale, ERP and long-tail tools
- EventfullyManaged, PlanMagnet, HookMovies, AssetHandler, BotManor and Kadaikodi set-up
- API, webhook and SDK integration for your own systems
Marketing Operations Enablement
We turn ad-hoc campaigns into a repeatable engine — plan, build, launch, measure, optimize — with the workflows, approval gates, and reporting cadence that keep a busy team or agency running at volume.
- Campaign and content workflows configured for how you work
- Automation libraries and reusable journey templates
- Approval gates and roles for teams and client work
- Reporting cadence and dashboard standards
- Optimization loops grounded in attribution data
AI & Attribution Enablement
We help you put the platform’s proactive AI and attribution to work responsibly — briefs and alerts per role, brand voice and claim rules, autonomy levels and spend caps, and multi-touch attribution across physical and digital touchpoints.
- Briefs, alerts and next-best-action set-up per role
- Brand voice, forbidden phrases and regulated-claim rules
- Autonomy levels, quotas and AI spend caps per workspace
- Multi-touch attribution model setup and validation
- A/B testing and experimentation workflows
Managed Marketing Operations
Prefer to focus on strategy, not the tooling? We run your HeadshotMarketing engine for you — executing campaigns, maintaining automations, managing channels, and reporting back on what drove results.
- Campaign build and execution across channels
- Automation, CRM, and audience upkeep
- Social and ad management on your behalf
- Scheduled performance reviews and reporting
- Optimization recommendations grounded in attribution
Security, RBAC & Governance
We configure HeadshotMarketing to your compliance bar — least-privilege roles across creators, reviewers, and admins, audited actions, privacy controls, and governed multi-tenancy — inherited from the Burdenoff platform rather than re-invented.
- Workspace RBAC role design and least-privilege access reviews
- Multi-tenant and client-isolation setup for agencies
- Audit-log review, retention configuration, and evidence workflows
- GDPR/CCPA and consent-handling alignment
- Data-protection and subprocessor alignment for your jurisdiction
Training & Team Enablement
We get your marketers, RevOps, and engineers genuinely productive — not just logged in. Role-based sessions and golden-path playbooks so a new marketer runs campaigns, and a new developer drives the API, in hours.
- Hands-on workshops for marketers, RevOps, and platform teams
- Golden-path playbooks for campaigns, automations, and reporting
- API, CLI, MCP, and SDK enablement for engineering teams
- Admin and governance training for workspace operators
- Onboarding checklists and curated learning paths
We build it with you — CRM, campaigns, automations, and integrations
Our team works alongside yours to stand up your marketing engine on HeadshotMarketing. The CRM, channels, automations, dashboards, and integrations into your existing stack are configured and validated end to end — before your first real campaign ships.
- CRM, pipeline, and campaign workflows configured for your team
- Email, social, ad-platform, and analytics integrations
- A validated first campaign so day-one output is real
Or hand us the plan — managed marketing operations
When you would rather focus on strategy, we run the marketing engine for you. We execute campaigns across channels, keep automations and audiences current, and report back on what drove results — with performance reporting for your team.
- Campaigns executed across email, social, and ads
- Automation, CRM, and audience upkeep
- RBAC-scoped, fully audited operations — never shared logins
A clear path from intent to impact
The same loop whether it is a one-week workspace stand-up or a multi-quarter marketing program — scoped, reviewable, and audited at every step.
Discover
We map your stack, channels, data, and goals — and agree on what "done" looks like before any work starts.
Plan
A scoped, reviewable plan: CRM model, automation strategy, integrations, attribution, RBAC, and rollout sequence — with checkpoints where it matters.
Build
We configure the workspace, migrate data, wire integrations, and validate the engine end to end — shipping in increments you can see.
Operate
We hand over with docs and enablement, or stay on to run the marketing engine — monitored, audited, and reporting from the first day.
We leave your team able to run it without us
Every engagement ships documentation, golden-path playbooks, and hands-on enablement. Whether you keep us on to run the marketing engine or take the keys yourself, your marketers, RevOps, and engineers understand the platform — not just the dashboard.
- Role-based workshops for marketers, RevOps, and engineering teams
- API, CLI, MCP, and SDK enablement so teams extend it themselves
- Onboarding checklists and curated learning paths
Support & SLAs
From standard support to priority response with defined SLAs, we keep your marketing engine running — incident response, upgrade guidance, and a named point of contact for enterprise engagements. Tiers are scoped to your plan and operational needs.
Let's scope what you need
Tell us about your team, your stack, and your goals. We will recommend the right mix of consulting, implementation, operations, and enablement — and a plan to get there.