Conduct a comprehensive audit of Kern & Lead’s current creative, digital, and marketing systems to design a unified GTM automation framework. This includes mapping data flows, identifying integration gaps across platforms like Pardot, SharePoint, and WordPress, and creating a roadmap for automation and seamless lead handoffs.

Implement an automated CRM data enrichment process that deduplicates, enriches, and synchronizes lead and customer data between creative, digital, and sales platforms (e.g., Pardot, Google Analytics, WordPress, SharePoint). Ensures every handoff—from marketing to sales to customer success—is complete, accurate, and tracked.

This system will cut manual data QA and lead triage time by 50%, reducing lead leakage and ensuring high-quality data powers every campaign. Consistency boosts conversion rates and delivers a more reliable customer experience at scale.

Deploy an automation-driven playbook system that standardizes onboarding, campaign execution, and revenue operations workflows across creative, digital, and strategy teams. Integrated templates and triggers ensure every department follows best practices and process consistency.

Standardizing workflows eliminates confusion and duplicate work, reducing onboarding/training time by 40% and supporting a 10–15% gain in campaign throughput and velocity as teams spend less time troubleshooting and more time executing.