Jeff Kemp | Marketing Ops (MOPs) and Revenue Ops (RevOps) Expert
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Jeff Kemp | Marketing Ops (MOPs) and Revenue Ops (RevOps) Expert |
Jeff Kemp
Technology Consultant
As a Certified Technology Consultant I set up systems and processes to help you get more value from your tech stack and your marketing and sales efforts. Lead-to-cash.
Over 10 years of experience optimizing and creating solutions for Marketing Automation, CRM, and CMS platforms plus 30 years of marketing, sales, and business domain experience.
As a Certified Technology Consultant I set up systems and processes to help you get more value from your tech stack and your marketing and sales efforts. Lead-to-cash.
Over 10 years of experience optimizing and creating solutions for Marketing Automation, CRM, and CMS platforms plus 30 years of marketing, sales, and business domain experience.
Get more ROI from your tech stack.
✔ HubSpot | ✔ Salesforce |
✔ Pardot | ✔ WordPress |
✔ ClickUp | ✔ Airtable |
✔ Act-On | ✔ ActiveCampaign |
By providing a unique balance of valuable consulting with hands-on execution, I become an extension of your team to strategize, create a project plan as a roadmap for improvement, and then execute to get things done uniquely tailored to your business needs!
When you need an expert and experienced independent contractor, I’ve got you covered.
Let’s work together!
Better Business Outcomes
What I do best
Marketing & Sales Alignment
Create a diagram of your current end-to-end Marketing & Sales process, and extend it to include a roadmap of recommended solutions for improving your lead flow and processes.
Automate MQL Marketing Qualified Leads
Recommend and implement multiple MQL scoring criteria and processes that will ensure highly qualified prospects (Leads and Contacts!) are passed to Pre-Sales or Sales.
Full Lifecycle Management
Most Pardot implementations only pay attention to Leads. I can help manage the full Lifecycle of all prospects including Leads, Contacts, and even existing Customers and Accounts.
Certified Consultant and Expert…
I’m a business professionals with deep domain experience in marketing, business, and technology stacks with over 50 engagements with mid-market and enterprise customers from various industries, so I know how to implement best practice solutions that can make a significant impact on your organization.
Jeff Kemp
Author | Certified Consultant | Owner
Technology Consultant | Marketing Automation & CRM Consultant
Working as an independent consultant under my company Optimal Business Consulting, I can advise on your tech stack selection and optimize your processes and platforms for improved marketing & sales effectiveness, operations, and ROI.
Brief intro about Jeff Kemp (Owner) - Watch Video:
I enjoy the intersection of working with people, processes, and technology for improved outcomes.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation & CRM optimization for over 10 years, nine of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 17 years of WordPress development experience and additional high profile roles in sales and marketing management.
I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
My superpowers:
⚡Operational Efficiency ⚡Knowledge ⚡Experience ⚡Business Acumen ⚡Versatility ⚡ Perseverance
Don’t just take my word for it
Read what my clients have to say. Check out this latest case study with California-based Byte Software.
I’m just absolutely thrilled with what we accomplished in such a short time.
Explore Managed Services
See how I can solve many of your problems.
For ongoing significant impact we recommend our Pardot Managed Services or HubSpot Managed Services made up of flexible monthly sprints for a perfect combination of strategic consulting complimented by tactical hands-on DFY (Done For You) and DWY (Done-With-You) professionally executed services.
We do deep dive discovery work to understand your marketing channels and processes, we put together and work on a roadmap of initiatives to help optimize platforms and develop systems for lead acquisition and lead management with prescriptive solutions, and advise you along the way as an extension of your team.
I drive towards desired business outcomes by putting more focus on omni-channel orchestration and cross-team strategy for improved business results, with less emphasis simply on tactics.
Every lost lead and missed sales opportunity costs you money
You are likely experiencing some of the most common marketing automation and CRM problems that many organizations face.
I’ve seen it before and I can help.
I've found that the top common problems clients are facing are:
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1Lack of platform ROI
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2Not taking advantage of all Marketing Automation & CRM platform features
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3Data integration issues between Pardot or HubSpot and Salesforce
See what the top 10 most common marketing automation problems are that we often see, along with some of the contributing factors towards each problem, and some of the positive results in overcoming those problems that clients often experience when working with me.
Using and extending Google UTM parameters in Pardot
This article shows how to set up and extend custom UTM functionality in Marketing Cloud Account Engagement (MCAE/Pardot) for more robust UTM campaign tracking and various methods for capturing custom UTM data for a new or existing prospects into Pardot.
HubSpot campaigns vs. Salesforce campaigns (what’s the difference?)
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.
Pardot Sandbox (Salesforce Marketing Cloud Account Engagement Sandbox) Requirements, Limitations, and Considerations
Which test environment should you use: Pardot Sandbox, Pardot Demo Org, Pardot Dev Org? We outline some things to take into account and highlight some of the main differences between testing environments so that you can make the best decision on which type of testing environment or ‘playground’ will work best for your needs.
More precise wait times in Pardot Winter ’24 Release
Engagement studio has shorter email wait times, but are they short enough? Does the Winter ’24 Release give you enough delay time options?
Using Form Journeys to consolidate and automate form processing using Pardot marketing automation
The OBC Form Journey is a scalable & powerful marketing automation solution that centralizes common form processing functionality & adds substantial value quickly.
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Free download: ‘Marketing Automation & CRM Platform Migration Checklist’
Does migrating marketing automation or CRM platforms actually pay off?
Are you thinking about migrating Marketing Automation or CRM platforms and wondering if it’s worth it? Will your company/organization be better off in the long run if you migrate MAP and/or CRM platforms? Download our ‘Marketing Automation & CRM Platform Migration Checklist‘ Google Sheet as a valuable resource to give you some things to consider before making the jump.
Quick Tip: Some lesser known HubSpot limits and constraints
How many emails can you send per month with HubSpot? What is the limit on the number of HubSpot campaigns and workflows?
Notable Pardot enhancements of the Summer ’23 Release
Our notable Pardot enhancements include the new Optimizer and the ability to use external actions with all completion actions.
How to avoid form spam using marketing automation
Best methods to defeat form spam from bots and human spammers. Whether it’s spam bots or human spammers, we’ll discuss how to identify spammers and provide a best methods on how to defeat form spam.
Salesforce reintroduces recently culled opted out sync behavior
As of June 13 users can select from three opted out sync behavior: Use Salesforce’s, Use Account Engagement’s or Use the most recently updated field
Pardot Managed Services Case Study | Byte Software — Optimal Business Consulting
Byte Software, a mortgage technology company, wasn’t extracting the most from their marketing automation system and needed onboarding help with their Pardot instance. OBC had the knowledge and experience to get Byte Software where they needed to be with Pardot.
Quick Tip: Syncing HubSpot with Salesforce Do Not Email
If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work.