Campaign operations
Prepare lists, campaign fields, forms and tracking conventions. Check the path from the campaign to the customer record.
Marketing Operations & CRM Support
Keep the work behind marketing running.
Get practical help with campaign setup, lists, lifecycle workflows and reporting. LOKAL supports the systems your marketing team relies on every week.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
Lifecycle workflows
Map welcome, nurture, re-engagement and handoff rules. Agree entry conditions, exclusions and approvals before activation.
Data & reporting
Keep definitions and source fields consistent. Review missing data and reconcile the reports your team uses to make decisions.
Ongoing administration
Manage an agreed list of workflow changes, permission updates, data checks and improvements, with documentation as the system changes.
Example workflow
Before
Every campaign needs a last-minute spreadsheet cleanup and a different reporting format.
After
The team works from agreed segments, campaign fields and checks, with recurring fixes assigned to an owner.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Prioritised operations backlog
- Campaign and workflow setup with QA
- Agreed data checks and reporting definitions
- Working sessions, change log and documented support scope
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Need campaign production? Explore email marketing or email services under your agency’s brand.
Before we start.
What is included in a marketing operations retainer?
We agree a backlog, working cadence, response expectations and scope for administration, campaign setup, workflows and reporting. Large migrations or custom builds are separately scoped unless explicitly included.
Can you run our email campaigns as well?
Yes. Campaign strategy, copy, design, production and sending can be scoped through our email marketing service. Marketing operations covers the data, systems and workflow setup that support that work.
How do you measure progress?
We agree a baseline and measures that match the work: unresolved data errors, failed workflows, campaign setup time or lead assignment delays. We do not promise a revenue increase from administration alone.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Ready when you are
Bring us the work you want to fix.
Tell us about your current setup and what you need from marketing operations. We’ll help you define the next step.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464