PSA: There is no 'quick fix' for your data and processes. Here's why...
The Pitfalls of "One-Off" Projects
Here's why we don't do "one-off" projects and focus on ongoing monthly operation work. For me, there is no such thing as "one-off":
Recently, we were approached by a senior executive from a major company who needed help managing their operations in HubSpot and Salesforce.
Their ask seemed straightforward: implement lead scoring.
However, it quickly became apparent that this task was just the tip of the iceberg. When implementing that sort of process, you have to take multiple aspects into account:
What is the quality of the data?
Is the data clean?
What processes are in place?
Are there processes and alignment between marketing and sales?
Which automation has been set up?
And so on.
Auditing the data integrity, process coherence, and automation functionality is part of the process.
The exec has no idea what's going on in automation because he doesn't understand what is in place, and there is no operation role in the organization.
Yet, they just wanted us to focus on the 'lead scoring.'
The Importance of Comprehensive Solutions
Entering into a specific, one-off project with a fixed number of hours is not the ideal way to go. If I set, let's say, 30 or 50 hours of project work, it won't give us much information on the system that has already been implemented in the past, and if there is a lot of "junk" that needs to be cleaned to reach the desired result.
Take, for instance, the task of building a lead scoring system. We could opt for a simplistic approach of defining basic demographic fields and behavioral criteria and building them out in the system so each lead has a number.
However, true effectiveness lies in understanding the client's overarching objectives. In this case, the aim is to streamline sales and business development efforts by prioritizing high-potential leads.
Emphasizing Process Guidance Over Implementation
Our role as your outsourced operations consultant is more than just implementing the processes technically. We don't just create fields and build workflows - we prioritize guiding clients through the intricacies of the process from a strategic perspective.
After all, there is no chance that the process will work 100% after it first goes live. There are always adjustments to be made. There will be leads that are not relevant and do not need to receive a high score, there will be leads that are sometimes missed because they did not receive a good score, and there are about 1,000,000 more scenarios that need to be taken into account and improved along the way.
Besides if your data isn't accurate with systems in place to keep it up to date - even the fanciest scoring system won't show your real results.
Does this sound like a 'one-off project'?
Long-Term Commitment to Client Success
Our approach involves long-term partnerships. We delve deep into our clients' operations, collaborating with their teams to identify and address challenges. Our goal is not just to solve immediate issues but to add sustainable value over time.
We work with our clients for years, go in-depth, work with their teams, solve problems, and consistently deliver value.
That's the ScaleOps way.