Marketing Operations

Optimizing your marketing operations requires a deep analysis of the functional requirements, business processes, and people supporting the technologies you use. What works for one firm won't necessarily be right for yours.

I bring my decades of experience at tech organizations and law firms to help you assess your needs, your martech stack, your organizational structure, and your business goals to identify opportunities for improvement. Then I create the RFP, evaluate vendors, and implement successful marketing technologies that deliver results. From strategic technology recommendations to the development of tactical tools and process templates, I help teams work more efficiently and cost-effectively.

"Cyndy understands how to effectively use technology to advance strategic marketing objectives. Her years of experience outside the legal industry brought valuable insight and a new perspective to how we approached marketing technology. She has an incredible thirst for knowledge, unmatched by anyone, staying abreast of new technologies and trends."

Diana Courson, Chief Marketing Officer, Wiley Rein

Martech Rollouts

Establishing a marketing technology environment that supports your team and the internal clients they serve requires deep understanding of how law firm marketing departments work as well as how people, processes, and tools can be integrated for peak efficiency and productivity. I can audit your tech stack, document your use cases and business requirements, and manage new technology introductions. 

Governance and Templates

The technologies you put in place are only part of the solution. Documenting the processes, establishing the governance guides, and putting the templates in place are all critical to ensuring your martech (and people) investments are a success.

Practice & Client Dashboards

You may be familiar with Peter Drucker's quote, "If you can't measure it, you can't improve it." Pulling your practice and firm's key performance indicators into one location gives your teams a shared snapshot of open matters, new clients, realized revenue, and other operational indicators that can help improve profitability.

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