Marketing & Operations Workflow Consulting: The Strategy, Audits, and Systems That Make Everything Else Work.
Why Operations Is a Marketing Problem
The most sophisticated marketing strategy in the world fails without the operational infrastructure to execute it consistently. Leads fall through CRM gaps. Campaigns run without attribution tracking. Teams duplicate effort because workflows are undocumented. Reports get built that measure the wrong things and reassure everyone that a broken program is working fine.
Marketing Audits
Before we recommend a single tactical change, we need to understand exactly where you stand. A Sandy Neck Media marketing audit goes three layers deep.
Layer 1 — Traditional Marketing and SEO Audit
We assess your technical SEO health (site speed, mobile performance, crawl errors, Core Web Vitals, schema markup), your on-page optimization (title tags, meta descriptions, header structure, keyword alignment), your local presence (Google Business Profile completeness, citation consistency, Map Pack ranking), and your content depth and quality across every page of your site.
Layer 2 — Google AI Overview and SGE Audit
We test your content against Google's criteria for AI Overview sourcing — structured data coverage, content directness, E-E-A-T signals, and topical authority — and identify specific gaps preventing your pages from appearing in AI-generated summaries.
Layer 3 — AI Assistant Visibility Audit (Share of Model)
We run a standardized set of 20 to 30 queries across ChatGPT, Gemini, and Perplexity — the questions your target customers are actually asking AI assistants in your category — and document where your business appears, where your competitors appear, and what the gap requires to close. Most businesses have never had this done. The results are almost always illuminating.
Fractional CMO Services
A Fractional CMO from Sandy Neck Media provides senior marketing leadership on a part-time retainer basis — typically 10 to 20 hours per month. This is not a consultant who delivers recommendations and disappears. A Fractional CMO is embedded in your leadership team, attends your planning meetings, manages your marketing vendors, and is accountable to the same growth outcomes your internal team is measured on.
CRM and Marketing Workflow Consulting
We audit, configure, and optimize CRM platforms (HubSpot, Salesforce, and others), build marketing automation workflows for lead nurturing and follow-up sequences, design reporting dashboards that connect spend to revenue, and train your team on the tools and processes we put in place.
Frequently Asked Questions
-
Marketing audit pricing depends on scope. We provide a fixed-price audit proposal after an initial 30-minute consultation where we understand your business size, current marketing activity, and specific objectives.
-
A marketing consultant typically delivers recommendations and steps back. A Fractional CMO is an embedded senior marketing leader accountable for the execution of those recommendations alongside you. They attend leadership meetings, manage marketing vendors and internal team, own the marketing calendar and budget, and are measured on the same growth metrics as your other senior leaders.
-
A traditional SEO audit assesses your rankings in Google's standard search results. An AI visibility audit tests how your business appears — or fails to appear — in responses generated by ChatGPT, Gemini, Perplexity, and Copilot. A business can rank on page one of Google and be completely invisible in AI-generated recommendations. Our AI visibility audit is the only way to know which situation you are in.
-
We work most extensively with HubSpot and Salesforce, and have experience with Zoho CRM, Pipedrive, ActiveCampaign, and several industry-specific platforms. If you are not currently using a CRM, we will recommend the platform most appropriate for your business size, sales process, and integration requirements.
-
Yes. Fractional CMO and consulting engagements work well alongside existing marketing staff. In many cases, an internal coordinator becomes significantly more effective with senior strategic direction and a clear operational framework. We position ourselves as the strategic layer that enables your internal team to execute better.
-
We consult for businesses across hospitality and tourism, healthcare and professional services, construction and home services, retail and e-commerce, nonprofits, and financial services. Our regional focus on Cape Cod, Plymouth County, and Bristol County means we have specific experience with the seasonal and market dynamics of Southeastern Massachusetts businesses.
Ready to Unlock Your Growth?
Start with a marketing audit. Fixed-price. No commitment to an ongoing engagement required. We will tell you exactly where you stand and exactly what it would take to fix it.