RevOps support for agencies
Your clients need the work done. Your team needs the capacity.
Flexible, senior RevOps and marketing operations support for agencies that need an experienced operator without another permanent hire.
I plug into your team, get up to speed quickly and take ownership of the delivery — whether you need ongoing support, specialist platform expertise or temporary cover.
Supporting agency teams across HubSpot, Salesforce, Marketo and Pardot.
The problem
The work is there. The right person isn’t.
You have won the client. The scope has grown. Someone is going on leave. Or the delivery team is already stretched across too many accounts.
Recruiting a permanent RevOps specialist takes time, and another full-time salary does not always make commercial sense.
But the client work still needs to move.
I provide experienced, flexible delivery capacity that fits around the team you already have — without months of recruitment, a lengthy onboarding process or handing the work to someone who needs constant supervision.
When I help
RevOps support when your agency needs it
Your delivery team is at capacity
I step in to clear the backlog, take ownership of defined workstreams or support delivery across several accounts.
You cannot justify another full-time hire
Bring in senior capability for a few days a month, several days a week or for a defined period — without carrying permanent headcount.
You need temporary cover
Keep client delivery moving during holidays, parental leave, recruitment gaps or unexpected absences.
A client needs specialist expertise
Add deeper experience in HubSpot, Salesforce, Marketo, Pardot or the processes connecting them.
You have won work beyond your current capacity
Say yes to the right client or project without immediately adding another permanent role.
What you can hand over
From extra delivery support to complete account ownership
Some agencies bring me in to support an existing delivery lead. Others give me responsibility for the day-to-day operation of an account. Both work.
Client account ownership
Day-to-day delivery, client communication, task management and keeping work moving without someone internally overseeing every detail.
Campaign and platform delivery
Campaign builds, automation, segmentation, workflows, nurture programmes, lead management, reporting and ongoing platform administration.
RevOps projects
CRM and marketing automation audits, process design, lifecycle management, scoring, routing, data clean-up, system optimisation and implementation.
Overflow and backlog support
The important work that keeps getting pushed back because the permanent team is focused on urgent client requests.
Holiday and transition cover
Reliable continuity when a team member is away, leaving the business or has not yet been replaced.
How I fit in
I work inside your agency, not around it.
I have worked both in-house and agency-side, so I understand the reality of agency delivery: changing client priorities, incomplete briefs, tight deadlines and the need to solve problems without creating more work for the account team.
I can join your existing ways of working, collaborate directly with your team and, where appropriate, work with the client as part of the delivery team.
You keep the client relationship. I help you deliver the work.
Why it works
Senior support without the usual ramp-up
Productive quickly
Fifteen years across marketing operations, CRM and RevTech means I do not need every process explained from first principles. I ask the right questions, find the context and start moving the work forward.
Hands-on, not advisory-only
I do not simply recommend what your agency should build. I work directly in the systems and deliver it.
Comfortable with clients
I can work quietly behind the scenes or join client calls, explain technical decisions and take responsibility for agreed workstreams.
Self-sufficient
You should not need to create a second management job to make external support worthwhile. I take ownership, communicate clearly and flag decisions or risks before they become problems.
Flexible capacity
Support can increase or reduce around client demand, team availability and active projects rather than being tied to another permanent role.
Broad platform experience
HubSpot, Salesforce, Marketo and Pardot are core platforms, supported by practical experience across the wider B2B marketing and sales technology stack.
How it works
No long onboarding. No rigid delivery model.
Tell me where the gap is
A particular client, a delivery backlog, platform expertise, holiday cover or ongoing capacity.
Agree the role
I can own a defined project, support an existing lead, cover recurring delivery or embed across several client accounts.
Start delivering
I join the relevant systems and communication channels, get the context I need and begin working through the priorities.
Flex as the workload changes
Increase support when demand grows, reduce it when pressure eases or hand work back once your permanent team is ready.
Platforms
Deep enough to solve the problem. Broad enough to see what connects to it.
HubSpot
Marketing Hub, Sales Hub, workflows, lifecycle architecture, lead scoring, reporting, data management and integrations.
Salesforce
CRM processes, campaign and lead management, reporting, data structures, platform alignment and operational improvements.
Marketo
Campaign operations, automation, nurture, scoring, programme architecture, data management and reporting.
Pardot / Marketing Cloud Account Engagement
Engagement Studio, automation rules, segmentation, scoring, campaign delivery, Salesforce alignment and operational support.
Also experienced with ZoomInfo, Lusha, TechTarget, BrightTALK, Zapier, GA4 and Adobe Analytics.
Proof
Proof, not promises
Agency-side experience with Velocity Partners, Agent3 and Pretzl, supporting teams across client delivery, campaign operations and complex RevOps work.
“I had the pleasure of working with Caz for close to two years. Not only did she provide our clients and team with top-notch support in marketing operations, but her keen attention to detail set her apart. Her recommendations were always thoughtfully presented and backed by comprehensive analysis.”
“Caroline is incredibly proactive in everything she does, often anticipating needs before they arise and consistently going above and beyond. Her knowledge and expertise in marketing automation platforms is exceptional, and she applies it in a way that delivers real, tangible value.”
“I worked with Caz on a handful of challenging projects and she was an absolute delight each time we partnered together. Caz is knowledgeable, communicative, kind, and always delivers high quality work on deadline.”
“She’s great at getting to the heart of marketing operations needs and finding ways to build out more efficient and effective solutions, from both a technical and user perspective.”
Who you work with
One experienced operator. No delivery hand-offs.
When you bring in Flewidity RevTech Solutions, the person you speak to is the person doing the work.
I have spent 15 years working across B2B marketing, marketing operations and revenue technology, including embedded roles inside agency teams and direct responsibility for complex client accounts.
That means I understand both sides of the job: delivering good technical work and making the agency look dependable while doing it.
Fit
A good fit when…
A good fit when…
- You need someone experienced enough to work independently.
- The work involves marketing operations, CRM, automation, campaign operations, data or reporting.
- You need practical delivery, not another layer of consultancy.
- The level of support may change from month to month.
- You care about protecting the quality of the client relationship.
Probably not a fit when…
- You need someone permanently available at a desk from 9 to 5.
- The role is mainly project coordination with no RevOps or technical delivery.
- You want to outsource the work but keep every decision and task tightly controlled internally.
FAQ
Questions agencies usually ask
Can you work directly with our clients?
Yes. I can work behind the scenes with your delivery team or join client communications as an embedded member of the agency team. We agree the role and boundaries before the engagement begins.
Do you offer white-label RevOps support?
Yes, where appropriate. I can deliver under your agency’s processes and ways of working while you retain ownership of the client relationship.
How much support can you provide?
Support can range from occasional project or holiday cover to several recurring days each week. The right arrangement depends on the workload, responsibilities and level of client involvement.
Can you take over an existing client account?
Yes. I can take responsibility for defined RevOps or marketing operations workstreams and, where needed, manage regular client communication and delivery.
Which platforms do you support?
My core platforms are HubSpot, Salesforce, Marketo and Pardot, alongside the wider tools commonly used across B2B marketing, sales and campaign operations.
Do we need to provide a detailed brief?
Not necessarily. A clear outcome, access to the relevant people and systems, and enough background to understand the client are usually sufficient to get started. I can turn a broader problem or backlog into an actionable delivery plan.
Is this a recruitment service?
No. You work directly with me as an experienced independent consultant. There are no junior hand-offs or candidate placements.
Add delivery capacity without adding another permanent role
Whether you need a few days of specialist help, ongoing support across client accounts or someone to temporarily take ownership of an entire workstream, let’s talk about the gap you need to fill.
No pitch deck. No complicated sales process. Just a straightforward conversation about the work, the capacity you need and whether I am the right person to support it.
Talk about agency support
Tell me about the gap you need to fill
Tell me about the platforms involved, the type of client work and roughly how much capacity you are looking for.