Marketing operations
Audit your marketing flow — tools, owners, data, approvals, and handoffs — then automate one quick win and map the next improvements.
About
Automation that works with what you already have.
imivs consulting delivers operations and automation for clients across marketing operations, social media, and analytics — scoped as focused projects with a defined deliverable, not open-ended retainers.
The background is marketing and business data analytics: CRM and lead follow-up, reporting and dashboards, social media workflows, and connecting systems that aren't working well together — tools like Salesforce, Tableau, Power BI, HubSpot, Slack, and Make.
Why this exists
Most businesses are manually following up with leads, rebuilding the same reports, pulling data into spreadsheets, or running a process that makes them think, "there has to be an easier way to do this." Usually, there is.
Automation doesn't have to mean buying a bunch of new software. The starting point is the tools a business already has — find what's taking too much manual work, and find the simplest way to make it easier.
Even if something shouldn't be fully automated, there's usually a way to simplify it. Automation should support the personal side of a business, not replace it.
The practice is deliberately small. The person who scopes the work is the person who does it.
How we work
Clear scopes
Every engagement has a written scope, a timeline, and a defined deliverable before work starts.
Resourceful over expensive
We start with the software you already pay for and automate the simplest way possible — new tools only when they earn it.
Documented handoff
Whatever gets built is documented and handed over, so the business owns it rather than renting it.
Personal stays personal
Automation handles the repetitive parts so the team has more time for the human parts — never the other way around.
Where to start
Three automation-first ways to begin
Each starting offer scopes a manual marketing process, automates the simplest version, and hands it back with documentation.
Social media management
One campaign built as a repeatable workflow: message map, content, and a documented publishing and follow-up system.
Analytics
One core dashboard that pulls from your existing sources, updates automatically, and includes a monthly guide for what to continue, change, or stop.
Want to see if we're a fit?
Share what needs to work better and get a clear next step within one business day.