MarTech

The plumbing nobody sees.

Most marketing problems I’m called in for turn out to be data problems. Nobody knows which channel produced the pipeline, so everyone argues from anecdote. This is the part I fix first.

Surbhi Rawat at her desk
Tools

The stack I run

I pick the stack to fit the team, not the other way round — and leave it documented.

CRM & automation
  • Salesforce
  • Account Engagement
  • HubSpot
  • Zoho Marketing Suite
  • Mailchimp
  • Zapier
Prospecting
  • Apollo
  • LinkedIn Sales Navigator
Analytics & search
  • GA4
  • Search Console
  • Tag Manager
  • Semrush
  • Ahrefs
Creative & content
  • Figma
  • Adobe Suite
  • Canva
  • Premiere Pro
  • WordPress
AI stack

AI is in every step, not bolted on.

Research, first drafts, creative, and agents that qualify and route leads inside the CRM. A human signs off on every piece before it ships.

Research and writing
  • Claude
  • ChatGPT
  • Gemini
  • Perplexity
  • NotebookLM
Visuals and video
  • Midjourney
  • Canva Magic Studio
  • Adobe Firefly
Agents and automation
  • Agentforce
  • Zapier AI
  • Custom GPTs
The lifecycle

From form fill to forecast.

Capture

Forms, gated assets, webinar sign-ups — every entry point tagged at source.

Score

Behavioural and firmographic scoring, so sales sees the right ten, not all three hundred.

Nurture

Lifecycle stages with branching email, triggered by what someone actually did.

Route

Hand-off rules, SLAs and the alerts that stop a lead sitting for a week.

Report

Dashboards that attribute pipeline to channel, without anyone exporting a CSV.

Each stage is instrumented, so when someone asks “where did that deal come from”, the answer is in a dashboard rather than in someone’s memory.

Deliverables

What I build

See it in a case study →

Automation workflows

Triggered sequences that run without anyone remembering to send them.

Lead scoring

A model your sales team trusts, tuned on what actually closed.

Lifecycle stages

One definition of MQL that marketing and sales have both signed.

Reporting dashboards

Channel-level attribution, refreshed automatically.

AI-driven agents

Agents handling qualification and routing inside the CRM.

Tracking & events

Conversion tracking that ties a signup back to the post that caused it.

Want to know what your stack is actually telling you?

I’ll audit what you’ve got and show you where attribution breaks. Usually it’s in two places.

Book an audit