Growth
AI Marketing Analytics for HubSpot
Answers marketing performance questions across your analytics and ad platforms, connected natively to HubSpot so it reads marketing emails, campaigns, forms, contacts…
Growth
AI Marketing Operations
Broken UTMs, duplicate contacts and drifting list hygiene get found and fixed inside the approval rules you set.
Messy marketing data costs more than it looks: broken UTMs hide which campaigns work, duplicate contacts get emailed twice and reports stop adding up. This build audits your connected systems against your own naming rules and playbook, fixes what you approve it to fix, and sends everything else to the person you name. A regular health check catches new problems early.
- Broken UTMs caught on every campaign link
- Duplicate contacts and list drift fixed within your rules
- A recurring health check that flags new problems early
$4,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Marketing Operations audits your connected marketing systems against your own naming rules and playbook, finds broken UTMs, duplicate contacts and drifting data, and fixes what it's approved to fix automatically. Everything else routes to the person you name. A recurring health check flags new drift early.
Why businesses buy it
Clean data is the foundation every marketing report stands on, yet nobody has time to keep it clean. Small errors pile up until attribution breaks, emails go to the wrong lists and the team stops trusting its own numbers. This build keeps systems tidy every day, under rules you control, so problems are fixed while they are small. The scope lists the connected systems, workflows and approval rules before you order, so you know exactly what it fixes on its own and what it hands to a person.
Problems this solves
Broken UTMs make campaign reporting impossible to trust
It audits your connected marketing systems against your naming rules and finds broken UTMs. Fixes you have approved it to make are applied automatically, so reports start from cleaner data.
Duplicate contacts inflate lists and annoy customers
Duplicate contacts are found during each audit across up to two systems with read and write access. Approved merges run automatically, and anything else goes to the person you name.
Data drifts from your naming rules until reporting breaks
A recurring health check compares your systems with your own playbook and flags new drift early. Small problems are caught before they pile up into a clean-up project.
Every fix waits for the one person who knows the systems
Up to six workflows run under your approval rules. Routine fixes happen on their own, while judgment calls route to the named owner with the details attached.
A good fit if
Your marketing systems, such as HubSpot or Mailchimp, have drifted from your naming conventions and nobody has time to clean it up.
You keep finding duplicate contacts, broken UTMs or mismatched list names when you go looking for something else.
You already have a rules-based playbook, or can write one, for what should be fixed automatically versus reviewed by a person.
You want reporting rebuilt on clean data going forward, not a one-time cleanup that drifts again in a month.
Not the right fit if
Your main need is new campaign content or creative, not systems hygiene. See AI Review Marketing or AI Demand Generation, for content-led builds.
You want performance reporting more than operational cleanup. See AI Marketing Analytics, which reports on the numbers rather than fixing the systems behind them.
You're launching a full coordinated campaign and operations cleanup is secondary to that. See AI Demand Generation, which handles both content and connected systems together.
You need more than two connected systems with write access or more than six workflows. Add a note at checkout for a Change Quote, or use our Custom AI enquiry form.
How it works
- Your systems are audited against your own rules. Up to two connected systems, such as HubSpot and Mailchimp, checked against the naming conventions and playbook you provide.
- Inconsistencies are found and queued for a fix. Broken UTMs, duplicate contacts, mismatched list names, fields that drifted from your standard, surfaced by type and by system.
- Routine fixes run inside your approval rules. Standardizing a UTM format or merging an obvious duplicate happens automatically where you've approved it; anything judgment-based routes to the person you name as approver.
- Every fix is checked against ten real sample records first. So you can see exactly what changes before the workflows go live.
- Reporting is rebuilt on the cleaned data. So dashboards and exports reflect consistent naming and deduplicated records going forward, not the mess underneath them.
- A recurring health check keeps things clean. Delivered to the channel you choose, flagging any new drift before it spreads across the system again.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the systems it should audit and fix, sandbox or test records if you have them.
- Your own rules and playbook for what gets fixed automatically versus what needs a person, such as approval limits.
- Ten real sample records or conversations showing the kind of drift you're already seeing.
- The approver named for any fix that needs a person's sign-off.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the finished playbook.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, playbook and approval rules agreed.
Weeks 1–2
Systems connected and the audit workflows built.
Week 3
Approval rules applied to the fix workflows.
Weeks 3–4
50 documented test scenarios run and reviewed with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, 30 days of support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,500 |
| Express | 15–25 working days | $5,300 |
| Rush | 10–20 working days | $6,100 |
What you receive at handover
- AI Marketing Operations configured with read and write access to your agreed marketing systems
- Workflow, prompt and guardrail configuration, including your naming rules, playbook and approval rules
- A recurring health check that flags new drift
- A test report covering the documented test scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can keep campaign data clean enough to trust
- Helps reduce duplicate emails to the same person
- Makes marketing ops less dependent on one person
- Duplicate contacts
- Run your CRM's duplicate report at launch and again each month after.
- Untagged or broken UTM traffic
- Check sessions with missing or malformed campaign tags in your analytics, before and after launch.
- Clean-up hours
- Ask the ops owner to log weekly data clean-up hours for a month either side of launch.
Before you start: Run duplicate and UTM reports before work starts, and note hours spent on data clean-up each week.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of whatever you already pay for your CRM or marketing platform.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need a third connected system, more than six workflows, or hygiene rules applied across more than one language, add a note at checkout for a written Change Quote. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the build current as your business changes. It covers monitoring, fixes, model and platform updates, a monthly health report and a monthly allowance of change hours for changes such as a revised naming rule or a new workflow. It starts after the post-launch support period, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A data-hygiene tool charges a monthly fee per connected system | An ops agency quotes a project fee after discovery | Ours is one fixed price, shown on this page before you buy |
| Scope | A hygiene tool flags issues, you still fix them | An agency agrees scope during the project | Ours is written on the Scope Card, up to six workflows |
| Delivery | A hygiene tool connects in a day but needs rules configured | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Fixes | A hygiene tool reports problems for someone else to fix | An agency build depends on what was agreed | Ours fixes what you approve, automatically, inside your rules |
Questions about this product
Does AI Marketing Operations fix everything automatically?
No. Only fixes you've approved in advance, such as standardizing a UTM format or merging an obvious duplicate, run automatically. Anything that needs judgment, like which of two similar contacts is the real one, routes to the approver you name, with the reasoning attached.
What does AI Marketing Operations cost to run each month?
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your existing CRM or marketing platform plan. You pay these directly to each provider. Monthly maintenance is optional, and its price is shown on this page.
How fast can AI Marketing Operations go live?
Delivery follows the fixed timeline shown in the delivery panel, counted from a verified intake. Express and rush options are available for a fee. The clock starts once your systems access and playbook are confirmed, so sharing your naming rules early in intake is the best way to keep the schedule.
Which systems can it clean up?
Up to two connected systems with read and write access, most often your CRM and your email platform, such as HubSpot and Mailchimp. It reads and fixes records inside those two systems only; a third system is available as an add-on or through a Change Quote.
How does it know what counts as a duplicate or an error?
From the rules and playbook you provide during intake, checked against ten real sample records so the definitions match what you'd catch by eye. Before launch, 50 documented test scenarios confirm it applies those rules consistently across your actual data, not a generic standard.
Can I add more workflows or systems later?
Yes. Adjusting an existing workflow or naming rule fits inside the monthly change hours included with maintenance. A third connected system or more than six workflows is scoped and quoted separately as a Change Quote, and only starts once you accept it.
What if it flags something incorrectly?
You get two rounds of changes built into the build price, using the ten sample records and playbook it was checked against. After delivery you have five working days to flag anything that doesn't match the Scope Card, corrected as part of the original price.
Who has final say over what gets changed?
You do. Every automatic fix runs inside rules your team wrote and approved, and anything outside those rules waits for the named approver before it touches a record. Nothing in your CRM or marketing platform changes without a rule or a person behind it.
Stop finding broken UTMs by accident.
Order AI Marketing Operations and keep your marketing systems clean without a weekly cleanup day. Systems and approval rules are agreed in writing before you pay.
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