hubspot.com/partners

If you're specifically looking for consultants who help **marketing agencies** build scalable operations, automate delivery, implement AI, and improve profitability—not general management consultants—the field is surprisingly small. Here are some of the strongest options, grouped by specialty. ### 1. Agency operations & systems (best for scaling an agency) - **Karl Sakas** — One of the best-known consultants focused exclusively on digital and creative agencies. Strong in operations, capacity planning, pricing, team management, SOPs, and profitability. - **Marcel Petitpas** — Specializes in agency financial operations, utilization, forecasting, and delivery systems. Particularly good for agencies growing from roughly 10–100 employees. - **David C. Baker** — A long-time advisor to creative agencies, especially around positioning, operations, leadership, and scaling. ### 2. Automation & AI implementation If your goal is replacing manual work with AI and automations: - **Layla Pomper** — Known for operational automation using tools like Airtable, Zapier, Make, and AI. - Boutique firms specializing in **n8n**, **Make**, **Zapier**, **HubSpot**, and AI workflow implementation can often outperform traditional consultants because they build the systems themselves rather than just advising. ### 3. RevOps & CRM experts For agencies that want better lead management, client onboarding, reporting, and sales automation: - **[HubSpot Solutions Partners](https://www.hubspot.com/partners)** - **[Salesforce Consulting Partners](https://www.salesforce.com/partners/consulting-partners/)** The best partners usually combine CRM implementation with process redesign rather than treating the CRM as the solution. ### 4. EOS / operational leadership If your agency has 15–100+ employees and leadership alignment is the biggest issue: - Certified EOS Worldwide Implementers - Fractional COOs with agency experience These are often valuable once your challenge is leadership and accountability rather than technical automation. ### 5. AI-first operations consultants (emerging) A newer category is consultants who redesign agency workflows around AI: - Proposal generation - Client onboarding - Internal knowledge bases - AI SOPs - Reporting automation - Meeting assistants - Client communication workflows - Delivery automation Many are small boutique firms rather than famous consultants, but they can produce significant efficiency gains if they combine process design with implementation. Community discussions also point to increasing demand for specialists in Make, n8n, voice AI, and CRM automation working behind the scenes for agencies. [www.reddit.com](https://www.reddit.com/r/MarketingAutomation/comments/1nspsoa?utm_source=chatgpt.com) ## If I were hiring today I'd prioritize someone who can do all of the following: - Map every agency process from lead to renewal. - Remove bottlenecks before adding automation. - Build workflows (rather than just recommend tools). - Understand agency financial metrics like utilization, gross margin, and effective hourly rate. - Use AI as part of a broader operational strategy rather than bolting it onto inefficient processes. ## Larger consulting firms If you're running a very large agency (100+ employees or enterprise clients), firms with dedicated marketing operations practices include **Accenture**, **Deloitte**, and **EY**, though these are generally more expensive and better suited to enterprise transformation than independent agencies. [www.wsj.com](https://www.wsj.com/articles/ey-joins-consultants-race-for-marketing-dollars-with-new-unit-b1a79544?utm_source=chatgpt.com) If you can share your agency's approximate size (e.g., 5 people, 20 people, or 100+), annual revenue, and whether your biggest challenge is **operations, AI automation, delivery, or client acquisition**, I can narrow this to the 5–10 consultants that are the best fit for your stage. [HubSpot Solutions Partners](https://www.hubspot.com/partners) [Salesforce Consulting Partners](https://www.salesforce.com/partners/consulting-partners/) Karl Sakas Marcel Petitpas David C. Baker Layla Pomper EOS Worldwide Accenture Deloitte