Partnership with×RevOps Global
12-Month Partnership Proposal

A 12-month Marketo and
RevOps maturity partnership.

Prepared for Radisys Marketing Operations · Prepared by RevOps Global · 2026-05-19

A full year of partnership that takes Marketo from sender to revenue system. Audit, hygiene, scoring, lifecycle, attribution, and leadership reporting, sequenced against Radisys's stated priorities and gated quarterly.

12mo
Engagement window
600hrs
Annual capacity
$8,250/mo
Monthly retainer
4
Gated quarters
$165/hr
Blended rate
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What this proposal does

From Phase 1 audit to a full 12-month partnership.

This rebuilds the engagement from a Phase 1 audit into a full 12-month partnership. Phase 1, as scoped on 2026-05-19, becomes the first 30 days of Q1. Phase 2 and Phase 3 collapse into Q1 as well, since the 30 / 60 / 90 work covers what's strictly necessary to make the rest of the year possible.

Quarters 2 through 4 take the 504 hours currently sitting in the Deferred column of the Radisys 30/60/90 plan and sequence them against Radisys's stated priorities and the business outcomes Marketo can produce once the foundation is in place.

Phase 1 draft remains operational scope for Days 1-30. The 2026-05-19 Phase 1 proposal draft continues to govern day-to-day execution for the first month. This document supersedes it as the contracting frame.

Why now

Three structural shifts make
the 12-month commitment land now.

After six years of Marketo running under-resourced, the conditions that held the prior cadence in place have closed. The window to convert Marketo from a sender into a revenue-generation system is open.

01

Internal ownership in place

Radisys now has an executive-backed marketing operations owner with a clear mandate to fix Marketo. The accountability gap that defined the past six years has closed.

02

Underutilization is the constraint

The prior cadence of ~5 hours per month kept the instance on life support. The work required to make Marketo a revenue-generation system, not just a sender, is multiples larger than that cadence allowed.

03

The strategic horizon is 12 months

The marketing roadmap, the reporting expectations from leadership, and a potential rebrand cycle all sit on a 12-month arc. This proposal matches the same horizon Radisys is already planning against.

The engagement scales from the prior ~5 hours / month to ~50 hours / month. Dedicated senior RevOps capacity, sequenced against the work Marketo needs to produce real pipeline.

Stated priorities for Year 1

Four strategic priorities, in the order Radisys set.

The 12-month arc honors these priorities. Day-by-day execution within Q1 is sequenced by dependency and deliverability risk, not strict priority order, so the Priority 1 templates ship safely on Day 21.

Templates
Email and landing page, security-compliant, modular
Priority 1
Segmentation and tagging
The foundation for scoring, lifecycle, and reporting
Priority 2
Database hygiene
Audit, suppression, enrichment against existing ZoomInfo credits
Priority 3
Reporting and attribution
Pipeline influence reporting for leadership and the board
Priority 4
Quick wins, Days 1-30

Visible value, in the first 30 days.

Five deliverables ship in the first 30 days. Sequenced by dependency and deliverability risk, not strategic priority order: suppression has to land before templates so new sends don't hit a poisoned database, and templates wait on Adobe admin access. The earlier days unblock Priority 1.

Day7

Campaign Naming Convention Guide

Every new campaign from Day 7 is reportable. Stops the legacy mess from growing.

Day14

Suppression list live in Marketo

6,693 dead contacts stop receiving sends. Deliverability protection from week 2.

Day21

First email template, modular and compliant

Radisys's stated #1 priority shipping inside the first three weeks. New content can ship the day it lands.

Day28

Global form library with UTM capture

Every form fill from Day 28 has clean source data, ending the attribution gap.

Day30

Compliance Audit Report delivered

Hard numbers on legal exposure, ready for the executive team conversation.

These are early signals of value, not the foundation itself. The audits and operational rebuild work continue underneath through Day 90, producing the platform Q2 depends on.

The quarterly arc

Four quarters, one trajectory.

Each quarter builds on the last. Foundation gives way to execution, execution gives way to scale, scale gives way to optimization and leadership reporting.

Q1 · Days 1-90

Foundation

Audits, hygiene, templates, segmentation, compliance

The platform Marketo should have been. A clean, compliant, governed instance with templates live, segmentation working, and source attribution flowing.

~220h
Effort
$36,300
Quarter
Q2 · Days 91-180

Execution Layer

Scoring, lifecycle, source attribution, dashboard groundwork

Marketo running as a revenue system. Scoring produces real MQLs, lifecycle flows route them, and the first leadership-facing ROI report ships.

~170h
Effort
$28,050
Quarter
Q3 · Days 181-270

Scale

ABM, nurture, multi-touch attribution, target list

Marketo plus Salesforce running ABM at modest scale. Buying group surfaced, target list mirrored, nurture in market, attribution model live.

~150h
Effort
$24,750
Quarter
Q4 · Days 271-365

Optimization

Leadership dashboards, lifecycle maturity, preference centre

A measurable, maintainable revenue engine with leadership-grade reporting. Year 2 conversation starts from a position of strength.

~100h
Effort
$16,500
Quarter

Year-1 planned scope is ~640 hours, ~$105,600. The retainer is structured against 600 hours / year ($99,000) with a 40-hour ($6,600) buffer line that absorbs the planned overage and cross-quarter shifts. Monthly billing keeps cash predictable; quarterly envelopes keep work properly sequenced.

Sample outputs

What the year actually produces.

Representative mockups from analogous RevOps Global engagements. Final outputs ship in Radisys brand, against Radisys data, in your Marketo and Salesforce instances.

email-template-framework.html
Hero image
Request a demo
Header Hero Body CTA Footer
Q1 · Email Template Framework

Modular, security-compliant, Marketo-native.

Header, hero, body, CTA, and regional footer blocks compose any Radisys email. Drag-in modules, no HTML edits required.

database-hygiene-report.xlsx
Segment Count Action
Hard bounces (180d) 4,892 Suppress
Role-based addresses 1,203 Suppress
Unsubscribed 598 Suppress
Never engaged (>2y) 12,440 Review
Active subscribers 64,887 Keep
84,020
Total records
6,693
To suppress
8.0%
Hygiene gap
Q1 · Database Hygiene Report

The 6,693 dead contacts, named.

Every record sorted into suppress, review, or keep. Reason codes, counts, and one-click actions. Deliverability protection starts week 2.

compliance-audit-q1.pdf
Subscriber consent
47%
coverage with timestamps
Double opt-in
0%
not implemented
Unsubscribe link
92%
in all sends
EU residency tagging
31%
of EU contacts
Q1 · Compliance Audit Report

Legal exposure, quantified.

Consent coverage, opt-in status, and EU residency gaps as hard numbers. The document that drives the executive conversation with legal.

lifecycle-model-v1.fig
Unknown
Engaged
MQL
SQL
7
Stages
14d
Avg velocity
9%
MQL conv
Q2 · Lifecycle Model Design

From band-aid to full lifecycle.

Every stage transition is defined, instrumented, and recoverable. Wait, exit, and re-entry logic replaces six years of drift.

campaign-roi-q2.xlsx
Campaign MQLs Pipeline ROI
5G RAN Webinar 142 $1.2M 8.4x
Open Telecom Brief 89 $680K 4.7x
MWC Booth Follow-up 54 $310K 2.1x
Q1 Newsletter Refresh 23 $45K 0.6x
Q2 · Campaign ROI Report

The first leadership-grade pipeline number.

Every campaign tied to SF opportunity, source taxonomy intact, ROI computed end-to-end. The number the Radisys exec team has been waiting for.

scoring-model-v2.fig
Behavior ↑
Engaged
MQL
Cold
Warm
Demographic fit →
+2
Email open
+5
Form fill
+20
Demo request
Q2 · Scoring Model Matrix

Behavior × demographic fit.

Two-axis grid surfaces MQL-ready accounts. Behavior scoring weighted against ICP fit; rules + decay + validation against historical pipeline.

product-interest-framework.json
Open RAN Software
88
Broadband Access
72
MediaEngine
54
Mobile Network
41
Engagement Apps
23
5
Product lines
18%
Data gap, was 82%
3.4
Avg signals/lead
Q2 · Product Interest Framework

Per-product interest, scored and routed.

Each lead carries a product-interest score per Radisys line. Routes the right lead to the right specialist team. Closes the 82% data gap.

preference-centre.html
5G & RAN updates
Open telecom insights
Product announcements
Industry events
Partner program news
DailyWeeklyMonthlyQuarterly
Q2 · Email Preference Centre

Topic-level consent, frequency control.

Subscribers pick topics and cadence. Replaces all-or-nothing unsubscribes; rebuilds list health by retaining engaged contacts who just wanted less mail.

buying-group-radisys-corp.html
CMO
Decision maker
72
VP RevOps
Champion
91
Sr. Mgr
Influencer
63
CFO
Economic buyer
41
Q3 · Buying Group Analyzer

The full buying group, not just the lead.

Multi-stakeholder B2B is the Radisys reality. This surfaces decision makers, champions, influencers, and economic buyers per account.

nurture-v1-flow.png
Entry: New MQL
Send Email A · Day 0
Engaged within 7d?
Yes → Send Demo CTA
No → Send Email B · Day 14
Engaged within 7d?
No → Move to re-engagement
Q3 · Nurture Program V1

Branching, behavior-driven, segmented.

Decision-tree nurture replaces blast email. Each branch is observable; underperforming paths get tuned at the quarterly review.

multi-touch-attribution.html
UTM Source
Paid Search34%
Organic28%
Referral19%
Direct12%
Events7%
Touch Credit
First touch40%
Middle20%
Last touch40%
Pipeline $
Q3 sourced$2.4M
Influenced$5.8M
Closed-won$840K
Q3 · Multi-touch Attribution

Beyond first-touch, beyond last-touch.

Every channel weighted across the full buyer journey. Replaces single-touch models that under-credit nurture and over-credit demo requests.

target-accounts-FY26.csv
Tier 1 · Strategic
Named accounts, full ABM, multi-stakeholder
42
Accts
$28M
Target
Tier 2 · Growth
Programmatic ABM, scaled nurture, sales play
186
Accts
$42M
Target
Tier 3 · Coverage
Marketing-led, inbound + retargeting
820
Accts
$58M
Target
Q3 · Target Account List

1,048 accounts, three tiers, one strategy.

SF-side target list mirrors the Marketo target list. Each tier has its own play, its own resourcing, and its own measurement.

lead-to-contact-flow.fig
Marketing
Lead created
Auto-scored on entry
SDR
Qualified
24h SLA
AE
Contact + SQL
Conversion logged
24h
SDR SLA
38%
L2C rate
6d
Lead-to-SQL
Q3 · Lead-to-Contact Conversion

The handoff, instrumented.

Standardizes the L2C flow so SDR and AE handoffs are clean. Every step has an SLA, every conversion is logged, every drop-off is visible at the gate review.

funnel-performance · FY26
Database
84K
+6.2%
MQLs / mo
312
+38%
Pipeline
$4.2M
+22%
Win rate
18%
-1.2pt
Database
84,210
Engaged
12,840
MQL
3,744
SQL
986
Opportunity
218
Q4 · Funnel Performance Dashboard

The executive view, monthly cadence.

Database to opportunity, top to bottom. Source-attributed, scored, lifecycle-driven, and refreshed on a schedule the board can plan around.

leadership-marketing-q4.html
Mkt-sourced
$1.8M
+44%
Mkt-influenced
$5.2M
+19%
Avg deal
$48K
+8%
SQO velocity
42d
-12d
Q4 · Leadership Performance

Monthly view for the board.

Sourced and influenced pipeline, deal velocity, and average deal size. The single page the CMO walks into a board meeting with.

marketing-influence-FY26.xlsx
$12M
Total pipeline
$1.8M
Mkt-sourced
$5.2M
Mkt-influenced
$5.0M
Sales-sourced
58%
Mkt-touched pipeline
15%
Pure mkt-sourced
3.2x
Influence multiplier
Q4 · Marketing Influence Report

Marketing's pipeline contribution, named.

The waterfall that proves the function, from pure mkt-sourced to influenced revenue. Closes the loop the executive team has been asking about.

pipeline-health-FY26.html
Prospecting
$3.4M Healthy
Qualification
$2.1M Healthy
Discovery
$1.6M Watch
Proposal
$980K Watch
Negotiation
$420K Stalled
Q4 · Pipeline Health Dashboard

Stage-by-stage, health-flagged.

Operational view for marketing operations and demand gen. Stalled stages surface before the QBR, not in the QBR. Filters by source, segment, and rep.

marketo-restructure-plan.md
Before
Legacy mess
2019 campaigns
Untitled program (2)
Copy of webinar
Test test test
Kate working folder
No naming convention
3,841 assets, untagged
8 yrs of drift
After
01 · Demand Gen
02 · ABM
03 · Nurture
04 · Lifecycle
05 · Operational
99 · Archive
Convention enforced
All assets tagged + owned
Restructured + governed
Q4 · Marketo Instance Restructure

From eight years of drift to governed structure.

Once a year of clean work has accrued, the instance gets restructured to match how it is actually used. Folder convention, owner tags, archive policy.

These are illustrative mockups, not screenshots from past Radisys work. Final deliverables ship in Radisys brand, against Radisys data, against the Marketo and Salesforce instances you already operate.

Q1 · Foundation

Days 1-90, the platform Marketo should have been.

The current 30/60/90 plan, executed as continuous work instead of a probation period. Phase 1 (Days 1-30, $13,200) is the first half; the second half rolls directly into Days 31-90 without a re-contracting break, because every deliverable in Q2+ depends on the data and structure built here.

~220h
Hours
$36,300
Investment
15
Deliverables
Days 1-30 · Current Phase 1 · 85h
Martech Stack & Integration Audit
D1-30
Campaign Naming Convention Guide
D1-30
Clean-Forward Marketo Operating Structure
D1-30
Database Hygiene Report
D1-30
ZoomInfo Enrichment Run (Radisys-owned)
D1-30
Suppression List
D1-30
Global Form Library with UTM Capture
D1-30
Regional Footer Snippets
D1-30
Marketo Landing Page Audit
D1-30
Compliance Audit Report
D1-30
Campaign Impact Case Study Template
D1-30
Templates frame · Days 1-60 · 42h · Stated #1 priority
Email Template Framework (Modular)
Ships as soon as Adobe admin access lands
22h
Landing Page Template Framework
Runs in parallel with the audits; existing Radisys wireframes are the unblocker
20h
Days 31-60 · 91h
Rebuilt GDPR / Opt-in Flow
D31-60
Preference Centre Capture Lite (Marketo-only)
D31-60
Segmentation Design Document + live Marketo Segments
D31-60
Marketing Target List + Segment Map
D31-60
Source Taxonomy + UTM Capture & Source Tracking Flow
D31-60
Priority Asset Tracking Starter (top 5 assets)
D31-60
ICP Definition & Firmographic Scoring Criteria
D31-60
Days 61-90 · 5h
Lifecycle Flow band-aid
Interim solution before the Q2 rebuild
5h
Q1 Deliverable

A clean, compliant, governed Marketo instance with templates live, segmentation working, source attribution flowing, and an ICP that supports the scoring work in Q2.

Q2 · Execution Layer

The data foundation lets us rebuild the systems that use the data.

Scoring, lifecycle, attribution and the first leadership-facing ROI number. Q1 made the data trustworthy. Q2 makes Marketo a revenue system on top of it.

~170h
Hours
$28,050
Investment
12
Deliverables
Rebuilt Behavior Scoring Model
Behavior is half the model; current scoring no longer reflects how Radisys buyers engage
20h
Rebuilt Demographic Scoring Model
Pairs with behavior to give a complete lead score
10h
Product Interest Framework
Closes the "82% missing product interest" data gap
14h
Rebuilt Lifecycle Flows in Marketo
Replaces the band-aid with a real lifecycle model
24h
Lifecycle Model Design Document
Captures the design before building; prevents the past six years of drift recurring
12h
Source Taxonomy + Salesforce Campaign Setup
Closes the loop from form fill to SF campaign to ROI
14h
Campaign ROI Report
First leadership-facing pipeline influence number
12h
Duplicate Record Cleanup in Salesforce
9,174 records were unsynced as of Phase 1; Q2 fixes the SF side
12h
Content Tracking Program Set
Picks up the PathFactory replacement work
19h
Re-engagement Campaign
First nurture program; uses Q1's clean database to wake dormant contacts
12h
Email Deliverability Monitoring Setup
Catches sender reputation issues before they affect deliverability
4h
Email Preference Centre Rebuild
Full version replaces the Q1 Lite
19h
Q2 Deliverable

Marketo running as a revenue system: scoring produces real MQLs, lifecycle flows route them, source attribution proves which channels work, and a first leadership-facing ROI report goes to the Radisys executive team.

Q3 · Scale

The system works; now we scale demand and pipeline.

ABM at modest scale, the first nurture program in market, multi-touch attribution, and a Salesforce-side target list that mirrors the Marketo target list. The data needed for Q4 leadership dashboards now flows.

~150h
Hours
$24,750
Investment
5
Deliverables
Buying Group Analyzer Setup
Multi-stakeholder B2B deals are the Radisys reality; this surfaces the buying group, not just the lead
55h
Lead-to-Contact Conversion
Standardizes the L2C flow so SDR / AE handoff is clean
45h
Nurture Program V1
First full nurture program, segmented per Q1 work
35h
Multi-touch Attribution Model in Salesforce
Goes beyond first-touch / last-touch; supports leadership pipeline influence reporting
34h
Target Account List Rebuild in Salesforce
ABM execution requires the SF-side list to mirror the Marketo target list
9h
Q3 Deliverable

Marketo + Salesforce running ABM at modest scale (buying group surfaced, target list mirrored), nurture in market, attribution model live. The data needed for the Q4 leadership dashboards is now flowing.

Q4 · Optimization

Year-1 wrap: leadership reporting maturity and the optimization tier.

Marketo plus Salesforce as a measurable, maintainable revenue engine with leadership-grade reporting. The Year 2 conversation starts from a position of strength.

~100h
Hours
$16,500
Investment
9
Deliverables
Funnel Performance Dashboard
The full-funnel view the executive team has been asking for
19h
Pipeline Health Dashboard
Operational view for marketing operations and demand gen
12h
Marketing Influence Report
Proves marketing's pipeline contribution
12h
Leadership Marketing Performance Dashboard
Executive view, monthly cadence
9h
Marketo Instance Restructure
Once a year of clean work has accrued, the instance gets restructured to match how it's now used
19h
Account-Level Engagement Score in Salesforce
Account-level view of engagement for the SDR / AE teams
25h
Opportunity Stage Entry/Exit Date Tracking
Sales-stage analytics; supports the Influence Report
14h
Person Status & Stage Tracking in Salesforce
Final piece of lifecycle visibility
19h
Stale Record Automation + Repeat MQL Process
Self-healing flows so the database doesn't decay back to 2026-04 state
18h
Q4 Deliverable

Marketo + Salesforce as a measurable, maintainable revenue engine with leadership-grade reporting. Year 2 conversation starts from a position of strength.

How quarters gate

A 60-minute review at the end of every quarter.

Radisys marketing operations and RevOps Global sit the review together. Three outcomes from each. Everything delivered to date is transferable: documentation, templates, scoring models, dashboards, audits.

Go

Approve the next quarter as scoped. Work continues without a re-contracting break.

Re-scope

Adjust the next quarter's priorities based on what the prior quarter surfaced.

Stop

Take everything delivered to date and run it internally or with another partner. All work-product is transferable.

Phase 1's gate (Day 30) and the Day-90 review both remain, even though the engagement is continuous. They become check-ins inside Q1, not contract-renewal moments.

What is out of scope for Year 1

Explicit boundaries, so nothing is ambiguous.

These are deliberately excluded from the Year-1 retainer. The Year-2 conversation starts at the Q4 review.

Salesforce administration beyond what is required for Marketo integration
New martech tool procurement decisions (we recommend; Radisys procures)
Website security fix (a Radisys IT priority this engagement does not own)
Rebrand execution (a possible Year-2 scope; not committed for Year 1)
Custom development on Marketo Engage Studio beyond template framework
Paid media buying, content production, and design beyond template composition
Pricing summary

$8,250 a month. 50 hours of senior RevOps capacity, every month.

A flat monthly retainer at $165 per hour, structured against 600 hours per year (~50 hours per month). Predictable cash flow, with a 40-hour cross-quarter buffer that absorbs the planned overage and any mid-year shift.

Quarterly envelope

How the 600 hours sequence across the year

$99,000
12 × $8,250 monthly · 600 hours annual
Q1, Foundation~220h · $36,300
Q2, Execution Layer~170h · $28,050
Q3, Scale~150h · $24,750
Q4, Optimization~100h · $16,500

Monthly billing keeps cash predictable; quarterly envelopes keep work properly sequenced. Each gate review can re-balance the next envelope without restarting the contract.

Next steps

Four moves to start the year.

From signature to kickoff, in five business days.

01

Executive sign-off on the 12-month proposal

Approval frames Year 1. The Phase 1 draft remains the operational scope for Days 1-30.

02

Marketo admin and Salesforce admin access provisioned

Phase 1 prerequisite, still pending Adobe custom-role resolution. Required to ship the Email Template Framework on time.

03

60-minute Year-1 kickoff with Radisys marketing operations and RevOps Global

Within 5 business days of approval. Aligns the team on Q1 sequencing, dependencies, and weekly cadence.

04

Day-30 review and Q1 gate review (Day 90) scheduled

Both held even though the engagement is continuous. They become check-ins inside Q1, not contract-renewal moments.

Questions or scope changes go to Greg at greg@revopsglobal.com. Source plan: Radisys Martech and RevOps Maturity Plan, 30/60/90 Day Plan V2. This document supersedes the 2026-05-19 Phase 1 proposal draft (now Q1 Days 1-30 scope).