{"id":12055,"date":"2026-10-06T19:59:39","date_gmt":"2026-10-06T19:59:39","guid":{"rendered":"https:\/\/rudlyn.com\/?post_type=case-studies&#038;p=12055"},"modified":"2026-10-14T07:57:28","modified_gmt":"2026-10-14T07:57:28","slug":"marketing-automation-without-hiring-cycle","status":"publish","type":"case-studies","link":"https:\/\/rudlyn.com\/sa\/case-study\/marketing-automation-without-hiring-cycle\/","title":{"rendered":"Standing Up Marketing Automation Without a 6-Month Hiring Cycle"},"content":{"rendered":"<div class=\"rudlyn-disclaimer-callout\">\n<p><em><strong>Transparent with you:<\/strong> This is an illustrative case study. The company is a composite based on situations that are common in B2B marketing teams, not a specific Rudlyn client. We&#8217;ll publish real client stories here as they become available.<\/em><\/p>\n<\/div>\n<h2>Case study at a glance<\/h2>\n<div class=\"rudlyn-table-wrap\">\n<table class=\"rudlyn-table\">\n<thead>\n<tr>\n<th scope=\"col\">Field<\/th>\n<th scope=\"col\">Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Company<\/strong><\/td>\n<td>B2B SaaS, around 250 employees, headquartered in Sydney, selling across Australia, New Zealand and Southeast Asia<\/td>\n<\/tr>\n<tr>\n<td><strong>Platform<\/strong><\/td>\n<td>HubSpot Marketing Hub Enterprise, connected to Salesforce<\/td>\n<\/tr>\n<tr>\n<td><strong>The problem<\/strong><\/td>\n<td>Their only marketing operations manager left, and the platform went unmanaged for months<\/td>\n<\/tr>\n<tr>\n<td><strong>What they did<\/strong><\/td>\n<td>Brought in a dedicated Rudlyn marketing automation specialist instead of waiting on a long hiring search<\/td>\n<\/tr>\n<tr>\n<td><strong>Time to start<\/strong><\/td>\n<td>About five weeks from first call to the specialist working in their HubSpot account, within Rudlyn&#8217;s standard 4\u20136 weeks<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2>The challenge: a HubSpot account with no owner<\/h2>\n<p>For three years, one person ran this company&#8217;s HubSpot account. She had built most of it herself: the nurture journeys, the lead scoring model, the integration with Salesforce, and a set of weekly reports the CMO relied on. When she left for a bigger role elsewhere, she gave four weeks&#8217; notice and spent most of it trying to document what she&#8217;d built.<\/p>\n<p>The documentation helped, but only so far. Within a month, small things started going wrong. A form field changed on the website and quietly broke the routing rule for demo requests. Two journeys kept running with content that referenced a product tier the company had since retired. Nobody touched lead scoring, so it slowly drifted away from what sales actually considered a good lead.<\/p>\n<p>None of this showed up as a single obvious failure. Emails still went out and the dashboards still loaded. But by the end of the quarter, the sales team had stopped trusting MQLs, and the head of demand gen was spending her evenings in HubSpot trying to keep things running alongside her actual job.<\/p>\n<h2>Why hiring a marketing automation specialist took too long<\/h2>\n<p>The obvious answer was to hire a replacement, and they did start there. The role was posted the week she resigned. Five months later, it was still open. They had interviewed a handful of candidates. Two strong ones accepted competing offers, and others knew marketing automation in general but had never worked in HubSpot at enterprise level or with a Salesforce integration as involved as theirs.<\/p>\n<p>In the meantime, they brought in a HubSpot agency for urgent fixes. That kept the worst problems from getting worse, but it worked through tickets. Each request needed a brief, a quote and a turnaround time, and the agency team changed from one request to the next, so context was constantly being rebuilt. Nobody was looking at the account as a whole, and nothing new was being built.<\/p>\n<h2>The solution: a dedicated marketing automation specialist<\/h2>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-12049\" style=\"border-radius: 12px;\" src=\"https:\/\/rudlyn.com\/wp-content\/uploads\/2026\/10\/rudlyn-case-01-90-day-timeline-1.png\" alt=\"rudlyn case - 01 to 90 day timeline\" width=\"1600\" height=\"900\" \/><\/p>\n<p>The CMO&#8217;s question was simple: could they get someone who would work in their HubSpot account full-time, as part of the team, without starting another long recruitment search from scratch?<\/p>\n<h3>Weeks 1 to 5: shortlisting, interviews and onboarding<\/h3>\n<p>That&#8217;s the gap a dedicated specialist fills. Within the first two weeks, Rudlyn shared a shortlist of four pre-vetted candidates, each with a full assessment covering HubSpot, Salesforce integration work and a real-world scenario test. The head of demand gen interviewed three of them and chose a HubSpot-certified specialist who had handled a similar Salesforce sync before. The final decision was hers.<\/p>\n<p>The specialist was employed and managed by Rudlyn in India, but worked only on this company&#8217;s account, joined their Slack and stand-ups, and took direction from the head of demand gen. Rudlyn took care of the contract, equipment, background checks and payroll. From the first call to the specialist logging into HubSpot took about five weeks, and they started on a structured 30-60-90 day onboarding plan.<\/p>\n<h3>Days 1 to 30: auditing the HubSpot account<\/h3>\n<p>The specialist started with an audit rather than a rebuild. Over the first two weeks they mapped every active workflow, list and integration, and noted what each one was meant to do and whether it was still doing it. The broken demo-request routing was found and fixed in the first week. So were the two journeys still promoting the retired product tier.<\/p>\n<p>The audit also turned up things nobody had asked about. Around 12,000 contacts had no consent status recorded, a leftover from an old import. A third of the active workflows hadn&#8217;t enrolled anyone in more than six months. These went on a list, sorted by risk, and the head of demand gen decided the order.<\/p>\n<h3>Days 30 to 90: rebuilding lead scoring, data and journeys<\/h3>\n<p>With the account stable, the work shifted to the things the company actually needed. Three changes made the biggest difference:<\/p>\n<ul>\n<li><strong>Lead scoring, rebuilt with sales in the room.<\/strong> Rather than adjusting the old model alone, the specialist ran two sessions with sales leads, looked at which closed-won deals had come from marketing, and rebuilt scoring around the behaviour those deals had in common. The MQL threshold changed, and so did what triggered an alert to a rep.<\/li>\n<li><strong>Database clean-up.<\/strong> The contacts with missing consent were either re-permissioned through a short campaign or suppressed. Duplicates were merged, and a few key fields were standardised so segments stopped drifting.<\/li>\n<li><strong>New journeys, built and tested properly.<\/strong> A webinar follow-up journey and a re-engagement program for stalled opportunities went live, each with a written test plan and a sign-off from the content owner before launch.<\/li>\n<\/ul>\n<h2>The results after 90 days<\/h2>\n<p>Three months in, the account looked very different. Every active workflow had an owner and a purpose, and the ones that didn&#8217;t were switched off. Sales reps had started following up on MQL alerts again, because the leads behind them looked like the deals they&#8217;d actually closed. The head of demand gen got her evenings back. For the first time since the old manager left, the team launched new programs instead of only patching old ones.<\/p>\n<p>The company also stopped the agency retainer for day-to-day fixes and kept the agency only for a planned website migration, which was a better use of what the agency was good at.<\/p>\n<h2>Key takeaways: what made the difference<\/h2>\n<p>HubSpot had everything this company needed from the start. What it lacked for most of that year was someone whose whole job was the account.<\/p>\n<p>A few things mattered more than anything technical. The specialist started with an audit instead of assumptions. They worked inside the team&#8217;s own tools and meetings, so context built up instead of resetting with every ticket. And because the role was dedicated rather than shared, the small daily checks that catch problems early actually happened every day.<\/p>\n<h2>Is your marketing automation platform in the same place?<\/h2>\n<p>If your marketing automation has been running without a clear owner, or your hiring search has dragged on longer than planned, a dedicated specialist may be the faster route. <a href=\"https:\/\/rudlyn.com\/dedicated-team-model\/\">See how Rudlyn&#8217;s dedicated team model works<\/a>, or <a href=\"https:\/\/rudlyn.com\/schedule-consultation\/\">book a consultation<\/a> and we&#8217;ll talk through your setup.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Transparent with you: This is an illustrative case study. The company is a composite based on situations that are common in B2B marketing teams, not a specific Rudlyn client. We&#8217;ll publish real client stories here as they become available. Case study at a glance Field Value Company B2B SaaS, around 250 employees, headquartered in Sydney, [&hellip;]<\/p>\n","protected":false},"featured_media":12052,"template":"","class_list":["post-12055","case-studies","type-case-studies","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Standing Up Marketing Automation Without a 6-Month Hiring Cycle - Rudlyn<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rudlyn.com\/sa\/case-study\/marketing-automation-without-hiring-cycle\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Standing Up Marketing Automation Without a 6-Month Hiring Cycle - Rudlyn\" \/>\n<meta property=\"og:description\" content=\"Transparent with you: This is an illustrative case study. 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