# The Katalor Group - Full Site Content > Full page content for AI agents, concatenated into one document. Index of pages: https://www.katalorgroup.com/llms.txt Last updated: 2026-09-23 --- # Marketing Systems That Actually Work | The Katalor Group URL: https://www.katalorgroup.com/ AI-First MarTech # Marketing Systems That Actually Work Built by Operators. Designed to Run. You bought the tools. You hired the consultants. The deck looked great. The system underneath still doesn't run the way it should. We fix that, then we run it. Your marketing works and your customers notice the difference. The problem we fix ## The gap between the marketing strategy and the marketing system Sometimes the strategy is sound and the system underneath cannot deliver it to market. Sometimes the team is moving too fast to have a strategy at all. Either way, the work breaks in the same place: the marketing operational layer no one funds first. Data lives in a dozen systems, owned by different teams, formatted a different way in each one. Tools get bought before anyone maps what the work actually requires. You get a stack that looks modern and a team that still does the real work by hand. We start where the work breaks down, not where the slide deck ends. Who we serve ## Marketing built for mid-sized companies Most companies find us in one of these moments. Start with the one that sounds like you. ### You have no room left to think. The calendar is full, the team is heads-down, and the bigger decision you keep meaning to make slides to next quarter every quarter. You do not need another report to read. You need someone who has run this before to look at it cold, tell you what actually matters, and hand you a plan you can act quickly. See how we advise ### You have outgrown your workarounds. The system is held together with manual steps, exports, and the one person who remembers how it all connects. Maybe the stack has stopped keeping up. Maybe your commerce platform fights you on every product, price, and integration, and a rebuild feels too risky to try. We build the real thing. We did it for MyWhiteBoards with zero records lost and no dip in sales at launch. See how we build it ### You need more hands, and you need AI to actually deliver them. The work has outgrown the team. Everyone says AI is the answer, but no one on staff can tell you what is safe to put into it, and every time you try, it seems to make more work, not less. We run the system with you, put AI to work where it earns its place, and own the guardrails so you are not guessing. See how we run it Lighter path #### You are running a smaller business, mostly on your own. You are doing the marketing on top of everything else, and "use AI" is easier said than done. There is a lighter path to the same engineering, sized for a small team and priced to start. See small business ## Not sure where you stand on AI? Take the free 5-minute AI readiness self-check and get your band across six dimensions instantly - no login, no sales call. What we do ## One team. The whole marketing system. We advise, build, and run. Same team, all the way through, so nothing falls in the gap between the people who plan and the people who do. We embed ourselves in your work and love your customer just like you do. ### Advise We map what you actually need before anyone names a tool. The customer journey first, the requirements second, the tool last. ### Build We build it. Commerce platforms, MarTech integrations, data infrastructure, and revenue operations. Built to run your marketing for years, not to be replatformed every two. ### Run We operate what we build. Just like you, we're customer centric. Live, secured, and improving. The lights stay on, your team stops firefighting the system, and gets back to speaking with your customers. Why operators ## Built by operators, not performers We spent our careers inside the companies we now build for, running the MarTech, the data, and the operations. We know what launch day looks like from the inside. So we don't just consult. We embed, build, and stay on to run it. Good operational work is invisible when it is done right, and that is the point. From legacy to AI ## From the tools you have to the AI you need From ### The tools you have A stack, years of data, and a team that knows your customers. It works, but the distance to an AI-First system is wider than any demo admits. To ### The AI you need AI that earns its keep, one step that pays for itself at a time. Your team does more without adding headcount, and your customers feel it before they can name it. By the numbers 30+ years in MarTech leadership 50+ years combined experience 100+ MarTech tools mastered Announcement - June 2026Now live - New from Katalor Group ## Katalor Securityis now live. Managed cybersecurity joins the Katalor Group family. **Penetration testing, a 24x7 SOC, incident response and compliance**, delivered with our partner CyberGlobal. The team you trust for AI-First MarTech now secures the stack it builds. Seven services, one program 24x7 SOC coverage SOC 2 - ISO 27001 ready Now live EST. 2026 Katalor Securitysec.katalorgroup.com Built in, not bolted onSecurity across every engagement Delivered with CyberGlobal24x7 SOC and offensive security Compliance-readySOC 2, ISO 27001, GDPR Proof, not promises ## Proof, not promises We rebuilt a manufacturer's entire commerce platform. **Two people, no dip in traffic or sales at launch.** A replatform almost always costs you both. This one did not. Their buyers never felt the switch, except that designing and ordering got easier. 3,300+ products 442 search-ready pages 15+ integrations 2 person Katalor team 0 records lost See all our results In their words "We mapped the customer journey, found the friction, and rebuilt around it. The new platform makes our products easier to design and order, and gives our resellers and frequent buyers one place to manage their orders, addresses, and pricing." Christopher Klimavich, CEOOptiMA Inc. (MyWhiteBoards) ## Let's Build Marketing Your Customers Will Notice. A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. --- # MarTech Advise & Reviews | AI Readiness, Strategy, Fractional CMO URL: https://www.katalorgroup.com/advise/ # MarTech Strategy & Reviews for Mid-Sized Companies Know what to build before you build it. Most engagements start here. Before anyone names a tool or writes a line of code, we map the customer journey and the requirements it creates. The tool comes last. Built on 30+ years in MarTech leadership. Sometimes Advise is the whole engagement: a clear plan you can run yourself. Sometimes it is the first step toward a build. Reviews & Audits ## Ready to audit your stack? Start with a review. Fixed scope, fixed price, a real answer at the end. No retainer required. Trusted by manufacturers, commerce brands, and mid-sized SaaS companies. Entry review ### Free Evaluation A straight look at your stack and a clear answer on what to fix first. No deck, no obligation. See what's included Free AI readiness ### AI Readiness Audit A focused read on where AI actually fits your stack, what is ready, and what is not. You leave with a prioritized plan, not a tool list. Or take the free 5-min self-check $2,500 Security ### Security Pulse Check A four-week deep dive with penetration testing, a full web application test, and thirty days of monitored remediation. $4,500 AI Visibility #### Get cited by AI The external half of readiness: whether AI assistants name your company when a buyer asks who does what you do, why not, and what changes it. See AI Visibility Small business #### AI Readiness Audit for Small Business The same review, sized for a smaller team running its own marketing. Plain answers, a short list of what to do next, priced to start. See small business ### Compare Review Services What's Included Free Evaluation AI Readiness Audit Security Pulse Check Stack assessment AI readiness plan - - Penetration testing - - Executive summary Timeline 1-2 weeks 30 days 30 days Advisory ## Ongoing advisory When you want a steady hand rather than a one-time review. ### AI-Powered GTM Strategy Put AI to work across your go-to-market motion, with a plan your team can actually run. Learn more ### Data Strategy Get your data into one shape the whole business can use, so every tool downstream stops fighting it. Learn more ### Fractional CMO / Advisor Senior marketing leadership without the full-time hire, embedded at the cadence you need. Learn more ## We will tell you what to build, even when the honest answer is "less than you think." The aim is a plan that moves your customers, not your tool count. --- # Free Evaluation | The Katalor Group URL: https://www.katalorgroup.com/advise/free-evaluation/ # Free Evaluation Straight look at your stack, straight answer on what to fix first. No deck, no obligation. ## Why you need an evaluation You've spent on tools. You've hired consultants. The deck looked great. But underneath, the marketing system doesn't run the way it should. An evaluation is the first step: a cold look at what you have, where the friction lives, and what actually matters to fix. Most engagements start here. We tell you what to build, even when the honest answer is 'less than you think.' ## What we evaluate The evaluation covers your stack, team, process, and goals-the entire operating system. ### Your stack Every tool, integration, and data flow. Where is it working? Where is it fighting you? ### Your team How the marketing operations work day to day. What's manual that shouldn't be? What's bottlenecks? ### Your process How you actually work-strategy to execution. Where does it break down? Where's the gap between planning and doing? ### Your goals What does success look like for you? Pipeline, revenue, efficiency, team capacity. We tie the work back to what matters. ## How the evaluation works 30 minutes with us, plus a written assessment with recommendations. 1 ### Conversation We talk through your stack, your team, and where you are stuck. You describe the work; we listen cold, without a pitch. 2 ### Analysis We spend 1-2 weeks analyzing what we heard: mapping the friction, identifying what's worth fixing, and prioritizing. 3 ### Written assessment You get a document with our findings, recommendations, and next steps. Actionable. No deck. 4 ### What's next If it makes sense to work together, we propose the path. If not, you have a clear roadmap to move forward on your own. ## What you get ### A real look at your system Not a template, not a sales pitch-a specific assessment of your stack and how it actually runs. ### Actionable recommendations Prioritized. Tied to your goals. Real next steps, not a wish list. ### Clarity on the gap Where strategy and execution are breaking down. What to fix first. Why. ### A straight answer What you should build, what's worth fixing, what you should leave alone. Even if it's not a build. Proof ## What we have learned After 30+ years in marketing technology and operations, we have seen patterns in how systems break. These show up again and again. 30+ Years in MarTech leadership 50+ Years combined experience 100+ MarTech tools mastered See all our work ## Common Questions ### What's the cost? Free. A straight look at your stack and a straight answer on what to fix first. No cost, no obligation. ### Will you pitch me? No. We tell you what we think is worth fixing. If it makes sense to work together, we propose it. If not, you have a plan to move forward on your own. ### What do you need to prepare? Just be ready to talk through your current stack, your team size, and the biggest pain points. No formal prep needed. ### How long is the evaluation? The conversation is 30 minutes. The written assessment takes 1-2 weeks, so you're not waiting long for the output. ### Can I do this if we're just starting out? Yes. Or if you prefer to chat first without booking, contact us and let's talk about what makes sense for your stage. ### What if I'm not sure this is right for us? Perfect. The evaluation is exactly for that-to understand what you need before committing to anything. Or contact us if you'd rather explore by talking first. ## Ready to understand what your system needs? Book your free evaluation. It's a real look, not a pitch. More in Advise Next step #### AI Readiness Audit Related advising #### AI-Powered GTM Strategy Related advising #### Data Strategy --- # AI Readiness Audit | The Katalor Group URL: https://www.katalorgroup.com/ai-readiness-audit/ # Your AI readiness assessment for mid-sized businesses. Is your business ready for AI? Find out in 30 days. We score your tech stack, data, and team across six dimensions and hand you a prioritized roadmap to close the gaps. Most engagements start with a straight answer on whether AI fits your foundation yet. 30-minute scoping call. Straight answer on whether the full audit makes sense. The problem ## Most companies know they should use AI. Few know where to start. You bought tools. You watched the demos. Maybe you even ran a pilot. But nothing stuck, because no one mapped what the work actually requires before picking a solution. AI does not fix a broken foundation. It amplifies it. Point AI at chaos and you get faster chaos. A readiness score tells you, before you spend another dollar, whether your foundation can carry AI or whether it will magnify the cracks already there. Methodology ## Six dimensions that decide whether AI works or wastes your budget. The same instrument every client runs - so your score means something you can act on and compare. 01 ### Data Readiness Is your data clean, accessible, and structured for AI to use? Or is it scattered across systems with no single source of truth? 02 ### Process Maturity Are your workflows documented and repeatable? AI automates what already works. It cannot automate chaos. 03 ### Technology Foundation Does your stack support integrations, APIs, and modern tooling? Or are you locked into platforms that fight every connection? 04 ### Team & Skills Does your team have the literacy to adopt AI tools? Do you have internal champions ready to own the rollout? 05 ### Leadership & Strategy Is there executive buy-in, a clear use case, and budget allocated? Or is AI still a "we should look into that" conversation? 06 ### Governance & Risk Do you have policies for AI use, data privacy, and compliance? Or would deploying AI create exposure you have not accounted for? Free - 5 minutes - no login ## Where does your business stand on AI readiness? Answer nine quick questions across six dimensions and get your readiness band instantly. It's your best-guess baseline - the full audit is our experts in your real data and stack. Start the assessment Nine questions - about five minutes - answer honestly - it's a baseline, not a test. The process ## Advise. 30 days, kickoff to report. - We get access to your systems, confirm our assumptions, and perform a deep-dive audit. - You complete our standardized assessment. Same instrument, every client, every time. This produces a comparable, benchmarkable score. - We combine assessment results with a review of your actual systems to produce your baseline score. ### What you get - An overall AI readiness score, 1 to 10 - Individual scores across all six dimensions, with evidence and gap analysis - Prioritized quick wins you can implement immediately - A 90-day roadmap to close your highest-impact gaps - Industry benchmark comparison so you know where you stand relative to peers Why it works ## Why a standardized assessment matters This is not a custom questionnaire we make up for each client. It is a fixed instrument built on a proven methodology. ### Benchmarkable Your score is comparable to other companies in your industry and size range. ### Repeatable We run the same assessment every 90 days. You see exactly where you improved and where you stalled. ### Tracks progress Re-score with the same instrument over time and the delta is right there - measurable movement you can show leadership, not a number we promise up front. ### Objective We score what you show us. No inflation, no guessing, no credit for intentions. Same instrument, re-run every 90 days. The delta is the proof. The second question ## Two questions decide whether AI works for you. This audit scores one. **The question the six dimensions ask:** can your organization actually use AI? Or is your data scattered, your process undocumented, and your governance still an intention rather than a policy? **The question they do not ask:** when your buyers ask an AI assistant who does what you do, does it name you? Or does it name three competitors, and never surface you at all? Being strong on the first says nothing about the second. A company can be genuinely ready to use AI and completely invisible to it, and the two are measured by different instruments. We score what we measure. The second question needs its own instrument, so we do not fold it into a number that never assessed it. We ran this on ourselves before offering it to anyone, and the result was unflattering and useful: near-zero citation on questions we already rank for organically, and another company holding our name in the answers. **On a client's platform we watched the other side of it. Before the rebuild, AI crawlers were not ingesting the site at all. Within two days of cutover, twenty engines were, and AI-referred visits have climbed every month since.** 0 to 20 AI engines reading the client site, within 2 days of launch 23,506 client catalog pages taken in by AI crawlers 90 to 165 AI-referred visits a month, June to August 4 engines in our own measurement battery today Read the MyWhiteBoards case study ### Curious what AI search already says about you? Ask us and we will show you. We take your real buyer questions, run them across the AI engines, and record who gets cited, how often, and in place of whom. Then a person walks you through what came back and what it means for you. It is a report we build and explain, not a dashboard we hand you and leave. What happens next ## The entry point to Advise, Build, Run. ### If you want us to fix it We move into the Build phase and close the gaps the audit surfaced: analytics foundations, CRM automation, AI content pipelines, outreach frameworks. Whatever the score says you need. ### If you want to fix it yourself The roadmap is yours. Every recommendation includes the what, why, and how. You can hand it to your team or another vendor. Either way, you leave with a clear picture and a plan. The offer ## Start free. Scope when it makes sense. Entry ### Free Evaluation Free A 30-minute scoping call. We look at your stack and give you a straight answer on whether the full audit makes sense for your business. See what's included Full audit ### AI Readiness Audit $2,500 Includes the full assessment, scoring, recommendations, and 90-day roadmap. Delivered 30 days from kickoff. The business case ## What you are actually asking them to approve A fixed scope, a fixed price, and a report with your name on it in 30 days. If you need to put this in front of whoever controls the budget, here is the whole thing in one place. ### What it costs $2,500, fixed. It begins with a free 30-minute scoping call, and if the full audit does not make sense for you we will say so on that call. ### What it costs us internally About 45 minutes of your time for the assessment, plus read access to your core systems: CRM, analytics, CMS, marketing tools. There is no project to staff and nothing to stand up. We send a short access checklist before kickoff. ### What we get back, in 30 days A score from 1 to 10 across six dimensions, each with the evidence behind it. A prioritized list of quick wins we can implement immediately. A 90-day roadmap for the highest-impact gaps. And a benchmark against peers, so the number means something outside our own walls. ### What it lets us decide Whether AI is worth funding here at all, and if it is, which gap to close first. Right now that is a conversation about opinions. Afterwards it is a conversation about a score and a roadmap. ### How we will know it worked We re-run the same instrument in 90 days. Same six dimensions, same scoring, so the delta is measurable rather than argued. That is the part most assessments cannot offer, because they are not standardized enough to repeat. ### Can we not just assess this ourselves? You can, and you will get an opinion. Or you get a score against the same instrument every client runs, which benchmarks against peers and repeats in 90 days. The difference is not effort, it is whether the answer is comparable to anything. ### What if the audit says we are not ready? Then that is the result, and it is the cheapest one on offer. Thirty days and $2,500 to learn that is considerably less than a year spent finding out by building. We would rather tell you no than sell you a roadmap you cannot execute. ### What are we not buying here? Implementation. This is an assessment: a score, a roadmap and a prioritized list. If you want the work done afterwards, that is a separate conversation with its own scope. We keep them separate deliberately, so the audit's answer is not shaped by what it might sell. FAQ ## Questions, answered ### What is an AI readiness audit? It is a standardized assessment that scores your tech stack, data, and team across six dimensions: Data Readiness, Process Maturity, Technology Foundation, Team and Skills, Leadership and Strategy, and Governance and Risk. You get a baseline score from 1 to 10, prioritized quick wins, and a 90-day roadmap. We re-run the same assessment every 90 days so the delta is measurable. ### How long does the audit take? 30 days from kickoff to delivered report. Most of that time is us inside your systems. The assessment itself takes about 45 minutes of your time. ### How much does the AI readiness audit cost? The full audit is $2,500 and includes the assessment, scoring, recommendations, and 90-day roadmap. It begins with a free 30-minute scoping call, where we give you a straight answer on whether the full audit makes sense for your business. ### Do we need to prepare anything? We will need access to your core systems (CRM, analytics, CMS, marketing tools). We send a short access checklist before kickoff. ### What if we already know our stack is a mess? Good. That is exactly why the audit exists. We quantify the mess, prioritize what to fix first, and give you a path forward instead of a vague feeling that things are broken. ### Can we run the audit again later to track progress? Yes. We recommend reassessing every 90 days. Same instrument, new scores, clear delta reporting. ### What size companies is this for? Mid-sized businesses with 20 to 500 employees who use marketing technology and want to adopt AI but are not sure where to start. We also have a lighter path sized for smaller businesses. ### Does this audit tell me whether AI search recommends my company? No, and it is worth being precise about why. This audit scores six internal dimensions: data, process, technology, team, leadership and governance. Whether AI assistants find and cite you is a separate question measured with a separate instrument, because ranking well and being cited are different mechanics. We can run that measurement for you, and we would rather tell you it is a different piece of work than let a readiness score imply something it never assessed. ## Stop guessing. Start measuring. A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. --- # Contact Us | The Katalor Group URL: https://www.katalorgroup.com/contact/ Get in touch # Let's talk about what's next. Whether you're exploring a new system, modernizing a legacy stack, or scaling an existing platform, we're here to help. Share what you're working on, and we'll get back to you within one business day. Response within 24 hours No commitment required Confidential consultation ### Ready to book? Book a free evaluation directly, or explore what we build. ### Want to learn first? Check out the work we've done or read our thoughts in The Stack. ## Start a Conversation Leave this blank First Name * Last Name * Email * Company How can we help? Start a Conversation Are you a small business? See how we can help -> --- # Book a Call | The Katalor Group URL: https://www.katalorgroup.com/book/ Book a call # Pick a time that works for you. A straight look at your stack and a clear answer on what to fix first. No deck, no obligation. - Real availability across our calendars - no back-and-forth - Confirmation and calendar invite land in your inbox instantly - Talk to an operator, not a sales rep Loading availability... --- # Build - We Build the System, Then We Run It | The Katalor Group URL: https://www.katalorgroup.com/build/ # Custom Systems Built to Run for Years We build the system, then we run it. This is where the plan becomes a working system. We build ecommerce platforms, MarTech integrations, data infrastructure, and revenue operations that work as one unified architecture. Built by operators with 30+ years in MarTech. One team owns the whole thing, so it works as a system, not a stack of vendors fighting each other. What we build ## Custom builds that your customers will feel Ecommerce platforms are our most-requested offering. No prices here: builds are scoped to your needs. Trusted by manufacturers, commerce brands, and SaaS companies. ### Ecommerce Platforms Flagship Commerce platforms that carry thousands of products and the operations behind them: configurable products, reseller pricing, the integrations behind the orders, and the search pages that bring buyers in. The build behind the MyWhiteBoards story. Learn more ### AI Visibility New Get cited by AI. Learn more ### AWS AI Infrastructure The cloud foundation your AI and data actually run on, set up for security, cost control, and reliable deployment. Learn more ### Rapid MarTech Development The missing integrations, features, and automations your stack needs, built in weeks. Learn more ### MarTech Modernization Audit, rationalize, and rebuild the stack so it earns its cost again. Learn more ### Revenue Operations One source of truth across sales, marketing, and customer success, so the numbers finally agree. Learn more ### Digital Transformation The larger programs that change how the whole operation runs, competes, and grows. Learn more Compare services ## Which service is right for your build? Service Scope Timeline Ownership Ecommerce Platforms Full commerce system with integrations 3-6 months AWS AI Infrastructure Cloud foundation + AI workloads 4-12 weeks Rapid MarTech Development Custom features + integrations 2-8 weeks MarTech Modernization Stack audit + rebuild 8-16 weeks Revenue Operations Unified CRM + pipeline architecture 6-12 weeks Digital Transformation Large programs, process redesign 3-6 months+ ## You tell us what the business needs to do. We build the system that does it, and that your customers feel on the other end. A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. --- # Run - We Operate What We Build | The Katalor Group URL: https://www.katalorgroup.com/run/ - # Post-Launch Operations Done Right We operate what we build.A launch is the start, not the finish. We stay on to run the system: keep it live, keep it secure, and keep it improving. Built on 50+ years of combined MarTech operations experience. Your team stops firefighting the platform and gets back to your customers. The lights stay on, and from the outside no one notices, which is the point.What comes with Run ## Always-on operations. Built-in security. Continuous improvement. After launch, we stay on to keep the system live, secure, and improving. Baseline security is built into every tier - no separate charge. Choose the level of support you need, or we'll help you scope it. ### Vantage New Our RevOps lead generation system: prospecting and conversion built on a real stack and deployed inside the systems we run. Included in Growth tier and up.Learn more ### AI Content Activation Ongoing content production wired into your pipeline, where it does the most good.Learn more ### Operating Tiers Essentials, Growth, or Scale: pick the level of support your system needs, or we'll help you scope it. Baseline security is built into every tier.Learn more Deeper security ## Need managed protection? Baseline security is baked into every Run tier. For deeper managed protection, add Katalor Security to any tier.Katalor Security brings penetration testing, a 24x7 SOC, incident response, and compliance support, always available as an add-on to Essentials, Growth, or Scale. Penetration testing - 24x7 Security Operations Center - Incident response - Compliance support (SOC 2, ISO 27001) Learn more about Katalor Security ## We don't hand it off. We run it, maintain it, and keep improving it, so day 400 runs better than day one. A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. --- # Operating Tiers - Run, Grow, or Scale Your Platform | The Katalor Group URL: https://www.katalorgroup.com/run/tiers/ - # Choose Your Level of Support Essentials, Growth, or Scale.After launch, we stay on to run the system. Choose the tier that matches your needs: always-on operations and baseline security, plus channels managed and improvements. All tiers include baseline security at no extra charge.No build required ## Operate your existing systems as your production arm We can operate and improve existing systems as your dedicated production arm. Retainer tiers below can operate with or without a preceding build phase by scoping your actual needs.Three tiers ## Pick the right fit for your operation No fixed prices, every tier is scoped to your specific system. What you need depends on your platform and goals. This is a conversation, not a checkout. ### Essentials Run + baseline security + 1 channel managedWe keep the system live and healthy. Monitoring, fixes, and the steady maintenance that stops small problems from becoming bigger ones. Baseline security is included. Monitoring and alerting - Fixes and maintenance - Baseline security included - 1 marketing channel managed - Monthly reporting ### Growth Everything in Essentials + 3 channels managed + Vantage self-service Essentials plus active improvement: new features, campaigns, and the revenue motion that turns the system into pipeline. Katalor Vantage lead generation included. - Everything in Essentials - 3 marketing channels managed - New features and campaigns - Katalor Vantage lead generation - Revenue motion and pipeline ### Scale Everything in Growth + 5+ channels + Vantage full-service Growth plus comprehensive revenue operations: every channel you run, full funnel alignment between sales and marketing, and a dedicated cadence with your team. - Everything in Growth - 5+ marketing channels managed - Full revenue operations - Dedicated working cadence - Alignment across sales, marketing, and ops Quick comparison ## At a glance Tier Baseline Security # Channels Managed Vantage Self-Service Vantage Full-Service Essentials 1 - - Growth 3 - Scale 5+ Deeper security ## Need managed protection? Baseline security is baked into every tier. Deeper managed protection is available as an add-on. Katalor Security brings penetration testing, a 24x7 SOC, incident response, and compliance support (SOC 2, ISO 27001). It can be added to any tier. Learn more about Katalor Security ## Operated like it matters. Because it does. A free evaluation is a real look at your stack and a straight answer on what tier fits your needs. No deck, no obligation. --- # AI-First MarTech Services | The Katalor Group URL: https://www.katalorgroup.com/services/ Our Services # Everything We Do to Accelerate Your Growth From AI infrastructure to fractional leadership, we help technology-driven companies modernize operations and unlock revenue. AI Accelerators ## High-Impact AI Solutions Purpose-built engagements that close the gap between AI hype and AI reality. ### AWS AI Infrastructure Organize your AWS instance for security, cost optimization, and reliable deployment of AI tools and outputs. See the work AWSSecurityMLOps Learn More ### AI Content Activation Embed AI content generation into your existing pipelines without garbage output or extra manual effort. See the work Content AICMSAutomation Learn More ### Rapid MarTech Development Build the missing integrations, features, and automations your stack needs in weeks, not quarters. See the work IntegrationsCustom DevSpeed Learn More Consulting & Advisory ## Services Built for Enterprise Scale From strategy to execution, we embed with your team to modernize operations and unlock growth. ### AI Visibility Get cited by AI. See the work AEOStructured DataCitation Baseline Learn More ### MarTech Modernization Cut your stack from 40 tools to 12. Audit, consolidate, and integrate the platforms that actually drive revenue. See the work HubSpotSalesforceStack Audit Learn More Most Popular ### Revenue Operations Align sales, marketing, and customer success around unified data and processes for predictable growth. See the work Pipeline OpsData UnificationRevOps Learn More ### AI-Powered GTM Strategy Implement AI and automation across your go-to-market motion, from lead scoring to content personalization. See the work AI ImplementationAutomationLead Scoring Learn More ### Enterprise Data Strategy Design and implement a unified data architecture that gives your teams real-time visibility and smarter decisions. Data ArchitectureBI & AnalyticsCDP Learn More ### Fractional CMO / Advisor Executive-level marketing leadership without the full-time overhead. Ideal for PE-backed companies in growth phase. PE-BackedFractional CMOAdvisory Learn More ### Digital Transformation Transformation that works because it starts with your customer. We design the operating model around how your team serves them, then bring the technology along. See the work Change ManagementProcess DesignEnablement Learn More Ready to Transform? ## Let's Find the Right Engagement Not sure where to start? Tell us about your challenges and we'll recommend the right approach - whether that's a focused project, advisory retainer, or fractional leadership. Free 30-minute scoping call No obligation assessment Outcomes-driven engagements ### Start a Conversation Leave this blank First Name * Last Name * Email * Company How can we help? Start a Conversation --- # AWS AI Infrastructure | The Katalor Group URL: https://www.katalorgroup.com/services/aws-ai/ # You Bought the AI Tools. Your AWS Isn't Ready for Them. Teams are spinning up AI services across AWS with no security framework, no cost controls, and no deployment pipeline. We've seen the same pattern at a dozen companies: scattered SageMaker notebooks, wide-open S3 buckets, and monthly bills nobody can explain. **We fix that.** ## AI Without Guardrails Is a Liability, Not an Asset Your engineering team is brilliant, but they're building AI experiments, not production infrastructure. There's a difference, and it shows up in your security posture, your AWS bill, and your inability to get models into production reliably. Security ends up an afterthought: models reach customer data through IAM roles that are far too permissive, with no VPC isolation and no encryption strategy. Costs run away as GPU instances idle around the clock. And the work that should ship lives in notebooks and Slack threads instead of production. The gap between a cool demo and a production system is where most AI investments go to die. ## An AWS Environment That's Actually Built for AI We start from how your AI tools actually access and process data, then build the secure, governed foundation around it. ### Security architecture for AI workloads Proper IAM policies, VPC isolation, encryption at rest and in transit, and compliance frameworks configured for how AI tools touch sensitive data. AI-specific, not generic hardening. ### Model deployment pipelines CI/CD workflows that move models from development to production using SageMaker, Lambda, or containerized services. Your data team ships models like engineering ships code. ### Cost governance that actually works Right-sized instances, spot strategies, auto-scaling, and cost-allocation tags tied to business units. You know what each AI initiative costs and whether it's worth it. ### Output management & storage Structured pipelines for AI-generated content, predictions, and data outputs, versioned, searchable, and connected to the downstream systems that need them. ## From Messy to Production-Grade Infrastructure as Code, not manual console clicks. You review the target state before we touch anything. 1 ### Discovery & audit We map your current AWS architecture, catalog every AI workload, and document the security gaps and cost leaks. You get a clear picture, usually for the first time. 2 ### Architecture design We design the target state: secure VPCs, IAM structure, deployment pipelines, cost governance, and output storage. You review and approve before we build. 3 ### Build & migrate Terraform-driven build, existing workloads migrated safely, everything validated against your real data and models. 4 ### Handoff & enablement Full documentation, team training, and ongoing support. Your team operates independently, with advisory available if you want it. ## What You Get ### A security posture sized for AI, not bolted on IAM, VPC isolation, and encryption built around how AI workloads actually run, so AI stops being your biggest exposure. ### An AWS bill you can explain Right-sized compute and cost allocation tied to business units. You see what each initiative costs and whether it earns its keep. ### Models that reach production reliably Real deployment pipelines and monitoring close the gap between demo and dependable system. Proof ## Out of the Shadows and Into AWS AI models and generated content lived on personal laptops, spreadsheets, and Google Drive. We restructured this ecommerce company's AWS platform end to end, **governing every asset and putting deployment on rails**. 20% revenue increase 57% AI labor reduction 100% assets governed Read the full case study ## Common Questions ### How do I set up AWS for AI workloads securely? We deploy security-first AWS architecture for AI: IAM governance, cost controls, and CI/CD pipelines for model deployment across SageMaker, Bedrock, and Lambda. This is implementation - production-grade infrastructure your team can run - not an advisory report. ### How much does AWS AI infrastructure consulting cost? Engagements are fixed-scope and fixed-price, scoped on a free 30-minute discovery call. Price depends on how many AWS AI services are in play, your security and compliance requirements, and deployment complexity. ### What AWS AI services do you work with? We work across SageMaker, Bedrock, Lambda, and the supporting AWS services around them. Engagements cover security frameworks, cost optimization, governance, and the CI/CD pipelines that move models from notebook to production. ## Get your AWS ready for the AI you already bought. A free evaluation is a real look at your AWS environment and a straight answer on the highest-risk gaps and biggest savings. No deck, no obligation. More in Build Build #### Ecommerce Platforms Build #### Rapid MarTech Development Build #### See all Build services --- # AI Content Activation | The Katalor Group URL: https://www.katalorgroup.com/services/ai-content/ # Your Team Tried AI Content. It Created More Work, Not Less. Someone bought a ChatGPT license, wrote a few posts, and realized the editing took longer than writing from scratch. The problem isn't AI - it's that nobody integrated it into how your team actually works. **We do that.** ## Copy-Paste From ChatGPT Isn't a Content Strategy AI content tools are powerful, but only when they're wired into your actual workflow. Bolted on the side, they add a review burden instead of removing one. Generic output that ignores your brand voice, no quality gates, and no link between content and pipeline means the team quietly goes back to writing by hand. Done right, AI should take work off your team's plate, not pile more on. ## AI Content, Wired Into How You Already Work We embed generation into your CMS and content workflow, with the guardrails that keep quality high. ### AI content pipelines in your CMS Generation built into the tools your team already uses, so drafts start inside the workflow instead of in a separate chat window. ### Brand voice training & guardrails Models trained on your voice with quality guardrails, so output reads like your team wrote it, not like generic AI. ### Workflows with human-review gates Automated content workflows with review checkpoints, so nothing ships without a human sign-off where it matters. ### Performance tied to pipeline Content measured against pipeline, not vanity metrics, so the program earns its place and you know what's working. ## From License to Working System We start from your workflow, not from a tool, then put AI where it removes effort. 1 ### Map the workflow We trace how content actually gets made today, from brief to publish, and find where the time really goes. 2 ### Train the voice We train on your brand voice and set quality guardrails so output is usable on the first pass. 3 ### Wire it into the CMS We embed generation and review gates into your existing tools, so the team adopts it instead of routing around it. 4 ### Measure and tune We tie content to pipeline and keep tuning, so the system keeps earning its keep after we step back. ## What You Get ### Less editing, not more Output that starts usable because the voice and guardrails are built in, so AI removes work instead of adding a review queue. ### Content that sounds like you Brand-voice training and human-review gates keep what ships on-brand and on-message. ### A program you can defend Performance tied to pipeline means you can show what the content actually moved. Proof ## Turning AI Resistance Into Campaign Performance A skeptical team went from copy-pasting to a governed AI content pipeline. The result was a sharp lift in campaign performance and **real EBITDA impact**, not just faster drafts. 67% open-rate increase $6M EBITDA growth Read the full case study ## Common Questions ### Why did AI content create more work for our team? Because nobody integrated it into your workflow. A ChatGPT license without pipelines, brand-voice training, and review gates means every output needs heavy editing. We wire AI into your CMS so it reduces work instead of adding it. ### Will AI content actually sound like our brand? Yes. We train on your brand voice and put quality guardrails and human-review gates in place, so what ships reads like your team wrote it, not like generic AI. ### How do you measure whether AI content is working? We tie content performance to pipeline, not vanity metrics. You see which content moves the number, so the program earns its place instead of being a cost center. ## Make AI take work off your team's plate. A free evaluation is a real look at your content workflow and a straight answer on where AI fits. No deck, no obligation. More in Build Build #### Rapid MarTech Development Build #### AWS AI Infrastructure Build #### See all Build services --- # Rapid Martech Development | The Katalor Group URL: https://www.katalorgroup.com/services/rapid-dev/ # Your Vendor Says "It's on the Roadmap." We'll Build It This Month. Every MarTech stack has gaps: the integration that doesn't exist, the report your platform can't generate, the workflow that's "coming in Q4" for the third year running. **We build custom functionality that fills those gaps in weeks, not quarters. You own the code.** ## Your Team Built Workarounds. They Shouldn't Have To. Talented ops teams burn hours on manual workarounds because their platform is 80% of what they need. The last 20% never ships, so the workaround becomes permanent. Waiting on a vendor roadmap means waiting on someone else's priorities. The feature you need is never the feature they build next. The missing 20% is usually what stands between your stack and the result you actually want. ## We Build the Missing 20% Custom integrations, automations, and features that fill the specific gaps in your stack, scoped tightly and shipped fast. ### Custom integrations Connections between the marketing platforms that don't talk to each other out of the box, built on proper APIs with error handling and monitoring. ### Automated reporting & data pipelines The report your platform can't generate, built once and run automatically, so the team stops rebuilding spreadsheets. ### Missing features your vendor won't build The functionality stuck on someone else's roadmap, built for your workflow and shipped this month. ### Fixed-scope, fixed-price engagements A tight spec, a real timeline, and a price you agree before work starts. You own the code we write. ## From "We Need This" to Shipped in Weeks We scope tightly so we deliver exactly what you need, nothing you don't. 1 ### Scope & spec We define the gap, map the requirements, and write a lightweight spec. Fast doesn't mean sloppy. 2 ### Sprint build Weekly sprints with working demos. You see real progress every week, not status updates and Gantt charts. 3 ### Test in your environment We deploy into your environment, connect to your real data, and validate with your actual workflows before it's live. 4 ### Ship & support You go live with documentation and own the code completely. Optional ongoing support for iteration and enhancements. ## What You Get ### Weeks, not quarters Tight scope and weekly sprints mean the gap closes now, instead of waiting on a roadmap that keeps slipping. ### Code you own Fixed-scope, fixed-price, and the code is yours. No lock-in, no per-seat surprise. ### Built for your workflow We build the specific thing your team needs, validated against your real data before it ships. Proof ## From Zero to a Converting Go-to-Market in 3 Weeks We took an idea to a fully converting go-to-market motion in three weeks, **live across four channels at launch** - proof that fast and production-grade aren't opposites. 3 weeks idea to live 4 channels at launch Read the full case study ## Common Questions ### How fast can you build what we need? Most engagements ship in weeks, not quarters. We scope tightly, build the missing integration or feature in weekly sprints, and hand it over working. ### Do we own the code? Yes. Every engagement is fixed-scope, fixed-price, and you own the code we write. No lock-in. ### What if our vendor eventually ships the feature? Then you stop using ours, no harm done. We build what you need now instead of waiting on a roadmap that keeps slipping. ## Stop waiting on the roadmap. A free evaluation is a real look at your stack and a straight answer on what it would take to close the gap. No deck, no obligation. More in Build Build #### AWS AI Infrastructure Build #### Ecommerce Platforms Build #### See all Build services --- # MarTech Modernization | The Katalor Group URL: https://www.katalorgroup.com/services/martech-modernization/ # Your Stack Has 40 Tools. Your Team Uses 12. Every acquisition, leadership change, and "quick fix" added another tool. Now you're paying for redundant platforms, nobody knows what connects to what, and your team spends more time managing tools than using them. **We fix that.** ## Stack Sprawl Is Killing Your Efficiency The average enterprise marketing team uses 30+ tools. Most can't tell you which ones actually drive revenue, or which ones quietly duplicate each other. Sprawl is a tax: redundant licenses, brittle point-to-point integrations, and a team that spends its time administering platforms instead of running campaigns. You don't have a tooling problem. You have an architecture problem, and it compounds with every tool you add. ## Audit, Rationalize, Rebuild We map what you have, cut what's redundant, and wire the survivors into one coherent architecture. ### Full MarTech stack audit & rationalization We map every tool, what it costs, what it connects to, and whether it drives revenue, then recommend what to keep, cut, and consolidate. ### Platform consolidation & migration We migrate off redundant platforms in planned phases, so the team keeps working and nothing gets dropped in the move. ### Integration architecture design One coherent architecture replacing brittle point-to-point hacks, built on proper APIs with monitoring. ### HubSpot, Salesforce & enterprise MarTech Deep platform expertise, so consolidation decisions are grounded in what these systems can and can't actually do. ## From Sprawl to a Stack You Can Run We start from the revenue you need to drive, not from a preferred vendor. 1 ### Audit the stack We inventory every tool, its cost, its usage, and its connections, and find the redundancy and the gaps. 2 ### Design the target We design the consolidated architecture: which platforms stay, what they integrate to, and what gets retired. 3 ### Migrate in phases We move off redundant tools in planned phases, validating each step so the team never loses a working system. 4 ### Integrate & hand off We wire the survivors together, document it, and hand your team a stack they can actually run. ## What You Get ### A leaner bill Redundant and unused platforms retired, so you stop paying for tools the team never opens. ### A stack the team uses Fewer tools, properly integrated, so people run campaigns instead of administering platforms. ### An architecture, not a pile One coherent integration design replaces brittle hacks, so the next tool you add doesn't make things worse. Proof ## Two Stacks, One System, Six Months After a merger, two companies ran duplicate CRMs and overlapping MarTech. We consolidated them into one operating system, **unified in six months with $1.2M in cost avoided**. 2 -> 1 CRMs consolidated 6 mo to unified $1.2M cost avoided Read the full case study ## Common Questions ### How do you decide which tools to cut? We audit the full stack, map what connects to what, and keep the platforms that actually drive revenue. Redundant and unused tools go; the survivors get integrated properly. ### Will consolidating tools disrupt our operations? We migrate in planned phases so the team keeps working. Nothing is cut until its replacement is wired in and validated. ### What platforms do you work with? HubSpot, Salesforce, and the broader enterprise MarTech ecosystem. We start from what the business needs, not from a preferred vendor. ## Cut the sprawl. Keep the revenue. A free evaluation is a real look at your stack and a straight answer on what to consolidate first. No deck, no obligation. More in Build Advise #### Revenue Operations Build #### Rapid MarTech Development Build #### See all Build services --- # Revenue Operations Transformation | The Katalor Group URL: https://www.katalorgroup.com/services/revenue-operations/ # Sales Blames Marketing. Marketing Blames the Data. Your CRM tells one story, your MAP tells another, and nobody trusts either. RevOps isn't a title - it's an operational architecture that aligns your entire revenue engine around shared data, shared processes, and shared goals. **We build that.** ## Misaligned Teams Leak Revenue When sales, marketing, and customer success operate in silos, every handoff is a leak. Leads fall through, attribution is guesswork, and the forecast is a quarterly surprise. Most companies don't have a revenue problem. They have an alignment problem, hiding behind dashboards that don't agree with each other. If your CRM and your MAP tell different stories, the gap between them is the revenue you're losing. ## One Revenue Engine, Aligned We align the teams, the data, and the processes around a single view of pipeline. ### Unified CRM & marketing automation architecture One source of truth across CRM and MAP, so sales and marketing finally work from the same numbers. ### Lead-to-revenue pipeline visibility End-to-end visibility from first touch to closed revenue, so you can see where the motion actually leaks. ### Sales & marketing SLA frameworks Clear handoff rules and shared definitions, so leads stop falling through the cracks between teams. ### Attribution modeling & forecasting Attribution you can defend and a forecast you can trust, built on data that agrees with itself. ## From Silos to a Shared System We start with the handoffs that leak, then build the architecture that closes them. 1 ### Map the revenue motion We trace the full lead-to-revenue path across sales, marketing, and CS, and find every handoff that leaks. 2 ### Unify the data We consolidate CRM and MAP into one source of truth, so every team works from the same numbers. 3 ### Set the processes We define SLAs, handoff rules, and shared definitions, then wire them into the systems so they actually hold. 4 ### Measure & forecast We stand up attribution and forecasting you can trust, and keep tuning as the motion runs. ## What You Get ### One set of numbers Sales, marketing, and CS working from the same data, so the blame game ends and decisions speed up. ### Pipeline you can predict End-to-end visibility and trustworthy attribution turn the forecast from a quarterly surprise into a plan. ### Handoffs that hold SLAs and shared definitions wired into the system, so leads stop leaking between teams. Proof ## Two Companies, One Revenue Engine After a merger, two revenue orgs ran duplicate systems and conflicting data. We unified their RevOps,** consolidating two CRMs into one in six months with $1.2M in cost avoided**. 2 -> 1 CRMs unified 6 mo to unified $1.2M cost avoided Read the full case study ## Common Questions ### What is revenue operations (RevOps)? Revenue operations aligns sales, marketing, and customer success around one set of data, processes, and goals. It closes the handoff leaks between those teams so pipeline becomes predictable and measurable instead of a quarterly surprise. ### How do I know if I need RevOps? If your CRM and your marketing automation tell different stories, or sales blames marketing and marketing blames the data, you have an alignment problem RevOps solves. Common signs: unpredictable pipeline, no working attribution model, and siloed teams. ### How long does a RevOps transformation take? Most RevOps engagements run 3-6 months, depending on CRM complexity and team size. We've unified post-merger RevOps in 6 months - consolidating two CRMs into one - with $1.2M in cost avoided. ## Align the engine. Predict the pipeline. A free evaluation is a real look at your revenue operations and a straight answer on where it leaks. No deck, no obligation. More in Advise Build #### MarTech Modernization Advise #### Data Strategy Advise #### Start with a review --- # Data Strategy | The Katalor Group URL: https://www.katalorgroup.com/services/data-strategy/ # You Have More Data Than Ever. And Fewer Answers. Data lives in a dozen systems, owned by different teams, formatted a different way in each one. Your "data-driven culture" means someone pulls a CSV and builds a spreadsheet. **We design and build the architecture that turns your data into decisions.** ## Bad Data Architecture Compounds Everything Under It Every tool you add on top makes it worse. **AI amplifies bad data.** Dashboards lie. Decisions lag. This is the unsexy layer that everything else depends on. Get it wrong and every report, every model, and every campaign inherits the error. When the data finally agrees with itself, you can see your customer clearly, and so can every tool downstream. ## We Build the Foundation The layer underneath the dashboards: one architecture your marketing, sales, and product teams can actually use. ### Unified data architecture One shape across marketing, sales, and product, so every team is reading from the same source instead of its own export. ### CDP and data warehouse strategy The right home for your customer and event data, designed for the questions you need to answer, not the tool a vendor is selling. ### Real-time analytics and BI Dashboards that update when the business does, built on data you can defend in the room. ### Governance and quality frameworks The guardrails that keep the data trustworthy as it grows, so the foundation does not quietly rot. ## The Architecture Follows the Questions We start with the decisions you need to make, then work back to the data those decisions require. Not the other way around. 1 ### Start with the decisions We name the calls the business needs to make, and the questions behind them, before touching a schema. 2 ### Work back to the data Each decision tells us what data it requires, in what shape, at what freshness. The architecture follows from there. 3 ### Build and govern We build the pipelines and the warehouse, then put quality and governance in place so it stays trustworthy. ## What You Get ### One version of the truth Your data ends up in one shape the whole business can use, so tools stop fighting it and dashboards stop disagreeing. ### Built for the decisions you actually make The architecture follows your real questions, so the data answers them. ### A foundation that holds Governance and quality are built in, so the next tool you add does not reopen the same mess. Proof ## Governance Built In Is How Clean Migrations Happen Governance built in is how the MyWhiteBoards replatform moved **3,300+ products across 15+ integrations with zero records lost**. The data layer is where that gets won. See all our work ## Common Questions ### Do we need a full data warehouse, or is this overkill? We size it to the business. Sometimes that is a warehouse and a CDP, sometimes it is far less. We start with the decisions you need, not a reference architecture. ### What does it cost? Data work is scoped to your environment, so it is on consult. The lightest start is a free evaluation, or the AI Readiness Audit ($2,500) if AI readiness is the driver. ### Will this disrupt the systems we run today? We build alongside what is live and cut over carefully. The goal is a cleaner foundation without a painful migration. ### Who owns it when you are done? You do. We document it and can stay on to run it, but it is your architecture, not a black box. ### How long until the data is trustworthy? Early wins, like one reliable dashboard or one clean pipeline, come fast. Full coverage is a staged plan you will see up front. ## Turn Your Data Into Decisions A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. More in Advise Advise #### AI-Powered GTM Strategy Advise #### Fractional CMO / Advisor Advise #### Start with a review --- # AI-Powered GTM Strategy | The Katalor Group URL: https://www.katalorgroup.com/services/ai-gtm-strategy/ # Your GTM Playbook Was Built Before AI Changed the Rules Other teams are using AI to score leads, personalize outreach, and adjust spend in real time. If you are still running the 2019 playbook, you are competing on budget alone. **We put AI into every stage of your go-to-market motion, so you compete on intelligence too.** ## Manual GTM Cannot Keep Up The volume of signals, channels, and touchpoints has outgrown what a team can work by hand. The motion still runs, but it leaves pipeline on the table. Static lead scoring treats a whitepaper download like a pricing-page visit. The same sequence goes to every prospect. Campaigns get reviewed long after the budget is already spent. If a competitor is optimizing hourly and you are reviewing monthly, the gap compounds every week. ## We Embed AI Where It Moves the Number We start from your customer journey, not from a tool, then put AI to work at the stages where it actually changes the result. ### Lead scoring and intent signals Models trained on your win data, plus intent from the sources you already pay for, so your team works the leads most likely to close. ### Personalized content and outreach at scale Landing pages, email, and creative that adapt by segment, behavior, and funnel stage. Every prospect gets a relevant experience. ### Automated campaign optimization Budget, bids, and channel mix adjusted continuously. Spend follows the conversions instead of last month's plan. ### Predictive pipeline analytics Forecasts you can act on, built on data that agrees with itself, so the number you report is the number you trust. ## Requirements First, Tools Last We map the motion you actually run, find where AI earns its place, and build it into the stack you already have. No rip-and-replace for its own sake. 1 ### Map the motion We trace your go-to-market end to end, from first signal to closed revenue, and find where the motion leaks. 2 ### Find where AI earns its place We pick the stages where AI moves the number, and rule out the ones where it just adds noise. 3 ### Build it into your stack We wire it into the CRM, MAP, and tools you already run, then prove it on real pipeline before we scale. ## What You Get ### AI where it moves the number, not everywhere We put AI into the stages of your motion that actually change pipeline, and leave the rest alone. ### Built on the stack you already run No rip-and-replace. We wire AI into your current tools, so the team adopts it and does not route around it. ### A motion your team can actually run You get a working system that holds after we step back, not a slide deck. Proof ## The Same Model, Built and Run End to End This is the kind of motion we build and then **run inside the systems we operate**. The clearest proof is the manufacturer commerce platform we rebuilt and now run: two people, no dip in traffic or sales at launch. See all our work ## Common Questions ### Will this work with our existing CRM and tools? Yes. We start from the stack you actually run and add or subtract AI into what you have. Replacing tools is a last resort, not the opening move. ### What does it cost? GTM strategy is scoped to your motion, so it is on consult. A good low-commitment start is the AI Readiness Audit, a fixed-scope read on where AI fits your stack, at $2,500. ### Is our customer data safe if we add AI? That is the first question we ask, not the last. We define what is safe to put into AI and put guardrails around it before anything goes live. ### How fast will we see results? Some changes, like lead scoring and routing, land quickly. Pipeline impact takes a cycle or two to read honestly, and we set the measurement up front so you are not guessing. ### How is this different from a GTM agency? We build and operate the system, not just advise on it. The same team that writes the plan wires it into your stack. ## Make Your GTM Compete on Intelligence A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. More in Advise Advise #### Data Strategy Advise #### Fractional CMO / Advisor Advise #### Start with a review --- # Fractional CMO / Advisor | The Katalor Group URL: https://www.katalorgroup.com/services/fractional-cmo/ # You Need a CMO. You Do Not Need a Full-Time One Yet. Hiring a full-time marketing executive takes months and a budget you may not want to commit. **We give you a seasoned marketing leader who embeds with your team, sets strategy, and drives execution,** at the pace and commitment your stage actually calls for. ## The Ceiling Between a Manager and a Full-Time Executive Mid-sized teams hit a point where the marketing needs senior judgment, but the workload does not yet justify a full-time executive. So strategy drifts, and execution fills the gap. The team stays busy, the plan stays vague, and the senior calls get made by whoever is in the room. You do not need another full-time hire. You need senior judgment, at the cadence your stage calls for. ## A Marketing Leader, on Your Terms Senior leadership embedded with your team, accountable to the number, without the full-time hire. - **A strategic marketing plan** tied to revenue goals, positioning, and where you actually win. - **Team assessment and development.** We evaluate your marketing team, name the gaps, and make hiring recommendations. - **Reporting in the language your stakeholders use:** pipeline contribution, CAC, LTV, and marketing-sourced revenue. - **Vendor and agency management.** Evaluate, manage, and hold partners to their ROI. ## Embed, Set the Strategy, Hand Off Clean A clear arc from first assessment to a clean handoff when the time comes for a full-time hire. 1 ### Rapid assessment A 90-day plan in the first two weeks, built on what we find, not a template. 2 ### Strategy and alignment Marketing strategy set with sales and product, not apart from them. 3 ### Execute and optimize We drive execution through your team and partners, and tune as the numbers come in. 4 ### Transition When the time comes, we help define the full-time role and hand off cleanly. ## What You Get ### Senior judgment without the full-time hire Executive marketing leadership at the cadence and commitment your stage actually calls for. ### Embedded, not advising from a distance We work inside your team and partners, setting strategy and driving the execution of it. ### A plan tied to revenue Positioning, priorities, and reporting in the language your stakeholders use: pipeline, CAC, LTV. Proof ## Built and Run, Not Just Advised Fractional leadership only works when the plan turns into operating systems. The clearest proof is the manufacturer commerce platform we set the strategy for, **rebuilt, and now run**: two people, no dip in traffic or sales at launch. See all our work ## Common Questions ### How many hours or days a week is this? It flexes to your stage. We scope the commitment to what the work needs and revisit it as things change. ### What does it cost? Fractional leadership is scoped to the engagement, so it is on consult. The simplest start is a free evaluation to size the need. ### Will you manage our existing team and agencies? Yes. We assess the team, name the gaps, and manage vendors and agencies to their results. ### What happens when we are ready for a full-time CMO? We help define the role, support the hire, and hand off cleanly. A good fractional engagement makes itself replaceable. ### How is this different from a marketing consultant? A consultant advises. We embed and drive execution through your team, then report on what it produced. ## Senior Marketing Leadership, Sized to Your Stage A free evaluation is a real look at your stack and a straight answer on what to fix first. No deck, no obligation. More in Advise Advise #### AI-Powered GTM Strategy Advise #### Data Strategy Advise #### Start with a review --- # Digital Transformation - Customer-First Operating Model | The Katalor Group URL: https://www.katalorgroup.com/services/digital-transformation/ # Your Customer Doesn't Care About Your Tech Stack. They care about whether the experience works. We design transformation around that: the operating model, the way your team serves customers, and the technology supporting both - **not driving either.** ## Most Transformations Lose the Customer Along the Way New platforms get deployed, dashboards get built, and somewhere along the way the actual experience your customer has barely changes. Technology-led transformation optimizes the tools and forgets the people using them. The result is expensive change that doesn't move the thing that matters. The transformations that work start with how people serve customers, not which tools they use to do it. ## Customer-First, Technology Along for the Ride We design the operating model around the customer, then bring the right technology to support it. ### Process-first transformation methodology We design the operating model around how your team actually serves customers, then choose technology to support it, not the reverse. ### Change management & team enablement The people doing the work help design it, so adoption holds after we step back instead of snapping back to old habits. ### Technology selection & implementation We bring the technology along to support the model, scoped to what the operating change actually requires. ### Measurable outcomes tied to business KPIs Success defined up front against business KPIs, so you can tell whether the experience actually improved. ## Design the Model, Then Bring the Tools We start with the customer and the operating model, and let the technology follow. 1 ### Map how you serve customers We trace the real customer experience and the operating model behind it, and find where it breaks down. 2 ### Design the operating model We redesign how the team works around the customer, before naming a single tool. 3 ### Bring the technology along We select and implement technology to support the new model, scoped to what the change requires. 4 ### Enable & measure We enable the team, manage the change, and tie outcomes to business KPIs so the result is real, not just deployed. ## What You Get ### Change the customer actually feels Because the operating model leads, the experience improves, not just the org chart and the toolset. ### Adoption that holds The team helps design the change, so it sticks after we step back instead of reverting to old habits. ### Technology that fits the work Tools chosen to support the model, scoped to what the change requires, so you don't buy capability you never use. Proof ## Transformation That Starts With the Customer Across our engagements, the pattern holds: **start with how people serve customers, bring the technology along, and the change actually sticks.** See the full range of work we've shipped. See all our work ## Common Questions ### Why start with the operating model instead of the technology? Because transformations that lead with tools usually leave the customer experience unchanged. We design how your team serves customers first, then bring the technology along to support it. ### How do you make change actually stick? Change management and team enablement are part of the work, not an afterthought. The people doing the work help design it, so adoption holds after we step back. ### How do you measure success? Outcomes tied to business KPIs, defined up front, so you can tell whether the experience actually improved, not just whether a platform launched. ## Transform around the customer, not the tool. A free evaluation is a real look at how your operating model serves customers and a straight answer on where to start. No deck, no obligation. More in Advise Advise #### Revenue Operations Advise #### Fractional CMO / Advisor Advise #### Start with a review --- # Answer Engine Optimization Services | AI Visibility | Katalor URL: https://www.katalorgroup.com/services/ai-visibility/ AI Visibility # Answer Engine Optimization, Done as a Service We are an AEO and SEO agency for mid-market B2B. **AI Visibility** is whether your company gets named when a buyer asks an AI assistant who does what you do, and that answer usually names three or four companies. **We find out whether you are one of them, why not, and what changes it.** You get a report a person built and walks you through, not a dashboard and a login. ## The Shortlist You Never See A buyer asks an assistant who builds commerce for manufacturers, or who handles compliance for a company their size. They get a short list and a summary. That exchange never reaches your analytics, never appears as a session, and never shows up as a lost deal. Nothing in your reporting will tell you it happened. You cannot lose a shortlist you were never on, so the number never moves and nothing looks wrong. Ranking does not settle it either. A page can sit in the top five organically and appear in none of the generated answers for the same question, because engines assemble answers from sources that state things outright. We have measured that pattern on our own domain. You cannot fix what nobody measured, and almost nobody is measuring this yet. ## Measure It, Explain It, Fix It Three pieces of work, in order. The measurement comes first because everything after it depends on knowing which of four different problems you actually have. ### Citation baseline We run your real buyer questions across four engines and record who gets cited, how often, and in place of whom. You get the list of sources answering your questions today, and where you sit among them. ### Cause analysis Absence has four causes and they need different fixes: no page on the topic, a page engines cannot parse, a name collision with another company, or a source set you were never part of. We tell you which one you have. ### Structure and entity work Schema, structured answers, and a resolvable identity, so engines can tell who you are and quote you accurately. Most of this is unglamorous and load-bearing. ### Content built to be cited Specific, checkable, numbers-first pages. Engines cite sources that answer the question outright rather than pages that gesture at it. ## Baseline, Diagnose, Build, Re-measure The sequence we ran on ourselves before we sold it to anyone. 1 ### Baseline We agree the questions your buyers actually ask, then run them across the engines and record what comes back. Keyword tools cannot see this, so we do not infer it from them. 2 ### Diagnose We find the reason you are absent, and name which of the four causes it is. The fix is completely different depending on the answer. 3 ### Build Structure, entity work, and the pages that answer the questions directly. Prioritised by which gaps are winnable, not by search volume. 4 ### Re-measure The same battery on a cadence. You see movement or you see none, and either way it is a number rather than a feeling. ## What You Get ### A number where you had a guess A baseline you can re-run. You know where you stand before spending anything on changing it. ### The reason, not just the score We name the cause before proposing work, because a name collision and a parsing problem look identical from the outside and need opposite fixes. ### Work aimed at what is winnable Some answer sets are owned by publishers and tool vendors we will not displace, and we say so. We spend where the gap can actually close. Proof ## Proof: We Ran It On Ourselves, Then On a Client We built this because we needed it. Katalor opened its doors in February 2026, so when we scored our own domain across our buyers' questions we were starting from almost nothing, and the result said so: near-zero citation on questions we already rank for organically, and another company holding our name in the answers. **On a client's platform we watched the other side of it.** When we rebuilt MyWhiteBoards, an OptiMA company, AI crawlers were not reading the old site at all. Within two days of launch, twenty engines were, and AI-referred visits have climbed every month since. 0 to 20 AI engines reading the client site, within 2 days of launch 23,506 client catalog pages taken in by AI crawlers 90 to 165 AI-referred visits a month, June to August 4 engines in our own measurement battery today MyWhiteBoards Counted two ways, from server logs and from analytics, which agree within a few percent. Read the MyWhiteBoards case study ## Common Questions ### Is generative engine optimization just SEO with a new name? No, and the difference is measurable. Ranking and being cited are different mechanics. A page can sit in the top five organically and appear in none of the generated answers for the same question. Traditional SEO work helps and does not finish the job. If your organic rankings are already strong and you are absent from AI answers, that gap is the whole reason this service exists. ### How do you measure something that happens inside someone else's chat? We run your buyers' real questions across the engines on a fixed battery and record what comes back: who is cited, how often, and in place of whom. Run it again later and you have a trend. It is sampling rather than a census, and answer sets shift between runs, so we report ranges and repeat the measurement instead of quoting one number as fact. ### Do we get a tool or a login? Neither. We run the measurement and build you a report, and a person walks you through it. We are not a software product and we are not trying to become one. If what you want is a dashboard to check yourself, a tool vendor will serve you better than we will, and we will tell you that on the call. ### How long before it moves? Longer than anyone selling this wants to say. Engines re-crawl and re-weight on their own schedule, and a new page does not enter an answer set the week it ships. Expect the first honest re-measurement at a quarter, and treat a faster promise as a guess. ### What does it cost? The baseline is scoped to how many questions and engines you need, so we do not list a flat price. Start with a Free Evaluation: we run a short battery on your own buyer questions and show you what comes back before you commit to anything. No deck, no obligation. ## Find out what the answers say about you. Start with a Free Evaluation. You see what the engines return today on your own buyer questions, and we tell you whether the gap is worth closing. No deck, no obligation. More in Build Advise #### AI Readiness Audit Build #### Ecommerce Platforms Build #### See all Build services --- # Ecommerce Platform Development for Manufacturers | Katalor URL: https://www.katalorgroup.com/services/ecommerce-platforms/ # Commerce Platforms That Carry Your Whole Operation A catalog of thousands of products is not a website. It is an operation: configurable products, reseller pricing, the integrations behind the orders, and the search pages that bring buyers in.** We build the platform and stay on to run it.** ## Off-the-Shelf Commerce Breaks at Scale Every custom product, reseller rule, and integration becomes a fight with the platform. The team ends up working around the store more than selling through it. A replatform feels too risky: you worry about lost traffic, lost sales, lost customer history. So you stay stuck on a system that does not fit. The real cost is not the replatform. It is the team time spent fighting the system instead of running your business. ## We Build the Full System Platform, catalog, integrations, search pages, and Pro Accounts. One team owns the whole thing, so nothing gets lost in a handoff. ### Commerce platform Built from first principles around how your customers actually buy and how your team actually sells. ### Product catalog & search Configurable products, search-ready pages, and filtering that helps buyers find what they need. ### Integrations 15+ integrations wired in from day one: inventory, pricing, fulfillment, CRM, analytics, and custom systems. ### Reseller & account management Pro Accounts that let resellers and frequent buyers manage their own orders, addresses, and pricing tiers. ## Map, Rebuild, Migrate, Run We do this with zero records lost and no dip in traffic or sales at launch. 1 ### Map the customer journey We trace how buyers find and buy your products, find the friction, and design around it. 2 ### Rebuild the platform New commerce platform built to handle your catalog size, your integrations, and your customer logic. 3 ### Migrate clean 3,300+ products, 15+ integrations, years of order history. Everything moves without losing a record. 4 ### Launch and run We keep the lights on, improve the system, and keep your team focused on customers, not firefighting. ## What You Get ### One team builds it and runs it The people who build your store are the people who keep it alive. Nothing gets lost in a handoff. ### A migration that does not cost you the launch We move catalog, customers, and order history clean. No lost traffic. No lost sales. No surprise downtime. ### A store sized for how you actually sell Configurable products, reseller pricing, and self-serve accounts built around your operation, not fighting it. Proof ## Proof: 3,300 Products, Zero Records Lost, No Dip at Launch We replatformed **OptiMA's MyWhiteBoards store: 3,300+ custom-configurable products, 15+ integrations, Pro Accounts for resellers and frequent buyers.** The replatform almost always costs you traffic and sales on launch day. This one did not. 3,300+ products migrated 15+ integrations wired in 0 records lost 2 person Katalor team See the MyWhiteBoards story ## Common Questions ### Will a replatform cost us traffic or sales? It is the risk everyone worries about, and the reason a lot of teams put it off. Our last replatform, MyWhiteBoards, had no dip in either. We migrate clean and plan for the orders that cannot stop. ### Can you work with our current platform, or do we have to start over? We start from what the business needs, not from a tool. Sometimes that means a new platform, sometimes it means rebuilding around the one you have. We tell you which before you commit. ### What does it cost? Every commerce build is scoped to your catalog and integrations, so we do not list a flat price. Start with a free evaluation: a real look at your store and a straight answer on what it would take. ### How long does a build like this take? Depends on catalog size and integration count. You will have a real timeline before work starts, not a guess we cannot stand behind. ### What happens after launch? We stay on and run it. The platform keeps improving, the integrations stay healthy, and your team stops firefighting the store. ## Build it once. Run it for years. A free evaluation is a real look at your store and a straight answer on what it would take to rebuild. No deck, no obligation. More in Build Build #### AWS AI Infrastructure Build #### Rapid MarTech Development Build #### See all Build services --- # Vantage: RevOps Lead Generation System | Katalor URL: https://www.katalorgroup.com/run/vantage/ # Lead Generation That Runs Inside Your System Vantage is how we turn a system we run into pipeline. It is prospecting and conversion, built on a real stack and deployed inside the platform we already operate for you.** The leads it finds land where your team actually works.** ## Most Lead-Gen Lives Off to the Side It scrapes a list, fires some outreach, and hands you contacts that never make it cleanly into the system. The data does not match. The follow-up stalls. The pipeline never shows up in the CRM. You end up managing two systems: the lead-gen tool and your actual stack. More work, more data debt, lower quality. The hard part is not finding contacts. It is turning them into pipeline inside the system your team already runs. ## Vantage: Prospecting + Conversion + Your System Built on a real stack. Deployed inside the platform we operate. Leads arrive matched and actionable. ### Targeted prospecting We find the companies and decision-makers who fit your ICP, at the exact stage of their buying journey. ### Intent signals Behavioral, account, and keyword signals that tell us who is actually in-market and ready to talk. ### Conversion path Automated workflows that move a lead from first touch through qualification and into your pipeline. ### Reporting in your system Leads, metrics, and pipeline contribution visible where your team works - not in a separate dashboard. ## Built Into the System We Run Because we operate the platform, the handoff is clean. No data mismatches. No stalled follow-up. No orphaned lists. 1 ### Define your ICP We lock in the company, role, and behavior signals that define a qualified prospect for your motion. 2 ### Build the pipeline Prospecting and conversion workflows wired into the platform we run, with your CRM and automation platform connected. 3 ### Launch and run We operate Vantage alongside the rest of your system. Leads flow in clean. Your team follows up. Pipeline gets reported. ## What You Get ### Pipeline, not just contacts Prospecting and conversion aimed at future customers, landing where your team works - not a stray list. ### Built into the system we run No orphaned tool. No separate login. Vantage feeds the platform we already operate for you. ### Clean handoffs Leads arrive in your CRM matched and usable, so follow-up happens and pipeline moves. Proof ## Part of the Run Model: Prospecting as an Operating System Vantage is part of how we run systems we build. We own the pipeline generation the same way we own uptime and security.** It is prospecting, not as a separate tool, but as part of how the business operates.** Real stack not a lead-scraping tool Your CRM one source of truth Operational like the rest of your system Matched data arrives clean See all our work ## Common Questions ### Is Vantage a tool we buy? It is a capability we run for you on a real stack, deployed inside the system we operate. You get the pipeline, not another login to manage. ### What does it cost? Scoped to your motion and targets, so it is on consult. A free evaluation is the quickest way to size it. ### Will the leads actually fit our CRM and process? Yes. Because we run the system it feeds, the handoff is matched and clean, not a messy import. ### Do we need Vantage if we already have an SDR team or tools? Vantage complements them. It handles the prospecting and conversion plumbing so your people spend time on conversations, not lists. ### How is this different from buying a lead list? A list is contacts. Vantage is targeted prospecting plus the conversion path, run and measured inside your system. ## Turn Your System Into a Pipeline A free evaluation is a real look at your system and a straight answer on how to wire in prospecting that actually works. More in Run Run #### Security Run #### AI Content Activation Run #### See all Run services --- # Case Studies - Commerce, AI & RevOps Results | The Katalor Group URL: https://www.katalorgroup.com/case-studies/ Client Results # Proof, Not Promises These are systems we built and, in most cases, still run. See how we've helped mid-sized companies replatform, deploy AI, and turn systems into pipeline. Manufacturing - E-Commerce Rebuild ## We Replatformed 3,300 Products and Lost Nothing OptiMA Inc. needed a modern commerce platform that could keep pace with 3,300+ products and multiple integration points. A replatform almost always costs traffic and sales at launch. This one did not. 3,300+Products migrated 0Records lost 0Sales dip at launch E-CommerceAWSIntegrationsZero-Data-Loss Read Full Case Study Enterprise Ecommerce - AI Content Activation ### Turning AI Resistance Into a 67% Lift in Campaign Performance Legacy processes and creative team resistance meant AI tools were creating more work than they saved. We redesigned the process first, then activated the technology. 67%Open rate increase $6MEBITDA growth AI ContentChange ManagementProcess Design Read Full Case Study Startup Consulting - Rapid MarTech Development ### From Zero to Fully Converting Go-to-Market in 3 Weeks A startup consulting company had expertise but zero market presence. We built the strategy and the tech in parallel: website, blog, email, and social all live in 3 weeks. 3 wksIdea to live 4Channels at launch GTM StrategyWeb DevContent Read Full Case Study Mid-Market SaaS - AI-Powered GTM ### Building an AI-Driven Lead Scoring Model That Doubled Sales Efficiency Sales reps were spending 60% of their time on leads that never converted. We designed and implemented a predictive lead scoring model using intent data and behavioral signals. 2xSales efficiency 41%Win rate increase AI / MLLead ScoringSalesforce Read Full Case Study Enterprise SaaS - MarTech & Revenue Operations ### Rebuilding the MarTech Stack and Revenue Operations During a Post-Merger Integration Following a major acquisition, two incompatible CRM environments, three marketing automation platforms, and conflicting sales processes needed to be unified in under six months. 6 moFull integration $1.2MCost avoided RevOpsM&A IntegrationCRM Read Full Case Study ## Seen Enough? Let's Talk. Every engagement starts with a conversation. Tell us what you're working on and we'll share how we can help. * All case studies are anonymized. Client names and identifying details have been changed to protect confidentiality. Results are based on real engagement outcomes. --- # AI Content Activation Case Study | The Katalor Group URL: https://www.katalorgroup.com/case-studies/ai-content-activation/ Back to Case Studies Enterprise Ecommerce - AI Content Activation # Turning AI Resistance Into a 67% Lift in Campaign Performance An enterprise ecommerce company had invested in AI content tools, but legacy processes and creative team resistance meant the tools were creating more work than they saved. We didn't just fix the technology. We fixed the way people worked with it. IndustryEnterprise Ecommerce ServiceAI Content Activation FocusProcess & Adoption 67%Open rate increase $6MEBITDA growth The Challenge ## AI Was Supposed to Help. It Made Everything Harder The company had purchased enterprise AI content tools with the expectation that they'd accelerate content production across marketing, merchandising, and digital. Instead, the tools became a source of friction. Legacy processes, built over years around designers and copywriters, made AI activation feel like bolting a jet engine onto a bicycle. Content still needed to flow through the same approval chains, the same templates, the same review cycles. Adding AI into those workflows didn't save time. It added steps. Worse, the creative team actively resisted adoption. Designers and writers saw AI as a threat, not a tool. Without clear process changes that addressed their concerns and their actual pain points, the tools sat largely unused while leadership wondered why the ROI wasn't materializing. The real problem:Nobody had redesigned the process around it. The technology was being forced into workflows that were never built to support it, and the people doing the work had every reason to push back. What We Did ## Fixed the Process First, Then Activated the AI We didn't start with the technology. We started with the people and the process, because that's where the real blockers lived. 1 ### Cross-Functional Discovery We conducted deep-dive sessions with stakeholders across marketing, merchandising, and the digital team. Not just leadership, the people doing the work. We mapped every content workflow end-to-end: who touches it, where it stalls, what's painful, and what they actually need. 2 ### Process Redesign We redesigned the underlying workflows first, eliminating redundant approval loops, consolidating duplicated efforts, and streamlining handoffs. These changes freed up real time and reduced frustration before AI was ever mentioned. 3 ### Building Trust With the Creative Team With process improvements creating visible relief, the creative team had breathing room to listen. We introduced AI as a tool that handles repetitive work (variant generation, SEO metadata, descriptions) so they could focus on high-value creative work. 4 ### Structured AI Adoption & Training We built role-specific training programs, created prompt libraries calibrated to their brand voice, and established clear guardrails. The team didn't just adopt the tools. They started requesting new AI capabilities. The Results ## From Resistance to Revenue Growth 67% increase in targeted campaign open ratesAI-powered personalization and content optimization dramatically improved engagement across email and digital campaigns. $6M in EBITDA growthThe combination of streamlined processes, reduced content production costs, and higher-performing campaigns drove measurable bottom-line impact. Full creative team adoptionThe team that initially resisted AI became its biggest advocates. We achieved genuine buy-in by fixing process first. Sustainable, self-running systemThe team now operates the AI content pipeline independently. New content types are being added without external support. The system compounds. Technologies & Approach Process DesignChange ManagementAI Content ToolsBrand Voice TrainingEmail PersonalizationCampaign Optimization ## AI Tools Gathering Dust? Let's Activate Them. The technology is rarely the blocker. The process and the people are. We fix the way your team works with AI so the investment actually pays off. * Client name and identifying details have been anonymized to protect confidentiality. Results and engagement details are based on real project outcomes. --- # Rapid MarTech Development Case Study | The Katalor Group URL: https://www.katalorgroup.com/case-studies/rapid-martech-development/ Back to Case Studies Startup Consulting - Rapid MarTech Development # From Zero to Fully Converting Go-to-Market in 3 Weeks A startup consulting company had the expertise but no market presence: no website, no content, no digital infrastructure. We didn't just build the tech. We built the tech alongside the strategy, so every piece shipped ready to convert. IndustryStartup Consulting ServiceRapid MarTech Build Timeline3 weeks 3 wksIdea to live 4Channels at launch The Challenge ## Where Do You Even Start? The founders had deep consulting expertise and a clear value proposition, but zero market presence. No website. No content. No email infrastructure. No social presence. No tech stack. Nothing. They'd spoken with agencies and freelancers, but every conversation followed the same pattern: build the website first, then figure out content, then set up email, then think about social. A sequential, months-long process that would burn runway before generating a single lead. They didn't need a website project. They needed a go-to-market launch: everything built together, strategy-first, shipping fast. The real problem:Sequential builds (website, then content, then email, then social) take months and burn cash before generating a single conversion. Startups need everything live at once, built around a strategy that's ready to test. What We Did ## Built the Strategy and the Tech in Parallel We didn't start with a wireframe. We started with ideas, inspiration, and the fundamental question: what does this company need to look like, sound like, and deliver to win its first clients? 1 ### Concept & Foundation (Week 1) We gathered ideas and inspiration alongside the founders. Positioning, messaging, target audience, competitive differentiation - all defined before a single pixel was designed. Simultaneously, we stood up the basic infrastructure: domain, hosting, email platform, social accounts, analytics. 2 ### Build Alongside the Strategy (Week 2) We built both strategy and tech at the same time. The plan influenced the tech, not the other way around. Website pages were written as the positioning crystallized. Email sequences were drafted alongside the content calendar. Blog posts were created to support the SEO strategy being defined in real-time. 3 ### Launch Everything Together (Week 3) Website, blog content, email nurture sequences, and social presence all went live simultaneously. Not a soft launch, a real, conversion-ready go-to-market with in-market assets across every channel. Lead capture was active from day one. The Results ## Live, Converting, and In-Market in 3 Weeks Fully converting website in 3 weeksNot a placeholder or MVP. A complete, professionally designed website with clear positioning, service pages, case studies, and integrated lead capture. Ready to convert from day one. In-market content across 4 channelsBlog content for organic search, email sequences for lead nurturing, social presence for brand awareness, and a website designed to convert. All live simultaneously. Strategy-first tech stackEvery technology decision was driven by the go-to-market strategy. The result is a lean, purposeful stack where every tool earns its place. Founder-ready operationsThe founders can manage, update, and extend everything themselves. All workflows documented and handed over with training. Technologies & Approach Go-to-Market StrategyWeb DevelopmentContent StrategyEmail MarketingSEOSocial MediaBrand Positioning ## Launching Something New? Let's Build It Right. You don't need a website project that drags on for months. You need a go-to-market that's live and converting fast. We build both at once. * Client name and identifying details have been anonymized to protect confidentiality. Results and engagement details are based on real project outcomes. --- # AI Lead Scoring Case Study | The Katalor Group URL: https://www.katalorgroup.com/case-studies/ai-lead-scoring/ Back to Case Studies Mid-Market SaaS - AI-Powered GTM # Building an AI-Driven Lead Scoring Model That Doubled Sales Efficiency A mid-market SaaS company's sales team was spending 60% of their time on leads that never converted. We designed and implemented a predictive lead scoring model using intent data and behavioral signals, transforming pipeline quality and win rates. IndustryMid-Market SaaS ServiceAI Lead Scoring StackSalesforce + Intent Data 2xSales efficiency 41%Win rate increase 60%Less wasted outreach The Challenge ## Sales Was Drowning in Bad Leads The company had no shortage of leads. They had a shortage of good leads reaching the right reps at the right time. Marketing was generating volume, but sales was spending the majority of their day chasing prospects who were never going to buy. The existing lead scoring was manual and rules-based: job title + company size + email open = "hot lead." It hadn't been updated in two years and bore no resemblance to the profiles that actually converted. Reps had stopped trusting the scores and were cherry-picking based on gut instinct. Pipeline reviews were painful. Forecast accuracy was poor. The sales team was burning out on volume while high-intent prospects slipped through the cracks untouched. The hidden cost:Every hour a rep spent on a lead that was never going to close was an hour they didn't spend on one that would. The scoring problem wasn't just an efficiency issue. It was a revenue leak. What We Did ## Built a Predictive Model That Learns What "Ready to Buy" Looks Like We replaced the static rules-based scoring with a predictive model trained on the company's own conversion data, not generic benchmarks. 1 ### Historical Win/Loss Analysis We analyzed two years of closed-won and closed-lost deals to identify the actual behavioral and firmographic signals that predicted conversion. Many "obvious" signals like job title turned out to be noise. The real predictors were engagement patterns, content consumption sequences, and timing signals. 2 ### Intent Data Integration We layered in third-party intent data, tracking when target accounts were actively researching relevant topics across the web. Combined with first-party behavioral data from the website and product, this created a multi-dimensional view of buyer readiness. 3 ### Model Training & Validation We trained the predictive model on historical data and validated it against a holdout set. A parallel scoring period showed the new model identified 3x more eventual closed-won deals in its top tier than the rules-based system. 4 ### Salesforce Integration & Rep Enablement We embedded the scores directly into Salesforce in the rep's existing workflow. Lead views, routing rules, and task priorities all updated automatically. We trained the team on what the scores mean and how to act on them. The Results ## Reps Stopped Guessing and Started Closing 2x sales efficiencyReps spent their time on leads that were actually likely to convert. The same team, same headcount, just dramatically better targeting. Pipeline velocity increased across every segment. 41% increase in win rateWhen reps engage the right prospects at the right time, they close more deals. The model surfaced timing signals that told reps when to reach out. 60% reduction in wasted outreachLow-score leads that would have consumed hours of rep time were automatically routed to nurture sequences instead. Sales focused on selling. Self-improving systemThe model retrains monthly on new conversion data. As the company's buyer profile evolves, the scoring evolves with it. No manual rule updates required. Technologies & Approach AI / MLPredictive Lead ScoringSalesforceIntent DataBehavioral AnalyticsPipeline Optimization ## Reps Chasing the Wrong Leads? Let's Fix That. If your scoring hasn't kept up with how your buyers actually behave, you're leaving pipeline on the table. We build models that learn from your own wins. * Client name and identifying details have been anonymized to protect confidentiality. Results and engagement details are based on real project outcomes. --- # Post-Merger MarTech and RevOps Integration Case Study | The Katalor Group URL: https://www.katalorgroup.com/case-studies/revops-merger-integration/ Back to Case Studies Enterprise SaaS - MarTech & Revenue Operations # Rebuilding the MarTech Stack and Revenue Operations During a Post-Merger Integration Following a major acquisition, an enterprise SaaS company faced two incompatible CRM environments, three marketing automation platforms, and conflicting sales processes. They needed a unified revenue operations function in under six months. IndustryEnterprise SaaS EngagementPost-Merger Integration Timeline6 months 6 moFull integration $1.2MAnnual cost avoided 0Pipeline disruption The Challenge ## Two Companies, Zero Integration The acquisition looked great on paper. The combined company had a larger market, complementary products, and a bigger sales force. But operationally, it was chaos. The acquiring company ran Salesforce with HubSpot for marketing automation. The acquired company used Microsoft Dynamics with Marketo and a custom-built reporting layer. Neither system talked to the other. Sales teams had different processes, different stages, different definitions of what a "qualified lead" even meant. Leadership needed unified pipeline reporting within 90 days for board visibility. The sales teams needed to operate as one within six months. And the marketing teams needed a single platform before the next major campaign push. The real risk:Every month of delay meant duplicate tooling costs, conflicting data, and sales teams competing against each other instead of the market. The $1.2M in projected annual waste wasn't hypothetical. It was actively bleeding. What We Did ## Unified the Stack, the Process, and the Team This wasn't a CRM migration project. It was a full revenue operations rebuild: systems, processes, data, and people, executed on an aggressive timeline with zero tolerance for pipeline disruption. 1 ### Stack Audit & Decision Framework We audited every tool, integration, and workflow in both environments. Rather than defaulting to the acquiring company's stack, we evaluated each component on merit: what serves the combined organization best? This prevented political battles and ensured buy-in from both teams. 2 ### Unified Data Architecture We designed a single data model that accommodated both companies' historical data without loss. Contact records, account hierarchies, opportunity stages, and marketing attribution were mapped, cleaned, and merged. Over 2M records unified with full audit trails. 3 ### Process Harmonization We worked with sales and marketing leadership from both organizations to design unified processes: lead qualification criteria, opportunity stages, handoff protocols, and reporting definitions. Not the acquiring company's process. A new, better process built for the combined entity. 4 ### Phased Migration & Training We migrated in waves: reporting first (for board visibility), then sales operations, then marketing automation. Each wave included team training, parallel-run validation, and rollback plans. Zero pipeline disruption throughout the entire migration. The Results ## One Team, One Stack, One Pipeline Full integration in 6 monthsBoth teams operating on a single CRM, single marketing automation platform, and unified reporting, on schedule, with zero pipeline disruption during the transition. $1.2M in annual cost avoidedEliminated duplicate tooling, redundant vendor contracts, and the operational overhead of maintaining two separate environments. The savings funded further optimization work. Unified pipeline reporting from month 3Board-ready pipeline visibility delivered in the first phase, three months ahead of full integration. Leadership could see the combined pipeline accurately while migration continued in the background. Team alignment and adoptionBy involving both teams in process design, rather than imposing one company's way of working, we achieved genuine buy-in. Adoption metrics exceeded targets across both legacy organizations. Technologies & Approach RevOpsM&A IntegrationCRM MigrationSalesforceData ArchitectureMarketing AutomationChange Management ## Facing a Similar Integration? Let's Talk. Mergers don't have to mean months of operational chaos. We can unify your stack, your process, and your team, without dropping a single deal. * Client name and identifying details have been anonymized to protect confidentiality. Results and engagement details are based on real project outcomes. --- # MyWhiteBoards: Replatforming 3,300 Products, Zero Lost | Katalor URL: https://www.katalorgroup.com/case-studies/mywhiteboards/ Back to Case Studies Manufacturing - E-Commerce Rebuild # We Replatformed 3,300 Products and Lost Nothing OptiMA Inc. makes whiteboards and visual workspace products and sells them through MyWhiteBoards. The scope was unforgiving: rebuild the entire platform without losing the traffic, the sales, or a single record. A replatform almost always costs you both in the short-term. This one did not. IndustryManufacturing - E-Commerce EngagementFull Replatform Team2-person Katalor team 3,300+Products migrated 0Records lost 0Sales dip at launch +33.6%Web revenue, first 30 days The Challenge ## A Catalog This Size Is an Operation, Not a Website 3,300+ custom-configurable products, resellers and wholesalers with their own pricing, and search pages that carry most of the traffic. Every change was a fight with the old platform. The old platform hid order logic in database triggers and legacy code. Resellers had nowhere to self-serve. Product configuration was painful enough some products did not make it to market, other on site customers abandoned during the journey. And underneath it all sat two decades of customer records, orders, and catalog data that could not be lost. They didn't need a new website. They needed the same business, operating on a platform that could finally keep up with it. The core risk:A replatform almost always costs traffic and sales on launch day. With 3,300+ products, 442 search-ready pages, 15+ integrations, and years of order history in play, a single migration error could mean lost revenue, broken SEO, or corrupted customer data. For MyWhiteBoards, it didn't. Zero records lost, and no dip in traffic or sales at launch. What We Built ## A Platform That Operates the Way the Business Actually Does Commerce platformA custom platform built for 3,300+ configurable products and the fulfillment workflows behind them - manufacturing variations, customization rules, and order complexity included. 442 search-ready pagesSearch-optimized pages that carry most of the traffic from Google and internal search, each tuned for buyer intent, product discovery, and conversion. 15+ integrationsInventory, pricing, fulfillment, reseller management, CRM, and analytics, all wired in without data loss during migration. Pro AccountsResellers and frequent buyers manage their own orders, addresses, and account pricing in one place, reducing ops work and improving self-service. Zero-data-loss migration3,300+ products, their variants, reseller pricing, integration mappings, and years of order history moved without a single record lost. Launch with no dipA replatform almost always costs traffic and sales on launch day. This one did not. In its first 30 days live, MyWhiteBoards' web channel grew 33.6% year over year. The team planned for every order scenario, and execution was clean. How We Build ## Bank-Grade Engineering, by Default The practices that let a two-person team ship a platform this size safely, and keep operating it. 1 ### Three identical environments Development, staging, and production run on isolated AWS accounts. Customers never see broken code, and the same version-controlled infrastructure builds every one. 2 ### Automated quality gates Security scans, dependency checks, secret detection, and tests run on every change. No path to production bypasses them, and releases ship with one deliberate button press. 3 ### Fail-closed defaults Payments, email, and marketing automation refuse to run unless explicitly in the right environment. A test cannot charge a real card or email a real customer. 4 ### Bank-grade data handling Customer data is encrypted at rest with rotating keys and in transit, isolated per environment, with PII scrubbed before it leaves the production boundary. Consent is tracked from day one. 5 ### Security built in, not bolted on Katalor Security was designed into the AWS build from the first commit, not added after launch - least-privilege IAM, isolated accounts, automated scanning, and threat detection are part of the platform's foundation, not an afterthought. The Outcome ## A System That Works as Hard as the Business Does Design-to-order capabilityCustomers can now design custom whiteboards directly on the site. The old platform made configuration a fight; the new one makes it intuitive, so more customers finish orders instead of abandoning at cart. Reseller self-servicePro Accounts let resellers manage their own orders and pricing. Less work for OptiMA's team, a better experience for repeat customers. AI-ready infrastructureProduct recommendations, demand prediction, and reseller behavior modeling are all possible because the data layer is clean and the integrations are reliable. Operational clarityThe system is knowable and changeable. Where the old platform hid order logic in legacy code, the new one is transparent. Changes get deployed and tested in hours, not weeks. Security we still run todayWe didn't hand over a platform and walk away. We still run all of it today on AWS, with 24/7 monitoring, continuous scanning, and threat detection keeping the store, its orders, and two decades of customer data protected long after launch. The Results ## The First 30 Days Thirty days after launch, MyWhiteBoards was not just holding steady, it was growing. On the platform The Katalor Group built and now runs, web revenue grew 33.6% year over year, web orders rose 27.6%, average order value rose 4.7%, and 78% of buyers were new to the store. The figures come from the client's own system of record (Odoo). A replatform that grows the business in its first month is the exception, not the rule, and it is what a clean migration and a platform built for the business make possible. Client Perspective ## In Their Words "Continuous improvement has always been part of how we operate. It's how we run our manufacturing, and it's how we approached this site. We mapped the customer journey, found the friction, and rebuilt around it. This new platform makes our products, including custom whiteboards, easier to design and order. With Pro Accounts, our resellers and frequent buyers can manage their orders, addresses, and account pricing in one place." - Christopher Klimavich, CEO, OptiMA Inc. MyWhiteBoards is OptiMA Inc.'s direct-to-business ecommerce store. Technologies & Approach AWSAuthorize.netTaxCloudFreightPopAlgoliaOdoo ERPHubSpotDidomiGoogle AnalyticsMicrosoft ClarityGoogle AdsMeta CAPI Common Questions ## Replatforming a Large Catalog ### Did the MyWhiteBoards replatform hurt sales at launch? No. The MyWhiteBoards platform, built and operated by The Katalor Group, went live on June 9, 2026 with no disruption to sales. In its first 30 days, MyWhiteBoards' web revenue grew 33.6% year over year, orders 27.6%, and average order value 4.7%, with 78% of buyers new to the store. ### How much data was migrated, and was anything lost? A decade of history migrated with zero records lost: 3,300+ products across 442 search-ready pages, integrated with 15+ third-party services, plus customers, orders, and product images, each traceable to its source. ### Who built the MyWhiteBoards commerce platform? The Katalor Group, an AI-first marketing and commerce firm in Boston, designed, built, migrated, and now operates the platform for MyWhiteBoards, an OptiMA Inc. company. A two-person team shipped it in under four months. ## Outgrowing Your Platform? Let's Talk. A replatform doesn't have to cost you traffic, sales, or data. We rebuild commerce systems and keep them running, with zero records lost. * Client name and identifying details have been anonymized to protect confidentiality. Results and engagement details are based on real project outcomes. --- # About | The Katalor Group URL: https://www.katalorgroup.com/about/ # We've been inside the machine. Now we build it. An operator-led MarTech team. We've sat on the inside when the new platform went live and the team quietly kept doing the work by hand. We've owned the migration that was supposed to be simple. So we build the operational layer most projects skip, because that's the layer they fail in. The platforms we operate in AWS Google Cloud OpenAI Anthropic HubSpot Salesforce Snowflake Databricks dbt Looker Tableau GA4 Slack Zapier Make Marketo 6sense Gong Outreach AWS Google Cloud OpenAI Anthropic HubSpot Salesforce Snowflake Databricks dbt Looker Tableau GA4 Slack Zapier Make Marketo 6sense Gong Outreach Why we exist ## Built by operators, not performers We spent our careers inside the companies we now work with. Leading MarTech transformations, running platform migrations, building the data infrastructure behind real revenue. We've been the ones asked to make it work with the budget and timeline you actually have. We've untangled the integrations at 2am and owned the system when it broke. That taught us what most consultancies miss. Good operational work is invisible when it's done right. The real work isn't the slide deck. It's the system that runs your business every day without your team having to fight it. So we built a different model. The people who design the system also run it. Engagements are scoped around what the business needs, not the hours. You leave with a system you can operate, not a dependency on us. Katalor is led by **senior operators** who ran marketing technology and revenue systems from the inside, at companies of every size: small teams, mid-market, and the Fortune 100. 50+ years of combined experience, 30+ of it in leadership. We know how to build for scale because we've had to. Proof, not promises ## What that looks like in practice 3,300+ Products migrated 0 Records lost 442 Search-ready pages 15+ Integrations We replatformed **OptiMA's 3,300-product manufacturing store** with zero records lost and no dip in traffic or sales at launch. Years of order history, reseller pricing, and 15+ integrations carried over intact. See the MyWhiteBoards story Why Katalor ## Built by practitioners We don't just consult, we embed. Our team has operated inside the companies we now advise, so we bring the practitioner view an outside consultant can't. ### Operator experience 50+ years combined running MarTech, data, and revenue systems from the inside. We've done the job we now do for you. ### Built for scale We've run this at every size, from small teams to the Fortune 100. We know what has to hold when the business grows, because we've watched it break when it didn't. ### Platform agnostic We pick tools for your business, not for a partner commission. There is no best tool, only the right one for the journey. ### We run what we build The same team that designs your system operates it. No handoff to a junior bench when it breaks at 2am. What we stand for ## Three principles, no filler ### Outcomes over activity We're measured by what the system produces. Pipeline, cost saved, hours returned. Not decks shipped or hours billed. ### Transparent by default You get the actual audit, the real roadmap, and the hard truths early. No black box, no summary that hides the tradeoffs. ### Built to transfer We leave you with a working system and the skills to run it. Capability inside your team, not a dependency on us. Our process ## How we work 01 ### Discover & diagnose We audit the stack, the data flows, and the team to find the highest-impact fixes and the real blockers. 02 ### Design & prioritize A phased roadmap with milestones and a business case for each move, so you know what pays off first. 03 ### Execute & embed We build alongside your team, testing and shipping at the pace the business actually needs. 04 ### Measure & improve We wire in the metrics, watch what the system produces, and keep tuning after launch. ## Ready to work with operators? Tell us what's fighting your team. You'll get a straight answer on what to do about it, not a pitch. --- # AI for Small Business | The Katalor Group URL: https://www.katalorgroup.com/small-business/ # AI Doesn't Have to BeOverwhelming. You don't need to turn your business into a tech lab to get real value from AI. You need practical tools, clear guardrails, and a plan that makes sense for how your team actually works. That's where we come in. ## If AI Feels Weird Right Now, It's Not Just You Most small businesses are somewhere in the middle. They are curious about AI, a little unsure where it fits, and tired of hearing that they need to "move faster" without anyone showing them how. ### Not Totally Sure What's Safe to Share AI can save time. It can also create risk when customer info, financial data, or internal business details get dropped into the wrong tools. A few basic rules go a long way here, and most teams have never been given them. ### Letting AI Hit "Publish" Without a Second Look AI is fast. It is not always right. We see businesses publish copy that sounds off, includes mistakes, or says things no human on the team would have approved. It still needs a human in the loop. ### Using AI Like a Fancy Google Search A lot of teams open ChatGPT, ask a few questions, and call it a day. That is not a failure. It just means no one has shown them how to actually use it. The same prompt, written two different ways, can save you an hour or waste one. Most small businesses we work with have never had anyone walk them through how to write the prompts that work, or build a small library of the ones worth keeping. That's where the real time savings live. ## Who We Help: Small Businesses Like Yours From retail shops to service businesses to creative teams across MetroWest, Worcester, Greater Boston, and all of New England, we help small businesses use AI in ways that are useful, realistic, and easy to stick with. Professional Services Retail Creative Services Entrepreneurs ## Clear, Simple Pricing: Three Ways to Get Started No jargon. No giant proposal. Just practical help from people who know what works and what to ignore. Getting Started Free A 30-minute intro call A quick conversation to understand where you are, what you want AI to help with, and whether there is an easy win worth tackling first. No pitch deck. No pressure. Just useful advice. - Understand your current AI use - Spot quick wins - Get a clear next step - No commitment required Most Popular AI Readiness Audit $500 One-time audit A one-time AI stack review: we look at the AI tools your team is already using, the ones you are considering, and the risks or gaps that need attention. Then we give you a simple action plan you can actually use. - Full audit of current tools and workflows - Security and data privacy review - Prioritized recommendations - 30-minute walkthrough call Monthly Retainer $2,500+/mo Ongoing advisory + implementation For businesses that want hands-on help putting AI to work across the team. We help you choose the right tools, set them up properly, and build simple workflows your people will actually use. - Dedicated advisor - Tool selection and setup - Team training sessions - Monthly optimization reviews - Priority support Need something more specific? We also offer **custom engagements** tailored to your business, team, and goals. ## Let's Make AI WorkFor Your Business Whether you need a quick gut check or hands-on help getting the right systems in place, we will meet you where you are. No buzzwords. No scare tactics. Just practical support from people who have done this before. Response within 24 hours No commitment required Confidential consultation Proud Local Member Serving MetroWest, Worcester, Greater Boston & New England ### Start a Conversation Leave this blank First Name * Last Name * Email * Company How can we help? Start a Conversation --- # Privacy Policy | The Katalor Group URL: https://www.katalorgroup.com/privacy-policy/ - Legal # Privacy Policy Last updated: March 2026 ## 1. Information We Collect We collect information you provide directly to us, such as when you fill out a contact form, subscribe to our newsletter, or communicate with us. This may include your name, email address, company name, phone number, and any other information you choose to provide. ## 2. How We Use Your Information We use the information we collect to:Respond to your inquiries and provide requested services - Send you marketing communications (with your consent) - Improve our website and services - Comply with legal obligations ## 3. 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