Market offer · Interchange (white-labeled for Palladin) · v1
Marketing Automation Migration & Enablement.
A productized engagement for marketing teams who back into automation through theater, film, agency, or production work — and now need to operate a real platform. We move them between Pardot and HubSpot (either direction), stand the new platform up, build the first programs, and leave behind a team that can run it themselves. Defensible, tier-paired, billed against business outcomes.
Buyer profile
Who this is for
Three patterns. All three share one trait: marketing leadership knows the platform decision matters but doesn't trust their team to drive it alone.
Creative-led marketing teams
Background in theater, film, agency, production. Strong on craft, weaker on ops. The team can ship a brand, struggles to instrument the funnel.
ESOP / family-owned firms in tool transition
Legacy Pardot inherited from a Salesforce mandate. The CFO is asking why the bill keeps growing. Considering HubSpot or replatform.
Acquired companies inside a portfolio
PE or holdco buyer wants the marketing stack standardized. Either standardizing on HubSpot for portfolio play, or consolidating onto Pardot for SF synergy.
Agencies in transition
Boutique agency that has been running clients on one MAP for years and needs to either add the other or move clients between them.
Tier-paired engagement · entry sprint that earns the upsell
Good · Better · Incredible
Three tiers, each priced to a specific business move. Good is the entry sprint — small dollars, big legibility. Better is the standard engagement. Incredible is the retainer that turns the migration into ongoing operations.
Tier 1 · Good
Discovery + Decision Sprint
$18,500 · fixed fee
3 weeks
Discovery, current-state map, vendor comparison defensible to the CFO, and a written recommendation with build/buy/migrate options.
Written recommendation memo with three options and a defended pick
Migration risk register if migration is recommended
Most common
Tier 2 · Better
Migration + Enablement Build
$85,000–$140,000 · scoped fixed fee
10–14 weeks
The full migration. Stand up the new platform, move suppression and contacts, rebuild the top 5 programs natively, train the team, parallel-run, decommission the old.
New-platform stand-up + admin model
Suppression-first data migration
Top 5 programs rebuilt natively (not lift-and-shift)
CRM sync (Salesforce or HubSpot CRM) configured + tested
Scoring + grading (or HubSpot ICP-score equivalent) designed and live
Team training: 4 sessions for admin, 6 sessions for marketing operators
30-day parallel run with weekly sync
Decommissioning checklist for the outgoing platform
Tier Three · Incredible
Retained Marketing Ops
$8,500–$18,000 · per month
12-month minimum, month-to-month thereafter
Post-migration retainer. We operate inside the platform on a defined cadence — campaign builds, monthly reporting, quarterly hygiene, escalation path.
Escalation path for sync errors, deliverability issues, billing surprises
First right of refusal on net-new initiative work
Schedule B reference · earn the right to Better
Tier 1 (Good) credits 50% of its fee against Tier 2 (Better) if the client engages Tier 2 within 60 days of Tier 1 delivery. Tier 2 credits 25% of its first three monthly invoices against Tier Three (Incredible) if the client engages Tier 3 within 30 days of Tier 2 closeout. This is the standard Earn the right to Better mechanic — small entry sprint as a paid Pre-SOW, with the upgrade contractually pre-priced.
The open decision · where does this offer live?
Business Solutions or StratApex Assist?
Two homes are credible. Both cases below. A recommendation follows.
Option A
Place under Business Solutions
Treat this offer as a horizontal Interchange advisory service. Sits alongside other Business Solutions plays (process redesign, vendor evaluation, change management).
Case for
Cleaner brand lines — StratApex stays focused on its core product story (Plan, Forge, BVI), no surface dilution from tactical tool work.
Business Solutions already absorbs the irregular shape of advisory engagements — fixed-fee diagnostics, retained operating work, change-management overlays.
Easier to cross-sell with other Interchange advisory offers in the same conversation.
Future MAP swaps (Marketo, Eloqua, ActiveCampaign) slot in without needing new sub-brand naming.
Case against
Business Solutions is the catch-all bucket — adding more to it risks blurring what it stands for.
A creative-led marketing team probably won't connect "Business Solutions" to "MAP migration" without an explanation step.
Loses the StratApex halo at exactly the moment the buyer wants a productized name to point at.
Option B
Spin up StratApex Assist as a new peer to Plan
Create "Assist" as a new tier in the StratApex suite. Plan = strategic, multi-quarter. Assist = tactical, focused, tool-or-stack-specific.
Case for
Gives StratApex a durable home for future tool/tech enablement asks: RevOps tooling swaps, CDP onboarding, billing-platform changes, CRM cutovers.
"Assist" telegraphs the engagement shape clearly — short, hands-on, capability-transfer-oriented. Buyer can guess the model from the name.
Productized naming creates a referenceable noun for sellers ("we're proposing StratApex Assist" beats "we're proposing a Business Solutions engagement").
Pairs with Plan as a tier-pair — Assist as the entry, Plan as the strategic upsell. Mirrors the Good/Better/Incredible mechanic at the brand level.
Defensible against future commoditization — having a productized Assist line means you can compete with implementation-shop competitors without dragging Plan into a price war.
Case against
Adds a new sub-brand to the StratApex suite — one more name to defend, one more page to maintain, one more SKU to position.
Risk of brand drift if Assist's scope creeps from "tool enablement" into general advisory work.
Requires a written charter for what Assist covers and what it doesn't — additional brand-management work.
Recommendation
Spin up StratApex Assist. Place this offer there.
The deciding factor: productized naming creates leverage that Business Solutions can't match. A buyer hearing "StratApex Assist" can guess the shape of the engagement in five seconds — tactical, focused, capability-transfer. A buyer hearing "Business Solutions" needs the seller to fill in the meaning.
The durable upside: Assist becomes the home for every future tool/stack enablement ask (CDP onboarding, RevOps tooling swap, billing platform changes). Building the sub-brand once amortizes across years of engagements.
The mitigation for the risks: issue a one-page Assist charter that explicitly bounds it to "tactical, hands-on, tool/stack-specific enablement, 3–14 weeks, may include a retainer phase." Brand drift is a real risk; written boundaries are the cheapest defense.
Sequencing: publish the Assist charter and a one-page service page first (2-week effort). Launch this MAP Migration & Enablement offer as Assist's flagship inaugural service. Future Assist services (CDP, RevOps tooling, billing) follow when demand surfaces.
If Brandon disagrees: the offer is structurally identical under Business Solutions. The only artifacts that change are the wordmark and the catalog placement.
Resale posture
Whitelist for Palladin
This offer is authored by Interchange (StratApex Assist if the recommendation lands). Palladin Technologies can white-label and resell it to Salesforce-anchored accounts where Palladin is the trusted-advisor lens. Use the brand toggle at the top of this page to preview both versions — same content, same fee architecture, different lens.
Internal economics on resale: Palladin invoices the client at list, Interchange invoices Palladin at 70% of list, Palladin retains 30% as channel margin. Delivery sits with Interchange's StratApex Assist practice unless explicitly subcontracted to a Palladin-led team.
How this offer works
Internal positioning document, not a client-facing proposal. The offer itself, the placement decision, the recommendation, and the resale posture.
Edit anything to refine the language before turning this into client-facing artifacts.
Lens toggle: see the offer in Interchange (default) and Palladin (whitelist) lenses. Each brand identity edits independently.
Reset: wipes edits, asks first.
Two derivative artifacts to produce next: (1) the Assist charter one-pager (if the recommendation lands), (2) the client-facing version of this offer scrubbed of internal-only commentary.