top of page

Herbstman Consulting Group

Our Services

Roadmap & Resourcing Sprint

A de-risked 90-day plan everyone agrees on.

  • Portfolio map in one view

  • Prioritization & capacity model

  • Integrated 90-day roadmap

  • Operating rhythm + dashboard

  • Training & handover

System Implementations (PM stack)

Your workflows, your tools—automated, adapted, and integrated

  • Map current processes, roles, and constraints

  • Configure projects/boards, statuses, fields, forms, intake & SLAs

  • Connect and automate team comms, docs, and file storage

  • Automate notifications, status reporting, and portfolio views

PM-as-a-Service Retainer

A senior program manager who keeps the trains on time.

  • Run ceremonies, track dependencies, and keep timelines on course.

  • Implement lightweight intake, resourcing, and reporting flows.

  • Keep comms clear and leadership aligned without extra overhead.

  • From a few weeks to multi-quarter support, tailored to your bandwidth.

Exec Reporting & Forecast Automation

One source of truth for status, dates, and capacity—auto-refreshed.

  • Live portfolio dashboard (Sheets/Looker Studio)

  • Weekly exec pack template

  • Training + permissions hygiene

Risk & Dependency Audit

Expose the bottlenecks before they blow up delivery.

  • Full scan of project dependencies & risks

  • Prioritized mitigation plan with owners

  • Exec briefing with top 5 “red flags”

Portfolio Operations Playbook

Your repeatable system for managing all projects, not just one.

  • Portfolio governance framework (intake, prioritization, resourcing)

  • Standard roles (RACI), SLAs, and escalation paths

  • Templates: intake form, project brief, weekly status, retrospective

  • Training sessions for PMs and leads

Campaign Factory Setup

Campaigns that launch on time, every time.

  • Standardized briefing + creative intake

  • Approval workflows and SLAs

  • QA checklist + launch playbook

  • Post-mortem template for continuous improvement

System Implementations (Marketing stack)

From automation installs to CRM merges—we’ve done it all.

  • Audit data flow across site, CRM/automation, and analytics/BI

  • Integrate CRM ↔ marketing automation; lead routing, lifecycle stages, scoring

  • Set up conversion tracking across ad platforms & channels

  • Standardize attribution, UTM governance, and consent preferences

Marketing Specialist-as-a-Service

A dedicated marketing pro to keep execution moving.

  • Manage campaign production & scheduling

  • Coordinate with creative, paid media, and content teams

  • Keep calendars updated + vendors on track

  • Provide weekly performance summaries

Content Calendar & Workflow

A visible, repeatable engine for content delivery.

  • Editorial calendar across channels

  • Roles & responsibilities (RACI)

  • Review and publish workflows in Google Docs/Sheets/Asana

  • Metrics dashboard (content velocity + engagement)

Marketing Analytics Dashboard

Clear ROI reporting your execs actually read.

  • Connect GA4, LinkedIn, HubSpot (or current stack)

  • Auto-updating dashboards in Looker Studio/Sheets

  • Define north-star metrics + reporting cadence

  • Team training to self-serve insights

Brand & Messaging Sprint

Clarity on your story and why it resonates.

  • Competitive + audience scan

  • Core value prop + messaging framework

  • Visual + tonal style guardrails

  • Update 3 key assets (deck, landing page, one-pager)

Asana  Trello  Google Sheets  Jira  Monday.com  ClickUp  Google Docs  Smartsheet  Notion  Figma  Adobe XD  Google Drive  Miro  Canva  HubSpot  Marketo  Google Slides  Salesforce  Mailchimp  Zapier  Google Analytics  Mixpanel  AppScript  Tableau  Google Forms  Power BI  Google Ads  LinkedIn Ads  SEMrush  Ahrefs

Going on Parental Leave?

Positions we cover for

  • Project Manager

  • Program Manager

  • Portfolio Manager

  • PMO Coordinator

  • Scrum Master / Agile Coach

  • Business Analyst

  • Operations Manager

  • Product Manager (marketing/ops crossover)

  • UX / CX Program Manager

  • Marketing Manager

  • Brand Manager

  • Growth Marketing Manager

  • Digital Marketing Specialist

  • Content Marketing Manager

  • Social Media Manager

  • Marketing Automation Specialist

  • CRM Manager

  • Demand Generation Manager

  • Communications Manager

  • Events / Campaigns Manager

Herbstman Consulting Group

Home
About
Contact

© 2025 Herbstman Consulting Group. All rights reserved.

bottom of page