Is Trelliswork a marketing agency

No, Trelliswork is not a traditional marketing agency. We are a GTM and revenue operations partner that builds your revenue engine and GTM systems for you to take over when you're ready. Unlike marketing agencies designed to keep you dependent, we empower you with scalable systems that deliver measurable growth.

Is this just another automated AI service?

No, Trelliswork is far more than an AI tool. Our managed service combines human expertise, proven best practices, and automation. Think of our service as a system of reusable GTM playbooks and processes, supported by agent-driven AI. This human-in-the-loop approach ensures high-quality, customized execution and avoids the pitfalls of fully automated solutions that often generate noise instead of results.

Can you help me deploy AI in my organization?

Absolutely. Many mid-market companies struggle to implement AI effectively. At Trelliswork, we've seamlessly integrated AI into our services to deliver the same level of output as much larger teams. We can help you navigate the AI landscape, operate the best-fit tools on your behalf, and build confidence in how AI can transform your organization.

I already have a marketing team. Can you work with them?

Yes! We work alongside existing teams to supplement their efforts with strategic advisory and execution support. Whether you need additional expertise, a full end-to-end GTM solution, or a more cost-effective way to manage operations, we'll tailor our approach to fit your needs.

Are you a HubSpot integrator?

Yes, we are a certified HubSpot partner with extensive experience in implementing and integrating HubSpot for GTM systems. Most of our clients use HubSpot, and we have the playbooks and expertise to make it a seamless part of your GTM engine.

Do you work with Salesforce?

While we occasionally operate in Salesforce environments, our expertise is primarily focused on HubSpot, which aligns better with the needs of our mid-market clients.

Who are you best for? What size companies?

Trelliswork is ideal for mid-market businesses, particularly those in B2B industries like manufacturing, healthcare, logistics, and professional services. We excel at helping companies between $5M–$50M in revenue build scalable GTM systems without the need for large in-house teams.

Who are you not a good fit for?

We may not be the right fit for very small businesses (less than $5M in revenue) or large enterprises with fully staffed marketing and revenue operations teams.

What are your typical commitment terms?

We generally operate on a 12-month commitment. This ensures we have enough time to implement, refine, and optimize your revenue engine and GTM systems for sustainable growth.

Can I scale up or down during the contract?

Yes, we're flexible. As your business grows or your needs change, we can adjust the level of support and services to ensure alignment with your goals.

How do you typically get started?

We start with an Ideal Customer Profile (ICP) workshop and a comprehensive assessment of your current GTM strategy, resources, tooling, and goals. From there, we recommend a tailored approach to quickly align with your needs. Most clients align with one of our solution package tiers, and if you sign a 12-month contract, the cost of the ICP workshop is credited back.

What level of involvement is required from my team?

Our managed service is designed to minimize the burden on your team. We take ownership of strategy and execution while keeping you informed and involved in key decision-making. Your involvement is tailored to your preferences and available resources.

How do you ensure consistency and quality in execution?

Our approach relies on proven playbooks, automation, and human oversight. This ensures repeatable, high-quality execution tailored to your specific GTM goals, even as your needs evolve.

What kind of ROI can I expect from working with Trelliswork?

Most of our clients see significant cost savings—up to 50-75%—compared to traditional GTM operations. Additionally, our proven playbooks and consistent execution deliver measurable growth in pipeline, revenue, and efficiency.

How quickly will I see results?

Results depend on your current GTM maturity and goals, but many of our clients start seeing improvements within the first 3 months. Our tailored approach ensures we focus on quick wins while building a scalable foundation for long-term growth.

For Private Equity

FOR PRIVATE EQUITY

GTM Operations That Drive Portfolio Value

Unlock Your
Growth with
AI-Powered
Go-to-Market

Replace expensive headcount and fragmented tactics with documented, repeatable growth systems. Cut costs immediately. Improve exit valuation.

See How It Works

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THE PROBLEM

The Marketing Spend That Doesn't Scale

You're either overpaying for marketing talent or underfunding execution. Both paths leave you without the documented GTM systems buyers expect at exit. These systems used to be out of reach for mid-market budgets. Not anymore.

💸

Bloated Teams, Bloated Costs

Marketing managers, directors, CMOs, plus $3-5K/month in tools. You're paying enterprise rates for portfolio-company output.

📉

Shoestring Execution

Underfunded marketing means inconsistent campaigns, no system documentation, and missed growth targets.

🚪

Exit Valuation Gap

No documented GTM system means buyers discount the business. That costs multiple points on valuation.

Annual Cost Comparison

Full Internal Team

FTE Vendors Tools

$1M/yr

Trelliswork

$360K/yr

Internal team = $600K FTE + $350K vendor/agency + $50K tooling. Trelliswork at $360K/yr includes everything: strategy, execution, tools, documentation.

The Solution

Repeatable Growth Engine,
Mid-Market Accessibility

Traditional agencies deliver campaigns. We build repearable growth systems. Channels, campaigns, and content working together in a framework that your team can execute and buyers recognize as valuable.

✓ Cut costs immediately while maintaining output

✓ Replace or augment internal headcount

✓ Build documented systems that increase valuation

✓ Fractional CMO expertise without the overhead

FUND PHASE ALIGNMENT

We Match Your Timeline

Different fund phases have different priorities. We scale our service to match what matters at each point.

Phase 0

Due Diligence

Pre-Investment

Evaluate GTM transformation potential and de-risk the deal before you close. Understand the current state, identify cost-saving opportunities, and determine if the business is positioned for a GTM overhaul post-close.

$25,000 fixed engagement

🔍 GTM Readiness Assessment

📊 Current state evaluation

💰 Cost-saving opportunities identified

📋 Foundation for Phase 1 execution

Phase 1

Transform

Year 1

Establish the GTM system and put the engine in motion. Launch your first campaign, establish your content engine, and activate two channels. Build repeatable operations with discipline and accountability from day one.

$7,500 /month

🚀 First campaign launched

✍️ Content engine established

📡 Two channels activated

👤 Fractional CMO included

Phase 2

Accelerate

Years 2-3

Scale the system to drive topline growth. Increase content production and multi-channel distribution. Replace internal headcount entirely or augment a small, focused team.

$15,000 /month

📈 Two campaigns running

⚡ Content engine plus

🌐 Three channels active

👥 Replace or augment headcount

Phase 3

Exit Ready

Years 4-5

Document and optimize the system for buyer value. Add RevOps integration, sales pipeline visibility, sales enablement, and complete system documentation. Package everything buyers want to see.

$30,000 /month

🎯 Three campaigns, five channels

⚙️ Full RevOps integration

📊 Sales pipeline visibility

📑 Complete system documentation

What Our Clients Say

Doug McMaster

CEO | CloudSAFE

"We needed more than just execution. We needed marketing leadership actually working with us to set strategy and make the calls. Trelliswork's a partner, not a vendor."

Jon Johnson

CEO | Prism Solutions

"Three months in, we've launched our brand, announced 4 partnerships, and we're running campaigns like we've been around for years. Trelliswork handles marketing and sales ops while we focus on pipeline and product."

Steve Pelton

VP Sales | Process Solutions

"Trelliswork brought structure and a real marketing system. Now I can focus on sales while marketing actually runs itself instead of just reacting to whatever comes up."

Questions? We’ve got Answers

FAQ

Still have questions?

Ready to find your breakthrough growth?

We love talking to founders, value creators, and revenue leaders trying to figure out their go-to-market systems. Want to find out if we can you with yours?

Get Started with a Free GTM Assessment