Services · Advise, Build, Manage · Updated September 2026

We advise, build, and manage the marketing technology, AI, and cloud behind your revenue.

One project or the whole operation. Twenty years inside Marketo, Eloqua, Pardot, HubSpot, Salesforce, and AWS, now applied to the buyers, and the AI assistants, reaching you in 2026.

70% of CMOs call becoming an AI leader critical for 2026. 30% say their organization is ready to scale it. Gartner CMO Spend Survey, May 2026

Couch & Associates is a consultancy that advises on, builds, and manages marketing technology, AI, and cloud systems for companies whose customers research before they buy. Clients come to us for a single integration or assessment, or for a partner that runs the whole operation.

That used to mean B2B. As AI assistants take on the research behind everyday purchases too, it increasingly means any considered purchase: the shortlist is built by an agent, and the person decides from it. Three ways to work with us. Every one includes the AI work your buyers now expect, and every one names the platforms it runs on.

Advise

Know where to invest before you spend.

Assessments and strategy work that tell you what to fix, what to build, and what to leave alone. We audit your marketing platforms, data, and cloud, map where AI creates revenue value in your customer journey, and hand you a roadmap your own team can execute. Most clients start here, and the first step is free.

Start with the assessment
Build

Ship the systems the strategy needs.

Fixed-scope delivery by the people who wrote the plan. Integrations between Salesforce and your marketing platform, migrations, scoring and routing, campaign builds, and custom applications on AWS. And the newest layer: making your events, content, and forms operable by your customers' AI assistants, with their consent, using the framework that already runs on this site.

Scope a build
Manage

Run it well, every month.

Ongoing operation of your marketing platforms, campaigns, and cloud, with a senior person accountable for outcomes. AI-assisted where it makes the work faster, human-reviewed wherever it touches a customer, and monitored with QuadrantX so you know how AI assistants describe you against your competitors. For regulated teams, Human Reserved delivery keeps AI out of the loop by contract.

Talk about a retainer
Across marketing and cloud

Across marketing and cloud, in whichever mode you need.

Marketing and revenue is where we started. Cloud, data, and engineering is what turns the plan into running systems. Most engagements draw on both, which is why the integration work between them is the part competitors find hardest to match.

Advise
Build
Manage
Marketing & RevenueMarketing automation, CRM, RevOps, and the AI layer on top of them.
Platform integrations and migrations, scoring and routing, campaign builds, agent-operable events, content, and forms, AI features in your marketing platform and CRM
Managed Marketo, Eloqua, Pardot, HubSpot, SFMC, campaign management, Paid Media, fractional marketing operations, QuadrantX monitoring
Cloud, Data & EngineeringAWS, custom software, DevOps, and the integrations that make the data one system. The practice page.
Custom applications, integration and automation, DevOps and CI/CD, data pipelines
AI, and Human Reserved

AI in every engagement, with a deliberate off switch.

We use Anthropic's Claude, OpenAI's ChatGPT and Codex, and Microsoft Copilot in delivery, and we build agent-operable systems and AI features into the platforms you already run. Every AI-assisted deliverable is reviewed by the senior consultant who owns your account. Running more than one model is the enterprise norm now, and it keeps you clear of single-vendor lock-in.

For finance, healthcare, government, and other regulated work, we offer Human Reserved delivery: no AI in the loop, contractual no-training terms, and documented human review at every step. It is a compliance and trust feature for teams whose regulator or risk posture demands it, not a stance.

Platforms

Platforms we modernize

Whether you run an established martech stack or are evaluating new tools, we modernize Marketo, Eloqua, Pardot, HubSpot, Salesforce Sales Cloud, Salesforce Marketing Cloud, Demandbase, and AWS, and we integrate AI into the workflows your teams already trust.

Proof

We build what we sell.

QuadrantX and BIA Works are our own products, built and run on AWS with the same team and stack we bring to clients. We have built and run enterprise systems for companies including Bloomberg, Synopsys, Box, ADP, and ASCE, and we hold a 4.9 out of 5 rating on G2.

How it starts

How an engagement starts

1

Assess

A one-week AI Readiness Assessment or a platform audit, at no cost or fixed cost, so you see what we see.

2

Plan

A written scope with a price, whether that is a single integration or a year of managed operations. No proprietary lock-in: everything we build runs in the platforms and cloud you own.

3

Build or run

The same senior people from the assessment stay on the work, and you keep the right to stop at any milestone.

Prefer to meet us first?

Tue Sep 22, 2026 · In personAI Insights: Where Marketing Meets the Agent-Operable Web

Wed Oct 7, 2026 · Live webinarAnatomy of an AI-Enabled Lead

All events

Questions

Common questions before we start.

The questions buyers ask us most when they compare services partners.

Yes. Marketo, Eloqua, Pardot, HubSpot, and Salesforce Marketing Cloud work is the largest part of our Build and Manage practice. What has changed is that every engagement now also accounts for the AI assistants your buyers use to research and act.

An assessment. The AI Readiness Assessment is free and takes a week. A marketing operations or AWS infrastructure audit is fixed-scope and usually pays for itself in savings. Both end in a written roadmap you can execute with or without us.

That is the default. We modernize and integrate the stack you own before recommending anything new, and our technology evaluations are vendor-independent.

We use leading AI models to accelerate analysis, development, and content, with a senior consultant reviewing every deliverable. Teams under strict compliance can choose Human Reserved delivery, which removes AI from the engagement by contract.

A site an AI assistant can act on, not only read: registering for an event, claiming a report, or submitting a form on a person's consented behalf. We run it on couch.associates and implement it on Eloqua, Marketo, HubSpot, Pardot, and Salesforce Marketing Cloud.

Yes. Cloud, data, and engineering engagements come from IT, product, and customer experience leaders as often as from marketing, and our own products are proof of the engineering.

Start with a conversation, or start with the assessment.

Thirty minutes with a senior consultant to understand where you are and what the first useful step is. No deck, no predetermined answer.

Every submission is read by a senior member of the team. We respond within one business day and never share your details with third parties.

Request the AI Readiness Assessment

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