Marketing Transformation 2016-11-22T22:08:28+00:00


We specialize in marketing accountability, alignment, agility, and maturity roadmaps.


While many experts focus on marketing automation, our consulting guides you in cross-organizational capabilities to make the most of precious resources.

We connect the dots across people, processes, systems, data, and metrics.

Accountability and alignment are the foundation for marketing agility.

This is the most sustainable path to business growth.


Ask An Expert


Tap into our expertise through milestone consulting, monthly retainer, assessments, application workshops, coaching, or MO-on-Call.

Our remote and in-person guidance is customized to your specific situation.

Join the Marketing Future Forum for the fastest way to build shared vision and shared capability across your department.

We emphasize people and process aspects of marketing effectiveness and efficiency.


  • 1st to create a consultancy dedicated to marketing operations (MO)
  • 1st to publish an article on MO (7 Deadly Sins of Marketing)
  • 1st to create a college course on MO (UC Santa Cruz Extension)
  • 1st teach a professional symposium on MO (Hong Kong)
  • 1st to conduct a benchmarking study of MO practices (Journey to Marketing Operations Maturity)

ClearAction and Marketing Operations Partners are sister companies and founders of the Marketing Future Forum.


Lynn Hunsaker



Lynn Hunsaker helps our clients improve return on marketing investment by emphasizing the customer experience context of marketing operations.

Lynn has managed initiatives in strategic planning, product management, market research, alliances, acquisitions, marcom, process improvement, metrics, incentive programs, change management, and customer experience management.

Her experience spans high tech, manufacturing, and professional services sectors: Applied Materials, Sonoco Products Company, and Tragon.

She is founder of ClearAction customer experience optimization consulting. She has contributed significant innovations to the customer experience field:

1st to develop a customer experience ROI maturity assessment
1st to create a customer experience model showing sequential flow of CX competencies as ROI building-blocks
1st to benchmark business-to-business customer experience practices globally
1st to create a CCXP Exam Prep Course for the CXPA’s Certified Customer Experience Professional exam
1st to coin the term “Customer Experience Enablement” as a bridge between VoC and customer engagement
Developed customer experience journey mapping methodology with 8 unique best-practices
Lynn earned her AAS degree in Psychology and BS degree in Business Management from BYU and her MBA degree from Vanderbilt University. She is past president of Silicon Valley American Marketing Association and the Bay Area Association for Psychological Type. Lynn has been an instructor of business courses at San Jose State University and University of California Berkeley Extension. She is an AMA Professional Certified Marketer, ASQ Certified Quality Manager, and Certified Practitioner of MBTI® and CPI260, and she is a Customer Experience Expert for the Customer Experience Professionals Association.

Lynn is author of three Kindle books: Metrics You Can Manage For Success, Customer Experience Improvement Momentum, and Innovating Superior Customer Experience. She was project director of Marketing Operations Partners’ best practices benchmarking study, Journey to Marketing Operations Maturity. Lynn enjoys bicycling, practicing the Dutch she learned during 18 months in The Netherlands and Belgium, and expanding her travel experience beyond her current record of 30 countries.

Invite Lynn to speak at your next event on a topic such as the following:

Transparency & Accountability to Transform Marketing Effectiveness
Fall in Love with Your Customers for Win-Win Customer Experiences
Trust & Choice: Essential Ingredients for Enduring Customer Profitability
Highlights from the Annual Business-to-Business Customer Experience Management Best Practices Study
Highlights from the Journey to Marketing Operations Maturity Study

Gary Katz



Gary Katz helps our clients elevate marketing operations to a strategic role by embracing a systems approach for strong business results.

Gary is a visionary and thought leader in the emerging Marketing Operations field.

He was:

  • 1st to create a consultancy dedicated to MO (Marketing Operations Partners)
  • 1st to publish an article on marketing operations (7 Deadly Sins of Marketing)
  • 1st to create a college course on MO (UC Santa Cruz Extension)
  • 1st teach a professional symposium on MO (Hong Kong)
  • 1st to conduct a benchmarking study of marketing operations practices (Journey to Marketing Operations Maturity)

Gary has managed initiatives in marketing, communications, public relations, investor relations, and employee communications in the technology sector: Siemens, Sun Microsystems, ShoreTel, eTrigue, and other companies. Consulting clients include Anritsu, BitDefender, Health Strategies Group, IBM CastIron, LexisNexis, NetApp, and other firms.

Gary earned his BA in Public Relations from San Jose State University and his Master’s degree in Organization Development from the University of San Francisco. He is an instructor at University of California Santa Cruz Extension.

He is a past national Board Member of the Business Marketing Association, past president of the Silicon Valley Chapter of the Public Relations Society of America, and past track chair for the Marketing Operations Management Symposium from 2005-2008.

Gary is a Certified Strategic Planning Process Facilitator by the Institute of Cultural Affairs. Gary’s articles on Marketing Operations have been published by Chief Marketer, MarketingProfs, Automate, The Journal of Digital Asset Management, and other publications. Co-Founders of Marketing Operations Partners are Gary Katz, Dick Heermance, Tom Pencek, and Murry Shohat.

Gary is also a genealogy aficionado, and loves to talk about family trees anytime. Invite Gary to speak at your next event on a topic such as the following:

  • The Future of Marketing Operations
  • Reinventing Marketing from the Inside Out
  • The Path to Continuous Marketing Effectiveness
  • Catalyzing the Learning Organization through Marketing Operations
  • Transforming Marketing from Tactical Discipline to Strategic Vision
  • Marketing Operations 2.0: A Hot New Playground for Project Managers
  • Marketing ROI: It’s Simpler — And Way Harder — Than You Think: Roadmap for the Revenue Marketer Rally Cry
  • Highlights from the Journey to Marketing Operations Maturity Study

Beatrice Blatteis



Angela helps our clients to optimize resources through business intelligence and to balance flexibility and follow-through in strategy execution.

Angela has managed initiatives in brand development, marketing strategy, marcom, product management, market research, strategic sourcing, process improvement, metrics, and customer experience management. Her experience spans the automotive, pharmaceutical/biotech and consumer industries, in roles such as Vice President/Senior Planner, Director of Brand Research & Insights, Director of Strategy & Planning. Angela has worked at Faith Popcorn’s BrainReserve, Qiagen, G2 Direct & Digital and GSW Worldwide. She earned her Master’s degree in Management at Boston University and is a Certified Supply Chain Professional (CSCP) through APICS. Angela has recently taken up beekeeping, loves to travel, and lived in Italy for 8 years. She speaks Italian, Spanish, French, and German.

Beatrice Blatteis



Beatrice helps our clients optimize their marketing automation strategies.

She has held the roles of Senior Marketing Consultant, Consumer Seller Relationship Marketing, and Director of CRM for companies such as eBay and Shutterfly. She earned a BA degree from Stanford University and is part of the Direct Marketing Association. Beatrice specializes in direct marketing, CRM strategy, and marketing automation implementation.

Helene Eichler



Helene helps our clients optimize channel marketing, product marketing and CRM.

She has held the roles of Senior Channel Marketing Manager and Channel, Business Development Manager, and Product Marketing Manager at LSI Logic, MegaPath (a voice and data service provider), Narus (an IP traffic management security company), and Ditech Networks. She earned an MBA degree from Santa Clara University. She was Vice President of Marketing for two years with the Silicon Valley American Marketing Association. For the past six years, Helene has been Director of Communications for Silicon Valley Product Marketing Association. She earned a Network Engineering certificate from UC Santa Cruz, and she is a Certified Associate Project Manager (CAPM) by the Project Management Institute.

Kim Stewart



Kim helps our clients create people and process strategies for marketing maturity.

She has managed initiatives in communication strategy and development through positions at Collective Brain Trust, BBDO, and Accenture, including Vice President of Corporate Consulting and Director of Strategy, Development and Communications. Kim earned her BA degree in Advertising at BYU, a Master’s degree in Media and Communications at NYU, and an executive certificate for Public and Nonprofit Leadership from Georgetown University.

Juan Montermosso



Juan Montermoso helps our clients connect-the-dots across disparate systems, organizations, and initiatives to see the big picture for greater impact.

Juan has managed initiatives in strategic planning, information systems innovation, supply chain operations, global channel management, and e-business development. His experience spans 27 years at Hewlett-Packard and three years as Vice President of Management Information Systems with a Philippine conglomerate. He is founder of Montermoso Associates supply chain and IT consulting. Juan earned his BS degree in Engineering and Applied Science from Yale University, MS degree in Computer Science from Harvard University, and Doctorate in Business Administration from Harvard Business School.

Through APICS, the professional society for operations management, Juan received the Homecoming Scientist award from the Philippine government and he earned CPIM, CSCP, and CIRM: Certified in Production and Inventory Management, Certified Supply Chain Professional, and Certified in Integrated Resource Management. Juan has been an instructor of executive MBA courses at University of San Francisco, Saint Mary;s College, and Santa Clara University. Juan is director of the COO Forum of Silicon Valley.

Annette Beckstrand



Annette Beckstrand helps our clients by ensuring the smoothness of operations internally within Marketing Operations Partners.

Annette has managed initiatives in small business services and consulting. Her experience also includes best practices pertaining to business development and launch, as well as management practices.
Joel Palermo



Joel Palermo helps our clients stay involved and connected in the Marketing Future Forum through content curation and platform management.

Joel has worked as an event coordinator in the non-profit sector and has held positions in multiple online news sites. He has experience with audio and video editing programs both within past positions held and personal projects. Joel earned his BS degree in Public Relations at San Jose State University.