Short answer: JayOh is a white-label RevOps partner for marketing, demand gen and HubSpot agencies. Our pod delivers CRM migrations (including 10+ HubSpot–Pardot moves), integrations, routing and reporting under your brand and NDA. You keep the client relationship, the strategy and the margin. Engage per project, by a bucket of hours, or with a dedicated monthly pod.
To the client, it’s one team: yours.
When the work is technical, lumpy and high-risk. A Pardot migration or a Salesforce sync rebuild is a bad first project for a new hire and a great way to lose a retainer if it slips.
Pardot to HubSpot, Marketo to HubSpot, Salesforce to HubSpot. Sequencing, field mapping and cutover are where agencies get burned. We’ve run 75+ CRM migrations.
Most commonBroken lifecycle stages, lost attribution and a messy Salesforce sync make your marketing look bad. Fix the plumbing and your retainer gets easier to defend.
Retainer riskOverflow without adding headcount you can’t keep busy next quarter. Scale capacity up for a launch and back down after.
CapacityHubSpot shops get pulled into Salesforce flows, objects and the HubSpot–Salesforce connector. We staff both platforms.
Platform gapClients want signal-based outbound and AI agents. We’re a Clay partner and an Anthropic/Claude partner, so you can sell it before you’ve built it in-house.
New service lineWe scope the technical side so your estimate holds. Underquoted migrations are where agency margin disappears.
ScopingYou own the client. We own the technical delivery. The line is written into the partner agreement before kickoff so nobody guesses on a live project.
| Responsibility | Your agency | JayOh (white-label) |
|---|---|---|
| Client relationship and account leadership | Owns | Supports in the background |
| Strategy, messaging, campaigns | Owns | Advises on system implications |
| Pricing and billing to the client | Owns; you set your rate | Bills you, never the client |
| Technical scoping and estimate | Reviews and approves | Drafts field maps, effort and risks |
| CRM / MAP architecture and build | Approves design | Owns: HubSpot, Salesforce, Pardot (MCAE), Marketo |
| Data migration, dedupe, QA | Client sign-off | Owns, with test plans and reconciliation counts |
| Integrations and automation | Prioritizes | Builds: syncs, routing, workflows, Clay, APIs |
| Status reporting | Sends to client | Drafts in your format |
| Documentation and training | Delivers under your brand | Writes it in your templates |
| Deliverables and work product | Yours / your client’s per your contract | No JayOh branding, no ownership claims |
Three ways in, matched to how agencies actually sell: fixed-scope projects, a prepaid block of hours, or a dedicated pod on retainer.
One defined deliverable, one estimate. Best for migrations, integrations and audits you’ve already sold or are about to quote.
A one-time block of 20 to 120 hours used inside a 70 to 100 day window. Best for overflow and a steady trickle of smaller tickets across clients.
5 to 40 hours a week of reserved capacity with a pod lead, consultant and developers. Best when you resell an ongoing RevOps or HubSpot retainer.
Our standard direct-client rates are published on the pricing page. Partner rates for agencies are quoted per engagement based on volume and model.
| Service level | Fixed-scope project | Bucket of hours | Dedicated pod |
|---|---|---|---|
| Response time | Per project plan | 72 hours | 24 hours, priority queue |
| Point of contact | One project lead | Shared queue | One pod lead |
| Work tracking | Shared project board | Shared project board | Shared project board |
| Cadence | Milestones | Office hours, async | Sprints (Thursday to Wednesday) |
| Your channel | Your Slack or email | Async | Shared Slack channel |
| Hours visibility | Against estimate | Draw-down balance | 100% of hours tracked to the account |
| Handover | Docs in your template | Per ticket notes | Docs in your template |
The short version: we’re invisible, we don’t poach, and everything we build belongs to you or your client. These are our default partner terms; we adjust them to your contracts.
Yes. It’s our sharpest proof point: 10+ HubSpot–Pardot migrations in both directions, inside 75+ CRM migrations overall. Here’s how a white-label run usually goes.
Prospects, lists, Engagement Studio programs, automation rules, completion actions, scoring and grading, forms and handlers, custom redirects, the Salesforce connector settings.
Engagement Studio to HubSpot workflows, scoring and grading to HubSpot lead scoring, custom redirects to tracked links, the Pardot connector to the HubSpot–Salesforce sync with field mappings and inclusion rules. You review the map under your brand.
Properties, lifecycle stages, workflows, forms and assets rebuilt; data loaded in passes with reconciliation counts at each step.
Forms and tracking switched, sends paused on the old platform, deliverability checked on the new sending domain.
Docs, training and a punch list your team presents. We stay on call for the post-launch window you sold.
Full asset-by-asset mapping: Pardot to HubSpot migration guide. Ranges by size: CRM migration cost and timeline.
Margin = what you bill the client − partner cost − your own account-management time. Plug in your numbers. Every default here is illustrative, not a JayOh rate.
Illustrative only. Partner cost defaults are placeholders, not JayOh partner pricing, which is quoted per engagement. In-house comparison assumes the hire is fully utilized from day one, which rarely happens.
Your service mix, platforms, typical client size and how you sell technical work.
One live opportunity or a stuck client. We scope it with you before you quote.
Our pod works as your team, on your channels, with weekly status you forward.
Stay project-by-project, buy a bucket of hours, or reserve a pod for recurring work.
Bring one live opportunity or one stuck client. We’ll scope it with you before you quote, so the estimate and your margin hold.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
