Yulia Khlopunova | Marketing Automation | Financial Services
Marketing Automation · Financial Services · Sydney

Rigorous marketing
systems for regulated
organisations.

Marketo. Salesforce. Full-funnel execution.
With 10+ years across financial services, medical technology and HR advisory, I build marketing infrastructure that generates qualified pipelines — and delivers outcomes you can measure with confidence.

10+
Years B2B marketing across regulated sectors
20K
Leads generated via social media funnel p.a.
20%
Sales conversion improvement delivered
Track record
Lead Generation
Built social media funnel generating 20,000 qualified leads per annum for a national professional services firm
Peninsula Australia · 2025
Conversion Optimisation
Engineered lead scoring system delivering 20% improvement in sales conversion rates
Pipeline qualification project
Institutional Campaigns
360° campaigns driving 35% engagement increase and 1,200+ qualified institutional leads annually
Lazard Asset Management
Compliance-Tested
All assets built to regulatory standards — messaging, data flows and campaign claims reviewed for compliance
Finance · MedTech · HR Advisory
10+
Years B2B Marketing
Finance · MedTech · HR Advisory
20K
Leads via Social Funnel p.a.
Peninsula Australia · 2025
35%
Campaign Engagement Lift
Lazard Asset Management
1,200+
Qualified Leads p.a.
Institutional marketing campaigns
2
Industry Award Campaigns
Lazard Asset Management
The Approach

A considered, systematic approach
to marketing execution.

Built for organisations where precision, compliance and measurable outcomes are non-negotiable — not an afterthought.

01

Diagnose & Audit

Scaling budget without attribution clarity only scales inefficiency.

A rigorous diagnostic of your current marketing infrastructure — identifying data gaps, attribution failures and qualification weaknesses before a single new dollar is committed.

Request an Audit →
02

Build the System

Isolated tactics without integrated infrastructure produce inconsistent outcomes.

I architect the full-funnel system — Marketo automation, Salesforce integration, lead scoring and content — mapped precisely to your buyers' decision cycle and compliance requirements.

Explore Services →
03

Optimise & Report

Generic reporting that describes activity rather than evidencing commercial impact.

Weekly optimisation cycles, CRM-verified performance reporting, and clear attribution from first touch to closed opportunity — every outcome tied to a measurable number.

View Documented Results →
Marketing Assessment

Understand where your
marketing infrastructure
needs attention.

Seven questions. Instant, specific recommendations. No email required.

7 Questions · 3 Minutes · Instant Analysis

Identify your exact marketing gaps

Answer seven questions about your organisation and I'll identify which areas of your marketing system require the most immediate attention — with specific, practical recommendations.

Begin Assessment →

No email required. Results appear immediately.

Recommended focus areas
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Why Work With Me

You work directly
with the strategist —
not a team of juniors.

With every engagement, you receive the same rigorous attention I would apply to building my own revenue infrastructure — not a templated strategy handed to a coordinator.

⚙️

Direct senior engagement

Every strategy decision, every campaign optimisation, every data flow — personally overseen. No handoffs to junior staff after onboarding.

🎯

Regulated environments by design

Experienced in financial services, MedTech and professional services — where every asset, claim and data flow requires rigorous compliance oversight.

📋

Measurable outcomes, not activity metrics

Reporting anchored to pipeline, conversion and revenue — not impressions and clicks. Every engagement is justified by commercial impact.

🔗

Technical execution in-house

HTML/CSS email builds, Marketo automation, Salesforce integration — delivered without agency dependency, faster and with complete brand accuracy.

Services

Four specialist capabilities
not tactics in isolation.

Request a Proposal →
01

Marketing Automation & CRM Integration

Disconnected systems produce unreliable data and invisible pipeline.

End-to-end Marketo-Salesforce architecture — lead scoring, routing, onboarding, nurture, anti-churn and referral flows, all integrated with CRM via custom fields and workflows. Real-time monitoring to sustain data integrity at scale.

  • Adobe Marketo Engage configuration
  • Salesforce CRM integration & field mapping
  • Lead scoring & automated routing
  • Onboarding, nurture & referral sequences
Enquire →
02

Performance Funnels & Paid Media

Unqualified leads waste the sales team's time and dilute conversion rates.

Multi-tier qualification logic built across paid social and LinkedIn Ads — ensuring only high-intent prospects reach the sales team. A/B testing at every stage, with reporting anchored to CRM-verified outcomes rather than platform dashboards.

  • LinkedIn Ads & Meta performance campaigns
  • Multi-tier lead qualification filtering
  • A/B testing framework & optimisation
  • CRM-verified attribution reporting
Enquire →
03

Institutional Content & Email Systems

Generic content erodes credibility with sophisticated, research-driven audiences.

Hand-coded HTML email templates, thought leadership content and platform-native social media strategy — all built to the precision that institutional and regulated audiences require. Brand-accurate at every touchpoint, compliance-ready by design.

  • Hand-coded HTML/CSS email templates
  • Thought leadership & whitepaper content
  • Social media content system (14 posts / week)
  • Compliance-reviewed asset production
Enquire →
04

Full Marketing Audit & Diagnostic

Committing budget without a clear diagnosis scales existing inefficiencies.

A comprehensive diagnostic of your marketing infrastructure — customer profiling, funnel analysis, attribution assessment, RFM segmentation and a prioritised 90-day roadmap. The right starting point before any new investment is made.

  • ICP & audience profile development
  • Full-funnel attribution assessment
  • RFM analytics & cohort segmentation
  • Prioritised 90-day action roadmap
Enquire →
Documented Outcomes

Results verified against
pipeline — not dashboards.

Real B2B and institutional marketing challenges, with measurable outcomes tied to commercial impact.

20K Leads via social funnel p.a.
20% Sales conversion improvement
1,200+ Institutional leads p.a.
HR Advisory · Lead Generation Campaign asset thumbnail

Challenge: High-volume paid leads entering CRM unqualified — overwhelming the sales team and diluting conversion rates.

20,000 Leads p.a. via Social Media Funnel

Built multi-tier qualification logic in Marketo with custom Salesforce fields and automated scoring. Only high-intent prospects reached the sales team.

20K leads p.a. 20% conversion lift 15% qualified lead increase
HR Advisory · Automation Automation flow thumbnail

Challenge: New clients received inconsistent onboarding communications — low engagement with additional services, manual campaign management.

850 Clients Through Onboarding Automation

Multi-touch email automation with dynamic content by service tier. Custom HTML templates built from code, integrated with Salesforce behavioural data.

850 clients automated 15% engagement lift Zero manual sends
Asset Management · Institutional Campaign materials thumbnail

Challenge: Launch a new investment strategy to institutional clients in a compliance-driven environment where every claim required regulatory approval.

35% Engagement Lift in Institutional Campaign

360° integrated campaign — content, digital advertising, thought leadership — coordinated across agencies, compliance teams and internal stakeholders at Lazard AM.

35% engagement lift 1,200+ leads p.a. 2 industry awards
MedTech · Brand & Content Asset portfolio thumbnail

Challenge: Supporting product launches and scientific events in a technically demanding, regulated environment without external agency dependency.

200+ Assets per Year — Zero Agency Dependency

EDMs, brochures, tradeshow collateral and HTML email campaigns built in-house. Cross-functional execution supporting 10+ major tradeshows annually.

200+ assets p.a. 10% lead gen increase Full brand compliance
No Lock-Ins. Senior Execution. Measurable Outcomes.

Ready to build marketing infrastructure
that performs consistently?

Whether you need a single focused engagement or a full marketing system — the conversation begins with understanding your organisation's specific context and goals.

Selective client roster — availability is limited

Client Feedback

What senior leaders say
after the first engagement.

"Compliance-ready and commercially effective."
We operate in a strictly regulated environment and needed a marketer who understood that every claim, every data flow and every communication had to be reviewed. Yulia built systems that were both compliant and genuinely effective — a rare combination in our experience.
MT
Marcus T. Head of Distribution, Asset Management
"Reporting tied to pipeline, not impressions."
I've worked with agencies that delivered beautiful dashboards and disappeared when asked about commercial impact. Yulia's reporting is anchored to CRM-verified outcomes — I can see exactly which campaigns generated qualified opportunities and what they converted to.
SL
Sarah L. Chief Marketing Officer, Financial Services
"Senior attention from day one — and maintained."
With previous engagements the senior strategist was present for the pitch and then we were handed to coordinators. Yulia personally oversees every aspect of the work — every week. The consistency of output and the quality of strategic thinking has been notably different.
DK
David K. Managing Director, Professional Services
"The infrastructure now runs without constant oversight."
The onboarding automation and CRM integration Yulia built have reduced manual effort across the team significantly. More importantly, the data integrity is something we can actually rely on — lead quality is consistent and our sales team trusts what comes through the pipeline.
AR
Amanda R. COO, HR Advisory
Get in Touch

A considered conversation
about what your
organisation actually needs.

No generic proposals. No pressure. A direct discussion with Yulia about your goals, your gaps and the most rigorous path to measurable outcomes.

Every enquiry personally reviewed — no handoffs
Response within 24 hours with a clear, honest recommendation
Single or multi-service engagements available
Comfortable with regulated environments and compliance requirements

What happens after you submit?

Yulia will personally review your enquiry and respond with either a tailored recommendation or a request for a short call to understand your situation properly — no sales deck, no generic proposal.

+61 410 831 095 · yuliak@mail.com
Send an Enquiry
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No sales pitch. No lock-in. Personally reviewed by Yulia within 24 hours.

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