Portland, OR
MarTech Consulting
Get your marketing tools talking to each other again
Most businesses I work with are running somewhere between 10 and 30 marketing tools. CRM, email, analytics, social scheduling, ad platforms, chat, forms, automation, and whatever the team signed up for last quarter. Almost none of them are talking to each other. As your marketing technology consultant, I sort that out — and usually trim the subscription bill in the process.
Get in touch
MarTech audit & strategy
- Marketing tool audit & evaluation
- Platform selection & comparison
- Budget optimization
- Vendor management support
- Migration planning
Integration & automation
- CRM setup & optimization
- Email marketing automation
- Lead scoring & routing
- Workflow automation
- Data pipeline design
AI & analytics
- AI tool evaluation & implementation
- Analytics setup & configuration
- Dashboard & reporting design
- Attribution modeling
- Training & enablement
Tools are not strategy
A trap I see all the time: someone buys a shiny new platform expecting it to solve a problem, then six months later it is collecting dust next to three other tools that do roughly the same thing. (I have done this myself, more than once.)
A tool is only as good as the thinking behind it. Before I recommend anything, I want to understand your goals, your team, and how work actually moves through your business today. The right stack should feel like it is removing friction, not adding more meetings.
The AI question
Every client asks some version of: “what AI tools should we be using?” Honestly? It depends on your business, your team, and the problems you are trying to solve. There is no universal stack and anyone selling you one is selling you.
AI is genuinely useful in a handful of spots — content drafts, customer support triage, pulling patterns out of messy data, automating the dull parts of reporting. It is also an excellent way to burn six months chasing a demo that does not survive contact with your actual workflow.
My job is to help you tell those two apart and only roll out the AI tools that earn their seat. The rest can wait.
Common martech challenges we solve
- "We have tools but nobody knows how to use them properly"
- "Our CRM is a mess and we're not sure what data we can trust"
- "We're spending too much on tools that overlap"
- "Our marketing and sales teams are using different systems"
- "We want to use AI but don't know where to start"
- "We can't tell which marketing channels are actually driving results"
If any of these sound like a Monday at your company, you are in good company. None of it is unfixable. Most of it is faster to fix than people expect.
How we work
First step is a real audit — tools, workflows, data, the stuff people complain about in Slack. From there I build a roadmap: what to keep, what to consolidate, what to add, and how to wire it all together. Then I either hand it to your team or stick around to implement, train, and pressure-test the whole thing until it actually works.
No long-term contracts. Some clients need a single audit and they are off to the races. Others want me on retainer as the stack changes. Either is fine — whichever fits the budget and the team.
Frequently asked questions
What is martech consulting?
Martech consulting is help with the marketing technology stack — your CRM, email platform, analytics, automation, ad tools, and whatever AI layer you have bolted on this quarter. A good martech consultant helps you pick the right tools, get them talking to each other, train your team to actually use them, and kill the ones that are not pulling their weight. That is most of the job.
What does a martech audit cover?
I look at every tool you are paying for, who is using it (or not), how the data flows between systems, what your tracking and attribution look like, and how your spend compares to what similar stacks cost. You walk away with a prioritized list of what to keep, consolidate, replace, or kill. Most clients are surprised by how much they are paying for software nobody opens.
Which platforms and tools do you support?
Most of the modern marketing stack — Salesforce, Pipedrive, Mailchimp, Klaviyo, Customer.io, Marketo, ActiveCampaign, GA4, Looker Studio, Zapier, Make, Segment, and the major ad and CMS platforms. I recommend tools based on fit, not affiliate relationships. We don't support HubSpot. If you're on HubSpot and feeling squeezed by pricing, we can help you migrate to a leaner stack — including Diviner One, our own small-business marketing OS.
Should we start with a one-time audit or ongoing support?
Almost everyone starts with the audit. From there, some teams take the report and run with it themselves. Others want me around for the implementation and the messy middle of getting things working. Both are fine. I will tell you which one I think makes more sense for your situation.
How do you fix attribution and tracking when reporting is broken?
First I figure out where the chain is breaking — usually some combination of GA4, Tag Manager, ad pixels, and CRM lifecycle data not lining up. Then we rebuild it: proper events, consistent UTM conventions, server-side tagging where it actually matters, and offline conversion imports. The goal is one set of numbers you trust enough to make spending decisions on. That is a higher bar than most dashboards clear.
Can you help us evaluate AI tools without falling for the hype?
Yes. I test AI tools against real workflows in your business instead of trusting vendor demos. Some of them genuinely save time and money. A lot of them are expensive distractions dressed up in marketing language. I will help you tell the difference and only roll out the ones that actually move a number.
Will this help us reduce our software spend?
Usually, yes. Most stacks I audit have overlapping tools, unused seats, and premium tiers nobody needed in the first place. Consolidation alone often pays for the engagement. That said, I will not cut something that is working just to hit a savings number. The goal is the right stack, not the cheapest one.
Ready to simplify your tech stack?
Tell me what you are running, where it is breaking, and what you want it to do. I will tell you what I would change and how long it would take.
Get in touchFree consultation
Tell me a bit about your business and where you’re trying to go. I’ll point you toward the highest-impact next move — no pitch.
Get in touch