Portland, OR
Marketing Technology
Make your tools work together — and work for you
The average business uses somewhere between 10 and 30 marketing tools. CRM, email, analytics, social scheduling, ad platforms, chat, forms, automation — the list goes on. And most of the time, these tools are barely talking to each other. I can help with that and save you money on subscriptions in the process.
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Tech stack 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
Here’s a trap I see businesses fall into all the time: they buy a shiny new tool thinking it will solve a problem, and then six months later it’s collecting dust alongside three other tools that do the same thing.
Tools are only as good as the strategy behind them. Before we recommend a single platform, we start with your goals, your team, and your workflow. The right tech stack should feel like it’s making your job easier, not harder.
The AI question
Everyone wants to know: “What AI tools should we be using?” The honest answer is that it depends entirely on your business, your team, and what problems you’re actually trying to solve.
AI can be transformative when applied thoughtfully. It can streamline content workflows, improve customer service, enhance data analysis, and automate repetitive tasks. But it can also be a massive distraction if you’re chasing trends instead of solving real problems.
We help you separate signal from noise, evaluate AI tools objectively, and implement the ones that will actually move the needle for your business.
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 familiar, you’re not alone. And the good news is that these problems are very solvable with the right guidance.
How we work
We start with a thorough audit of your current tools, workflows, and pain points. From there, we build a roadmap — what to keep, what to consolidate, what to add, and how to connect everything. Then we help you implement it, train your team, and make sure everything is actually working.
No long-term contracts required. Some clients need a one-time audit and setup. Others want ongoing support as their needs evolve. We’re flexible.
Frequently asked questions
Which platforms and tools do you support?
We work across the modern marketing stack — HubSpot, Salesforce, Pipedrive, Mailchimp, Klaviyo, Marketo, ActiveCampaign, GA4, Looker Studio, Zapier, Make, Segment, and most of the major ad and CMS platforms. We are platform-agnostic and recommend tools based on fit, not affiliate relationships. If you are using something we have not seen before, we will tell you honestly.
Should we start with a one-time audit or ongoing support?
Most engagements start with a martech audit — current tools, integrations, data quality, costs, and team workflows. From there, some clients implement the recommendations themselves while others bring us on for ongoing support. Both paths are fine and we will recommend whichever fits your team and budget.
How do you fix attribution and tracking when reporting is broken?
We start by auditing GA4, Tag Manager, ad platform pixels, and CRM lifecycle data to find where the chain breaks down. Then we rebuild tracking from the ground up — proper events, consistent UTM conventions, server-side tagging where it matters, and offline conversion imports. The goal is one trusted source of truth so you can actually decide where to invest.
Can you help us evaluate AI tools without falling for the hype?
Yes. We test AI tools against real workflows in your business rather than relying on vendor demos. Some AI tools genuinely save time and money; others are expensive distractions dressed up in marketing language. We help you separate the two and roll out only what produces measurable lift.
Will this help us reduce our software spend?
Often, yes. Most businesses we audit are paying for overlapping tools, unused seats, or premium tiers they do not need. Consolidation alone can pay for the engagement. That said, we will not cut tools that are actually working — the goal is the right stack, not the cheapest one.
Ready to simplify your tech stack?
Let’s have a conversation about where you are, where you want to go, and how to get your tools working together instead of against you.
Get in touchMore ways we can help
Let’s schedule a quick call and see if we’re a good fit.
- Brand strategy & positioning
- Marketing strategy development
- SEO & Gen Engine Optimization (ChatGPT, Perplexity, Google AI Overviews)
- AI-powered tech stack optimization
- And more
