What we do / Advise

MarTech Strategy & Reviews for Mid-Sized Companies

Know what to build before you build it.

Most engagements start here. Before anyone names a tool or writes a line of code, we map the customer journey and the requirements it creates. The tool comes last. Built on 30+ years in MarTech leadership. Sometimes Advise is the whole engagement: a clear plan you can run yourself. Sometimes it is the first step toward a build.

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Reviews & Audits

Ready to audit your stack? Start with a review.

Fixed scope, fixed price, a real answer at the end. No retainer required. Trusted by manufacturers, commerce brands, and mid-sized SaaS companies.

Entry review

Free Evaluation

A straight look at your stack and a clear answer on what to fix first. No deck, no obligation.

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Free
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AI readiness

AI Stack Review

A focused read on where AI actually fits your stack, what is ready, and what is not. You leave with a prioritized plan, not a tool list.

$2,500
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Security

Security Pulse Check

A four-week deep dive with penetration testing, a full web application test, and thirty days of monitored remediation.

$4,500
Schedule Pulse Check
Small business

AI Stack Review for Small Business

The same review, sized for a smaller team running its own marketing. Plain answers, a short list of what to do next, priced to start.

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What's Included
Free Evaluation
AI Stack Review
Security Pulse Check
Stack assessment
AI readiness plan
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Penetration testing
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Executive summary
Timeline
1–2 weeks
2–3 weeks
4 weeks
Advisory

Ongoing advisory

When you want a steady hand rather than a one-time review.

AI-Powered GTM Strategy

Put AI to work across your go-to-market motion, with a plan your team can actually run.

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Data Strategy

Get your data into one shape the whole business can use, so every tool downstream stops fighting it.

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Fractional CMO / Advisor

Senior marketing leadership without the full-time hire, embedded at the cadence you need.

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We will tell you what to build, even when the honest answer is "less than you think." The aim is a plan that moves your customers, not your tool count.

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