Are you getting the most utilization from your marketing automation tools? Maximizing proficiency of use is critical to your overall productivity.

A lack of positive ROI for marketing technology can result in abandonment or expensive, unnecessary supplemental technology purchases. Before you shift your strategy, let our consultants audit the tools you have in place to help determine your best course of action.

Getting Started

During the discovery process, we discuss what tools you have, what’s working, and what isn’t. When multiple tools are in place, it’s often hard for clients to pinpoint exactly where the problem lies. They simply recognize they aren’t getting the desired results. Our approach focuses on improving how your tools work together to maximize outcomes. We’ll also collect basic information, including:

Once we’ve assessed your needs, we’ll provide you with a detailed Statement of Work. Upon your review and completing contracts, we can set up a kickoff call to collect login information and any other existing collateral or information needed. Your security is a priority, so we gladly comply with any protocols necessary. Then, we get to work!

What We Do

We begin the project by conducting interviews with key stakeholders about challenges being faced and possibly receiving access and demos of existing technology. We work with a variety of tools, including but not limited to:

  • CRMs
  • Marketing Automation Tools
  • Email Platforms
  • Databases/Data Warehouses
  • Reporting/Data Analytic Tools

If we receive access to the tools, we will examine the current use cases and may perform tests. Through this process, we will create a detailed report, including a map, of the current state of your technology. From there, our recommendations for improvement will be detailed in a step-by-step process that will clearly map out the ideal technology blueprint customized for your organization.

Other Things We Can Help With

In addition to providing recommendations, our team can implement new products and adjust existing technology. To ensure your team is comfortable with any changes, we provide:


Working with any level of technology experience, we can bring your team members up to speed quickly.

Best Practices

Learn the best practices for each of the managed tools to ensure optimal impact.

Ongoing Support

Hand over the keys and let us drive. We can operate all of your technology at the highest level and put your desired ROI in reach.

Ready to take the next steps and make your marketing technology work for you?
Most projects take 3-6 weeks. Fill out the form now to schedule your initial consultation!