Tech stack & workflow hero visual
Recommend: clean system diagram, integration flow visualization, or workspace setupTools that actually
work together.
We audit, design, and implement the marketing tech stack and internal workflows that keep your team running efficiently — from CRM setup to project management to tool integration that actually sticks.
Why it matters
Tool sprawl is a tax
on everything you do.
Most marketing teams don't have a strategy problem. They have a systems problem. Too many tools that don't talk to each other. Processes that exist only in people's heads. A CRM no one trusts. When the infrastructure is broken, even great strategy doesn't execute well. We fix the infrastructure.
Of marketing teams say tool sprawl is their biggest operational challenge
Average time saved per team member per week after a proper workflow implementation
Reduction in project handoff errors after documented workflow systems are in place
What's included
Four systems.
One functioning stack.
01
Tech Stack Audit
A full map of what you're running, what it's costing you, where the gaps are, and where you're paying for overlap. Most teams are using 15+ tools and only getting value from half of them.
- Current tool inventory & cost analysis
- Gap & redundancy identification
- Recommended stack architecture
- Tool consolidation roadmap
02
CRM Setup & Optimization
A CRM that's actually used is worth its weight in gold. One that's misconfigured or ignored is just overhead. We set up or optimize your CRM to match your actual sales and marketing process — not a generic template.
- CRM architecture & pipeline setup
- Contact segmentation & tagging
- Automation rules & workflows
- Reporting dashboards
03
Workflow Documentation
Repeatable processes written down and accessible. Content calendars, approval workflows, campaign launch checklists, onboarding flows — documented so your team doesn't have to reinvent them every time.
- Core process documentation
- Campaign & project templates
- Approval & review workflows
- Onboarding runbooks
04
Tool Integration & Automation
Connecting the tools you have so data flows where it needs to go without manual transfer. CRM to email platform. Form to CRM. Project management to Slack. The glue that makes the stack actually work.
- Cross-tool integration setup
- Data sync & pipeline configuration
- Trigger-based automation flows
- Testing & quality assurance
Who we work with
Teams that have outgrown
their current systems.
Teams That Have Grown Faster Than Their Systems
You hired people, bought tools, and built processes on the fly. Now nothing talks to each other and everyone has their own way of doing things. We bring order without slowing you down.
New Marketing Leaders
You've inherited a stack you didn't build, processes that aren't documented, and a team that does things differently from each other. A tech and workflow audit is often the first and most valuable thing a new CMO or marketing director does.
Companies Scaling Into New Channels
Adding a new channel — paid, email, content, social — requires new workflows and often new tools. We scope, select, and set it up so the expansion doesn't create more chaos.
Our approach
Built for how you work.
Not how the vendor says to.
Audit
Understand what you actually have
Before we recommend anything, we map the current state — tools, costs, processes, and where things break down.
Design
Build for how you actually work
Systems fail when they're designed for an idealized process instead of the real one. We design around your actual team and workflow.
Implement
Set it up, not just spec it
We don't hand you a requirements doc and leave. We configure the tools, build the automations, and test everything before handoff.
Train
Make sure it sticks
The best system fails if the team doesn't use it. We train the team and leave documentation so the system outlasts the engagement.
How it works
Five steps from
chaos to clarity.
01
Discovery & Stack Audit
We map everything: every tool, every subscription, every manual process. We identify where work is duplicated, where data gets lost, and where the team is spending time on things that could be automated or systematized.
02
Stack Design & Recommendations
A clear recommendation for what to keep, what to cut, what to add, and how it all connects. We include cost analysis and prioritize changes by impact and effort.
03
CRM & Core Tool Configuration
We configure the core infrastructure: CRM, email platform, project management, and the integrations between them. This is where most implementations fail — we do the actual setup work, not just the spec.
04
Workflow Documentation & Templates
Every key process documented: campaign launch, content calendar, lead routing, onboarding, approval flows. Written in plain language, stored where your team will actually find it.
05
Training & Handoff
Live training sessions for the team, recorded for future onboarding. A support period after go-live to catch issues before they become habits.
Common questions
Straight answers.
What tools do you work with?
CRM: HubSpot, Salesforce, Pipedrive. Project management: Asana, Monday, Notion, ClickUp. Email: Mailchimp, Klaviyo, ActiveCampaign, HubSpot. Integration: Zapier, Make (formerly Integromat), native APIs. We're tool-agnostic — we recommend based on your needs and budget, not commissions.
Do we have to switch our CRM?
Usually not. Most CRM problems aren't the tool — they're the configuration. We can usually get significantly more value from the CRM you already have before recommending a switch.
How do you handle a team that resists new processes?
Resistance is usually a sign that the old process was either undocumented or genuinely worse than what people were doing on their own. We design workflows that solve real problems, and we involve the team in the design so they're building something they'll actually use.
What's the difference between this and hiring a CRM admin?
A CRM admin manages the tool. We design the system — the strategy, the architecture, the workflow, the integration layer — and then configure it. It's more strategic than admin work, and typically done as a project rather than ongoing.
Can you work with our existing agency or in-house team?
Yes. We often run alongside in-house marketing teams or other agencies. We scope our work clearly so there's no overlap or confusion about who owns what.
What does implementation cost?
Engagements are scoped based on stack complexity and the number of tools and workflows involved. A focused CRM optimization runs differently than a full stack audit and rebuild. We quote after a discovery call so we're not guessing at scope.
What goes well with this
The stack is only part of it.
Get started
Ready to fix the stack?
Start with an audit. We'll map what you have, identify the biggest friction points, and give you a clear picture of what to do first — no commitment required.