For CMOs and VPs of Marketing under pressure to consolidate, justify, and prove out martech investment. We deliver the assessment, the roadmap, and the boardroom case, numbered and operator-ready.
We assess what you have, model what you need, and write the roadmap that gets you from one to the other. Vendor-neutral, numbered, and stress-tested against the questions your CFO is going to ask. The deliverable is the kind of document an operator can run on, and a board can sign.
Most martech strategies fail because they answer "what should we buy" before they answer "what should we stop doing."
Activation maturity on one axis, foundational health on the other. Most teams find themselves in the top-left, expensive tools sitting on broken plumbing. Hover a quadrant to see the pattern.
Best-in-class tools sitting on top of dirty data and broken hand-offs. Every campaign is a hero project. Adoption stalls.
Five phases. Five working agreements. Each one ends with something live, measurable, and handed back to your team.
Inventory tools, contracts, integrations. Interview every team that touches them.
Map usage, overlaps, gaps. Quantify spend vs. value, tool by tool.
Design the target stack. Make the case for what stays, what goes, what to add.
Build the 12-month roadmap. Owners, budgets, dependencies, success metrics.
Present to leadership. Refine. Hand off the running document to your team.
The left column is what we walk into on Martech Strategy. The right is what we ship: same operating surface, cleaner ownership, and fewer manual workarounds.
Six tools that do the same thing. Three nobody logs into. Renewal dates scattered across a spreadsheet only one person remembers exists.
One tool per job. Clear owner. Renewal calendar shared with finance. Every dollar tied to an outcome.
Every "should we buy this?" turns into a 3-week debate, vendor demos, and ultimately a gut call.
Build-vs-buy criteria, vendor scorecards, and TCO models that pre-answer the question before it gets asked.
Last year's plan, never updated, ignored.
Reviewed quarterly. Adjusted to reality. Trusted.
Marketing buys tools sales doesn't know about, and vice versa.
Centralized procurement, shared visibility, no surprise renewals.
You bought tools for last year's plan. The plan changed. The stack didn't. Now every campaign starts with a "we can't do that with what we have" conversation.
The tools you own match the work you're trying to do, and the roadmap moves with the strategy, not against it.
Recognize three or more? Book the 10-minute intro call →
Four phases of strategy work. Each one ends with a deliverable your team can act on tomorrow.
Every tool, contract, integration, and license you own gets mapped. Then we quantify what each one is actually doing for the business. Shelf-ware shows itself.
TCO modeling, overlap analysis, capability gaps. We draw the stack you have against the one you need and put real numbers next to the difference.
Target architecture, build-vs-buy decisions, and a 12-month roadmap sequenced quarter by quarter. Dependencies mapped. Owners named.
We help you present to leadership, defend the budget, and hand off a running document your team will actually use, not a deck that goes in a drawer.
Four phases · One running document · zero shelf-ware
If you don't see yours here, the easiest way to get an answer is to ask. We don't gate calls.
Email us a question →No. We earn no referral fees, take no kickbacks, hold no partnerships that influence recommendations. The strategy work is genuinely vendor-agnostic, that's the entire point.
Gartner tells you what the market thinks. We tell you what your stack should do, given your team, your data, your budget, and the work you're actually trying to ship next quarter.
We can. Most clients use the strategy engagement to scope what comes next, then either bring us in for the build phase or run it in-house with our roadmap as the spec.
Marketing leadership, RevOps, IT/Security, and finance. Each one holds a piece of the picture, strategies that skip any of them tend to die in implementation.
Fixed-fee, scoped to org size and stack complexity. Most engagements land between $40-80k for the 6-week assessment. We send a real number after a 30-minute scoping call.
Most engagements pull in one or two adjacent services. Use these when the build needs cleaner data, sharper routing, or a broader operating model.
Frame the bet, platform mix, operating model, and roadmap before the build queue.
●Production agents with tools, evals, guardrails, observability, and human handoff.
→Capture, dedupe, score, route, and nurture without leaks between marketing and sales.
→Behavior-triggered programs that ship at scale across lifecycle, nurture, and expansion.
→Schemas, cleanup, enrichment, quality monitoring, and governance.
→Integrations and back-office workflows that remove manual handoffs.
→Strategy work isn't about picking tools. It's about answering "why this, why now, why us" with numbers that hold up. We build the answer.
