ADVISING
(like consulting but we don’t love that word)
These packages are for the DIYers who have some capacity to do the work themselves but want some expert advice to get them started on what technology or marketing efforts they should spend their precious resources on.
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NEW BIZ TECH ADVISING
If you have minimal or no tech yet, get our advice on what tech might be the best fit for your business to flourish.
Average cost: $500
Average timeline: 1-2 weeks -
AUDIT + ADVISING
If you have some tech in your stack, we’ll audit how it’s all working so far OR we’ll do a workflow process map for you THEN we get into recommending tech, add ons, alternatives, integrations, or automation potential.
Average cost: $1000
Average timeline: 2-4 weeks -
AUDIT + PROCESS MAP + ADVISING
If you have some tech in your stack, we’ll audit how it’s all working so far AND we’ll do a workflow process map for you THEN we get into recommending tech, add ons, alternatives, integrations, or automation potential.
Average cost: $1500
Average timeline: 4-5 weeks
WHAT YOU GET:
🗒️
Our Recommendations Reports are short and sweet but packed with value.
The Tech Recommendations Reports include a side-by-side comparison of your tech options, covering the most important features, pricing, integrations, pros and cons.
The Marketing Recommendations Report includes our analysis of your existing marketing efforts and website, identifying your best messages for your ideal audiences, before compiling our thoughts on your best channels for your ideal audience. We’ll recommend timing, budgets, creative tips, messaging hacks, and more.
“CAN YOU HELP US WITH (NAME OF SOFTWARE)?”
Yes, probably. The categories of tech we know best is below. We also have a database of 200+ tech tools we’ve tested and made notes on. A lot of the work we do and skills we have are transferrable and tech agnostic.
If you ask us about a tool we don’t know or we check one out and don’t feel good about it, we’ll tell you.
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Anything that helps marketers do better work.
Email marketing softwares
Digital ads systems
Social media management tools
Customer relationship management tools
Digital marketing reporting dashboards
Lead generation, prospecting, and data enrichment
Account Based Marketing platforms
Digital asset management
Design tools, i.e. Canva vs Figma
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Anything that helps sales track their key contacts and opportunities better.
So, mostly CRMs (customer relationship management) tools and the plug-ins that enhance CRMs like document management apps, data enrichment AI, intent data providers, and more.
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Whatever connects teams so we can have less meaningless meetings and long email threads. Like:
Collaboration tools
Project management tools
Knowledge management / wikis
Internal comms automations
Services workflows i.e. bookings
And the integrators in-between like Relay.app (our fave), Zapier.com (industry beast), and Make.com (our least fave tbh).
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We use and teach others to use:
AI Generalists like ChatGPT and ClaudeAI for marketers like Copy.ai for writing, Descript for video editing, or Canva AI for design, smaller AI features built into email marketing platforms, CRMs and social media management platforms.
And then AI for business admin, like all of the AI meeting assistants out there, and the AI features Gemini brings to the Google Workspace, and CoPilot brings to Microsoft-powered organizations.