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, automation, or AI efforts they should spend their precious resources on.
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TECH RECOMMEND-ATIONS REPORT
Choosing the right tech for your business can take weeks of research, and you can still get it wrong.
We do the work for you, comparing 3-5 tech tools that suit your needs, and scoring them across up to 10 criteria like key features, cost, integrations, and more.
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TECH UTILIZATION REPORT
Are you overpaying and underutilizing your tech? Is an upgrade worth it? We answer these questions by auditing how you’re using your tech and identifying how you could use it better (or why it’s worth switching).
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BUSINESS PROCESS MAPPING
An important first step before investing in tech, automation, or human staff, we take you through a documentation exercise to assess your business workflows to identify gaps, friction, and opportunities for optimization.
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GENERAL ADVISING CALL
1-hour paid consult to discuss a workflow, a tech challenge, an automation opportunity. Get quick insight from Sara to go forward with clearer direction.
ALL THAT ⬆️
+ MORE
If you’re an established business with multiple tech tools but you’re not happy with how they all operate, we’d recommend a combination of the above. A process map first, a utilization audit second, and a recommendations report to tie it all in a bow.
“CAN YOU HELP US WITH
(TYPE 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.