Your tools, finally working as one.
Most teams own 5–15 marketing tools running in silos. I connect what matters, retire what doesn’t, and layer in AI where it moves revenue — not just dashboards.
If this sounds familiar…
You’re not alone. Most of my clients come in with some version of these three.
Data that doesn’t match.
HubSpot says 1,200 MQLs. Salesforce says 340 opportunities. Nobody can reconcile the funnel. Sales stops trusting marketing.
AI theater, not AI execution.
You bought ChatGPT Team. Maybe Copilot. The team uses them for blog posts. Meanwhile your attribution is still broken.
Reports that take 38 hours a week.
Your analyst copy-pastes into spreadsheets all day. That’s capacity that should go to strategy, not data wrangling.
Use cases
What I actually do in this lane.
Six use-cases where this engagement earns its keep. Pick the ones you need — we scope accordingly.
MarTech Review
Every tool, scored. What to keep, consolidate, or kill — delivered as a ranked roadmap.
HubSpot Implementation
Setup, migration, or full rebuild — lifecycle stages, scoring, workflows, attribution.
CRM Alignment
HubSpot ↔ Salesforce sync that actually works. Matched objects, mapped fields, lifecycle in both.
AI Workflows
Claude, ChatGPT, Perplexity, Clay, Fathom — wired into workflows that remove real hours.
Attribution & Reporting
Closed-loop reporting. Pipeline sourced by channel. Revenue by campaign. CEO-ready dashboards.
Team Enablement
I train your ops person to run the stack after I leave. No lock-in consulting.
What changes
The numbers we’re playing for.
Weekly hours returned to your team post-rebuild
MarTech stacks diagnosed and rebuilt
Typical HubSpot implementation timeline
Team handoff — no lock-in consulting
MarTech in action
Case study
Enterprise rebrand & HubSpot migration
A 30-year enterprise brand moved off a legacy stack onto HubSpot in twelve weeks. Lifecycle rebuilt, Salesforce synced, attribution closed-loop, team trained — no downtime, no panicked rollback.
See what changedWhat You Get
Six things I actually ship.
No vague ‘strategic advisory.’ Concrete outputs, measured against your number.
Stack SurgeryMarTech Stack Review
Every tool, scored. What to keep, what to consolidate, what to kill. Delivered as a ranked roadmap.
HubSpot Implementation
Setup, migration, or rebuild. Lifecycle stages, scoring, workflows, attribution — done right the first time.
CRM + Marketing Alignment
HubSpot↔Salesforce sync that actually works. Matched objects, mapped fields, lifecycle in both systems.
AI Integration
Claude, ChatGPT, Perplexity, Clay, Fathom — wired into your workflows where they remove real hours. Not demos.
Attribution & Reporting
Closed-loop reporting. Pipeline sourced by channel. Revenue by campaign. CEO-ready dashboards.
Team Enablement
I train your ops person to run the stack after I leave. No ‘lock-in’ consulting.
Process
Call to result in four steps.
Discovery
30 minutes. I ask the hard questions about your pipeline, stack, team, and number. You leave with a clearer picture.
Diagnostic
I dig into your data, tools, content, attribution. Map what’s holding you back. No slides — a real working doc.
Plan
Prioritized 90-day plan. Owner per item. KPIs. Milestones. No vague ‘recommendations.’
Execute
Weekly working sessions. Build, measure, iterate. I stay in the room until results show up in the data.
Scope of engagement
Everything’s in. No surprise add-ons.
Every engagement starts with a free 30-min intro so we scope the right fit. Scope is fixed before we sign. What’s in is in.
What’s included
- Full MarTech stack diagnostic & scoring
- HubSpot implementation or rebuild
- Salesforce integration & object mapping
- AI tool wiring (content, SEO, outreach, research)
- Marketing automation workflows
- Knowledge transfer + written runbooks
Proof
Not a portfolio. A receipt.
Quick Check
Which MarTech & AI fix do you actually need?
Two questions. Straight answer at the end.
What’s the state of your CRM today?
Who will own the stack after this engagement?
Your best next step
Continue the journey
Keep reading — the rest of this lane.
Related case
HubSpot & BFCM operations
Peak-season automation across segmentation, lifecycle, reporting.
Read more →Related case
Family Office AEO & AI content
Answer-engine optimized content stack for a Swiss family office.
Read more →Playbook
Cyber AI positioning
How to position an AI-native cyber product to buyers who are AI-skeptical.
Read more →Ready when you are.
Book a free 30-minute slot. I’ll ask the hard questions. You’ll leave with a clearer picture — engagement or not.
Free 30-min slot →FAQ
Before you book
What does an engagement cost?
Scope drives price, and I’d rather talk it through than anchor you to the wrong number. Book a free 30-min intro — I’ll tell you the range on the call.
What’s the minimum engagement?
Depends on scope. Monthly engagements start at 3 months. Projects run 6–12 weeks. Sometimes a half-day workshop is the right entry point — I’ll tell you honestly.
Do you work with in-house teams?
Yes — and I prefer it. I’m most effective embedded with your existing team, not siloed as an outside consultant. I coach, not just advise.
What industries do you work in?
B2B SaaS, cybersecurity, fintech, eCommerce, family offices, regulated industries. 15 years across 40+ companies. If you’re a new industry for me, I’ll say so — and tell you how I’ll ramp.