Frequently asked questions

The first call is a free 60-minute working session with the marketing leader where we learn how your marketing organization actually operates: your tools, your people, your processes, your mandates, and your ways of working. It's a conversation, not a pitch, and it needs no team access and no prep. Within 48 hours you get a one-pager from it.

Within 48 hours you get a one-pager: what we learned about how your team operates, and the top 3 things we'd implement first. Those top 3 are the highest-impact AI processes and tools we'd start with. The page is yours whether or not we ever work together.

The deep dive is the next step if the one-pager shows enough opportunity: a full, end-to-end review of the plan. We start with the low-hanging, high-impact AI wins — the quick improvements worth doing first — then lay out a roadmap for everything after that and how we'd propose to implement it. It's where the one-pager becomes a real plan you can act on.

No. The one-pager is yours regardless. If it doesn't show enough opportunity to justify going further, we'll say so directly and stop there. The first call is designed to answer that question honestly, not to funnel you into a bigger engagement.

Pick a time on the booking page and leave your details, which takes under a minute. We reach out to confirm the time and send everything you need for the call. There's nothing to prepare, and if the fit isn't right we'll tell you so directly.

Most marketing automation consultants start with a platform recommendation. This starts by understanding how your organization actually operates, and only recommends tooling once we know what your team can support and where the fastest wins are. The tooling recommendation comes last, not first.

You get a prioritized, build-ready plan and roadmap that's yours to run with: your team or any implementation partner can execute it, and we help you understand how. The recommendation is vendor-neutral and doesn't depend on us building anything, so it stays honest. We take no referral fees and have no reason to recommend a more complicated solution than you need.

Then that's what the one-pager says, with the specific reasons why and what needs to happen first. This outcome is more common than most vendors in this space will tell you, and it's still valuable to know before you spend budget.

The first call takes one hour of the leader's time and none of the team's. The deep dive, if you go forward, takes roughly 45 minutes each from a handful of people, plus a kickoff and a readout. Total across the organization is usually under ten hours.

Yes. Nothing from a first call or a deep dive is shared, published, or referenced without written permission. Case studies from free pilot engagements are anonymized, and only with prior agreement. We'll sign an NDA if you'd like one.

Yes, with real pricing and the reasoning behind the recommendation. We take no referral fees from any vendor, and we'll tell you plainly when the right answer is a tool you already own.

Teams of 5 to 40 people. Below that, a founder or marketing lead can usually do this themselves. Above that, larger organizations typically need a different scope of engagement.

The first call and the one-pager are free because they should be: it's one hour, and it qualifies us to each other. The deep dive is free for a limited number of pilot clients in exchange for permission to use anonymized results as a case study. After those slots fill, the deep dive becomes a paid engagement. The first call stays free.