How it works

Everything starts with a free 60-minute Hours X-Ray with the marketing leader. If the X-Ray surfaces enough opportunity, it graduates into a full three-week readiness assessment: map the work, test the data, deliver the plan. Each stage produces something concrete you keep, whether or not you go further.

  1. Step 0

    The Hours X-Ray

    free · one hour · leader only

    A phone call with you, not your team. Our AI interviewer walks your major marketing workflows with you and builds a first-pass map of where the hours go. Schedule a time and we'll email you a calendar invite with the number, or call the line whenever you have the hour. Within 48 hours you get a one-page mini-map: hours by workflow, top automation candidates, and the one data question to answer before spending anything.

    You get:
    The mini-map. It's yours either way.
    You decide:
    If the map shows real opportunity, we scope the full assessment. If it doesn't, we say so and stop.
  2. Week 1

    Map the work

    We run structured conversations with your marketing team about how work actually moves through the org, not how the org chart says it should. This surfaces where hours go, where handoffs break down, and where the same work gets done twice by two different tools.

    You get:
    A workflow inventory by function, an hours allocation model, and a list of the friction points nobody's written down before.
  3. Week 2

    Test the foundation

    Before we recommend anything, we check whether your data can actually support it. That means looking at your CRM fields, your CDP or customer data layer if you have one, and your campaign and event tracking, and being honest about what's clean enough to automate against and what isn't.

    You get:
    A stack and integration review, a data readiness assessment, and a clear list of what has to be fixed before anything else.
  4. Week 3

    Deliver the plan

    Everything from the first two weeks becomes a ranked, sequenced plan. Each recommendation carries the hours it returns, what it costs to run, and where it sits in the 90-day sequence.

    You get:
    A ranked list of automation opportunities, a tooling recommendation with real pricing, and a 90-day build sequence your team or any implementation partner can execute.

Not sure the fit is right? See who this is built for →

Your next hour could save your next quarter

One call. One page. The clearest read you'll get on what your team should automate, before anyone tries to sell you a platform.

The line is answered by our AI interviewer, any hour, no booking needed.