AI Strategy & Martech Consulting
A clear-eyed audit of your tools, data, and readiness — followed by a practical roadmap for which AI investments actually make sense now, and which should wait.
Context
Only around 6% of companies have genuinely embedded AI into their martech stack — most are running scattered, isolated experiments while marketing themselves as further along. That gap matters, because a tool having AI features doesn’t make it AI-ready. AI performance depends on the data quality, integration, and governance underneath it — a flashy AI feature layered on top of a messy, disconnected stack won’t actually perform.
That’s the real reason strategy comes first: not as a sales step before the “real work,” but because the businesses that skip it end up paying for AI capability their own infrastructure can’t support.
Services
(A cluttered, disconnected stack also affects how AI search tools understand and cite your business — see our AI & GEO Search Optimization service for that side of the picture.)
Audits fail when they turn into a report that gets filed away and forgotten. Ours stays grounded and actionable:
every tool, its annual cost, and who actually owns it
The result is a scored, per-tool picture — not a generic "your stack needs work" summary.
Our Process
Discover
Understanding your business goals, current stack, and team structure.
Inventory & Trace
Full tool inventory and customer journey data-flow mapping.
Score & Assess
Evaluating each tool across strategic alignment, utilization, ROI, and AI readiness.
Roadmap
A prioritized, actionable plan — quick wins first, longer-term scalability next.
Align & Handoff
Governance recommendations and team alignment, with a clear path into execution if you're ready to continue.
Industries
B2B & SaaS
Ecommerce & Retail
Healthcare
Professional Services
Financial Services
Multi-Location & Franchise Businesses
Honest about readiness
We’ll tell you if you’re not ready for a given AI investment yet — not push it anyway.
Practical, not theoretical
A scored, actionable roadmap, not a generic report that gets filed away.
Real financial framing
We help you see the true cost of your current stack, not just the license fees.
Governance built in
AI usage policy and review checkpoints, not just tool recommendations.
No long-term contracts
Clear engagement scope, clear deliverable.
Honest Timeline
A focused martech stack audit typically takes 3-4 weeks. A full AI readiness assessment and roadmap, including governance recommendations and team alignment work, typically takes 6-8 weeks, depending on stack size and number of stakeholders. The deliverable is a clear roadmap — not, on its own, implementation. If you’re ready to act on it, we can move directly into the relevant AI service; if not, the roadmap still gives your team a clear reference for what to do next.
Metrics
Pricing
Pricing depends on stack size and assessment depth — a focused audit of a smaller stack is priced differently than a full AI readiness assessment across a large, multi-tool enterprise stack. We'll give you a clear estimate after a free initial consultation.
Scoped to your project
Priced to the scope and complexity you actually need
Clear estimate upfront
A fixed-scope estimate after a free consultation
Honest recommendations
We recommend what fits, not the biggest package
Get a free martech & AI readiness audit — a practical, honest look at your tools, data, and what to prioritize next.
FAQ
Free consultation
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