When this is the right call.
- Mid-market CMOs with 20+ tools and $300K+ annual MarTech spend, no clear ROI per tool.
- Post-acquisition integrations needing two stacks to become one without losing data.
- Pre-Series B teams preparing investor-ready MarTech architecture.
- Companies on HubSpot / Salesforce / Marketo with creeping seat counts and overlap.
When you're better off elsewhere.
- Stacks under $50K/year MarTech spend - ROI of audit doesn't math.
- Companies in active M&A freeze on system changes (we'll wait until you're cleared).
- Founders looking for slide decks rather than working migrations.
A working system in weeks - not a slide deck in months.
- 01
Inventory · Week 1
Catalogue every tool, contract, owner, and integration.
- 02
Score · Week 2
Utilisation, fit, cost, and risk scoring. TCO model.
- 03
Recommend · Week 3
Target architecture, roadmap, vendor RFP if replacing.
- 04
Execute · Weeks 4–8
Phased migration, data validation, cutover, training.
Every line. On the box.
Productised means published. No hidden scope, no surprise invoices, no scope creep dressed as a change order.
- Inventory of all current tools + contracts
- Total Cost of Ownership (TCO) model
- Tool-by-tool utilisation scoring
- Overlap + gap matrix
- Recommended target architecture
- Phased migration roadmap with risk
- Vendor RFP support (if replacing)
- Data migration with zero loss
- Cutover plan and rollback strategy
- Team training on new stack
- Post-cutover audit and optimisation
- Quarterly review framework
Three tiers. Transparent.
Ideal: Audit-only diagnostic
- Audit only
- TCO model
- Recommendations
- 1 workshop
Ideal: Most consolidation programmes
- Audit + migration
- Up to 5 tool migrations
- Cutover support
Ideal: Enterprise multi-brand stacks
- Audit + migration + training
- Multi-brand
- Ongoing governance
"Cut $148K from our annual MarTech spend without losing a single capability. The migration was zero-downtime. [PLACEHOLDER]"
Common questions.
Often paired with this.
Attribution System Build
Production attribution stack with last-touch, MMM-lite, and incrementality views - engineered, not powerpointed.
Server-Side GTM + CAPI Sprint
Cookieless-resilient measurement on Google Cloud, with Meta + TikTok + LinkedIn CAPI, dedupe, and Consent Mode v2.
RevOps Automation Retainer
Hands-on admin, lead routing, SLA automation, deal hygiene and Slack + Linear integrations - your CRM finally works.
Ready to scope MarTech Audit & Migration?
Book a 20-minute call. Bring one bottleneck. We'll diagnose live. Starts at $4,500 fixed.