The challenge
Scenario: years of different marketers have left a stack of overlapping tools. Some are paid for but unused, leads live in three places, and monthly reporting takes days to compile.
The strategy
Audit every tool and subscription against what it produces, cut and consolidate, connect what's left to the CRM, and automate the monthly report.
Implementation
- Tool and subscription audit with keep, fix, or cut recommendations
- Consolidated stack connected to a single CRM record
- Tracking plan and conversion events
- Automated monthly leadership dashboard
- Documented processes and owners
Visuals
Project visuals (screens, dashboards, diagrams) go here once approved.