Services Overview

I work with clients ready to invest time, energy and resources into their
marketing and technology by making the most of all three.

 
 
marketing automation consultant

The Essentials Plan

Have you been piecing together your marketing strategy, trying out tactics here and there but struggling to stay consistent and communicate with clarity?

The Essentials Plan helps you create your ideal marketing plan. Together we will build a solid marketing stack and structure, ensuring your time is spent making genuine connections that convert.

Includes:

  • Marketing audit (including your website, social media accounts, email marketing and all communications)
  • Custom technology recommendations based on your needs and budget
  • Onboarding and training for one technology platform of your choosing
  • Marketing plan for maximizing the value of your current strategy and new technology
  • (4) 60-minute consulting calls
  • Clarity Package including:
    • 4 week communications matrix (includes schedule, content guides and drip campaign flows)
    • Short-term and long-term tactics
    • Foundation (week 1) action items
    • Implementation (month 1) action items
    • Evaluation (month 3) action items

The Essentials Plan is executed over the course of 4-6 weeks

 
marketing automation

The Refinement Plan

Does your team have a strategy and marketing technology in place, but need help adding structure and functionality to your SaaS products?

The Refinement Plan helps you bring your vision and strategy to life by building out your communications flow inside your software products, ensuring that your business is getting optimal value out of your tools.

Includes:

  • Marketing audit (including your website, social media accounts, email marketing and all communications)
  • Marketing plan for maximizing the value of your current strategy and technology
  • (4) 60-minute consulting calls
  • Customized training on a technology platform of your choosing
  • Clarity Package including:
    • 4 week communications matrix (includes schedule, content guides and drip campaign flows)
    • Short-term and long-term tactics
    • Foundation (week 1) action items
    • Implementation (month 1) action items
    • Evaluation (month 3) action items

The Refinement Plan is executed over the course of 2-4 weeks

 
marketing automation strategy

The Partner Plan

Is your business currently experiencing solid growth, but your team is struggling to stay ahead of marketing opportunities and customer communication? 

The Partner Plan gives you the strategy, technological support and hands-on implementation you need to make the most of your momentum and be intentional in this new (and exciting!) phase.

Includes:

  • Marketing audit (including your website, social media accounts, email marketing and all communications)
  • Custom technology recommendations based on your needs and budget
  • Onboarding and training for one technology platform of your choosing
  • Marketing plan for maximizing the value of your current strategy and new technology
  • Weekly 60-minute consulting calls
  • Clarity Package including:
    • 4 week communications matrix (includes schedule, content guides and drip campaign flows)
    • Short-term and long-term tactics
    • Foundation (week 1) action items
    • Implementation (month 1) action items
    • Evaluation (month 3) action items
  • Clarity Package implementation including:
    • Graphic design
    • Corresponding website updates
    • Copywriting
    • Email marketing
    • Social Media
    • Video production (billed separately based on scope of project)

The Partner Plan is a monthly collaboration. 3 month minimum.