📌 IMPORTANT NOTE
Sara will be OOO July-September 2026 for a mini mat leave 🍼
Availability for advising, training, and limited small implementation projects will open in October.
To join the waitlist for Fall 2026, click here
FREELANCE technology, automation, & AI services.
We advise, implement, and enable teams to use technology and automation to enhance their work.
WE SET UP SYSTEMS THAT can:
REDUCE BORING WORK, make MORE space for creative + strategic work, help SCALE MARKETING + COMMUNICATIONS efforts, IMPROVE CLIENT EXPERIENCE, bring clarity + collaboration in teams…
AND SO MUCH MORE.
🕵🏽♀️
ADVISING
If you simply need a neutral & expert opinion on marketing, technology, omni-channel campaign strategy for your organization.
🧑🏽💻
If you need a short-term builder to onboard to new tech, optimize existing tech, or set up automations.
IMPLEMENTATION
👩🏼🏫
We have a ton of workshop experience, so we teach groups and teams about new tech, AI, automation, or just how to use their tech to its fullest potential.
ENABLEMENT
WHO WE SERVE:
MARKETING TEAMS + AGENCIES.
SAAS sTARTUPS.
SMALL LOCAL SERVICE PROS.
We understand you because we are you. You’ve got a lot to educate on, a lot to sell. Your customer relationships are crucial and long-term. You want to be agile and work smarter.
Our systems work can bring you internal clarity, alignment, and efficiency and/or better customer experiences, no opportunities left behind, no questions gone unanswered.
🛠️ “WHAT SOFTWARES
DO YOU USE?”
We aim to be tool-neutral and limit bias. We have a database of 200+ tech tools we’re testing, watching, and making notes on. We try new ones every week. That’s our thing.
We’ve seen what happens when consultants jump on one software and force-fit clients into it. We don’t do that.
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Anything that helps marketers do better work.
Email marketing softwares
Digital ads systems
Social media management tools
Customer relationship management tools
Digital marketing reporting dashboards
Lead generation, prospecting, and data enrichment
Account Based Marketing platforms
Digital asset management
Design tools, i.e. Canva vs Figma
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Anything that helps sales track their key contacts and opportunities better.
So, mostly CRMs (customer relationship management) tools and the plug-ins that enhance CRMs like document management apps, data enrichment AI, intent data providers, and more.
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Whatever connects teams so we can have less meaningless meetings and long email threads. Like:
Collaboration tools
Project management tools
Knowledge management / wikis
Internal comms automations
Services workflows i.e. bookings
And the integrators in-between like Relay.app (our fave), Zapier.com (industry beast), and Make.com (our least fave tbh).
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We use and teach others to use:
AI Generalists like ChatGPT and ClaudeAI for marketers like Copy.ai for writing, Descript for video editing, or Canva AI for design, smaller AI features built into email marketing platforms, CRMs and social media management platforms.
And then AI for business admin, like all of the AI meeting assistants out there, and the AI features Gemini brings to the Google Workspace, and CoPilot brings to Microsoft-powered organizations.