MarTech Consulting

A stack audited before anything new gets bought

Marketing technology stack audits, CRM strategy, and platform selection based on actual requirements.

Quick answer

MarTech consulting is auditing and planning the marketing technology stack, CRM, automation, and new platform purchases against actual workflow requirements, starting with what you already own before any new tool gets considered.

Most marketing stacks accumulate tools over years without anyone reviewing what's actually used, which means overlap and redundant spend usually exist well before anyone considers buying something new. A stack audit is almost always the right first move, not another purchase.

We evaluate the stack against actual workflow requirements, not feature checklists - what's overlapping, what's underused, and what's genuinely missing - and weigh CRM and platform decisions against your requirements, not a vendor's polished demo. The recurring finding across most audits: the gap usually isn't a missing tool, it's an existing one nobody adopted properly.

Common problems

Problems we solve in MarTech Consulting

Tools bought without a plan

Each tool arrived through its own purchase decision, not one coherent stack plan.

Overlap nobody checks for

Two or three tools quietly do the same job at full price, with no one comparing them directly.

A platform bought from a good demo

A vendor pitch drives the purchase instead of a genuine capability gap or documented requirement.

Sales does not trust the CRM

Data gets entered because it's required, not because anyone believes it's useful.

Automating before understanding the process

A process automated before it's understood tends to encode existing inefficiencies rather than remove them.

Gaps get filled by buying, not auditing

A workflow gap usually gets a new purchase, when the capability may already exist somewhere unused.

What's included

Everything covered in MarTech Consulting

Marketing Technology Stack

A structured audit of every tool already paid for, finding overlap and genuine gaps before any new purchase.

CRM Strategy

Platform selection, data architecture, and adoption planning built around how sales actually sells, not a demo.

Marketing Automation Strategy

Deciding what is worth automating and who owns it, before any platform gets chosen.

Platform Selection & Implementation

Requirements defined and vendors evaluated against real use cases, with implementation overseen through go-live.

The difference

What actually changes

BeforeAfter
No current inventory of active tools, licenses, or ownersA full, documented list of tools, licenses, and owners, reviewed on a cadence
A platform chosen from a strong vendor demoA platform chosen against documented requirements and a real proof-of-concept
Data gets entered because it is required, not trustedWorkflow shapes the system design, building trust from the first rollout
A platform gets bought, then teams figure out what to automate in itProcesses assessed and prioritised before any automation purchase
Reporting

What we report on

Tool inventory coverage and overlap identified

How much of the active stack is catalogued, and where two or more tools perform the same function.

License utilisation

How much of what is paid for is actually in active use, by seat or by feature.

Adoption and data quality

CRM and automation usage tracked through actual workflows, not login counts, checked against deduplication and completeness rules.

Delivery-to-scope match

How closely what gets implemented matches what was scoped and sold.

Tools & platforms

Tools we work with

💼HubSpot
🤝Salesforce
🔌Segment
📈Looker Studio
📊GA4
Relevant industries

Industries we work with

Built for teams like yours
💰Teams about to buy new marketing or automation software
📋Marketing ops teams inheriting an undocumented stack or CRM
🔁Businesses migrating from a legacy CRM or automation platform
🛡️Teams burned by a platform that looked great in the demo
Why EASI7

Why choose EASI7

We fix tracking before we touch results

Every engagement starts with the same audit we'd run on our own accounts, so the numbers you're optimizing against are actually true.

One accountable team, not siloed vendors

The same team that does this also owns the rest of your stack - no handoff, no blame-shifting between vendors.

Built for how AI search actually works

Everything we build is structured to be extractable by AI answer engines, not just ranked in a list of blue links.

Reporting tied to your own dashboard

Every number we report ties back to GA4/GTM events you can see directly - not a screenshot from a tool you can't independently verify.

Ways of working

How to engage us for this

FAQs

Common questions

No - we're not tied to referral or reseller agreements with specific vendors, so a recommendation is based on your workflow and data requirements, not which platform pays the best commission. Sometimes the right answer is the platform you already have, configured properly.

A single-platform audit usually runs two to three weeks. A full stack audit across marketing, sales, and CRM tooling takes longer, mostly because getting honest usage data out of teams who are attached to a tool they rarely open takes longer than the technical review itself.

Both, depending on scope. Some engagements end with a recommendation and a business case for internal teams to execute. Others include implementation oversight through go-live. We're upfront about which one a given engagement is before it starts.

No - adoption depends on internal change management as much as tool choice, and we don't control how your team responds to a new system. What we can guarantee is that adoption planning is built into the recommendation itself, not bolted on afterward as an afterthought.

Yes. A campaign agency optimises inside whatever tools you already have. MarTech consulting looks at the tools and data architecture underneath the campaigns - if the underlying stack is broken, campaign execution quality has a ceiling no agency can raise.

Most engagements work directly with an internal marketing ops or RevOps function, since they're the ones who inherit the stack after we leave. Where there's no internal owner yet, that gap usually becomes part of the recommendation.

Get in touch

About to buy new marketing software?

Let us audit what you already have first - there's often more overlap than anyone realises.

0+ Years in market
0+ Engagements delivered
0× Avg. traffic growth
0% Avg. CPL reduction

Ready to get started?

We usually reply within 24 hours.

Reference

MarTech Consulting, in detail

Scope, area by area

AreaWhat we deliver
Stack AuditA full inventory of tools, licenses, and owners, with overlap and redundancy identified
CRM & Automation StrategyData architecture, adoption planning, and automation priorities defined before any platform choice
Requirements & Vendor EvaluationDocumented use cases and a proof-of-concept structured around your actual edge cases
Implementation OversightDelivered functionality checked against what was scoped and sold, through go-live

How this compares

Requirements-Led MarTech DecisionsDemo-Led Purchasing
New tools and platforms evaluated against documented requirements and existing stack overlapA platform is chosen from a strong vendor demo with no audit of what already exists
CRM and automation workflow shaped by how teams actually workSystem design shapes what teams are told to do, and adoption suffers
Implementation checked against what was scoped and promisedGaps between sales promises and delivery surface after signing

Most stacks are not missing a tool, they are carrying two or three that do the same job at full price.

What we measure this against

  • Tool overlap identified and license utilisation against actual usage
  • CRM and automation adoption tracked through real workflow usage, not login counts
  • Delivery-to-scope match on any new platform implementation

Where this applies

  • A team is about to buy new marketing software without auditing what already exists
  • A CRM has poor data quality and low sales adoption, and the fix needs to address both
  • A company is evaluating automation platforms with no prioritised list of what should actually be automated
  • A major platform purchase is being evaluated on vendor demos alone with no documented requirements

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