The Modern Marketing Playbook

Rebuild your strategy in an AI-integrated world

You’ve got the message, the team, and a pile of half-finished campaigns. What you don’t have is a marketing system that is easy to use, with scalability as tools and goals change.

I help small tech providers build clear, connected marketing systems in three simple steps:

→ Audit your current setup.
→ Design a streamlined marketing operating system that ties your brand voice, content, and tools together.
→ Train your team to run it without chaos.

Simplify your marketing. Systemize your tools. Automate the boring stuff.

The Modern Marketing Playbook is a complete, AI-integrated marketing system designed to take the guesswork and chaos out of your day-to-day. In as little as eight weeks, I can map your tools, automations, and team workflows into one clear, repeatable process, so your content, leads, and campaigns run smoothly without constant firefighting.

I advise you on your core infrastructure, provide templates and AI-assisted workflows, and train your team to use it all confidently — then hand it off with a simple maintenance plan that keeps your marketing running efficiently long after we part ways. Think of it as the operating manual your marketing has been missing, powered by AI where it helps (but centered around human judgment).

What you can expect

Our three-part adventure takes your messy, inconsistent marketing and turns it into a streamlined, AI-integrated system your team can actually manage.

We start with a Discovery & Audit, digging through your current tools, content, and workflows to see what’s working, what’s broken, and where AI can save time. Then we move into System Design, where we map out your ideal marketing infrastructure — the right tools, automations, and team rhythm — and build your custom 90-Day Marketing Playbook so everyone knows what to do and when. Finally, we roll into Implementation & Training, setting up the essentials, training your team to use AI confidently, and handing off a simple maintenance plan that keeps your marketing calm, consistent, and future-ready.

What you provide

The most important thing we need from you is your brain. We will work together to determine your message, but any supporting documents you already have will help immensely as we find your voice. You are the expert in your field, not us, and what we can produce is heavily dependent on what you share.

Before we go further, we will have a phone call to discuss your goals, your preferences, resources, among other things. We will all be on the same page before things get started.  

So, what does it cost?

We make it easy with flat-rate pricing between: $4,000–$8,000, depending on the marketing scope of your organization, size of your team, number of stakeholders, the number of systems and tools, and the complexity of AI integration you’re looking for.

You’ll get a formal quote before anything is finalized. We don’t like surprises either.

Additional, optional services

Social + Content Template System

For teams that want the full creative system ready to run, I’ll build out your branded templates and starter content library directly in Canva or Notion. This is a logical next step — make it plug-and-play. From $750.

30-Day Campaign

A ready-to-launch campaign plan that matches your new system. You get a 30-day content calendar with social posts, emails, and suggested graphics — all aligned to one lead-generation or awareness goal. This is a campaign in a box — strategy, content direction, and tracking setup. A frictionless way to see how the system works right out of the gate. From $1,250.

Ongoing “AI Tuning” Retainer

Continuous optimization of your marketing automations and AI tools. I’ll monitor what’s working, refine prompts or workflows, and identify new opportunities as tools evolve. This isn’t campaign development, but an on-call AI mechanic to make sure you’re optimizing your investment. From $500 monthly, cancel anytime.