AI Workflow & Martech Stack Advisory

Your marketing team is capped by hours, not ideas.

I audit the stack you already pay for, replace the manual work between the tools with agentic workflows, and train your team to run them. Same people, a lot more shipped. For D2C and marketplace brands past their first million or two.

The problem

You know this week already.

Monday starts with someone pulling numbers out of Shopify, the ad platforms and analytics into a sheet that is ready by Tuesday. Negatives, ad pruning and asset reviews happen when there is time, which is rarely. Retail media and marketplace portals get checked when a rep emails. Landing-page tests run, but the tracker is three weeks behind. Creator pages get paid whether they beat the brand page or not. Receipts, budget tie-outs and the daily update all land on the same two people.

Everyone has tried AI. What is missing is anything that runs without the person who set it up.

How it works

Audit, embed, enable.

Audit · 2–3 weeks

Every tool, its cost, its owner and what it actually touches. Every weekly task, who does it and how long it takes. The output is a cut / keep / replace list for the stack and a ranked list of the workflows worth automating, by hours recovered and by risk if they go wrong.

Embed · 4–8 weeks

I build the top workflows as scheduled agents inside your accounts. Each one carries a written scope: what it may change on its own, what it may only propose, and what it never touches. Anything that spends money, talks to a customer or publishes in public waits for a person to say go.

Enable · 4 weeks, then monthly

Your team learns to read the recaps, approve by reply, adjust the rules and build the next one. Playbooks stay with you. The goal is that you do not need me to keep it running.

What gets built

The kinds of systems that come out of this.

Scoped to your stack, but these are the patterns that show up in most eight-figure D2C operations.

Ad-account upkeep

Weekly negatives, ad and asset-group pruning, asset reviews and audience audits, each applied only when a written evidence bar is met and logged so it can be reversed. The account holds to your rules every week without an agency.

Marketplace and retail media reads

Promotion feeds kept in line with the live site discount. Weekly audits of retail media portals that have no API, done read-only in a browser, with numbered proposals you approve by replying “2 and 5”.

Landing-page test loop

Test results pulled into one tracker on a schedule, variants rolled up to the page the traffic was sent to, and a weekly list of the pages with enough volume to test next. The tracker stays current without anyone copying numbers.

Creator and whitelisting economics

Every creator page scored weekly against the brand page on new-customer CPA and ROAS, with a scale / hold / cut call per page. Outreach drafted for a person to send, with a check for prior threads before every draft. Contract costs flowing into attribution on the dates the content runs.

Reporting with gates

A weekly business review that will not ship until every channel ties to the platform’s own report, and a monthly actuals-vs-budget update that reverts itself if the tie-out fails.

Finance and admin

Receipts matched to card transactions and attached. The daily team update drafted in your voice from the day’s email, Slack and calendar, left as a draft for you to send.

AI as a channel

Tracking AI-assistant referrals as their own channel, auditing how your brand shows up in AI answers, and fixing the site plumbing that feeds them.

What it changes

What this looks like in one operation.

Rounded figures from an eight-figure D2C operation I run this way, given as an example of scale, not a promise for yours.

  • Between 15 and 25 hours of analyst work a week now runs on a schedule, in two to three hours of agent run time. Roughly half an analyst, without hiring one.
  • The large majority of changes in the paid-search account in a month are made by agents under written rules, each logged and reversible.
  • Landing-page test starts went from a few a month to several a week once the tracker stopped depending on a person.
  • Creator spend gets a decision per page every week. In a typical week, the pages flagged to cut carried most of the creator budget.
  • Three channels with no usable API and no analyst now get a weekly read and count in the business review.
How I build them

Guardrails are the product.

Written, dated scopes

Every agent states what it may do alone, what it must propose, and what it never touches, with the date you approved it.

Validate, write, read back, keep the undo

Account changes run as a dry run first, then live, then are read back. Anything removed is saved so it can be put back. “Revert” is a reply, not a project.

Evidence bars before action

A search term is blocked only above a spend threshold with zero conversions over two windows. A channel change needs two time frames that agree. Thin data means hold.

Code for the arithmetic

Where numbers matter, a script plans every call and checks every write. The model handles the tools.

Safe to run again

If the week is already in the sheet, nothing happens.

Tools with no API, read-only by rule

Browser agents carry a list of buttons they never click and stop at a login page.

Lessons written back in

When something goes wrong once, the fix becomes a rule in the agent, not a note in someone’s head.

Your compliance rules in every prompt

Claims language, discount rounding, what may never be said about the product.

What you get

A leaner stack, workflows that run, a team that owns them.

D2C and marketplace brands between roughly $1M and $50M with a marketing or ops team of two to fifteen, running on Shopify or Amazon plus the usual stack. Not for pre-revenue brands, or teams that want a custom app built from scratch.

  • A written stack audit: every tool, cost, owner, verdict
  • The workflows, documented and running in your accounts, each with its scope and its recap format
  • A trained team with playbooks and a monthly review cadence
  • A 90-day read of hours recovered and output shipped, measured the same way every month
Pricing

Start with the audit. Scope the rest from what it finds.

Stack & workflow auditFixed fee · 2–3 weeksPriced on the intro call from the size of your stack and team.
Embed + enableFrom $5K/month · typically 2–3 monthsScope follows the audit.
One hour on one problem$500Bring your tool list and your team’s weekly to-do list.
FAQ

The questions I get about this one

Something else? Send me a message.

Which tools do you work with?
The ones you already have. Shopify, Amazon, the ad platforms, analytics, email, your test tool, your creator and finance sheets. I add a tool only when the audit shows a gap that nothing you own can cover.
Do we need engineers?
No. The workflows run as scheduled agents on top of your existing accounts. Where code is needed for the arithmetic, I write it and it ships inside the agent.
What happens to the agents after you leave?
They stay in your accounts with their scopes and playbooks. Your team adjusts the rules and builds the next ones. Monthly reviews are optional.
Is our data safe?
Everything runs inside your own accounts and connectors. Nothing is copied to a third-party system, and contact and payment fields are fenced off by rule.
How is this different from an agency or an automation freelancer?
An agency does the work by hand and bills for it every month. A freelancer wires tools together without knowing which decisions matter. I have run growth inside eight-figure brands, so the audit starts from what moves revenue, and the agents carry the rules I would apply myself.
How long until something runs?
The first workflows are usually live within two weeks of the audit closing.

Bring your tool list and your team’s weekly to-do list.

A free 20-minute intro call. I’ll tell you which workflows I’d build first, and which tools I’d cancel.

Book an intro call