Services · Marketing technology

Fewer tools, connected properly.

Review the marketing technology you already pay for, remove what is not used, and connect the rest.

Step 2 of 6 · What gets reviewed

Every channel, one connected system.

The audit covers search foundations, speed, AI discoverability, trust signals, mobile and social footprint. Local search and content are scoped services; review requests run through WhatsApp AI.

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What the service can cover

Agree which of these belong in the scope. We confirm deliverables, reviewers and approvals before work starts.

  • Stack review

    Every tool, its cost, its integrations and its use, with a keep, merge or remove recommendation.

  • Data and event design

    A clear event schema and customer data set-up, so your tools agree on who a contact is.

  • Personalisation

    Website and email content varied by segment or account, built around the consent you hold.

  • Workflow automation

    Lead routing, alerts, enrichment and de-duplication in tools such as Zapier, Make or n8n.

  • AI-assisted drafting

    AI tools can speed up drafts, translations and transcripts. A person owns and approves what is published, and we say where AI helped.

  • Data governance

    Consent records, retention rules and a process for access and deletion requests.

Limits and scope

We recommend and configure tools, and we do not resell licences unless that is agreed in writing. Compliance with data protection rules remains your responsibility as the data controller. We help document and apply your policies, and we do not give legal advice.

Services are agreed separately from the Quixo Audit. See all services, review the plan details or discuss the scope with us.

How the work is scoped and approved

  1. Agree the brief

    Set the objective, audience, facts and assets that can be used.

  2. Draft and review

    Prepare the agreed deliverables, then collect review from the people you name.

  3. Approve, then publish

    Nothing goes live until an authorised approver signs it off. Further measurement is agreed separately.

Before you start

Do you replace our CRM?

Only if the review shows it is the right call and you agree. Often the work is connecting what already exists.

Is AI used in delivery?

Where agreed, AI helps with drafts. A person reviews every output before it is used.

Is this included with the Quixo Audit?

No. Quixo Audit is a separate purchase. Content creation, campaigns, implementation and workspace access are agreed separately.

Talk through your brief.