Marketing Technology & Strategy

We advise and help implement marketing technology for small businesses that saves them time and money so they can market like the Fortune 500

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It's one thing to have all the pieces...

It's another to know how to put them all together so that data flows and you know where your leads and customers are in the sales process and you meet your marketing goals.


Understand what's working today. 


Have the right tools in place to maximize your time with automation. 


Create a strategy that puts it all together.

We support & integrate the following products

About Marni Melrose

Was the world leading implementor of the productivity suite, Daylite by Marketcircle for 10 years before moving on to building custom CRMs & workflow automation with Citrix's Podio product. 

After winning several awards for marketing her own business, she now teaches companies how to attract, acquire and retain more customers using best in class marketing technology for small businesses.

As seen...

I write for iBusiness Magazine and sometimes speak about technology.


Are you a do-it yourself kind of person?

But you just need a little help and a little direction?

The Melrose Academy

Marketing Technology & Strategy, get training and personalized coaching on growing your business

Help with Kajabi, AgileCRM, ClickDesk & CoSchedule

  • How to lessons
  • Private Facebook Group with weekly hotseat for personalized group coaching
  • Tools/Skills/Systems
  • Audience Building
Learn more

Managed Services

Are you a do it with me kind of person?

Would you rather have someone work alongside of you giving you expert guidance and doing the technical things?

Managed Services

With managed services, we will:

  • Setup Agile CRM & customize it for your company
  • Set up the built-in online scheduling or integrate it with Acuity
  • Set up push notifications on your website
  • Set up pop-ups & web rules on your website
  • Work with you to develop a visitor engagement and conversion strategy
  • Set up triggers for campaigns
  • Set up integrated marketing & sales campaigns
  • Work with you to develop your multi-channel email marketing and automation strategy
  • Set up forms in Agile CRM or integrate with your forms software
  • Set up Landing Pages or integrate with your landing pages software
  • Set up Telephony integration (We recommend Twilio for best integration) 
  • Work with you on an ongoing basis to execute your sales, marketing and service strategies
  • Keep you updated on the new features and functionalities of Agile CRM
  • After-hours or weekends add-ons available
  • Onsite available (Gold & Platinum Level Only) 
  • Help you develop a content marketing strategy (Gold & Platinum Level Only)
  • Teach you what content marketing is and how to do it with your website and tools like Co-Schedule (Gold & Platinum Level Only)
  • Website session reply, heatmaps, funnels & form conversions with mouseflow (Gold & Platinum Level Only)
  • Work with you to complete a customer avatar and keyword strategy for your content marketing (Gold & Platinum Level Only)
  • Website Audit, SEO, SEM, Social and Paid Search Reporting (Gold & Platinum Level Only)
  • Business Coaching (Platinum Level Only) 
  • Set up the built-in help desk or help you integrate it with other systems (Platinum Level Only)
  • Integrate Agile CRM with your live chat software (Platinum Level Only)
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Business Coaching

Are you ready to take it to the next level?

Do you want someone to take a deep look at your business and point you in the right direction?

Build an Extraordinary Life & Business

In my private coaching programs we will look at the 6 pillars of your business and the 12 areas of your life. I'll help you define what an extraordinary life is for you and then put you on a track to take you there. 

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Let's chat

We'll sit down in a zoom meeting and you can tell me where you are and where you want to go. If you want just a quick chat instead, look for our live chat feature on the bottom right.