Another App Won't Fix It
Buy marketing technology like someone who does this for a living.
Five short modules with one worksheet each. By the end, you'll know what your business needs, which tools fit what you already run, and which jobs to keep or hand off. All before you pay for another piece of software.
Nothing in it is held back for an upsell.
A $50 masterclass. Everything is included.
What you'll walk away with
Your buying brief
What your business needs, in writing
What any new tool has to work with
What to automate and what to leave alone
Who should run each piece
Built one worksheet at a time.
65%
of SaaS licenses go unused or underutilized (Vertice, 2026)
Most software isn't broken. It just never got a job.
Tools get bought after a good demo or a late-night search, before anyone writes down what they're supposed to do. Then they sit there, billing you every month.
This masterclass teaches the process I use with clients. Define the job before you shop. Test vendors against your own setup. Be clear about which work is yours and which isn't.
What's inside
Five modules. Each worksheet picks up where the last one left off, so you finish with one brief you can hand to any vendor or agency.
1
Know what you need before you buy anything
Symptom shopping, the money path, requirements that can't be sold back to you, and who is going to run this.
Worksheet: Setting the Foundation
2
Choosing your stack without getting sold
How best-of lists and review sites actually work, the suite trap, and how to run a demo instead of attending one.
Worksheet: Evaluating the Options
3
Automations that don't break
What to automate, the four parts of an automation that holds, and the break test.
Worksheet: Making It Run
4
The deliverability and setup wall
SPF, DKIM, DMARC, and why one wrong DNS record can quietly cost you weeks. What to supervise and what to hand off.
Worksheet: The Setup and Deliverability Checklist
5
AI agents, realistically
What agents genuinely do today, the limits, and the four safeguards before any of them touch customer data.
Worksheet: The AI Candidate Sort
+
Bonus Checklist: How to work with a marketing agency
A downloadable checklist, agency-neutral by design. Use it to hold every agency to the same standard, including mine.
Download: Agency-Ready checklist
How this masterclass is different
No product rankings.
It won't tell you which CRM is best, because no single CRM is. The first three modules name no products at all. When later modules do name tools, it's to explain what each one was designed to do.
Complete on its own.
Everything it promises is included in the $50. When a job really needs a professional, you'll hear that plainly, along with what to ask for and how to check the work.
Built on your numbers.
Every worksheet uses your own tools, your own customers and your own budget. You finish with a plan for your business, not a list of someone else's favorites.
Fifty dollars. Nothing to upgrade.
Just over two hours of lessons, five worksheets and a bonus checklist, and a process you can use on every software decision after this one
Instant access after checkout
Watch on any device
An optional call when you finish to go over your results
$50
One payment. Lifetime access.
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Secure checkout
Want help after the masterclass?
Finish the masterclass and get 15% off GIRA's Guided Engagement (Tier 1) or a done-for-you build (Tier 2), good for 30 days. Your completed worksheets become the brief, so we start further along.
Applies to Tier 1 and Tier 2 fees only, not to monthly retainers.
15%
off for 30 days
GIRA Business Development