Managed Plans
Technology, marketing & digital infrastructure · Since 2016
Your business runs on connected systems. Right now, nobody owns that stack.
Martech is not a support plan. It's operational ownership - TDN actively managing your website, funnels, CRM, and the automations and integrations that hold it all together.
Most expert-led businesses don't find out something is broken until a customer tells them.
An automation fires - to the wrong sequence. A checkout flow breaks quietly the night before a launch. A funnel from 18 months ago is still live with last year's offer attached. None of this is a disaster on its own. It's the slow, invisible cost of a connected system with no one watching it.
That's not a VA problem. That's an operational ownership problem.
No commitment required. We review your setup and tell you where we'd start.
The problem
Nobody's watching the whole system.
Here is how the stack usually gets built.
First a website. Then an email platform. Then a course or membership tool, because the email platform couldn't handle enrollment. Then checkout. Then automations to connect them. Then a VA to manage the publishing workflow. Then Zapier because two platforms didn't talk natively. Then a patch when Zapier started dropping records.
Nobody planned it this way. Every addition made sense at the time. The result is a system nobody designed - and that nobody fully understands.
Most of the time, it looks fine.
The emails are going out. The course is accessible. The checkout is working.
But quietly, things drift.
— A funnel running since last year hasn't been tested since the plugin that powers it had a major update.
— CRM tags a VA configured 18 months ago are still routing contacts into sequences that don't match the current offer.
— The welcome sequence fires for most opt-ins. Not all of them.
— A checkout confirmation triggers the access grant — except for customers who pay through PayPal.
— Nobody logged in to check. Nobody's job is to check.
The break is rarely where you look first.
When something fails in a connected system, it almost never fails in one obvious place. It fails in the handoff - between the form and the CRM, between the checkout and the access grant, between the automation and the platform it's writing to. One update changes how two systems talk to each other, and the failure is invisible until someone traces it.
That someone is usually a customer.
The damage compounds quietly. Leads landing in the wrong sequences. Conversion rates slipping without a clear cause. Campaigns optimized against data nobody validated after the last platform change.
And when something does surface, your team spends hours finding the break - hours that were supposed to go toward the next launch, the next campaign, the next thing that actually moves the business forward.
The tools are fine. The team is capable. The problem is structural: no one is accountable for the whole system. No one's job is to watch it before something goes wrong.
WHAT TDN ACTIVELY MANAGES
What TDN is doing - every week, every month.
Not a support queue. Not a ticket system. This is what active operational ownership looks like for each part of your connected stack.
Automations - checked before they break, not after.
Every week, TDN runs a health check on your highest-stakes automations - the sequences connecting your lead forms to your CRM, your purchases to access grants, your calendar bookings to your follow-up sequences. If something's off, it's flagged and fixed before a customer triggers it. Every monitored automation carries a documented health status: active, under review, or failed. Nothing runs unobserved.
CRM - clean records, correct routing.
Every month, TDN audits your contact tags, segmentation logic, and active sequences. Contacts landing in the wrong lists get moved. Tags built around offers you retired get cleaned. Sequences pointing to outdated assets get updated. Your CRM reflects the business you're running now - not the version from when the VA first built it out.
Analytics - a monthly report you actually understand.
Every month you receive a written performance report and a Loom walkthrough: site performance, traffic sources, goal completions, conversion rates on your primary pages, and automation health. One clear summary. One specific observation worth acting on. You know what's working, what's changed, and where to focus next - without logging in to pull the data yourself.
Funnels - caught before a customer finds them.
TDN monitors your active funnels for quiet failures - form submissions that drop before the CRM receives them, access grants that aren't firing, coupon codes that stopped applying. If something breaks, your team knows first. At Martech Pro and Elite, up to five designated funnels are actively tested end-to-end every month - checkpoint by checkpoint, from opt-in to delivery.
Your team - supported, not managed around.
TDN works alongside your VA and OBM, not around them. They get cleaner systems to operate, documented workflows to follow, and a technical resource they can actually ask. When the VA needs a process updated or the OBM needs a system configured, TDN handles it without the context loss that comes with briefing someone new every time.
Integrations and AI-enabled workflows - available at Elite.
At Martech Elite, TDN builds and maintains the operational integrations and AI-enabled workflows that reduce recurring manual work across your business - document-to-draft pipelines, AI-assisted follow-up, internal knowledge base tooling, and automation layers that connect systems your team would otherwise manage by hand. Not experimental tools. Production-grade processes running inside your existing stack.
The Plans
Three tiers. One system. One team.
Martech is the operational foundation. Pro adds funnel intelligence. Elite extends across the full operational layer of your business. The right tier depends on where your business is right now - not where you want it to be.
Martech
Your connected system - actively managed, proactively monitored, and never on your list of things to worry about.
- 10 Tier A automations monitored with weekly health checks
- Unlimited Tier B automations with automated failure alerting
- Monthly CRM tag audit and list hygiene
- Email deliverability monitoring
- Monthly analytics report + Loom walkthrough (8 sections)
- Quarterly Martech stack audit
- Ad campaign ops - Meta, Google, Reddit (client provides assets and direction)
- 10 active implementation hours per month
- Uptime monitoring, SSL, security, and Hetzner hosting infrastructure
Not the right fit if: Funnel testing and performance reporting · Operational scope beyond marketing systems · Dedicated account coordinator
Book a discovery callMartech Pro
Everything in Martech - plus your revenue-driving funnels actively tested every month and the reporting to show what's converting.
- Up to 5 designated funnels tested monthly end-to-end - form, upsell, email, CRM tagging, access grant, coupon, checkout
- Deep performance metrics on 2 designated funnels: conversion rates, email performance by step, CTA click-through, offer validity
- Campaign and seasonal initiative reporting - triggered when a campaign is active
- 15 active implementation hours per month
- 15 Tier A automations monitored weekly
in Martech, plus:
Not the right fit if: Operational scope beyond marketing systems · Customer service oversight · AI tooling · Dedicated account coordinator
Book a discovery callMartech Elite
Your full operational infrastructure - marketing systems, customer service, project management, integrations, and AI tooling - actively managed by one team, one coordinator, every month.
- Customer service platform oversight: ticket trends, response times, escalation patterns
- Project management system support: ClickUp or Asana integrations, recurring task templates, workflow documentation
- Knowledge base maintenance and AI-enabled workflow builds
- Accounting and financial reporting coordination with your bookkeeper
- Dedicated account coordinator - the same person every month, reviewing your account weekly
- Bi-monthly check-in call
- Monthly "3 observations" operational advisory memo
- 20 active implementation hours per month
- 20 Tier A automations monitored weekly
Everything in Martech Pro, plus:
Not included: Marketing strategy ownership (see Growth) · Concurrent execution outside agreed operational scope.
Book a discovery call| Top features | Martech$900 / mo | Martech Pro$1,400 / mo | Martech Elite$2,300 / moMost Capable |
|---|---|---|---|
| Active implementation hours | 10 | 15 | 20 |
| Tier A automations monitored | 10 | 15 | 20 |
| Weekly automation health checks | ✓ | ✓ | ✓ |
| Monthly CRM hygiene | ✓ | ✓ | ✓ |
| Monthly analytics report + Loom | ✓ | ✓ | ✓ |
| Quarterly stack audit | ✓ | ✓ | ✓ |
| Funnel testingUp to 5/mo | — | ✓ | ✓ |
| Funnel deep metrics2 designated | — | ✓ | ✓ |
| Campaign reporting | — | ✓ | ✓ |
| Customer service oversight | — | — | ✓ |
| Project management support | — | — | ✓ |
| AI-enabled workflow builds | — | — | ✓ |
| Dedicated account coordinator | — | — | ✓ |
| Monthly advisory memo | — | — | ✓ |
Read our Terms of Service for full task definitions, SLA structure, and submission channels.
WHO IT'S FOR
You're in the right place if any of these sound familiar.
Managed plans work best for businesses that have passed a specific threshold: real revenue, real systems, and a growing gap between the complexity of what's been built and the time available to actively manage it.
Your brand has outgrown your infrastructure.
A book, a documentary, a media appearance, or a high-profile partnership has pulled your public profile into a new tier of visibility. The quality of your digital presence is starting to matter in a way it didn't before. Pages built quickly off-platform, a design from an earlier version of the brand, a checkout flow your VA has been patching - these are invisible at an earlier stage. They become liabilities at the level you're moving toward.
What you need: Infrastructure that matches the quality of your expertise.
Your revenue is plateauing and you know the tech is why.
The offer is strong. The audience is real. The campaigns are consistent. Revenue is flat. You've been in this conversation long enough to know the problem isn't the offer. It's the funnel you can't see clearly, the CRM data that doesn't add up, and campaign reporting that tells you how much you spent but not what actually converted.
What you need: Visibility into what's working - and someone to act on it.
One person holds all the institutional knowledge.
Your VA knows where everything is. Your OBM knows how the automations were set up. Neither of those facts is documented anywhere. If either of them stepped back tomorrow, you'd spend weeks reconstructing what they built. The business depends on people, not systems - and that's a structural risk that compounds over time.
What you need: Infrastructure the business owns, not people who can leave and take it with them.
Every launch has a problem. You dread the next one.
You run three to six launches a year. Something breaks in every one of them - quietly, usually, but always at the wrong moment. A sequence doesn't fire. An access grant stalls. A redirect is wrong. The fix is fast, but the margin for error is tight enough that fast isn't reassuring anymore.
What you need: A team whose job is to catch these before the launch window opens.
You built the stack deliberately. Now it needs someone else to run it.
You understand the technical architecture behind your business. You chose your tools intentionally. You built integrations that actually work - CRM pipelines, AI-enabled workflows, multi-touch automation sequences. The ceiling isn't capability. It's capacity. You've reached the point where being your own technical lead limits what you can build next.
What you need: A partner who operates at your level without needing to be managed by you.
Website Builds
The managed relationship - however you arrive.
Most TDN clients come in one of two ways: through a website build that moves naturally into an ongoing managed plan, or directly into Martech because the infrastructure problem is already clear. Either way, the operational relationship starts the same - TDN maps your current stack, documents what's running, and begins active management from day one.
If you're arriving through a website build, the timing works especially well. TDN has full context on everything that was built, the configuration is fresh, and there's no handoff gap between the team that built it and the team managing it. That's the best moment to begin active management - not six months later, after the first thing breaks.
The build is the door. Martech is the room.
Client Proofs
Operational outcomes, not general praise.
Real words from our clients.
"Eight years in the stack"
Eight years of launches, migrations, campaigns, and systems, and my team has never once had to manage the technology alone. TDN knows my business, my audience, and what my infrastructure needs before I do. That is exactly the kind of support you need when your business is growing and you cannot afford for anything to break.
Amy RobesonFounder, theamyrobeson.com
"21,000 leads. The system never stopped."
TDN manages more of our operation than most people realize. The lead pipeline, the automated appointment systems, the SMS and calling infrastructure, the ad management, the GHL integrations. Over five years and 21,000 qualified leads, the system has never stopped performing. That is what an operational technology partner actually looks like.
Sean ThomasCEO, Elevated Advisors
FAQ
Questions we hear before the first call.
What's the difference between Martech and a Diamond support plan?
Diamond is task-based. You submit a request, TDN executes it, and the work moves through a queue. It's reactive by design - TDN acts when you ask. Martech is operational ownership. TDN takes proactive responsibility for the connected system without waiting for you to identify a problem first. The automations are checked every week. The CRM is audited every month. The funnels are monitored. The report lands in your inbox whether you asked for it or not. The distinction isn't price - it's accountability.
What counts as an "active implementation hour"?
Active hours are any time spent building or modifying: automation builds, CRM configuration, funnel setup, ad campaign management, page builds, analytics configuration changes, content scheduling. What never counts toward your monthly hours: uptime monitoring, automation health checks, CRM hygiene reviews, security scanning, SSL and CDN maintenance, or report generation. The monitoring and reporting infrastructure is managed as part of the plan - not billed against your implementation budget.
What happens if we need more hours than the plan includes?
TDN tracks usage on a three-month rolling average. If you're consistently over by more than 30% for three consecutive months, we have a scoping conversation - it usually means the next tier is a better fit for where the business has grown. We never cut off mid-month. Work continues; the conversation follows.
We already have a VA and an OBM. How does TDN work with them?
Directly. TDN works alongside your VA and OBM - not around them. Your VA gets cleaner systems to operate and a technical resource they can actually ask. Your OBM gets documented workflows and a team that handles the implementation layer without needing direction on the technical details. The goal is that both of them have more capacity to execute strategy - not more tools to manage.
Which platforms and tools does TDN actively manage?
TDN manages across the most common stacks used by expert-led businesses - including FunnelKit, ActiveCampaign, GoHighLevel, n8n, Zapier, Meta and Google Ads, Matomo, Freshdesk, ClickUp, Asana, and most course and membership platforms. At onboarding, TDN maps your existing stack and documents what's running before anything is changed. If you're running something less common, that's a conversation for the discovery call.
Can we start at Martech and move to a higher tier later?
Yes. The tiers are a progression, not a lock-in. Most clients start at Martech and move to Pro when they want funnel-level visibility, or to Elite when the operational scope extends beyond the marketing stack. The transition is built into the relationship - TDN already knows your systems when the conversation happens, so there's no ramp-up cost.
Do we own everything TDN builds and manages for us?
Fully. Your code, your data, your infrastructure - all of it is yours. TDN operates on your platforms, in your accounts, on infrastructure that belongs to you. There's no proprietary system you become dependent on, and no content or configuration that lives only on TDN's side. If you ever moved on, you'd take everything with you.
What does the first month look like?
The first month is a documented intake. TDN maps your current stack, registers all active automations into the monitoring system, establishes the analytics reporting baseline, and identifies any immediate gaps. Implementation work starts in parallel - there's no waiting period before TDN is actively useful. By the end of month one, you have a complete picture of what's running, what's healthy, and what the first priorities are.
Still have a question? Send us a message → - we'll answer it before you commit to anything.
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