ATTENTION: BUSINESS OWNERS
TRANSFORM YOUR BUSINESS WITH AI & AUTOMATION
A strategic AI & Automation Audit to identify where you can immediately reduce costs, eliminate manual work, and unlock scale efficiently.
IS THIS YOU?
Marna Taylor, Founder & CEO
IS THIS YOU?
You're a business owner spending countless hours on repetitive tasks
Your team is bogged down by manual processes that could be automated
You know AI could revolutionize your business, but you're unsure where to start
You want to stay ahead of competitors who are already leveraging AI
You're tired of watching opportunities slip through the cracks due to inefficient systems
Don't worry, we can help!
Our 3-Step Assessment Process
AI & Business Systems Assessment
Review of current marketing & lead capture systems
Assessment of automation opportunities
Review of customer journey and follow-up processess
Identification of efficiency gaps
AI & Automation Opportunity Report
Detailed report outlining key opportunities
Recommended AI and automation tools
Implementation priority roadmap
Estimated business impact
1-Hour Strategy & Next Steps Call with Marna
Walk-through of your customized report
Clarification of recommendations
Questions answered and concerns addressed
Strategic guidance for moving forward
Ready to get started?
AI and Automation Are No Longer Optional.
Every day without AI and automation in your operations can result in:
Hours of team productivity lost to manual tasks
Revenue opportunities slipping through inefficient processes
Competitive advantage shifted to faster-moving competitors
Operational bottlenecks limiting growth
Who This Is For
Businesses generating $500K+ annual revenue
Service-based companies preparing to scale operations
Organizations with established processes ready for optimization
leaders looking to leverage ai and automation for growth
AI & Automation Is Changing How Businesses Operate.
Most Aren't Structured For It
The opportunity isn't just adopting AI—it's knowing where it actually fits in your business.
Limited spots available to ensure premium service delivery
What You'll Walk Away With
INVESTMENT
AI & AUTOMATION AUDIT
$500
Focused strategy session (60-90 minutes)
Targeted review of your current systems
Review of key sales and marketing processes
Implementation direction and priorities
Initial automation recommendations
Priority areas to focus on first
1-hour strategy review and Q&A
BONUS
Your audit fee is fully credited toward any future implementation when you choose Marna Taylor Agency as your AI integration partner.
MEET THE FOUNDER & CEO
Meet Marna!
I’m Marna Taylor, founder of Marna Taylor Agency (MTA). With over 15 years of experience in marketing strategy and operations, I’ve worked across healthcare, corporate, and non-profit sectors helping businesses connect with the right audience and build systems that drive real growth. I’ve led and supported complex marketing initiatives, working across teams to improve performance, efficiency, and overall business outcomes.
Today, I help business owners implement AI and automation from a practical, business-first perspective. I focus on identifying where time is being lost, where revenue is leaking, and where teams are doing work that systems should be handling. From there, I design clear, structured solutions that improve efficiency, increase output, and support how your business actually runs.
I stay close to emerging technologies, continuously researching and testing what is truly effective so you don’t have to. The goal is simple: build systems that give you time back, improve performance, and position your business to scale with intention.
15+ Years in Marketing Strategy & Business Operations
Managed Marketing & Operational Budgets of $3.5M+
Experience Across Healthcare, Corporate, & Non-Profit Sectors
STILL NOT SURE?
Frequently Asked Questions
Everything you need to know before booking.
How long will the report take to come through?
Your audit findings are delivered within 7-10 business days following your session.
This allows time to review your systems, identify key opportunities, and provide clear, focused recommendations. For more complex businesses, timelines may extend slightly, but you'll be kept informed throughout.
What happens after the audit? Do you handle implementation?
After the audit, you'll receive a clear, structured roadmap outlining what to implement and where to focus first.
You can execute this internally or with your existing team.
If you want support, Marna Taylor Agency can handle implementation and ensure everything is executed efficiently and aligned to your business goals.
How do I know if this audit is right for my business?
This audit is designed for business owners who are already generating revenue and want to improve efficiency, reduce manual work, and scale with the right systems in place.
If you feel like your operations are slowing growth, or you're unsure where AI fits, this will give you clarity and direction.
What aspects of my business will the report cover?
Your report provides a structured review of your operations, sales, and marketing systems, along with where efficiency and revenue opportunities are being missed.
It outlines clear areas for improvement, recommended automation opportunities, and a prioritized roadmap for implementation. You'll also receive insight into expected impact, including time savings, performance gains, and opportunities to scale more effectively.
What is the refund policy if we aren't happy with the report?
Due to the strategic nature of this audit and the time involved, all sales are final. If you have questions before booking, we're happy to clarify to ensure it's the right fit.
Limited availability to ensure focused, high-quality delivery
READY TO IMPLEMENT AI & AUTOMATION?
Book Your AI & Automation Audit!
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."