BUSINESS OWNERS and Executive Leaders
IS YOUR BUSINESS READY FOR AI & AUTOMATION?
Gain clarity on what to prioritize, what to improve, and where AI and automation can add value to your business.
IS THIS YOU?
Marna Taylor, Founder & CEO
IS THIS YOU?
You see opportunities for AI and automation, but you're not sure what to prioritize first.
You or your team spend too much time on manual, repetitive work.
Your systems and processes are creating friction or slowing growth.
Leads, follow-up, or other opportunities may be missed.
You want greater efficiency without investing in technology that doesn't move your business forward.
Don't worry, we can help!
Our 3-Step Strategic Audit Process
Assess Your Business
Review systems, processes, workflows, and customer touchpoints
Identify inefficiencies, gaps, and friction
Evaluate where AI and automation may create value
Prioritize Opportunities
Identify high-value improvement opportunities
Evaluate impact, feasibility, and readiness
Determine what should happen first
Build the Path Forward
Review findings and recommendations
Clarify priorities and next steps
Develop a practical roadmap based on your business needs
Ready to get started?
AI & Automation Are Changing How Business Gets Done
The opportunity is significant. With the right strategy, you can reduce:
Hours lost to repetitive and manual work
Missed revenue and follow-up opportunities
Disconnected systems and inefficient processes
Operational bottlenecks that limit growth
Automate what matters. Keep the rest human.
Who This Is Designed For
leaders who need clarity on where Ai & automation can create value
ORGANIZATIONS PREPARING TO SCALE, IMPROVE CUSTOMER EXPERIENCE, OR STRENGTHEN OPERATIONS
businesses dealing with manual work, disconnected systems, or operational friction
Executive TEAMS evaluating TECHNOLOGY BEFORE MAKING A LARGEr investment
This strategic audit is especially well suited for healthcare, insurance, construction, professional services, and other operationally complex businesses.
AI & Automation Are Changing How Businesses Operate:
Many Aren't Structured For It
The opportunity isn't simply adopting AI. It's knowing where it fits.
Every engagement begins with a discovery call to determine the right scope.
WHAT YOUR STRATEGIC AUDIT MAY INCLUDE
Leadership discovery, stakeholder interviews, and business assessment
Clarity on your current state, strategic direction, and the barriers to progress
Review of systems, workflows, processes, and customer touchpoints
Identification of inefficiencies, gaps, and missed opportunities
A focused assessment of where AI and automation may create business value
Executive findings and recommendations
Strategic roadmap and prioritized next steps
Scope and deliverables are tailored to the size, complexity, and specific needs of your business.
MEET THE FOUNDER & CEO
Meet Marna Taylor
I founded Marna Taylor Agency (MTA) to help organizations improve performance through strategy, marketing insight, AI, automation, and operational excellence.
With more than 15 years of experience across healthcare, insurance, corporate, and nonprofit environments, I’ve led complex million-dollar initiatives involving growth, operations, customer experience, marketing strategy, and organizational performance.
My approach starts with understanding where the business is today. I assess existing systems, workflows, processes, goals, and barriers before recommending technology—helping identify where time is being lost, opportunities are being missed, and how AI or automation can create meaningful value.
I stay close to emerging technologies, continuously researching and testing what is truly effective so my clients don’t have to. I believe AI should enhance human intelligence and judgment—not replace it.
My goal is to help owners and leaders make informed decisions with greater clarity and confidence, improve performance, and grow with intention.
15+ Years in Marketing Strategy & Business Operations
Managed Marketing & Operational Budgets of $3.5M+
Experience Across Healthcare, Corporate, & Non-Profit Sectors
Common Questions
Frequently Asked Questions
Everything you need to know before booking.
How long does a Strategic AI & Automation Audit take?
Most audits are completed within 2–4 weeks from kickoff to final recommendations, depending on the organization's size and complexity, stakeholder availability, and agreed-upon scope. The assessment is focused, with additional time dedicated to analysis, recommendations, and the final executive readout.
What happens after the audit? Do you handle implementation?
Yes. The audit provides prioritized findings and recommendations. If implementation support is desired, MTA can continue as a strategic advisor or assist with selected initiatives based on your priorities and scope.
How do I know if this audit is right for my business?
The audit is designed for business owners and executive leaders who want greater clarity before investing in AI, automation, or operational improvements. The discovery call helps determine whether an audit is the right next step.
What areas of my business can the audit evaluate?
Depending on scope, the audit may evaluate systems, workflows, processes, customer touchpoints, marketing and sales operations, and opportunities for AI and automation. Recommendations are based on your business priorities rather than a predetermined technology solution.
How much does a Strategic AI & Automation Audit cost?
Investment varies based on the size, complexity, and scope of the engagement. The discovery call allows us to understand your needs and determine the appropriate scope before providing a proposal.
Limited engagements accepted to ensure focused, high-quality delivery.
READY for GREATER CLARITY AND CONFIDENCE?
Start with a Strategic 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."