Position One, strategic marketing and consulting

AI tools & software integrations

Software integrations: connect your tools once, stop retyping data.

We inventory the tools you pay for, cut the overlap, and connect booking, payments, documents and customer data so information moves on its own. Every automation is documented, with an alert when one fails.

What is included.

  • An inventory of tools, costs, users, and overlapping functions.
  • Recommendations to keep, replace, or connect specific systems.
  • Booking, payment, document, and customer-data integrations.
  • Automations using native connections or workflow platforms.
  • Access controls, error alerts, and recovery procedures within scope.
  • Workflow documentation and team training.

What to expect

From first call to steady improvement.

Six steps, in this order, every time.

  1. 01

    Define your target audience

    We start with who actually buys from you — location, age, income, interests, intent and past customers — and build audiences that match, so budget isn't spent on people who will never convert.

  2. 02

    Build messaging and creative

    We write the offer and headlines and produce the images and video for each platform, with several versions ready so we can learn which angle wins.

  3. 03

    Set up conversion tracking

    Before a dollar is spent we install and test tracking for calls, forms, bookings and sales, so every result can be traced to the ad, keyword and audience that produced it.

  4. 04

    Launch your campaigns

    Campaigns go live on the channels agreed in your plan, with budgets, schedules and locations set. The first weeks are a learning phase while the platforms gather data.

  5. 05

    Optimize and refine based on data

    We cut audiences, keywords and placements that waste money and move budget toward what brings in leads and sales, based on real tracked results — not guesses.

  6. 06

    Keep testing creative and following trends

    Ads wear out. We keep testing new creative, offers and formats, watch platform changes and seasonal trends, and report what we changed and why.

Software integrations and automation

The tools you already use, connected once.

One data layer

Every record, once.

  • Website
  • Phone system
  • CRM
  • Ad platforms
  • Email and SMS
  • Booking
  • Invoicing
  • A form lands in the CRM with its source.
  • A missed call becomes a text in 60 seconds.
  • A closed job flows back to the ad platform.

Every engagement starts with a 30-minute discovery call, then a First Look audit of your accounts, site and tracking.

See your first 90 days

Questions

Questions about software integrations & automation

Will you require us to use a particular tool?

Recommendations should explain the fit, cost, and tradeoffs. Your team approves the selected tools and subscriptions.

What happens if an automation fails?

We define the expected alerts, responsible person, and recovery process. Monitoring and ongoing support must be included explicitly in the scope.

How long does integration work take?

Timing depends on the systems, access, data quality, and workflow complexity. We confirm the schedule after reviewing those requirements.

Platforms and tools

Platforms we run every day.

Advertising, analytics, commerce, CRM, web, streaming and AI tools across all of Position One's work.

  • Google Ads
  • Meta Business
  • YouTube
  • Microsoft Advertising
  • Amazon Ads
  • X Ads
  • Reddit Ads
  • Snapchat Ads
  • Facebook
  • Instagram
  • Google Display & Video 360
  • Google Marketing Platform
  • Google Search Console
  • Google Maps
  • Google Business Profile
  • Apple Maps
  • Semrush
  • Ahrefs
  • Google Analytics 4
  • Google Tag Manager
  • Looker Studio
  • Hotjar
  • Shopify
  • HubSpot
  • Salesforce
  • Webflow
  • WordPress
  • Netflix
  • Hulu
  • YouTube TV
  • Prime Video
  • HBO
  • Max
  • Paramount+
  • Peacock
  • Apple TV+
  • Disney+
  • Roku
  • Tubi
  • Fubo
  • Samsung TV Plus
  • Plex
  • OpenAI
  • Claude
  • Anthropic
  • Grok
  • xAI
  • Adobe
  • Adobe Photoshop
  • Microsoft PowerPoint
  • Canva
  • Microsoft
  • Apple

Platform inclusion does not imply partnership or certification.

Talk with Position One

Schedule a discovery call.

Thirty minutes, on video or in person. Tell us about your business or campaign, what you need and when you need it. You leave with a clear next step, a scoped proposal, or a straight answer that we are not the right fit.

  • Your goal, and where you are starting from.
  • Which of our services fit, and which do not.
  • The next step, and what we need from you to scope it.
+1 (720) 339-8144admin@positionone.ai6803 E Main Street, Suite 1120, Scottsdale, Arizona 85251. Clients nationwide. We travel to you, or we work remotely.

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