Technology
Technology is the function that builds and keeps the systems your marketing runs on. It starts with what you already have: your website, your CRM, your email platform, your ad accounts and the data that moves between them. It builds what is missing, connects the pieces, keeps forms and tracking accurate and maintains performance and security, so every other function of the department has a reliable place to work.
01
What the function does
Technology starts with an inventory. In the first weeks we map what you run today: the website and where it is hosted, the CRM and how it is set up, the email platform, the ad accounts, the forms, the tracking and the tools nobody remembers connecting. From that map comes a build plan: what to keep, what to fix, what to connect and what to retire. Nothing is replaced for its own sake. The plan is agreed with your team before any change is made.
From there the work is steady. The website is built or maintained, pages are shipped as content and campaigns need them, and every form is wired to the CRM with the fields your sales team relies on. Integrations between website, CRM, email, ads and reporting are set up and monitored, so a lead entered once appears everywhere it should. Tracking is checked against what actually fires on the page. Updates, backups, uptime and security checks run on a schedule, and anything that fails is fixed or escalated.
Technology does not decide what to say or whom to target. Its job is to make sure that when another function publishes a page, sends a campaign or routes a lead, the systems underneath do exactly what they were set up to do, and that your team can see the record of it.
02
What is automated
These are defined marketing processes: each has a fixed input, a fixed output and a rule for what happens next. They run on a schedule and never wait for someone to remember them.
01
Uptime and performance checks
Your public pages are checked on a schedule for availability, load time and broken links. A page that fails a check opens a task with the failing detail attached, and the task follows the escalation rule your team agreed.
02
Form capture
Every form submission is validated and written to your CRM with the fields agreed in setup, where the routing rules marketing operations maintains assign the owner. A submission that fails to write is retried, then flagged for a person.
03
Tracking verification
Analytics and conversion tags are tested after each site change and on a fixed cadence. When an event stops firing or a duplicate appears, the change is recorded and a fix task is opened.
04
Integration monitoring
Connections between website, CRM, email platform, ad accounts and reporting are checked for failed syncs and field mismatches. Records that did not cross are queued and sent again once the fault is cleared.
05
Updates, backups and security hygiene
Dependency updates, backups, certificate renewals and access reviews run on a schedule. Each run is logged with what changed, and anything that cannot be applied automatically is held for review.
06
Workflow infrastructure checks
The scheduled jobs and workflow runners your other functions depend on are checked each run for failed, stalled or overlapping executions. A failed run is retried once; if it fails again the workflow is paused, its last good state is kept and the owner is notified.
03
What is supervised by the Aryeh Algorithms team
Judgment stays with people. Our team owns this function for your account, and these are the points where a person reads, decides or pauses the work.
01
Build plan and changes to the stack
No system is added, replaced or retired without a written plan that your team has approved. A person weighs the cost of change against what already works before anything is proposed.
02
Website releases
Every change to a public page is reviewed by a person on a staging copy before it goes live. Releases that touch forms, tracking or payment are scheduled and checked again after deployment.
03
CRM structure
Pipeline stages, required fields, ownership rules and automation inside your CRM are designed with your sales team and changed only with their agreement, since the structure shapes how they work every day.
04
Access and security decisions
Who holds admin rights, which vendors receive data and how credentials are stored are decisions a person makes and records. Automated checks report; they do not grant or revoke access on their own.
05
Incidents
When a check fails in a way the rule does not cover, a person reads the alert, decides what to do and tells your team what happened, in plain words, before and after the fix.
Your website and your CRM are where your customers and your revenue live. I am in the room for every decision about what we build on top of them and what we leave alone, and I want to know before anything changes that your team depends on.
04
What you receive
Each artifact appears in your portal as it is produced, under the task or approval it belongs to. The weekly summary also arrives by email.
| Artifact | Cadence |
|---|---|
| Stack map and build planWhat you run, how it connects, and what we keep, fix, connect or retire, in what order. | At setup, then quarterly |
| Release notesEach change to the website, CRM or an integration: what changed, why, who approved it and how it was checked. | Per release |
| Monitoring digestUptime, performance, tracking and integration checks that ran, what failed and what was done about it. | Weekly |
| Incident reportWhat broke, when it was noticed, what was affected, how it was fixed and what changes to prevent it. | As they happen |
| Access and security reviewWho has access to which system, credentials rotated, updates applied and anything waiting on your decision. | Monthly |
| Technology section of the weekly summaryWork shipped, checks passed, open faults and what is planned for next week. | Weekly |
05
How it integrates with your team and stack
Technology works inside the accounts you own. We are added as an administrator or collaborator to your website host, CRM, email platform and ad accounts; nothing is moved to systems we control, and access is removed the day the partnership ends. Your existing developer, agency or IT contact stays in the loop: the build plan names who owns what, and changes to shared systems are agreed with them before they are made.
For your sales team, technology is the plumbing underneath the handoff. It keeps the fields, stages and routing in the CRM matching how the team actually sells, so a lead created by a form or a campaign arrives complete and with the right owner. When the sales team needs a field, a report or a connection to another tool, the request goes into the portal as a task and comes back as a change they can see.
What it connects to
- Website
- Built or maintained on the host and platform you already use. Pages, forms and tracking are changed through a reviewed release, never edited live.
- Your CRM
- Configured in place: pipeline stages, properties, ownership and automation are set up inside your account, so your data never leaves it.
- Email platform and ad accounts
- Connected to the CRM and the website so subscribers, conversions and audiences stay in step, with tracking verified after each change.
- Analytics
- Events, conversions and dashboards are defined once and tested on a schedule, so the numbers the analytics function reports are numbers the tags actually recorded.
07
Questions about technology
The path a lead takes from your website to your CRM. Before any campaign or sequence is automated, the form, the CRM record and the owner assignment need to work every time. Technology starts there: it maps what you run, connects website, CRM and email so a lead is entered once, and verifies the tracking. Once that path is reliable, the other functions have something to build on.
No. Technology builds on what you already run. We start with an inventory of your website, CRM, email platform and ad accounts, then propose what to keep, fix or connect. A system is replaced only when your team agrees that it cannot do the job, and the plan says why. Access stays in accounts you own.
Automated checks test uptime, forms, tracking and integrations on a schedule. When one fails, a task opens with the failing detail, and the agreed rule decides whether it is fixed automatically or handed to a person. A person reads every alert the rule does not cover, fixes it or escalates it, and writes an incident report in plain words for your team.
Talk through what technology should fix first
Tell us what you run today: website, CRM, email, ads and how they connect. We will come back with a build plan for the technology function, what runs on its own and what a person reviews.