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Wise Roots LLC

Wise Roots LLC

Cold Email Outreach Phoenix, Arizona
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Wise Roots LLC is a Phoenix-based AI marketing agency that delivers tailored digital marketing solutions including geofencing, SEO, PPC, and AI-driven growth strategies for local businesses, healthcare practices, and restaurants.

Wise Roots LLC positions itself as a strategic growth partner rather than a traditional marketing agency. Founded by Josh Levine, a fractional CMO with over 20 years of experience, the agency combines hands-on senior leadership with proprietary AI technology. Its core offering revolves around customized digital marketing strategies that prioritize measurable ROI, with a strong emphasis on geofencing, local SEO, and AI-driven ad optimization. The agency's tagline - "Innovative Marketing. Real Solutions. Real Growth." - reflects a no-nonsense approach that appeals to small and mid-sized businesses tired of cookie-cutter packages.

What sets Wise Roots apart is its proprietary AI engine, MAISEL, which runs continuously to analyze competitive intelligence, optimize ad spend, and generate actionable insights. The agency also builds custom AI operating systems for clients, such as RICHARD for Demko Orthodontics, which processes patient consultations in 90 seconds and returns staff hours and projected revenue. This blend of fractional CMO strategy and custom AI infrastructure is rare among agencies of this size and gives clients a technological edge without needing to hire in-house data scientists.

The agency's service list is comprehensive, covering everything from AI search optimization and LLM optimization to traditional PPC, SEO, web design, and email marketing. However, its standout capability is geofencing, delivered through its proprietary product "Gotcha by Wise Roots." Case studies show impressive results: a restaurant chain reached profitability in 90 days (versus an 18-month target), and an orthodontist saw a 47% increase in new patient visits within six months. These results are backed by a 4.9 rating from 16 reviews on Semrush and Google.

Pricing starts at $1,000 per project, making Wise Roots accessible to small businesses while still offering enterprise-grade strategy. The agency works with clients of all sizes - small, mid, and enterprise - but its sweet spot appears to be local service businesses, healthcare practices, and restaurants with budgets between $1,000 and $15,000 per project. The fractional CMO model means clients get senior-level thinking without the full-time salary, which is a strong value proposition for growing companies.

Wise Roots is best for business owners who want a hands-on partner that understands the full business ecosystem - not just marketing tactics. The agency's focus on AI and geofencing makes it particularly effective for companies with a physical location or local service area. However, its small team size (1-9) means it may not be the right fit for large enterprises needing dedicated account teams or multi-channel campaigns at scale. The geographic focus is primarily the US, with most case studies in Arizona and the Midwest.

Overall, Wise Roots LLC is a compelling choice for local businesses and healthcare practices that want a tech-forward, results-driven marketing partner. The combination of fractional CMO leadership, custom AI systems, and proven geofencing expertise delivers a level of strategic depth that belies the agency's size. If you're looking to move beyond generic ad spend and want a partner who will build a system tailored to your business, Wise Roots deserves serious consideration.

Services

  • AI Search Optimization
  • LLM optimization
  • Advertising
  • Display Ads
  • PPC
  • Retargeting and Remarketing
  • Marketing Advice
  • Lead Generation
  • Market Research
  • Marketing Automation
  • Email Marketing
  • SEO
  • SEO Consulting
  • Social Media Marketing
  • Facebook Advertising
  • Web Development
  • Web Design

Industries Served

Construction Ecommerce Food & Beverages Healthcare & Hospital Restaurants

Team Size

1-9

Pros

  • Fractional CMO model provides senior-level strategy without full-time executive

Cons

  • Geographic focus primarily on the United States, with most case studies in Arizona

Client Review Analysis

Clients praise Wise Roots for strategic guidance, hands-on support, and measurable results. Orthodontist saw 47% increase in new patient visits, restaurant chain reached profitability in 90 days. average 8x ROAS reported.

Frequently Asked Questions

Wise Roots LLC combines AI-driven personalization and segmentation with its proprietary MAISEL engine to optimize cold email campaigns for local businesses, healthcare practices, and restaurants.
MAISEL runs 24/7 to analyze campaign data, adjust messaging, and generate competitive intelligence, helping the agency achieve higher open and reply rates for clients.
The agency has documented a 47% increase in patient visits and an 8x ROAS for healthcare practices using geofencing and AI-optimized local SEO alongside cold email.
Clients get senior-level marketing strategy and oversight from an experienced CMO without the full-time salary, with the agency handling execution through its small dedicated team.
The agency primarily serves local businesses, healthcare practices, restaurants, e-commerce, construction, and food and beverage companies.
Yes, the agency works with clients across the United States, though most case studies are based in Arizona and the Midwest.
The $1,000 starting fee typically covers initial strategy consultation, campaign setup, and a month of managed services, with custom pricing for larger or multi-channel campaigns.
The agency offers a more hands-on partnership and fractional CMO expertise at a lower cost, but its small team may limit capacity for enterprise-scale multi-location campaigns.
Most campaigns begin with a 1-2 week strategy and setup phase, followed by ongoing optimization and reporting, with initial results often visible within the first month.
Yes, the agency includes market research and lead generation as part of its services, using AI tools to build targeted prospect lists for each client's ideal audience.
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