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AI MARKETING ADVISORY

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AI Marketing Advisory

Where AI pays back in your marketing, and where it does not.

and where it does not

An AI marketing consultant is only useful if the advice survives contact with your data, your team and your risk appetite. We assess readiness across data, process and skills, score candidate use cases on value against effort, run two or three of them as measured pilots, and leave you with a written roadmap, a usage policy and a way to see whether AI search engines mention your brand at all. We do not resell AI software and we take no vendor margin. Book a meeting and we will tell you which tools to stop paying for.

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750+ brands
Marketing director reviewing a printed list of proposed AI use cases pinned to a glass office partition in the evening

WHAT WE ASSESS

Four questions an AI readiness assessment has to answer.

has to answer

Adoption is no longer the interesting question. The CMO Survey puts artificial intelligence and machine learning at 24.2% of marketing activities in 2026, nearly double the 13.1% of 2024, with companies projecting 55.9% within three years. What separates the companies getting returns is unglamorous: data, sequencing, skills and governance.

Related guides: AI-powered marketing agencies · AI failures and examples · AI paraphrasing tools.

Data and systems readiness

Data and systems readiness

Use case scoring

Use case scoring

Measured pilots

Measured pilots

Governance and enablement

Governance and enablement

Can your data support the use case you want?

We start with what your systems can actually feed a model: the CRM and its definitions, product and content data, consent, tracking, and whether revenue can be joined to marketing activity at all. Predictive analytics and machine learning use cases live or die here, and so does anything that promises real time personalisation.

The risk is well documented: 78% of C-suite and 92% of SVP and VP respondents say they have acted on an AI recommendation they later suspected was wrong because of bad underlying data, and only 41% have a dedicated data governance owner. Where the plumbing is the constraint, marketing operations consulting comes first.

  • CRM, content and product data assessed against each use case
  • Consent, privacy and data residency constraints written down
  • Whether revenue can be joined to marketing activity, honestly
  • Use cases your data cannot support yet, named as such

78%

of C-suite respondents have acted on an AI recommendation they suspected was wrong

A ranked shortlist, scored on value against effort.

Then we inventory the work your marketing team does, from content production and personalisation to reporting, research, lifecycle and creative iteration, and score each candidate on value, effort, data dependency and risk. The output is a ranked shortlist with the rejected ideas kept visible, because knowing why something was rejected stops it coming back every quarter.

The market has already converged on where value sits: content creation leads AI applications at 73.9%, followed by content personalization at 65.4%, automation at 48.9% and data analysis at 46%. Your ranking should still be yours, not the market's.

  • Use case inventory built from your team's real workload
  • Scored on value, effort, data dependency and risk
  • Rejected candidates documented with the reason
  • Sequenced so early wins fund the harder work

73.9%

of companies using AI in marketing apply it to content creation

Two or three pilots with a baseline and a decision date.

Nothing is adopted on a demo. We run two or three of the top-ranked use cases as short pilots with a baseline measured first, a success threshold agreed before starting, a fixed review date and a written kill criterion. Quality is assessed by your own people against the standard your brand voice already sets, not by the tool vendor's benchmark.

Measurement discipline is the part most companies skip: 71% of marketing and finance leaders believe AI-powered tools prioritise short-term performance over long-term brand growth, and only 40% say their measurement tools make decisive action much easier.

  • Baseline measured before the pilot, not after
  • Success threshold and kill criterion agreed in writing
  • Output quality judged by your team against your brand voice
  • A decision date, so pilots cannot run indefinitely

71%

of leaders say AI marketing tools favour short-term performance over brand

A usage policy people can follow, and training that lands.

Last, the part that decides whether any of it sticks: a usage policy covering what may be put into which tools, disclosure, human review before publication, and how client or customer data is handled; an owner for AI decisions; and training aimed at the specific work your team does rather than a generic webinar.

The gap here is stark. Only 29% of organizations have an AI roadmap or strategy prioritising use cases for the next one to two years, and just 13% have all four governance foundations in place, while a lack of internal talent is the barrier to AI-driven efficiency CMOs rank first most often, cited first by 19% and in the top three by 38%.

  • A short usage policy written in plain language
  • Human review and disclosure rules before anything publishes
  • One named owner for AI decisions and tool requests
  • Role-specific training, with the prompts and workflows kept

29%

of organizations have an AI roadmap covering the next one to two years

Four to six weeks

Fixed scope with a defined end date, agreed in writing

No reselling

No vendor margin, no referral fee, no licence markup

Baseline first

Every pilot measured against a baseline taken beforehand

Editable

Roadmap, policy and prompts handed over in your own files

We made the difference for those brands

Creative, content, arts & culture

Beauty, personal care & wellness

B2B software, fintech, insurance

SMB

Home essentials, appliances, kitchen & pet

Healthcare & regulated services

Retail & commerce

Consumer tech and platforms

B2B software, fintech, insurance

B2B software, fintech, insurance

Beauty, personal care & wellness

Healthcare & regulated services

Creative, content, arts & culture

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

Apparel and lifestyle

Apparel and lifestyle

Travel & mobility

SMB

Food & beverage

Travel & mobility

Home essentials, appliances, kitchen & pet

Apparel and lifestyle

Food & beverage

Creative, content, arts & culture

Food & beverage

Beauty, personal care & wellness

Beauty, personal care & wellness

SMB

Healthcare & regulated services

Retail & commerce

Healthcare & regulated services

Consumer tech and platforms

Creative, content, arts & culture

01 — The challenge

Everybody is using AI and nobody can say what it changed.

The usual picture inside a marketing team in 2026: five people paying for four different tools on personal cards, a content workflow that is faster but produces work the brand lead quietly rewrites, one abandoned pilot from last year, and a board that has started asking what the AI budget bought. Meanwhile the two use cases that would genuinely save the team a day a week are stuck because they need data nobody owns.

“We are busier with AI than we were without it, and I cannot show what it returned.”

02 — Our approach

Assess, score, pilot, then a roadmap and a policy. Four to six weeks.

Fixed scope with a named senior advisor who is in every session. The first week is assessment: interviews with the marketing team, whoever owns data and reporting, the sales lead and the person accountable for brand, plus a read of the tools already in use, what they cost, who pays for them and what each is actually producing. We also test the underlying data against the use cases you are hoping for, because most disappointment traces back to that gap. Week two is scoring: a use case inventory built from the real workload, ranked on value, effort, data dependency and risk, argued through with your leadership team so the sequence reflects your appetite rather than ours. Weeks three to five are pilots: two or three use cases run properly, with a baseline measured first, a success threshold and kill criterion agreed in writing, your own people judging output quality against your brand voice, and a fixed decision date. The final week produces the artefacts: a written roadmap for the next two to four quarters, the tool recommendation including what to cancel, a short usage policy covering disclosure and human review, a named owner for AI decisions, role-specific enablement with the prompts and workflows we built, and a baseline of how AI search engines currently describe and cite your brand. We are advisors here. We do not resell software, we take no vendor margin or referral fee, and we do not run your campaigns inside this engagement, which is why the roadmap can recommend fewer tools, a slower pace, or that a use case is not worth doing at all. Everything is handed over in editable files that stay yours.

03 — What we did

How the engagement actually runs.

Readiness first, then a scored shortlist, then measured pilots, then the roadmap and policy your team runs without us.

Week 1 / Assessment

Readiness across data, process and skills

Interviews, a tool and spend inventory, and a hard look at whether your data supports the use cases you want.

Readiness before roadmap

Week 2 / Scoring

A ranked shortlist, argued with leadership

Every candidate scored on value, effort, data dependency and risk, with the rejected ones documented.

Rejections kept visible

Weeks 3-5 / Pilots

Two or three pilots with baselines and kill criteria

Measured against a baseline taken first, judged by your team, decided on a date agreed in advance.

Decided, not extended

Week 6 / Roadmap

Roadmap, usage policy, enablement and a visibility baseline

Two to four quarters sequenced, a policy people can follow, training that fits the work. Then the engagement ends.

Handed over ready to run

WHAT YOU GET

Six deliverables, all editable, all yours.

all yours

Written for your company and your data, in plain language, in files you can change without calling us.

AI readiness assessment icon

AI readiness assessment

Data, process, skills and governance scored, with the constraints that block specific use cases named explicitly.

Scored use case shortlist icon

Scored use case shortlist

Every candidate ranked on value, effort, data dependency and risk, with the rejected ideas and the reasons kept.

Pilot results and decisions icon

Pilot results and decisions

Baseline, method, what the pilot produced, the quality assessment and the adopt or drop decision in writing.

AI usage policy icon

AI usage policy

What may go into which tools, disclosure, human review before publishing, data handling, and one named owner.

Team enablement pack icon

Team enablement pack

Role-specific training, the prompts and workflows we built during the pilots, and a short internal guide.

AI search visibility baseline icon

AI search visibility baseline

How AI answer engines currently describe, cite or ignore your brand, with the prompts and sources recorded.

HOW WE WORK

Operating standards, not promises.

Operating standards

Close crop of a handwritten two column sheet comparing production times before and after, pencil beside it
One senior
A named advisor in every interview and working session
Your judgement
Output quality assessed by your team, against your brand voice
Kill criteria
Agreed before a pilot starts, so nothing runs on inertia
Fewer tools
A legitimate recommendation, and one we make often
Shape

B2B and mid market companies

Where the early value is research, sales enablement content and reporting, and the risk sits in what may be shared with a model.

Explore

Consumer and ecommerce brands

Creative volume, product content and lifecycle personalisation, judged against a brand voice that cannot drift.

Explore

Regulated and professional services

Where disclosure, review and record keeping decide what is allowed before any efficiency case is considered.

Explore

Built on trust. Proven by results.

We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.

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CASE STUDIES

Discover why these market leaders are choosing Web Tonic

Discover our work
Discover our work

Case studies

Website Portfolio

Video Ads

Static Ads

Food Allergy Institute — case study lead image

2026

243 → 1,012 consultations/mo · cost per landing page view −30%

Long Beach, California, United States

Food Allergy Institute

Monthly booked enrollment consultations grew from 243 in January 2026 to 1,012 in September 2026 — 5,836 in nine months — while Meta spend stayed flat at $717,944 (+1.7% year over year). Reach was cut back on purpose — impressions fell 24.2% — while landing page views rose 45.2%.

Discover more

Health & medical

Farrukh Ahmed CPA — case study lead image

2026

position 50 → 17 · +166% desktop map impressions

Mississauga, Ontario

Farrukh Ahmed CPA

A Mississauga accounting practice went from average Google position 50.1 at launch to 17.01, grew organic clicks 55.3% on matched months, and lifted Google Business Profile search impressions 92.7% on mobile and 166.0% on desktop year over year.

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Professional services

Stone Decorative — case study lead image

2026

137 → 1,075 monthly clicks · +85% calls

Quebec, Canada

Stone Decorative

A decorative stone retailer climbed from an average Google position of 30.5 to 11.0 and grew monthly organic clicks from 137 to 1,075 across the recovery window, while tracked calls rose 85.3% year over year on matched months.

Discover more

Home services & trades

Univer Phone — case study lead image

2026

+77% tracked calls · position 19.2 → 5.5

Saint-Eustache, Boisbriand and Mont-Royal, Quebec

Univer Phone

A three-store phone repair business moved from an average Google position of 19.2 to 5.5, grew search impressions 32.6% year over year, and took 1,844 tracked calls in twelve months against 1,044 in the twelve before that — a 76.6% increase on matched months.

Discover more

Retail & e-commerce

Oever — Event promotion (Google Ads)

2026

1,678,801 impressions · $3.05 CPM

New York City, United States

Oever

A New York stage production went from a cold Google Ads account to 1,678,801 impressions and 2,699 clicks in fourteen days, at a $3.05 CPM and $1.90 per click, with 842,159 of those impressions served inside a five-mile geofence around the venue.

Discover more

Events & venues

Santoy Calgary Painters — SEO

2026

+46% sessions

Calgary, Alberta, Canada

Santoy Calgary Painters

Across twelve matched months, a Calgary painting contractor grew all-channel sessions from 841 to 1,229 and profile direction requests from 473 to 571.

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Home services & trades

Peintres Montréal — SEO

2026

+441% sessions

Montreal and Laval, Quebec, Canada

Peintres Montréal

Across twelve matched months, a Montreal and Laval painting contractor grew all-channel sessions from 529 to 2,862 and new users from 472 to 1,823, with a two-month spike accounting for part of the gain.

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Home services & trades

Prépa PPL — audience launch

2026

0 → 1,575 sessions/month

France

Prépa PPL

A French private pilot licence exam-prep platform went from launch to 2,815 all-channel sessions in four months, reaching 1,575 sessions in July 2026 alone from a zero baseline.

Discover more

Education & training

Peinture Marcil — SEO launch

2026

0 → 2,176 sessions

Rive-Nord, Montreal, Quebec, Canada

Peinture Marcil

A Rive-Nord commercial and industrial painting contractor went from no measurable search presence to 2,176 all-channel sessions and 55 organic clicks in its first eight months, with profile website clicks up 72%.

Discover more

Home services & trades

Canado-Nacan Équipements — SEO

2026

36.2 → 25.8 avg position

Quebec, Canada

Canado-Nacan Équipements

Across twelve matched months, an industrial safety equipment supplier improved average Search Console position from 36.2 to 25.8 and grew all-channel sessions 9% to 17,724.

Discover more

B2B & SaaS

Benjel — SEO

2026

24.8 → 18.8 avg position

Montreal, Quebec, Canada

Benjel

Across twelve matched months, a Montreal air-quality and asbestos testing consultancy improved average Search Console position from 24.8 to 18.8 and grew impressions 13% to 980,767.

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Professional services

Arboxygène — SEO

2026

25.5 → 18.9 avg position

Montérégie, Quebec, Canada

Arboxygène

Across twelve matched months, a certified Montérégie arborist lifted average Search Console position from 25.5 to 18.9, grew impressions 34% to 858,405 and grew profile website clicks 26%.

Discover more

Home services & trades

Traiteur Tiguidou website homepage

Traiteur Tiguidou

Webflow

Webflow Site

Québec, Canada

Traiteur Tiguidou

Built Traiteur Tiguidou a Webflow site where every mobile catering concept gets its own page, its own colour world and its own reason to be booked.

Discover more

Events & hospitality

Millie & Jones website homepage

Millie & Jones

Shopify

Shopify Store + CRO

Hemel Hempstead, United Kingdom

Millie & Jones

Design, development and ongoing maintenance of a 193-product Shopify store for a family-run UK kids' bed brand, built around guided navigation and reassurance instead of a flat product wall.

Discover more

Home, sleep and furniture

MARCOZO website homepage

MARCOZO

Shopify

Shopify Design + Development

Canada

MARCOZO

Design and development of MARCOZO's Shopify store — a men's jewelry brand selling tarnish-resistant pieces through category browsing and campaign lookbooks.

Discover more

Jewelry & eyewear

BloomsyBox website homepage

BloomsyBox

Shopify

Shopify Design + Dev + CRO

United States

BloomsyBox

Design, development and conversion work on BloomsyBox's Shopify store — a farm-direct flower subscription that sells recurring plans and single bouquets from the same catalogue.

Discover more

Flowers & gifting

PetalDriven.com website homepage

PetalDriven.com

Shopify

Shopify Design + Development

Mar Vista, Florida, United States

PetalDriven.com

Design and development of PetalDriven's Shopify store — a farm-direct flower catalogue that serves working florists and first-time DIY wedding buyers from the same inventory.

Discover more

Flowers & gifting

SAINT homepage hero with the buy one get one free offer

SAINT

Shopify

Shopify Dev + CRO + Analytics

Australia

SAINT

Development, conversion work and analytics on SAINT's Shopify store — the fit-over product page, the bundle offer and the landing page that carries the paid traffic.

Discover more

Jewelry & eyewear

Culprit Underwear website homepage

Culprit Underwear

Shopify

Shopify Store + CRO

United States

Culprit Underwear

Site build and conversion work on Culprit Underwear's Shopify store — a loud, print-driven underwear brand where every drop is limited, so the store has to convert on fit confidence and bring the same buyer back for the next print.

Discover more

Apparel & fashion

Lyson Duval website homepage

Lyson Duval

WordPress

WordPress Site

Québec, Canada

Lyson Duval

A WordPress site for a Québec mentor and EFT practitioner, built so each programme — the collective sanctuary, the self-paced course, the seasonal event — has its own page and its own argument.

Discover more

Coaching & wellness

WholesaleRoses.com website homepage

WholesaleRoses.com

Shopify

Shopify Design + Development

Miami, Florida, United States

WholesaleRoses.com

Design and development of WholesaleRoses.com on Shopify — a farm-direct bulk rose catalogue built so florists, event planners and DIY buyers can shop the way they actually think.

Discover more

Flowers & gifting

roe Wellness website homepage

roe Wellness

Shopify

Shopify Design + Development

United States

roe Wellness

Designed and built the Roe Wellness Shopify store — a mom-and-baby skincare range merchandised around customer-submitted before/after photography and heavily structured reviews.

Discover more

Skin care & beauty

Centre Dentaire Valiquette website homepage

Centre Dentaire Valiquette

WordPress

WordPress Site

La Petite-Patrie, Montréal, Québec

Centre Dentaire Valiquette

The first website for a family dental clinic that had run on word of mouth in La Petite-Patrie since 1986 — built to feel as calm as the practice itself.

Discover more

Healthcare

Petzyo website homepage

Petzyo

Shopify

Shopify Design + Development

Australia

Petzyo

Design and development on Petzyo's Shopify store: a B Corp certified Australian dog food brand selling dry, raw and treat ranges, plus a subscription box, on nutrition detail rather than cute packaging.

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Supplements and wellness

Oura Health

Health & Medical

InBeat OURA SOW001 D2 UGC Matthew 9x16 — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b886157ed9bc2f507c28_out2.mp4

Oura Health

Health & Medical

Track your health more accurately with a sleek smart ring

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889cfe1dedd519c829fc4_out.mp4

Oura Health

Health & Medical

Monitor your health effortlessly without changing your lifestyle

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b86e14801b4217b47458_out2.mp4

Oura Health

Health & Medical

Consistent daily habits and tracking can help improve your overall health

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889ad204f7a9be21fd5ab_out.mp4

Oura Health

Health & Medical

Get more clarity and less pressure with health insights

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b85e468d9afc9b9d0882_out2.mp4

Oura Health

Health & Medical

Understand your cycle and work with your body's natural rhythm

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b84a3a753f3186f65207_out2.mp4

Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78c28aacb83de1fd8e3adc_out2.mp4

Oura Health

Health & Medical

Skip the trial and error with a personalized health wearable

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78897524cfb409e117db2d_out.mp4

Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b8333a753f3186f64e0a_out2.mp4

Oura Health

Health & Medical

A more accurate and comfortable way to track your health

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 868gjy6ba — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b80e157ed9bc2f504f45_out2.mp4

Oura Health

Health & Medical

Track your health and wellness throughout your daily routine

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a788840505270c5384c67e5_out.mp4

Food Allergy Institute

Health & Medical

EN

Access expert allergy treatment from anywhere in the country

Food Allergy Institute

Health & Medical

EN

Overcome food allergies with a proven tolerance program

Food Allergy Institute

Health & Medical

EN

Help your child build lasting tolerance to food allergies

MDF

Automotive

FR

Fast and reliable mobile roadside assistance when you need it

MDF

Automotive

FR

Manage your commercial fleet with zero downtime

MDF

Automotive

FR

Avoid surprise bills with transparent auto repair pricing

MDF

Automotive

FR

Get quality car repairs for ten percent less

MDF

Automotive

FR

Enjoy ten percent off your next car repair

MDF

Automotive

FR

Trust your vehicle with affordable and reliable maintenance

MDF

Automotive

FR

Save ten percent with your trusted local mechanic

MDF

Automotive

FR

Get ten percent off all your auto repairs today

Hopper

Travel & Hospitality

EN

Stop wasting money on overpriced hotel rooms

FAQ

What leaders ask before buying AI marketing consulting.

What does an AI marketing consultant actually deliver here?

Five things: a readiness assessment across data, process, skills and governance; a ranked shortlist of use cases scored on value against effort; two or three of them run as measured pilots with baselines and kill criteria; a written roadmap for the next two to four quarters with a tool recommendation including cancellations; and the governance layer, meaning a usage policy, a named owner and role-specific enablement. Four to six weeks, fixed scope, all files editable and yours.

Is our data ready for AI?

That is the first thing we test, and the answer is usually partly. Content and research use cases need very little. Predictive analytics, lead scoring and real time personalisation need a clean data model, consistent definitions and a working join between marketing activity and revenue. 62% of organizations already report losing revenue directly because of poor CRM data quality, and a model built on that repeats the errors faster. When the data is the blocker we say so and scope marketing operations consulting first rather than selling you a roadmap you cannot run.

What does the engagement cost?

A fixed fee, quoted after a scoping call, with deliverables and dates written down before you commit. The number moves with team size, how many use cases you want piloted and whether governance has to satisfy a compliance function, so publishing a rate would mislead most readers. For budget context, Gartner reports CMOs allocating a mean 15.3% of marketing budget to AI, rising to 21.3% among organisations with mature AI processes. Book a meeting for a scope and a number.

Will you build us custom AI models?

Not in this engagement, and for most marketing teams that is the right answer. The value is in choosing use cases, sequencing them, measuring them honestly and governing them, and the majority are served by tools you can already buy plus workflow design. Where a pilot proves that a bespoke build genuinely pays back, we specify it, help you brief it and review the vendor's work, and we take no fee from whoever builds it.

Which tools do you recommend?

Whichever ones fit the use cases that survived scoring, and the recommendation is written after the pilots rather than before them. We hold no reseller agreements, take no referral fees and mark up no licences, so the advice is free to say that the tool your team likes is not worth its seat cost, or that two of your four subscriptions overlap. Consolidating and cancelling is a common outcome and often the fastest return in the whole project.

How do you measure whether AI actually improved anything?

By taking a baseline before each pilot and agreeing the success threshold in advance, on measures that matter to the business: production time, cost per asset, cycle time, conversion or pipeline where the volume supports it, plus a quality assessment by your own reviewers. Vanity outputs, such as volume of content produced, are excluded deliberately. Context worth keeping in view: only 49% of marketing and finance leaders measure how marketing is driving business outcomes at all, so the measurement habit often outlasts the pilots as the more valuable change.

Does this include AI search visibility, and will AI engines mention us?

The baseline is included: we record how answer engines and AI overviews currently describe, cite or ignore your brand across a set of prompts your buyers would actually use, and keep the prompts so the test can be repeated. Improving that position is a separate discipline and it is real work on your content, entity data and citations, delivered through our GEO and AEO service alongside SEO. Nobody can guarantee a mention in an AI answer, and anyone who does is selling something.

Will AI replace part of our marketing team?

Our experience is that it changes the mix rather than the headcount, and we do not take redundancy work. The roles that gain value are the ones that judge output, own data and manage specialists; the roles defined purely by throughput change most. Anxiety is real and worth naming: 71% of professionals believe AI will eliminate more jobs than it creates over three years, and 48% describe their own sentiment toward AI as neutral, negative or unsure. Where the honest answer is a structural one, marketing team structure advisory is the engagement that addresses it properly.

How do you handle privacy, confidentiality and client data?

The usage policy is explicit about it: which categories of information may never be entered into a general purpose tool, which tools are approved for what, where data is processed and retained, what needs a data processing agreement, and what has to be disclosed to customers or clients. Pilots run on either synthetic or properly permissioned data. Where your sector adds obligations we are not qualified on, we say so and recommend your counsel reviews the policy before it is adopted.

Should we write an AI policy before or after the pilots?

A short interim policy first, the full one after. Teams are already using these tools, so a one page interim rule on what may be entered and what must be reviewed protects you during the engagement, and the durable policy is written once the pilots show which workflows are actually in use. Just 13% of organizations have all four governance foundations in place, an AI council, a roadmap, generative AI policies and an ethics policy, and 39% have a council, so most companies are starting from nothing here.

Who from our side needs to be involved?

Less time than you would expect. We need the marketing team members who do the work, whoever owns data and reporting, the person accountable for brand, the sales lead where AI touches lead handling, and someone senior enough to approve the policy. Expect a kickoff, two working sessions, a review per pilot and a final presentation. Pilots do consume some of your team's attention by design, because the point is to test the tools inside your real workflow.

How is this different from marketing strategy consulting?

Marketing strategy consulting decides where to compete, what to say and which channels to back. This engagement is narrower: given your strategy, where does AI change the economics of executing it. If you are unsure the strategy itself is right, start there, or with a marketing audit if the question is what is currently working. An AI roadmap bolted onto an unclear strategy just industrialises the wrong activity.

Do you run the marketing afterwards?

Only if you ask, and it is quoted separately. This engagement deliberately excludes execution so the roadmap is free to recommend fewer tools, a slower pace or no further spend. Plenty of clients take the roadmap, the policy and the enablement pack and run everything with their own team, which is a good outcome. Where you want ongoing marketing leadership rather than a project, a fractional CMO is the engagement to look at.

We tried an AI pilot last year and it went nowhere. What changes?

Usually three things were missing: a baseline, a decision date and an owner. Pilots without those drift until someone loses interest, which reads as failure but was never a test. We also sequence deliberately, so the first pilots are the ones your data can support, and the harder use cases wait until the constraint is fixed. The pattern is common: only 19% of organizations describe their AI progress as accelerating, while 46% call it inconsistent or siloed.

How much of this is training our team versus tooling?

More than most buyers expect, and it is the cheaper half. Only 49.7% of companies say their marketing teams have the skills and training to use their own marketing systems, down from 54.1% in 2022, and CMOs rank a lack of internal talent as their top barrier to AI-driven efficiency, first for 19% and in the top three for 38%. So the enablement pack is role-specific, built around the workflows we piloted with your own material, and kept short enough that people actually use it.

What happens after the six weeks?

You own the roadmap, the policy, the prompts and the visibility baseline, and your named owner runs the next quarter. Most clients book one check-in ninety days later to review what was adopted, what was quietly abandoned and what the next two use cases should be, which takes half a day and is optional. Nothing in the engagement obliges you to buy anything from us afterwards, including the execution work.

Want an honest read on where AI pays back in your marketing?