Lead Your Team Into AI: A Strategic AI Plan for CMOs
Successfully Modernizing 20+ Marketing Departments Every Quarter
The AI-First Marketing Blueprint
AI is reshaping marketing—most CMOs are still stuck planning.
You’re hearing the same questions on repeat:
“What tools do we need?”
“Who should own the AI strategy?”
“How do we avoid falling behind?”
You don’t need more hype or tools—you need a strategic path that shows what to implement, what to cut, and how to make it all work across your existing team and stack.
The AI-First Marketing Blueprint
A staged engagement designed for CMOs who want to confidently lead their department into the next era of performance-driven, AI-enabled marketing.
We help you reimagine your org—not replace it—through tailored strategy, smart tool selection, clear workflows, and AI-powered execution systems.
Strategy Development
AI That Drives Revenue, Not Just Headlines
We help you cut through the hype and identify where AI creates real operational lift inside your marketing org—fast.
You’ll walk away with a clear answer to:
- Which parts of your org are ripe for automation or AI agents
- How your peers are using AI (and how you can leap ahead)
- A roadmap that’s aligned with business outcomes—not just tech experimentation
- A data-backed ROI projection based on your org’s size, maturity, and goals
- Internal language and framing to confidently pitch the plan to your CEO, CFO, and Board
Your AI plan won’t be a science project. It will be a business case.
The Right Tools. The Right Stack. No Bloat.
We don’t sell software—we engineer your stack with precision.
You’ll get tailored recommendations on:
- What tools actually deliver value in analytics, content ops, media buying, and personalization
- Whether your org should go platform-heavy or lightweight SaaS (or both)
- How to integrate AI tools without breaking your existing systems (HubSpot, GA4, Salesforce, Asana, etc.)
- Where APIs and automation can reduce manual work—and where human touch still wins
This isn’t a pile of tools. It’s a tech strategy that fits your team and scales with it.
Implementation & Change Management
Your Team. Your Workflow. Powered by AI.
We help you answer:
- Who on your team is ready to manage AI agents (and who needs support or upskilling)
- Whether to hire, retrain, or outsource key AI responsibilities
- How to design AI-first workflows for content, analytics, reporting, and campaign ops
- The ideal balance of machine automation and human strategy
- How to build responsible use frameworks—so you scale safely, not sloppily
Change management is built into everything we do. Because this isn’t just about tools—it’s about trust and adoption.
Optimization & Ongoing Evolution
AI That Doesn’t Stall After Month One
AI maturity isn’t one-and-done. We build you an infrastructure for continuous optimization.
You’ll know how to:
- Track the performance of your AI tools with clarity (cost savings, output, quality, time-to-market)
- Iterate and evolve your workflows as tools improve—or get sunset
- Establish policies around retraining models, refining prompt libraries, and measuring impact
- Keep pace with change without derailing your marketing calendar
You don’t need to chase every trend. You need a system that makes smart, scalable decisions—on repeat.
The 4-Phase Engagement Model
A clear plan. A smarter team. A marketing process that finally runs at the speed of strategy.
PHASE 1: (2–3 weeks)
Goal: Identify where AI will create the most impact in your current team, stack, and workflows.
Outcome:
You’ll know exactly where to begin and what to stop doing.
Optional Add-on: Team workshop on “AI Mindset & Literacy for CMOs.”
PHASE 2: (3–4 weeks)
Goal: Build your tailored AI-first marketing strategy, stack, and staffing plan.
Outcome:
A CMO-ready implementation plan that bridges today’s team to a smarter, leaner version of itself.
PHASE 3: (6–12 weeks)
Goal: Help your team integrate the tools, agents, and workflows.
Outcome:
Your AI-first operation is live, functioning, and tracked.
PHASE 4: (Ongoing or 90-day Retainer)
Optimization & AI Ops Coaching
Goal: Ensure long-term ROI and support internal team adoption.
Outcome:
CMO is no longer guessing about AI performance—there’s a rhythm and reporting structure to back it up.
WHO THIS IS FOR (AND NOT FOR)
Ideal For:
✔️ CMOs at companies with $5M–$250M in revenue
✔️ Lean teams ready to scale smarter
✔️ Orgs already using marketing platforms (e.g., HubSpot, GA4, Asana, Salesforce)
Not a Fit For:
❌ Teams with no internal marketing ownership
❌ Companies looking for AI hype, not real ROI
❌ Marketing departments unwilling to change workflows or roles
Lite
Phase 1 Only + AI Readiness AuditPHASE 1 ELEMENTS
- Goal: Identify where AI will create the most impact in your current team, stack, and workflows.
- AI-readiness assessment across marketing functions
- Use-case identification by department (Content, Performance, Analytics, Ops)
- Tool overlap and inefficiency report
- Stakeholder interviews
- Quick-win AI implementation roadmap (first 90 days)
Outcome:
- You’ll know exactly where to begin and what to stop doing.
- Optional Add-on: Team workshop on “AI Mindset & Literacy for CMOs.”
Core
Phase 1–2 + Strategic BlueprintPHASE 1 & 2
PHASE 2 ELEMENTS
- Goal: Build your tailored AI-first marketing strategy, stack, and staffing plan.
- AI capability map by team function
- Agent + tool selection guide (off-the-shelf + potential custom)
- Role redesigns: human-owned, AI-assisted, and AI-owned tasks
- Workflow mapping (current vs. future state)
- Governance & compliance checklist (data use, privacy, security)
Outcome:
- A CMO-ready implementation plan that bridges today’s team to a smarter, leaner version of itself.
Full
All 4 PhasesALL 4 PHASES
PHASE 3 ELEMENTS
- Goal: Help your team integrate the tools, agents, and workflows.
- Tool configuration support + API plan
- Agent deployment support (e.g., content generation, lead scoring, reporting)
- Team training: prompt libraries, new workflows, agent management
- Documentation handoff (SOPs, FAQs, escalation paths)
- Performance benchmarks (pre- and post-AI)
Outcome:
- Your AI-first operation is live, functioning, and tracked.
Retainer
Monthly AI Ops CoachingPost Conversion
PHASE 4 ELEMENTS
- Goal: Ensure long-term ROI and support internal team adoption.
- Monthly coaching sessions
- Iteration on prompt libraries, workflows, and agent refinement
- AI tools review: what’s working, what’s outdated
- Metrics dashboard to measure cost savings, productivity, and quality
- Optional: AI Council onboarding + playbook
Outcome:
- CMO is no longer guessing about AI performance—there’s a rhythm and reporting structure to back it up.
Book a 30-minute strategy call and walk away with the first step of your AI transition plan.
Ready to stop experimenting and start executing?
OUTCOMES YOU CAN EXPECT
20–50% faster execution times
3–5x content throughput
Clarity on human vs. machine task ownership
Lower vendor/tool spend
CMO-level confidence in your roadmap
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We Take Care of the Future & empower your business
Clients Words
Yes We Helping Small Business Grow Big
Mark Stive
