Your 10-Step List To AI Integration 🤝
Most failures trace back to vague goals, scattered data, and "pseudo-projects" that never touch a live campaign. Nail these ten moves, and your odds flip…
Most failures trace back to vague goals, scattered data, and "pseudo-projects" that never touch a live campaign. Nail these ten moves, and your odds flip…
🎯 Anchor AI to a revenue-linked marketing goal – e.g., "lift qualified leads 15% in Q3," not "play with Gen-AI."
🔍 Clean data first – stitch CRM, web, email and ad data into one clean view before training any model or loading into NotebookLM.
🧰 Choose right-size AI tools – you can waste large parts of your working dollars on expensive tools that don't deliver. Prototype with ChatGPT, NotebookLM, Zapier and other no code/low code tools to start.
👯 Create an "AI pod" – pair a marketer, data analyst, and product owner so context meets code every sprint.
🚀 Run a 90-day pilot on a quick win – think send-time optimization, next-best-offer, or ad-copy generation that plugs into existing flows.
📊 Dashboards on day one – track incremental lift, CPL/CPA in real time; what's invisible won't get budget.
🔁 Embed AI in everyday workflows – surface predictions inside the email editor or media-buy UI so marketers actually use them.
🏗️ Adopt a lightweight iterative process – the LLM, your data, and your desired results are all going to change. Start the process with the end in mind, but be flexible on how you get there.
🛡️ Install brand-safe guardrails – consent checks, clear QA role, and tone filters keep legal and compliance onside.
📚 Upskill the team continuously – short courses in prompt crafting, data storytelling, and how to QA with humans in the loop. Team on board = Successful Implementation.
Ready to save precious time and let AI do the heavy lifting?
Save time and simplify your unique workflow with HubSpot’s highly anticipated AI Playbook—your guide to smarter processes and effortless productivity.
The difference between AI winners and losers isn't budget or perfect technology—it's execution and iteration.
Treat AI as a revenue accelerator woven into daily marketing operations, not a side experiment. Start with one marketing challenge, apply focused AI firepower, measure obsessively, and iterate quickly.
Your team will build momentum that transforms skeptics into advocates, and your ROI metrics will make the C-suite take notice.
The organizations seeing 3-5x returns aren't unicorns—they're just following this playbook while others chase shiny objects.
🔬 Your 10-Minute AI Marketing Audit
Take this quick assessment to find your team's readiness gaps
Score Key: 1 = Not At All, 5 = Hell Yeah
Is your marketing data centralized and squeaky clean? (Score 1-5)
Can you identify your top 3 highest-ROI AI use cases? (Score 1-5)
Does your team have time blocked weekly for AI implementation? (Score 1-5)
Is your AI QA process clearly defined? (Score 1-5)
Score under 15?
Your Next Step…
📌 [FREE RESOURCE] Use this streamlined marketing data prep checklist that's helped 10+ teams get AI data ready.
McKinsey's State of AI 2025 - Hard numbers on AI ROI
PWC 2025 AI Predictions - AI integration depends on strategic vision, systematic adoption, and responsible governance
28% of businesses are already using AI, and another 45% have active implementation plans underway, and the WILD part: The actual impact of AI reported by users (51%) exceeds even the high expectations businesses had prior to adoption.
Happy Friday,
Alec
P.S. My Marketing Video of the Week. (My wife says I have a YouTube problem… but it's all in service of you, my dear reader.) 🙂