Marketing AI Playbook
There's a version of AI adoption that looks impressive and creates real problems: content that sounds plausible and is factually wrong, customer communications that feel automated, claims the business can't substantiate, and data handled in ways legal never approved. Most businesses aren't there yet, and they're moving fast. The gap between experimenting with AI and using it responsibly is wider than most leadership teams realise.
The businesses that build lasting commercial advantage from AI will be the ones who can explain exactly how they use it, where humans remain accountable, how customer data is protected, and why the output meets the brand's existing standard. A Marketing AI Playbook is a practical operating framework for how a business uses AI across marketing, customer experience, content, insight, and reporting, built around where AI improves the work and governed where it creates risk.
How it works.
The playbook is built around your actual workflows: where AI improves the work across marketing, customer experience, content, insight and reporting, and where it needs governing because it creates risk.
Who it's for.
Businesses experimenting with AI in marketing without a consistent strategy, governance model, or clear measure of whether it's producing commercial value. When the work is done, AI stops being a scattered experiment and becomes a controlled, improving capability with clear accountability.
What you get
Typical deliverables
- 01AI readiness assessment
- 02Marketing AI opportunity map and use-case framework
- 03Practical Marketing AI Playbook
- 04Prompt library and workflow templates
- 05Content quality and brand voice guardrails
- 06Data privacy rules and review and approval processes
- 07Governance model and testing and refinement framework
Every engagement is shaped around the business. Scope, sequencing, and outputs are tailored before we start.
Ways of working
Working alongside other consultants and agencies
Happy to work alongside your existing agencies, consultants, or in-house specialists where it makes sense. That includes brand studios, performance agencies, CX consultants, research partners, or fractional finance and product leads. The work is designed to connect disciplines, not duplicate them. Where a specific capability sits outside my own, I can bring in trusted independent consultants from my network and lead the engagement myself.
How to start
The diagnostic
Take the Clarity Stack
Twelve questions across strategy, customer experience, AI readiness and collaboration, taking about 10 minutes. You get a scored snapshot of what's slowing your growth, and your answers become the working material for our first session.
The conversation
Book the working session
We'll spend 60 minutes on your business, working through your Clarity Stack answers together to identify where the gaps are. Within 48 hours I send you The Brief, an audit setting out the recommended priorities and a cost range for each, and it's yours whether we work together or not.