Service
AI strategy consulting for marketing
We help marketing teams work out where AI fits, what to automate and what to keep human. You get a written plan that starts from the work your team does each week and names who checks the output before it reaches a client or a customer.
What's included.
- review of current AI use and tools
- task inventory across marketing work
- automate, assist or keep human decision for each task
- data and permissions review
- review and accountability rules
- tool recommendations, buy or build
- team usage guidelines
- prioritized roadmap
- success measures for each priority
What an AI marketing strategy is.
An AI marketing strategy is a set of decisions about how a marketing team will use AI. It covers which tasks AI should take on, which tools or custom systems are worth paying for, what data those systems may use, who reviews the results and how you'll tell whether any of it was worth doing.
Without those decisions, AI use tends to grow by accident. One person pastes client data into a free tool, another builds a useful workflow nobody else knows about, and a subscription renews without anyone checking who uses it. A strategy gives the team shared rules and a short list of priorities.
AI strategy consulting usually covers a whole company. Our focus is narrower. We work on marketing, including media, content, data and reporting, because that's the work we know from running it.
When an AI strategy makes sense.
This work helps when leadership wants a plan and the team is already experimenting without one, or when you've paid for tools and can't say what they changed. It also helps agencies working out how AI should fit into client delivery, including what clients should be told.
You may not need it yet if your basic data and processes aren't written down or reliable. AI built on messy inputs tends to produce messy results faster, so fixing the inputs comes first. And if you already know the one task you want automated, you can go straight to building a custom AI agent.
What to automate and what to keep human.
We ask a few plain questions about each task. Does it happen often enough to matter? Are the inputs reliable? Can someone check the output quickly and tell whether it's right? What happens if it's wrong and nobody notices?
Tasks that pass those questions are good candidates. Pulling account data, checking pacing against a plan, flagging tracking errors, drafting first versions of reports and sorting incoming leads are common examples, since each has a clear input and a result that can be checked.
Some work should stay with people. Deciding what a brand stands for, approving claims in a regulated category, setting budgets, handling a sensitive client conversation and judging whether a recommendation makes sense for the business all call for accountability. AI can prepare the material for those decisions, and a named person should still make them.
Many tasks sit in between, and those need a defined review step. Language models can state wrong information with complete confidence, so we set out who reviews what, and what happens when an output fails that review.
How we run our own operations.
We run our own media operations with agents handling bounded routines and people deciding. That shapes what we recommend. Each agent gets a defined job, limited permissions and a person who reviews what it produces.
We don't recommend that structure for its own sake. Some teams would do better with a few well-chosen off-the-shelf tools and clear rules for using them, and we'll say so if that's your situation.
Data, permissions and risk.
Most of the risk in marketing AI comes from what the tools can see and do. We review what data each tool would receive, including client data and personal information, and whether the vendor's terms allow that use. We also separate tools that only read from tools that can change something, such as a live ad account or a customer record.
Privacy rules such as Quebec's Law 25 and your clients' contracts may limit what's allowed. We flag those questions early, and legal decisions stay with your qualified reviewer.
Strategy, audit or build.
These three services answer different questions. An AI marketing audit reviews your accounts, tracking and reporting, then maps where AI could help based on that evidence. AI strategy sets the direction, rules and priorities for how your team will use AI. Custom AI agents are the build, for the jobs where existing tools fall short.
How it works.
- 01
See how the work gets done
We talk to the people doing the work and look at the tools and reports they use.
- 02
List the tasks
We write down recurring tasks with how often they happen, how long they take and what they depend on. Your team corrects whatever we got wrong.
- 03
Sort and rank them
We decide what to automate, what AI should only assist with and what stays with people. Then we rank the candidates by value, risk and effort.
- 04
Set the rules
We write the rules on data, permissions, review and disclosure, and we name an owner for each one.
- 05
Hand over the roadmap
You get a sequence of first projects with the measure for each one. Your team can run them, or we can scope the build separately.
How we measure AI strategy.
We measure each priority against what it was meant to change, such as hours spent on a task, how often errors get caught or how quickly a report goes out. We take a baseline before the change, since "it feels faster" isn't evidence.
We count the cost of review too. A tool that saves an hour of drafting and adds an hour of checking hasn't saved anything.
How we price it.
We bill hourly and set the scope in hours. Strategy and advisory are CAD $175/h. Media management and execution are CAD $110/h. We confirm the engineering rate in the scope where technical work is needed. Third-party costs and advertising budgets are identified separately.
You can engage one discipline without buying the others. We can write the strategy and leave the build to your team or another partner.
Questions before we start.
What does an AI strategy consultant do?
An AI strategy consultant helps a business decide where AI is worth using, what it needs to work and how to manage the risks. Our work is focused on marketing teams.
How is AI used in marketing strategy?
Common uses include research, first drafts, reporting, data checks, lead sorting and media operations. The strategy decides which of those fit your team and who reviews the results.
How much does AI strategy consulting cost?
It depends on the size of the team and how many systems and tasks are involved. We bill by the hour and show you the scope before we start.
Will AI replace our marketing team?
We don't plan it that way. We use AI for bounded tasks and keep people responsible for decisions.
Can you help an agency use AI in client work?
Yes. We work with agencies, including behind their brand, and we'd look at client contracts, data rules and what clients should be told.
Related services.
Start a conversation.
Tell us what you are trying to move. We will tell you which disciplines are worth engaging, and which are not.