Two-day agenda
Goals + Current State
What does success look like for the team in 12 months? What is slowing things down? What AI tools are already in use? We listen more than we talk.
- Business goals and priorities
- Team structure and workflows
- Current tools and data
- Biggest friction points
- Wins worth building on
Workflow + Decision Mapping
How does a campaign go from brief to live? Where are the biggest decisions made? What data drives them today? We map the real process, not the ideal one.
- Campaign lifecycle walkthrough
- Key decision points and owners
- Data and insight sources
- Handoffs and bottlenecks
- Where time is being lost
AI Opportunity Landscape
Based on Day 1 captures, we surface specific AI opportunities for the brand and creative team. Not generic use cases. Yours. We show what is possible and what it requires.
- AI opportunity map (12 to 15 use cases)
- What each changes and what it requires
- Live demonstrations
- Team reactions and interest signals
- Questions and constraints
Sequence + Recommend
We rank the opportunities together: quick wins vs. strategic bets. What can be done now? What requires investment? We leave with a sequenced roadmap.
- Impact vs. effort matrix
- Quick wins (0 to 60 days)
- Strategic bets (60 to 180 days)
- Dependencies and requirements
- Preliminary AI Path to Success
Deliverables
AI Path to Success
Document + initial rollout pipeline
- Prioritized AI use cases
- 90-day quick win roadmap
- 180-day strategic investments
- Resource and capability requirements
Point of View
Strategic framework document
- Stakeholder goals and priorities
- Operational considerations
- Data ecosystem observations
- Preliminary recommendations and next steps