AI Strategy & Workflow Audits for Marketing Teams

What is AI strategy and consulting?

AI strategy is deciding where automation actually pays off in your business before anyone builds anything. Most teams skip that step. They see a demo, buy a tool, wire it into the wrong process and conclude AI does not work for them. The tool was never the problem. The problem was picking tasks by novelty instead of by leverage.

My consulting starts with an audit of how work really happens: what your team does every week, which of those tasks repeat, which follow rules, and what each one costs in hours. Then I score the candidates on volume, repetitiveness and risk, and hand you a roadmap ordered by payback speed. You get a document you can act on with any builder, including me if you want to continue together.

What an engagement covers

• Workflow audit. Hour-by-hour mapping of your marketing and ops processes, with the repetitive and rules-based work flagged.
• Opportunity scoring. Every candidate task rated on hours consumed, error cost and how cleanly it can be automated today.
• Tool selection. Honest picks between n8n, Zapier, Make and custom API builds, based on your team's skills and budget rather than hype. The trade-offs are laid out in my comparison of the three platforms.
• Build-vs-buy roadmap. A sequenced plan: what ships first, what it should save, and what to deliberately leave alone.
• Team enablement. Prompt-writing basics and guardrails so your people can use the new systems without becoming engineers.

The audit process, step by step

First call: we walk through a typical week and I list every recurring task I hear. Second pass: your team estimates hours and annoyance per task, which usually surfaces surprises about where time really goes. Third: I map data flows between your tools and mark where judgment is genuinely needed versus where a model plus rules suffices. The final deliverable ranks opportunities with expected monthly hours saved and a realistic build order.

Typical outcome: three to five automations worth building immediately, a couple worth scheduling next quarter, and several explicitly not worth touching. Knowing what not to automate is half the value. It is also where most DIY attempts burn out, chasing chatbot demos instead of fixing lead follow-up.

How this connects to everything else

Strategy is the front door to the rest of my work. If the audit says your follow-up leaks leads, the fix is workflow automation. If your paid channels underperform, the roadmap feeds performance marketing. If content is the bottleneck, we plan around the editorial pipeline instead of hiring reactively. You can take the roadmap to any builder; it is written to be executed, not to lock you in.

Who this is for

• Leadership teams who keep hearing about AI and want a grounded view of what applies to their actual business.
• Marketing managers with mandate but no bandwidth to evaluate tools properly.
• Owners preparing to scale who need operations documented and automated before headcount grows.