AI Modernization Jumpstart
A CMO-led, fixed-scope engagement to tell you exactly what your marketing department should do with AI, and get your first AI workflow off the ground in two weeks.
We identify the most impactful AI modernization you can make, and help implement it.
AI has accelerated speed to market creating fierce competition overnight. Luckily, operational AI adoption is unlocking massive efficiencies, especially in the marketing department. Integrating agents and connected AI workflows into your processes and systems is now the baseline requirement for a modern marketing department.
New tooling, features, and workflows are coming out daily, but no one has the time to figure out what is best. Our CMOs work in your industry, know your business model, and understand what generates revenue. They evaluate your situation, and hand you a clear, prioritized plan of action that explains what to do, why, and how. That’s what this engagement does.
What We Deliver.
Five components. Two weeks. Everything your team needs to adopt AI.
MarTech + Workflow Audit
Written report with scoring
A review of your current marketing technology stack, how data moves between your tools, and your visibility in AI-generated search results — including ChatGPT, Perplexity, and Google AI Overviews (known as AEO/GEO). Most businesses don’t know how they appear in these results, and many are losing ground to competitors who have figured it out. You’ll receive a plain-language summary of what’s working, what’s redundant, and where you’re invisible.
5 Strategic Recommendations
One page each, actionable
Five specific, prioritized recommendations ranked by impact and effort — drawn directly from what we find in the audit. Not a list of things AI can theoretically do. Concrete actions specific to your business, focused on the areas that matter most to you. At kickoff, we align on where to focus: workflow efficiency, customer acquisition cost, AI search visibility, retention, loyalty, demand generation, or ecommerce. You set the priorities.
AI Workflow Blueprint
SOP document + tool recommendations
A step-by-step plan to stand up one AI-assisted workflow in your marketing operation. Includes which tools to use, how to configure them, and clear instructions to stand-up the workflow.
Kickoff & Readout Calls
Zoom, 60 min each
Two 60-minute virtual meetings. The kickoff call at the start aligns us on your priorities and gathers the context we need. The readout call at delivery walks you through findings, recommendations, and the workflow blueprint — and gives you the chance to ask questions directly.
30-Day Async Support
Slack or email
After delivery, you have 30 days to reach us with follow-up questions as your team starts moving on recommendations. Implementation questions, tool decisions, second opinions — we’re available via Slack or email to help your team stay on track without the engagement dragging on indefinitely.
What this is not.
This is a tightly scoped engagement by design. The audit is focused on your marketing operation, not your entire tech stack or company infrastructure. The recommendations are strategic and advisory. The workflow blueprint is a detailed plan.
The goal is to give you clarity on what should be done that makes the most impact, and how to do it, in just two weeks.
How it works.
From purchase to delivery in two weeks.
01
Purchase & Intake
Complete a short intake form after purchase — about 10 minutes. Tells us everything we need to know about your business, stack, and priorities before we get on a call.
02
Kickoff Call
Scheduled within 3 business days of purchase. We align on your priorities, clarify focus areas, and gather context directly from you. 60 minutes via Zoom.
03
Audit & Analysis
We review your stack, workflows, and AI search presence. We build your five prioritized recommendations and develop your AI workflow blueprint. This is where the work happens.
04
Readout Call
We walk through everything we found. Findings, recommendations, and the workflow blueprint — reviewed together, not handed over cold. Your questions answered directly. 60 minutes via Zoom.
05
30-Day Follow-Up
Async access via Slack or email as your team gets moving. Implementation questions, tool decisions, second opinions — we’re available to keep momentum going.
Who this is for.
CEOs and founders at growth-stage companies who know AI should be part of their marketing operation, aren’t sure where to start, and want a defined, low-risk way to get moving immediately.
If you’re running lean, juggling multiple tools, and your team doesn’t have the bandwidth to evaluate AI seriously — this was built for you. You get a clear picture of where you stand, five things worth acting on, and a custom AI workflow blueprint.
Every engagement is led by a Chief Marketing Officer on our team. Someone who has run marketing departments at Fortune 500 companies and knows how to filter AI tools through a revenue lens, not a technology lens.
$4,000
Flat fee. Delivered in two weeks. No retainer. No surprise add-ons.
85%
CAC reduction after MarTech stack overhaul and workflow rebuild
500%
Increase in marketing-qualified leads following full-funnel system modernization
32%
Revenue lift from AI-informed GTM modernization across a platform used by 31% of online stores
104%
User growth after SaaS marketing stack rebuild, with simultaneous 40% churn reduction
OUR TEAM HAS LED MARKETING AT
Not sure if this is right for you? Schedule a 20-minute call and we will give you a straight answer.
What happens after.
The AI Modernization Jumpstart is a complete, standalone engagement. You will have everything you need, including a new CMO in your corner.
If you discover ongoing fractional CMO leadership would accelerate results significantly, whether that’s implementing the full roadmap, building enterprise-level acquisition and retention systems, or leading the team, we’ll tell you plainly during the readout call and discuss what that looks like.