Marketing
The workflows your marketing team runs, and where AI can lift them.
Organic & paid socialHigh
Campaign managementMid
Website & conversionMid
Nurture & lifecycleHigh
Reporting & analyticsHigh
Other workflows, specific to you
Go-to-market audit
See where AI can lift
your go-to-market.
We map how your marketing and sales teams work today. For every workflow, we show where AI and modern tooling make the biggest difference.
Ranking AI opportunities from high to low · illustrative examples below
Sales
The workflows your sales team runs, and where AI can lift them.
Lead research & qualificationHigh
Outbound & follow-upHigh
Meetings & callsMid
Proposals & dealsMid
Pipeline & CRM adminHigh
Other workflows, specific to you
What you get
For each workflow, we define where AI can step in.
See example below.
Workflow analysis01 / 10
HighSales
Lead research & qualification
How it works today
- Reps research accounts one by one in Google and LinkedIn
- Contact data is copied into the CRM by hand
Current blockers
- Hours go to research and data entry instead of selling
- Data quality depends on who did the research
Potential improvements
- Quick winConnect an enrichment tool to auto-fill account and contact data.
- Quick winScore leads on buying signals before outreach starts.
- Longer betBuild a research agent that preps every account before outreach.
| Type | Improvement | Setup | Impact |
|---|---|---|---|
| Quick win | Connect an enrichment tool to auto-fill account and contact data. | Off the shelf | Less research time |
| Quick win | Score leads on buying signals before outreach starts. | Off the shelf | More qualified leads |
| Longer bet | Build a research agent that preps every account before outreach. | Custom build | More qualified leadsHigher reply rates |
+ 9 more workflow cards in the full audit
Prioritised backlog
Turn the analysis into a ranked implementation list.
Quick wins and longer bets in one order, with the proposed setup, expected impact, estimated time and budget.
- 01Connect lead enrichment to the CRM
- 02Automate call summaries into the CRM
- 03Launch the weekly AI campaign review
- 04Deploy a design agent for campaign visuals
- 05Build the proposal draft workflow
| Priority | Intervention | Type | Setup | Impact | Estimate | Budget |
|---|---|---|---|---|---|---|
| 01 | Connect lead enrichment to the CRM | Quick win | Off the shelf | High | 1–2 weeks | € |
| 02 | Automate call summaries into the CRM | Quick win | Off the shelf | High | 1 week | € |
| 03 | Launch the weekly AI campaign review | Quick win | Off the shelf | Medium | 1–2 weeks | € |
| 04 | Deploy a design agent for campaign visuals | Longer bet | Custom build | High | 2–3 weeks | €€ |
| 05 | Build the proposal draft workflow | Longer bet | Custom build | High | 3–4 weeks | €€ |
How it works
We talk to your team, map the workflows, find the lift.
4-week lead time
Listen
Week 01
Interview the people closest to the work and align on commercial goals.
Map
Week 02
Map how your marketing and sales teams actually work, workflow by workflow.
Spot
Week 03
Find where AI and modern tooling can lift each workflow, and what it needs.
Prioritise
Week 04
Turn the analysis into a ranked implementation backlog with impact and effort.