A method, not a menu.
Six phases that take marketing from something your team improvises each week to something the business can rely on. We run them in order, because each phase produces the input for the next.
Discovery
Understand your business goals and existing marketing processes.
- Goals, growth targets and constraints
- Current team structure and roles
- Existing tools, channels and campaigns
Workflow Mapping
Visualize how work currently moves through your team.
- End-to-end process maps per workflow
- Handoffs, approvals and waiting points
- Where work stalls and why
Opportunity Analysis
Identify repetitive tasks, bottlenecks, and AI opportunities.
- Task-level time and effort analysis
- Automation and AI potential, scored
- Prioritised by impact versus effort
System Design
Design an operating model that balances people, AI, and automation.
- Target-state workflows
- Human / AI / automated boundaries
- Tooling and integration plan
Implementation
Deploy workflows, documentation, automations, and supporting tools.
- Automation and AI build-out
- SOPs, templates and checklists
- Team training and rollout
Continuous Improvement
Measure, optimize, and refine the system over time.
- Performance and throughput review
- Workflow refinements
- Extending the system as you grow
Automation applied to a broken process just makes the mess faster.
Most AI projects in marketing start at phase five. A tool gets bought, a workflow gets bolted around it, and six months later the team has another subscription and the same bottleneck.
We spend the first three phases making sure we are automating the right thing. By the time technology enters the conversation, the decision is obvious, because the workflow already tells you what it needs.
Start with phase one.
A discovery call costs you 45 minutes and tells you where your marketing time is actually going.