Startups, SMBs, and scale-ups ready to operationalize AI—by deploying agents that support content creation, RevOps, ABM, or campaign execution.
Timeline
Ongoing, monthly subscription Minimum commitment: 3 months * Optional strategy sprint for orgs new to AI ops
Includes
- Agent strategy: use-case mapping + workflow design - Setup of 1–2 functional AI agents (content, CRM, ABM, analytics) - Training on tone, process, and tool integrations (Slack, Notion, CRM, etc.) - Monthly optimization + usage reportingOptional: branded agent identity or interface design
Outcome
A working team of AI agents trained on your business context and embedded in your tools—executing, learning, and optimizing growth tasks autonomously, with human guidance.
What's Included:
Accordion Example
AI Agent Strategy & Roadmap▼
Identify the right AI agents for marketing, sales, and operations, define AI agent roles—autonomous, assistant-based, or decision-support AI, develop a phased AI adoption framework aligned with business objectives
AI in Marketing & Demand Generation▼
Automate content creation, SEO, and ad campaign management, AI-powered email marketing & personalization engines, develop an AI-driven omnichannel content strategy
Full Funnel Marketing Strategy▼
Demand generation & lead generation frameworks, including paid & organic acquisition strategies, PR & media opportunities, event strategy & community engagement, influencer & partnership growth models
AI-driven chatbots & virtual assistants for 24/7 customer service, AI-powered personalized recommendations & loyalty program automation, multilingual AI for global customer engagement
Data & Analytics Framework▼
Setting up data tracking, including essential KPIs & dashboards, customer segmentation analysis, real-time insights for continuous optimization
AI-Powered Automation & Business Intelligence▼
AI-enhanced workflow automation for operations & analytics, AI-driven market & competitor intelligence tools, AI for business decision support & strategic insights
Output & Deliverables:
Checklist
AI Agent Strategy Playbook – A comprehensive roadmap for AI adoption & execution
AI Agent Use Case & Integration Plan – Custom workflows & AI implementation frameworks
AI in Marketing & Sales Execution Guide – Blueprint for AI-powered demand gen & customer engagement
Sales & Marketing Alignment Roadmap – A strategy document aligning marketing and sales efforts
AI Automation & Business Intelligence Report – AI-driven insights & operational efficiency models
Analytics & KPI Dashboard Recommendations – A measurement toolkit including templates for tracking CAC, LTV, and conversion metrics
Actionable Insights Report – Key findings and execution recommendations
Execution services such as AI model development, chatbot setup, AI-powered automation, predictive analytics, and AI governance consulting are available at an additional project-based or hourly rate.
Ready to Transform with AI?
Discover how AI can revolutionize your business operations and drive growth. Contact us to learn more about our AI Agent Strategy program.
