The AI Use Case Audit

Your AI roadmap is full. The question is whether any of it moves a number you are measured on.

Pipeline. Retention. Efficiency. Positioning. Marketing is part of the revenue engine, and every AI use case should name the metric it moves. I help you find the ones that move yours, prove it to a CFO, and get to a working workflow without a six-month program.

The pattern I keep finding: a CMO measured on pipeline whose entire buildable list serves competitive positioning instead. Real wins, wrong scoreboard. Or the use cases that would move their number all sit blocked behind one missing system.

How it works

Four steps. Start free, stop whenever it stops being useful.

01
Take the assessment
Free. Fifteen minutes. Tell it what you are measured on. It tells you whether the use cases you can build actually move that number.
02
Run the workshop
Half a day with your leaders. Two working blocks. We argue it out and leave with a decision, owners, and a business case.
03
Take the blueprint
A working workflow blueprint for what you prioritized. Yours to own and adapt. Skips weeks of figuring out the structure.
04
Implement
Warm introduction to an implementation partner who takes it to production. No fee, no markup.
The offer

What each step costs, and what you actually get.

Step 01
The AI ROI Assessment
A ranked shortlist scored against what your organization can support today, and a straight answer on whether it moves the number you are measured on.
Free
15 minutes

You start by ranking what you are measured on: pipeline, retention, efficiency, or positioning. Then fourteen marketing AI use cases, each naming the metric it moves, get recalibrated against your systems, your data quality, who can build, whether the field will adopt, and how fast you need proof.

Your objective does not change the ranking. That stays driven by what you can actually support, which is the only way the result means anything. It changes what the results tell you.

  • What you are measured on vs what you can build, side by side, with the gap named.
  • A ranked list, not a menu. Every use case names the metric it moves.
  • What is gated and why, with the specific change that unlocks each one.
  • Your readiness score across stack, data, adoption, and builder availability.
  • Score your own use cases against the same framework.
Take the assessment See the framework first
Step 02
The Prioritization Workshop
Half a day with your leadership team. The session where the argument gets settled and a decision gets made.
$7,500
Half day

Your team takes the assessment before we meet. I arrive knowing what you are measured on, which of your objectives your buildable list actually serves, where the gaps are, and where your people already disagree. That pre-read is what makes a half day enough.

The format: ninety minutes on diagnosis, a thirty-minute break, then ninety minutes on decisions. The break matters. People change their minds during it.

This is not a presentation. It is a working session where your leaders argue about priorities in front of a framework, and I referee. If sales leadership is in the room, better, because adoption is where most of this dies.

  • A ranked decision, made by your team, not handed to them, tied to the objective you are actually measured on.
  • Named owners and dates for the top three workflows.
  • A business case for the first one, framed for a CFO: the metric it moves, expected impact, cost to build and run, what would prove it worked, and the kill criteria that would stop it.
  • A written readout within three business days, structured so you can forward it.
Remote or on-site 90 + 30 + 90 Up to 8 participants Assessment required beforehand
Step 03
Workflow Blueprints
A working blueprint for the workflow you prioritized. You own it, you adapt it, your team stops guessing at structure.
$5,000
Each · $8,500 for two

Not a demo and not custom development. A reference implementation of a common marketing AI workflow: the prompts, the logic, the data mappings, and the decision points, packaged so your team or your implementation partner can wire it into your systems.

What you are buying is the six weeks your team would otherwise spend discovering how the workflow should be structured, what breaks, and where the data has to come from. The structure is portable. The connections to your stack are yours to make, which is what step four is for.

  • Workflow logic and decision points, documented end to end.
  • Prompts and data mappings you can adapt to your schema.
  • What good output looks like, and how to tell when it is wrong.
  • Yours permanently. No license, no dependency on me.

Straight answer: blueprints are built for the market, not for your org. The workflow logic transfers. The integration work does not. Anyone who tells you otherwise is selling you custom development at product prices.

Step 04
Implementation
A warm introduction to a partner who takes the blueprint to production in your environment.
No fee
Introduction only

I do not build production systems, and I am not going to pretend otherwise to keep an engagement going. When you are ready to implement, I introduce you to a partner who does this properly, with the blueprint and the workshop readout as their brief.

No referral fee, no markup, no revenue share. The introduction is free because the relationship matters more than the margin, and because a partner who is paying me to be recommended is not a recommendation.

Fit

Who this works for, and who it does not.

This is for you if
  • You lead marketing at a B2B software company with roughly $10M or more in revenue.
  • You are measured on pipeline, retention, efficiency, or positioning, and you need a result a CFO will credit.
  • You have a list of AI ideas and no defensible way to tell which ones move your number.
This is not for you if
  • You have an internal AI team already running a roadmap. You do not need me, and I would be a duplicate.
  • Your CRM is unreliable and you are hoping AI will paper over it. Fix the data first; I will tell you that for free.
  • You want a strategy deck for the board. There are better and more expensive firms for that.
Who I am

Twenty years of enterprise GTM, mostly spent on the part where it breaks.

I have led product and partner marketing at IBM, Pitney Bowes, Software AG, WealthEngine, and Rocket Software, where I ran global partner GTM reporting to the CMO. My background is engineering, which is why I tend to look upstream at where product, data, and market disconnect rather than downstream at campaign metrics.

Precision GTM is a solo practice. You work with me, not a team you never meet. That is the constraint and the point: the engagements are small, sharp, and priced so you can stop after any step without having bought a program.

Start with the assessment. It is free, and it is the pre-read.

Fifteen minutes. You will know whether the AI work you can actually support moves the number you are graded on. If the ranked list is all you needed, take it and go. If it starts an argument on your team, that is exactly what the workshop is for.

Take the assessment