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Marketing AI Agent Implementation Playbook & Hands-On Workshop Series

A 6-week fractional consulting engagement where a specialist works embedded with a marketing team to audit their existing workflows, identify 2-3 high-ROI agent use cases (email segmentation, content brief generation, lead scoring), build and test the agents in their actual stack, and hand off documented processes with success metrics. Not theory—actual agents running in their MarTech by week 6.

SERVICE

18 weeks • 70% confidence

Value Proposition

Eliminates pilot failure by anchoring AI agent work to *existing revenue workflows* rather than greenfield experiments. Delivers working agents + documented ROI (time saved, cost per lead, conversion lift) in 6 weeks, not 6 months of evaluation. Buyer avoids $50K-$200K in wasted tool licenses and internal staff time on failed experiments.

Target Audience

VP/Director of Marketing at mid-market B2B SaaS companies ($5M-$50M ARR) with 5-15 person teams and existing MarTech stacks (HubSpot, Marketo, Salesforce, Segment)

Key Features

  • Pre-engagement workflow audit (identify bottlenecks in email, content, lead routing, reporting)
  • Agent design workshop (map 2-3 use cases to actual team pain, not hype)
  • Hands-on build phase in client's existing tools (no new platforms required unless necessary)
  • And more, with full implementation detail...

Tech Stack

Agent framework knowledge (Claude API, LangChain, or similar—whatever the client uses) Familiarity with major MarTech stacks (HubSpot, Salesforce, Marketo, Segment APIs) Spreadsheet modeling (Excel/Sheets for ROI tracking and before/after metrics) Basic video recording/editing (Loom or CapCut for case study videos)
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Original Problem

Marketing teams struggle to implement and operationalize AI agents effectively despite growing hype

Marketing leaders are overwhelmed by AI agent tools and concepts but lack clear, practical guidance on actual implementation and ROI measurement. Teams waste time evaluating solutions without understanding how to integrate them into existing workflows, resulting in failed pilots and wasted budgets. Current resources focus on theoretical 'what' rather than actionable 'how-to' frameworks that address real marketing workflows.

Score: 46.9%

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