90-Day Marketing AI Readiness Workbook

 A step-by-step, self-guided workbook to prepare your strategy, systems, and teams for successful marketing AI implementation. 

 No hype. No shortcuts. Just the fundamentals done right. 

 This workbook is for teams that are ready to move from clarity to execution. 

This workbook is designed for:

• Marketing leaders responsible for results
• Teams implementing AI across multiple channels
• Organizations with brand, data, or CRM complexity
• Firms that want AI to enhance their brand—not dilute it

AI tools promise speed.

But speed without structure creates:

• Brand drift
• Operational chaos
• Bad data at scale
• Short-term output with long-term damage
   

This workbook exists to prevent that.

Over 90 days, you’ll complete guided exercises across three phases: 

Phase 1: Strategic Clarity

Give AI a Brain

You’ll document:

• Brand positioning and value proposition
• Messaging pillars and differentiation
• Voice, tone, and brand guardrails
• ICPs, personas, and customer journey
• Channel strategy and priorities
   

Outcome:
A documented strategy AI can safely execute against.

Phase 2: Systems & Scale

Give AI a System

You’ll build:

• Lead magnet and offer architectur 
• CRM and lifecycle structure
• Nurture pathways and segmentatio 
• Data and analytics foundations
• AI-ready templates and prompts
• Governance and QA processes
   

Outcome:
An infrastructure AI can scale—without breaking trust.

Phase 3: AI Tools & Activation

Turn AI On—Intelligently

You’ll define:

• Business objectives and KPIs
• High-impact AI use case 
• Tool categories and selection criteri 
• Tool-to-outcome mapping
• Prioritization and rollout plan
   

Outcome:
Confident AI implementation tied to measurable results.

This is not an AI tools guide.

It’s an AI readiness system.

✔ Strategy-first
✔ Tool-agnostic
✔ Brand-safe
✔ Outcome-driven
✔ Built for professional services and B2B complexity

• A documented AI-ready marketing foundation
• Clear priorities for AI investment
• Reduced risk and rework
• Faster, more confident execution
• A repeatable framework your team can reuse

If you’re serious about implementing marketing AI—
this is the work that makes everything else easier.