AI Modernization Jumpstart

A Chief Marketing Officer-led, fixed-scope engagement to tell you exactly how to optimize marketing using AI, and get your first AI workflow off the ground in two weeks.

We identify the most impactful AI modernization you can make, and help get your AI workflow going quickly.

AI has accelerated speed to market creating fierce competition overnight. Luckily, operational AI adoption is unlocking massive efficiencies, especially in the marketing department. Integrating agents and connected AI workflows into your processes and systems is now the baseline requirement for a modern marketing operation.

New tooling, features, and workflows are coming out daily, but no one has the time to figure out what is best. Our CMOs work in your industry, know your business model, and understand what generates revenue. They evaluate your situation, and hand you a clear, prioritized plan of action that explains what to do, why, and how. That’s what this engagement does.

What We Deliver.

The AI Modernization Jumpstart is a fixed-scope CMO-led engagement that audits your marketing technology stack, identifies where AI can create the most impact for your specific business, delivers five prioritized recommendations, and produces a step-by-step blueprint to stand up your first AI-assisted workflow. AI modernization for marketing does not require a large team or a big budget. It requires the right strategy to maximize value.

MarTech + Workflow Audit

Written report with scoring

A review of your current marketing technology stack, how data moves between your tools, and your visibility in AI-generated search results — including ChatGPT, Perplexity, and Google AI Overviews (known as AEO/GEO). Most businesses don’t know how they appear in these results, and many are losing ground to competitors who have figured it out. You’ll receive a plain-language summary of what’s working, what’s redundant, and where you’re invisible.

5 Strategic Recommendations

One page each, actionable

Five specific, prioritized recommendations ranked by impact and effort — drawn directly from what we find in the audit. Not a list of things AI can theoretically do. Concrete actions specific to your business, focused on the areas that matter most to you. At kickoff, we align on where to focus: workflow efficiency, customer acquisition cost, AI search visibility, retention, loyalty, demand generation, or ecommerce. You set the priorities.

AI Workflow Blueprint

SOP document + tool recommendations

A step-by-step plan to stand up one AI-assisted workflow in your marketing operation. Includes which tools to use, how to configure them, and clear instructions to stand up the workflow.

Kickoff & Readout Calls

Zoom, 60 min each

Two 60-minute virtual meetings. The kickoff call at the start aligns us on your priorities and gathers the context we need. The readout call at delivery walks you through findings, recommendations, and the workflow blueprint — and gives you the chance to ask questions directly.

30-Day Async Support

Slack or email

After delivery, you have 30 days to reach us with follow-up questions as you start moving on recommendations. Implementation questions, tool decisions, second opinions — we’re available via Slack to help you stay on track.

What this is not.

This is a tightly scoped engagement by design. The audit is focused on your marketing operation, not your entire tech stack or company infrastructure. The recommendations are strategic and advisory. The workflow blueprint is a detailed plan.

The goal is to give you clarity on what should be done that makes the most impact, and how to do it, in just two weeks.

How it works.

From purchase to delivery in two weeks.

01

Purchase & Intake

Complete a short intake form after purchase — about 10 minutes. Tells us everything we need to know about your business, stack, and priorities before we get on a call.

02

Kickoff Call

Scheduled within 3 business days of purchase. We align on your priorities, clarify focus areas, and gather context directly from you. 60 minutes via Zoom.

03

Audit & Analysis

We review your stack, workflows, and AI search presence. We build your five prioritized recommendations and develop your AI workflow blueprint. This is where the work happens.

04

Readout Call

We walk through everything we found. Findings, recommendations, and the workflow blueprint — reviewed together, not handed over cold. Your questions answered directly. You receive a summary report via PDF. 60 minutes via Zoom.

05

30-Day Follow-Up

Async access via Slack as you get moving. Implementation questions, tool decisions, second opinions — we’re available to keep momentum going.

Who this is for.

CEOs, founders, and solopreneurs who know AI should be part of their marketing operation, aren’t sure where to start, and want a defined, low-risk way to get moving immediately.

Whether you are running a lean growth-stage company or building it yourself, if you are juggling multiple tools and do not have the bandwidth to evaluate AI seriously — this was built for you. You get a clear picture of where you stand, five things worth acting on, and a custom AI workflow blueprint.

Every engagement is led by a Chief Marketing Officer on our team. Someone who has run marketing departments at Fortune 500 companies and knows how to filter AI tools through a revenue lens, not a technology lens.

$1,500

Flat fee. Delivered in two weeks. No retainer.

Start My AI Modernization

85%

CAC reduction after MarTech stack overhaul and workflow rebuild

500%

Increase in marketing-qualified leads following full-funnel system modernization

32%

Revenue lift from AI-informed GTM modernization across a platform used by 31% of online stores

104%

User growth after SaaS marketing stack rebuild, with simultaneous 40% churn reduction

OUR TEAM HAS LED MARKETING AT

Not sure if this is right for you? Schedule a 20-minute call and we will give you a straight answer.

What happens after.

The AI Modernization Jumpstart is a complete, standalone engagement. You will have everything you need, including a new Chief Marketing Officer in your corner.

If you discover ongoing fractional CMO leadership would accelerate results significantly, whether that’s implementing the full roadmap, building enterprise-level acquisition and retention systems, or leading the team, we’ll tell you plainly during the readout call and discuss what that looks like for your situation.

FAQ

What is the AI Modernization Jumpstart?

The AI Modernization Jumpstart is a fixed-scope, two-week engagement led by a fractional Chief Marketing Officer. We audit your marketing technology stack, identify where AI can make the biggest impact on your business, deliver five prioritized recommendations, and hand you a step-by-step blueprint to stand up your first AI-assisted marketing workflow.

Who is this engagement for?

CEOs, founders, and solopreneurs who know AI should be part of their marketing operation but aren’t sure where to start. It is designed for anyone running lean — managing multiple tools, limited time, and no clear AI roadmap. You do not need a marketing team to benefit from this engagement.

How long does the engagement take?

From kickoff call to final delivery is approximately two weeks. Your kickoff call is scheduled within three business days of purchase.

What is AEO and GEO, and why does it matter?

AEO stands for Answer Engine Optimization and GEO stands for Generative Engine Optimization. These refer to how your business appears in AI-generated search results — like ChatGPT, Perplexity, and Google AI Overviews. As more buyers use AI to research vendors, appearing in those results is becoming as important as traditional Google rankings. Our audit evaluates your current AEO/GEO presence and identifies where you’re invisible.

How is this different from hiring a marketing agency?

A marketing agency typically executes ongoing campaigns on a retainer. The AI Modernization Jumpstart is a one-time, fixed-scope diagnostic and strategy engagement. You receive a clear audit, prioritized recommendations, and a workflow blueprint — then you implement. There is no long-term commitment, no retainer, and no implementation done for you unless you choose to continue working with us.

What does the AI Workflow Blueprint include?

The AI Workflow Blueprint is a step-by-step SOP document that walks you through standing up one AI-assisted workflow in your marketing operation. It includes tool recommendations, configuration instructions, and enough detail to execute without us in the room.

What happens after the engagement is complete?

The AI Modernization Jumpstart is a complete, standalone engagement. You’ll have a full audit, five recommendations, and a working AI workflow blueprint. If ongoing fractional CMO support makes sense for your situation, we’ll discuss that during the readout call — but there is no obligation or upsell pressure.

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