This is the framework I use in a paid engagement, published in full. Run it yourself.
Do not start with tools. Every failed AI rollout I've seen started with someone picking software and then hunting for a job for it to do. Start with where the hours go. The tool is the last decision, not the first.
Before evaluating a single tool, build an honest inventory of recurring marketing work. Two weeks of time tracking is ideal; a whiteboard session with the team gets you 80% of the way there.
For every recurring task, capture five things:
The tasks that surprise people most often: campaign QA, reconciling numbers across ad platforms, reformatting the same content for four channels, briefing agencies, and building the monthly report nobody reads.
Only two things determine whether a task is a good AI candidate. Score each 1–5.
That last question is the one people skip, and it's the one that kills projects. If checking the output takes as long as doing the work, you have not automated anything. You've moved the work and added a review step.
Only two axes matter. Everything else is a distraction.
| Bucket | Profile | What to do |
|---|---|---|
| Automate now | High leverage, high error tolerance | Build it. These are your roadmap's first three items. |
| Augment | High leverage, low error tolerance | AI drafts, a human approves. Most content and outbound lives here — and should stay here. |
| Leave alone | Low leverage, low error tolerance | Don't touch it. Effort will exceed return, and it's where AI projects die publicly. |
| Question it | Low leverage, high error tolerance | Ask why you're doing it at all. A surprising amount of recurring marketing work fails this test. |
Deleting work beats automating it. In most audits, at least one recurring task turns out to have no downstream consumer at all.
This is where most mid-market AI efforts quietly fail. The model is rarely the constraint; the data around it is.
Before building anything, write down the number it should move and where that number lives today. If you can't name it, you're not ready to build.
That's the whole framework. It's the same one I run in a paid engagement — the difference there is that I do the work, argue with your team about the scoring, and build what comes out of it.
See how that works