Marketing operations runs on intake forms, briefs, approvals and reporting: most of it rekeyed between a work-management tool, a CRM and a dozen channel platforms. The creative work is the judgment work. Everything around it is the lever.
Read the "before" and find yours. Most marketing and agencies teams start here and find that half of what they assumed needed AI didn't.
Before
Requests arrive by email, chat and hallway. A coordinator rekeys each one and chases missing fields for days.
After
One intake with the fields production needs. Briefs are complete on day one, and the hours come back before any tool is touched.
Before
The approved brief is copied by hand into the work-management tool (project, tasks, owners, dates) by a PM who has better things to do.
After
The brief creates the project. Missing fields halt the intake loudly. The PM manages the campaign instead of building it.
Before
Every asset waits for a human first pass against the brief and brand rules, and revision rounds pile up before launch.
After
An agent pre-reviews each asset, flags deviations with reasons, and recommends approve or revise. A person approves every one; revision rounds drop.
Before
Results are rebuilt into a deck each month, read once, and never make it back into the next brief.
After
Results feed next quarter's briefs. The system flags which content and channels underperform; the team reviews the pattern monthly.
The left column is what we usually find. The right column is the same process, one level at a time, each step is paid for by the one before it.
Baseline these before anything changes. The Survey instruments them; the Pilot is measured against them.
| Metric | How to measure it | Who it moves |
|---|---|---|
| Brief-to-kickoff time | Working days from approved brief to first task assigned | CMO, agency ops |
| Campaigns per coordinator | Active campaigns each coordinator can carry | Marketing ops lead |
| Revision rounds | Average review cycles per asset | Creative director |
| Report build time | Hours per month spent assembling performance reports | CMO, finance |
Strategists and designers stop doing intake and status work.
Missing inputs surface on day one instead of the week before launch.
The data is already structured, so the deck stops being a monthly project.
We start with what you own. None of these is a partnership we take margin on.
With campaign intake, written down. It's the step that returns hours before any software is bought, and it makes everything after it cheaper. The assessment tells you whether your process is already past that point.
Usually not at first. Most of the delay in campaign request to launch comes from manual hops between systems, which deterministic rules remove. An agent earns its place only where the inputs vary, and we start it read-only.
The ones you already run. We start with capability you license and nobody switched on, and we take no margin on anything we recommend. If a different tool would remove a real roadblock, you get the case and the switching cost in writing.
Bring one process. You leave knowing which level it's on, what to fix first, and whether it's worth doing anything at all.