Practical AI Marketing Guidance

AI is already revolutionizing marketing. But joining that revolution requires more than just throwing AI at problems. It requires the right approach: an Agile approach.

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An Introduction to AI in Marketing

For marketers, understanding how to use AI can feel like focusing on objects in a fast-moving car: things just whoosh by before you even had a chance to process them. With new AI tools and capabilities coming out this quickly, you need a structured approach to testing, optimizing, and iterating to keep up.

That’s why the key to AI in marketing isn’t a specific tool or use case, but a structured process for testing and implementing. Because any tool or use case you try will become obsolete in time (probably less time than you think), so investing in processes over solutions is the best way to future proof yourself.

This way, no matter what AI marketing looks like, you’ll be ready.

Benefits of Integrating AI into Your Marketing Strategies

Benefits of Integrating AI into Your Marketing Strategies

Today’s marketing AI enables you to personalize everything from product recommendations to ads almost instantly at large scale, improving conversion rates.

By automating tasks like analyzing data, producing basic posts, and even inputting data, marketers can focus more on high-impact activities.

AI can transform piles of data into actionable insights in seconds, saving marketers time and enabling them to act on those insights faster.

AI-powered assistants and chatbots enable businesses to respond to customer questions faster and at scale, improving engagement and related metrics.

From building content strategies to analyzing existing content for ways to improve, AI can have an enormous impact on content creation.

By leveraging data more effectively and finding patterns, marketing AI tools can identify and score leads quickly and effectively.

From answering questions to producing text, AI enables content production to move at a far greater pace without sacrificing quality.

AI can automate much of the digital ad campaign optimization process by analyzing data and making fast decisions around your priorities.

As a set of tools, AI enables marketers to simply do more. This offers an opportunity for them to get creative and find new ways to deliver value.

Implementing AI in Marketing

One of the biggest mistakes teams make when implementing AI marketing is starting with the AI tools themselves. With so many tools and potential uses for them available, the better place to start is  with finding effective ways to test and sort through these options. That’s why a culture that embraces experimentation, continuous improvement, and creativity should be your foundation for AI success.

Building that culture can come from training and coaching. But it’s important to balance those activities with plenty of time to apply learnings to real-world situations. 

An easy place to start is to set up a cadence for testing ideas around implementing AI. Brainstorm some ideas, test them for a set period, and apply the learnings to the next set of experiments.

One of the biggest mistakes teams make when implementing AI marketing is starting with the AI tools themselves. With so many tools and potential uses for them available, the better place to start is  with finding effective ways to test and sort through these options. That’s why a culture that embraces experimentation, continuous improvement, and creativity should be your foundation for AI success.

Building that culture can come from training and coaching. But it’s important to balance those activities with plenty of time to apply learnings to real-world situations. 

An easy place to start is to set up a cadence for testing ideas around implementing AI. Brainstorm some ideas, test them for a set period, and apply the learnings to the next set of experiments.

Setting up experiments to test various AI tools and applications is great, but knowing what you want to achieve is just as important. Without this knowledge, it’s nearly impossible to focus your AI efforts on tackling challenges that are really going to move the needle. So it’s important to begin thinking about AI before the execution phase, including when doing strategic planning.

Remember, the goal is to identify your most important strategic KPIs that you’d like AI to improve. 

For example, let’s say you have three main quarterly goals for your marketing team, you might try testing an AI application aimed at tackling each one during a set two week period. At the end of that two weeks you might decide to continue testing one, mark another as a failure, and another as a success. Then you can choose another two AI use cases to test during the next period.

So if improving time to market is essential, you can look at using AI to eliminate wasted effort or streamline time-consuming tasks. If greater personalization is what will really improve your marketing, you can experiment with AI tools for doing that at scale. The point is to avoid trying to use AI to do everything, and instead to focus on what’s mission critical.

Armed with knowledge of the KPIs you want your marketing AI to improve and a culture ready to figure out how to do it, you’re ready to start implementing AI in your marketing. At this stage the name of the game is experimenting, iterating, and optimizing. 

Even if your first attempt at using AI to improve a particular metric is successful, don’t rest on your laurels! It’s time to build on that success, develop ideas to optimize further, and continue to improve. This year’s Martech for 2025 report alone found 2,324 new AI-native products released for marketers in a single year. That's more than 6 per day! 

Considering the pace of AI advancement, your marketing teams can never feel they’re “done” implementing it.

Once you’re deep into the experimentation, iteration, and optimization phase, you can start thinking bigger. An AI transformation involves scaling up all the steps laid out here to your entire marketing function. 

The goal is to ensure that the culture of experimentation and implementation of AI becomes deeply integrated into all your marketing teams, in effect scaling the impact of your AI implementation efforts.

Challenges of Implementing AI in Marketing

On the one hand, it’s important to test AI tools and use cases quickly so you can minimize the time it takes to begin seeing real value from them. But, on the other hand, sloppy and rushed testing can lead to inconclusive results that leave you stuck wondering whether AI is really adding any value at all.

Finding that balance requires beginning with your strategic goals in mind and choosing a few things to test during each sprint or set period. 

For example, if you have three main quarterly goals for your marketing team, you might try testing an AI application aimed at tackling each one during a set two week period. At the end of that two weeks you might decide to continue testing one, mark another as a failure, and another as a success. Then you can choose another two AI use cases to test during the next period. 

This approach lets you be fast, yet deliberate in your AI testing.

Trying to select which AI tools or use cases to test can easily get overwhelming. The best way to overcome this challenge is through your mindset. Accept that there’s no “perfect” choice, and that the marketing AI landscape is changing so fast that even if you find something that seems “perfect” it won’t last.

So instead of worrying about which option is best, just choose one and test it. 

Even if that tool doesn’t end up working for you, the learnings you’ll get will help you find a better option. As long as you keep moving forward and learning, you’ll likely do better than much of your competition.

Modern marketing teams have an immense amount of data at their disposal. AI tools offer an incredibly fast and efficient way to analyze that data and turn it into actionable insights. But that can quickly turn into massive compliance issues. 

To properly use AI and avoid these problems, marketers need clear guidelines.

That’s why the best way to avoid this particular AI marketing challenge is by working closely with compliance or legal teams within your organization. Bring them into the AI integration process early to lend their expertise and ensure marketing remains compliant. That said, this is often easier said than done, as we hear plenty of stories where marketers are bogged down waiting for their own AI use cases to be prioritized.

In these cases, it helps to get strong support from leaders. If senior management understands the potential value AI can bring to marketing and that unlocking that value requires prioritization from compliance, they can help make that happen.

Even when you find an excellent AI marketing solution, integrating it into your existing systems and processes can present an entirely new set of challenges. 

The first way to get around this issue is by looking at AI tools that are already integrated into your existing software. More and more products like CRMs, SEO, and project management tools now have AI capabilities built in. Some examples include Hubspot, Asana, Ahrefs, Semrush, and Salesforce.

Of course, integrated tools aren’t always an option. Here you want to get marketing operations involved early on. 

If they’re involved in the AI integration process from the start, they can more easily lend their expertise to helping marketing deeply integrate the AI tools they uncover into their existing processes. Or, they may even help use those tools to completely rework those processes.

Most marketing teams today are thinking a lot about building internal AI capabilities. The framing of this challenge is key, because implementing AI in your marketing is one thing, building the skills needed to manage and evolve that usage is another. 

We can recommend building a culture of experimentation and continuous improvement around AI. 

Marketers should be encouraged to regularly question assumptions, test new tools or use cases, and generally accept that the AI landscape is going to change constantly. AI implementation training and even basic Agile marketing training can both help create those mindsets.

Of course the elephant in the room is whether building internal AI capabilities like this entails reducing headcount.

Challenges of Implementing AI in Marketing

Need to Build an AI Strategy?

AI in Marketing Use Cases

So much of developing a marketing strategy comes from synthesizing learnings and information. Happily, this time-consuming process can be automated with AI. For example, you might feed an AI tool the transcripts of all your retrospectives and ask for an overall summary of learnings from the past quarter. Creating summaries like this can help your planning team get up to speed on what’s happening far more quickly.

In addition, you can use Hubspot AI tools or similar ones from your CRM to look at your pipeline and find weak spots to address. 

You can also use AI to examine your team’s skillsets to pinpoint gaps, and then plan the most efficient way to build out cross-functional teams. This might include upskilling plans to fill human skill gaps, along with potential investments in AI tools designed to supplement the team’s capabilities. 

Lastly, we’ve found it useful to build custom AI bots trained on our own brand, customers, and objectives to generate and refine marketing strategies for our business. While these strategies are usually far from perfect, they serve as an excellent way to quickly generate ideas that humans can then vet, debate, and evolve.

Here at AgileSherpas, we’ve found AI extremely useful in helping with sprint planning and prioritization. For one, Asana and similar tools can look at your Kanban board and tell you how much capacity you have. You can also instruct such tools to consider things like holidays can also be automatically factored into these calculations.

You can also use marketing AI tools to better understand your capacity and what work you have left. Prompts like “Tell me all the cards that haven’t been started and have a completion date before the end of this sprint” can quickly get everyone up to speed on what needs to happen. Alternatively, you can ask AI to find patterns in the kinds of cards that don’t get completed during sprints to help spot bottlenecks. You can see examples of what happened when we asked Asana’s AI tool to do both of those tasks below.

AI in Marketing OperationsAI in Marketing Operations Example 2

You can also use AI to conduct customer sentiment analysis across platforms to help marketing prioritize specific campaigns or messages based on what’s being talked about. This can be done by gathering text or other data about customers and compiling it into a single document before asking an AI tool to analyze it. Ideally, you’ll combine several of these techniques to help set priorities based on internal capabilities and customer needs.

There are use cases for AI marketing automation throughout the examples on this list, but a good way to find your own is by analyzing your time. Try creating a detailed list of what you spend your time doing during a particular sprint. Then, look through that list and consider whether any of those activities could potentially be automated.

Once you have a list of ideas (data analysis, customer segmentation, sentiment analysis, personalization, chatbot support, etc.) it’s time to test them. You need to determine whether the time savings are ultimately worth it, as it’s possible the quality of the work might decrease (though it may increase as well). Either way, validation is essential.

It’s no secret that a widely popular use of AI in marketing is generating content. But the quality of that kind of generated content isn’t likely to bring you content marketing success. 

A better use case comes from using generative AI to explore perspectives and approaches. For example, inputting an existing article and asking it to be rewritten for a different persona.

AI can also be used to predict what type of content will be engaging for specific personas at specific stages of their customer journey. This can both help you plan what type of content to create, as well as hone your messaging and improve conversion rates. 

Doing so begins with using Natural Language Processing models to analyze content from your customers like reviews, comments, etc. Then, you can ask them to predict what messages will resonate at what stages. For example, you might input reviews and ask “what factors are preventing people from becoming repeat customers?” From here, you can validate and test your results during sprints.

While AI is unlikely to produce a world-class marketing email in one go, you can try using it at scale to get better results. For example, by asking for four versions of an email each targeted to a slightly different persona, or with different styles, or just of different lengths. Those emails can then serve as a solid foundation for combining elements for a more effective final product.

Another use case would be to ask AI to analyze a large batch of previous emails along with their performance data to identify patterns. This can help you pinpoint what’s working and why. Just be sure to test those assumptions to validate them afterwards.

AI has long been used to optimize paid digital marketing campaigns, and that continues to be an excellent use case for the technology. 

But getting beyond that application, AI can analyze content from customers like messages, emails, comments, etc. to uncover pain points you can address with ad copy. Generative AI can be used to quickly create simple images for use in ad campaigns. Just be sure to check each one and ensure there are no mistakes or other issues before using it.

Like with digital marketing, a fantastic use case for AI in social media marketing is analyzing your prospective customers to create personas, uncover pain points, and generate content ideas. You might ask an AI tool to generate sample social media posts targeted to different personas you’ve built by feeding it information about your customers, for example.

You can also ask many marketing AI tools to create social media marketing strategies for specific personas, or built around specific goals. You probably won’t want to simply use these strategies as is, but they can serve as a useful starting point or simply as a source of ideas and inspiration.

Here, you can use tools like ChatGPT to frame questions from the perspective of specific users. For example, “use the ‘4 Ws framing’ to tell me how a senior procurement manager might approach finding a new procurement management tool.” Like with other use cases on this list, you can also feed a tool text from your target audience to help uncover pain points, and analyze sentiment.

AI can also help you develop and segment customer personas. 

By using tools like delve.ai or UXPressia to analyze customer interactions, you can group similar behaviors to generate personas. Then, you can validate and refine them through testing.

You can also try using AI tools to put yourself in the shoes of your prospects. Try prompts that ask how a person with specific traits might react to a particular message or situation. This can help get the creative juices flowing and help teams understand their prospects better.

Building effective marketing campaigns with the help of AI begins at the strategic level. Begin by using the other AI use cases on this list to help better understand your customers, market opportunities, etc. This will help you begin with a stronger sense of what strategic focus your individual campaigns should have.

Armed with that information, you can use AI to generate content for campaigns. You can feed a tool large amounts of text and information about your customers and then ask it about specific messaging to gauge how customers might respond. 

Once campaigns are live, try using sentiment analysis to understand how customers respond to your campaigns and quickly refine your messaging further.

Examples of AI in Marketing

The Best Examples of AI in Marketing

The Best Examples of AI in Marketing

While the internet is full of examples when AI chatbots fail, there are also great examples to follow. Sephora’s bot enables people to make reservations, color match makeup, and ask general questions. Customers have generally been quite happy with the convenience this offers while Sephora is able to help customers affordably at scale.

Netflix has long been known for its algorithmically-driven content suggestions. Today their use of marketing AI goes further, analyzing customer behavior to both make suggestions and even personalize their experience through things like unique images for shows and movies. This large-scale personalization is only possible through AI and enables each user to get a more personalized and positive experience.

The Economist has used AI to analyze the vast amounts of data it has about its readership to identify people who read the magazine on occasion but may be persuaded to read it more often or subscribe. By generating lookalike audiences, and honing in on how to target them, the publication has seen significant increases in readership. It’s a great example of data-driven AI marketing that really moves the needle even for organizations with over a century of history.

The Worst Examples of AI in Marketing

Using AI to generate content is totally fine, but assuming the results will be 100% fine without checking is a huge mistake. This can lead to embarrassing mistakes that make your company look lazy and sloppy.

The internet is full of people laughing at chatbots that pretend to be humans only to respond to AI-centered prompts asking them for things like cake recipes. Using AI for things like chatbots is totally fine, but you should be upfront about it with your customers.

Whether this is used to deceive your customers about what they can expect or simply put out a subpar ad on the cheap, using AI to simply cut corners is always a bad idea. This approach can quickly cheapen your brand, leading customers to assume you do the bare minimum and can’t be trusted. That customer trust is far too valuable to exchange for a quicker turnaround of poor quality content.

The Worst Examples of AI in Marketing

Tips for using AI in Marketing

If you’re going to maximize the impact of your marketing AI implementation efforts, you need to focus them around the metrics that really matter. This begins with identifying your strategic priorities and developing a list of metrics to drive them forward. 

Then, you can task your marketers with experimenting and testing ideas for implementing AI to improve those metrics. 

The result will be more focused and impactful AI in your marketing.

If you’re going to maximize the impact of your marketing AI implementation efforts, you need to focus them around the metrics that really matter. This begins with identifying your strategic priorities and developing a list of metrics to drive them forward. 

Then, you can task your marketers with experimenting and testing ideas for implementing AI to improve those metrics. 

The result will be more focused and impactful AI in your marketing.

If you begin by trying to use AI to totally transform how your marketing functions on a basic level, you’re far more likely to fail. But more than that, you’re more likely to spend a huge amount of time and resources on something that may not work. 

Starting with smaller AI experiments reduces those risks and enables you to quickly make smaller gains you can subsequently build on. 

For example, instead of trying to speed up your time to market by 25% from the start, try identifying specific bottlenecks you can tackle. This could mean asking your project management tool’s AI to tell you where common bottlenecks are (you can find an example above). Our example found that content creation created delays, so you might try equipping writers with AI tools to help them write and research more quickly.

Starting your AI implementation journey by deciding you’re going to use a specific tool is a big mistake. With new tools and capabilities becoming available so quickly, it’s essential you be willing to quickly pick up or put down any tool depending on whether it works for you. 

This helps you avoid wasting time and resources trying to get X tool to serve Y purpose when that time would be better used simply trying another one. That said, it does make sense to try using AI tools that are built-in to tools you already use. However you approach choosing tools, be sure you take a flexible and Agile approach.

With so many ways to use modern AI tools, creativity is more important than ever. Chances are, your competitors will have access to all the same tools you do. So the best way to create a strong competitive advantage is using them in unique and impactful ways. Ultimately, building a culture of creative testing and experimentation around AI is essential.

AI in Marketing FAQs

In marketing, AI is used to create content, automate processes, analyze data, score leads, optimize ad campaigns, personalize content for individual customers, and more. With new AI tools and capabilities coming to market, these uses are expanding and evolving quickly.

While the ways AI is used in marketing are constantly expanding, today it’s commonly used to automate processes, create content, answer questions, analyze large datasets, optimize ad campaigns, and even assist in strategic decision making.

In the short-term, AI is currently enabling marketers to automate processes, create content more quickly, analyze data more quickly, and generally optimize how they work. In the long-term, AI is set to further improve the speed at which marketers can deliver work and the quality of that work.

While it’s difficult to know for certain, the best data available points to the vast majority (over 80%) of marketers using generative AI for their work.

When it comes to using AI, marketers need to be considerate of regulations around sharing sensitive data. Inputting such data into AI public AI models presents ethical and legal problems marketers are best to avoid. It’s also a best practice to be upfront about when and how AI is being used to help consumers understand the context of the content and information they consume.

What Is the Future of AI in Marketing?

We can never be certain about the future of AI in marketing because the tech is evolving so quickly. But what is certain is that AI’s role in marketing will only increase with time. Already today, the ability to effectively implement AI to help marketing achieve its strategic goals is an enormous competitive advantage.

In this environment, the only surefire way to stay competitive is by building a culture and set of processes designed to test and implement AI in marketing. By embracing continuous improvement and constantly iterating around your use of AI, you can keep innovating and uncovering new ways to improve your marketing KPIs.

Here at AgileSherpas, we’ve been implementing AI this way for a while and have put together everything we’ve learned into an AI implementation workshop. It’s the best way to kick-start your own AI implementation journey and begin moving the needle where it counts.

 

Next Steps

If you’re still in the early stages and working to understand the opportunities AI has to offer: 

Get Our Free AI Clarity Sprint Plan

If you’re already well into the exploration stage and eager to start really implementing AI in your work: 

Explore Our AI Implementation Workshop

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