Approach

Business first. Technology second.

We start from your needs, your process, and your data, then recommend the smallest change that moves the number. Sometimes that is AI. Often it is not.

Our process

Not every solution requires AI.

Some of the highest-return fixes are a cleaner data feed, a better test, or a simpler process.

  1. 01

    Business needs

    The decisions, outcomes, and constraints that matter most.

  2. 02

    Current process

    How work and decisions happen today, and where they break.

  3. 03

    Data sources

    Current and future first- and third-party data, and the privacy rules on each.

  4. 04

    Target states

    Short- and long-term goals sized to budget and business continuity.

  5. 05

    Change & agreement

    A phased path your stakeholders agree to before anything is built.

How we work with you

Your team, extended.

We improve the workflow, use, and governance of what you already have, without upending what already works.

  • Your stackBuilt on the data, AI, and marketing technology you own.
  • Your stakeholdersAnalytics, marketing, technology, and agency teams, inside and out.
  • Your workflowHow work, data, and decisions move between those teams.
  • Your paceChange phased to improve what runs today, not disrupt it.

Engagement model

Five ways in. Each stands alone.

Stop after any stage. Starting fresh? Begin with the audit. AI already in production? Begin with course correction.

Stage
AI Course CorrectionEntry point
2 to 3 weeks
Measurement AuditFixed fee
3 weeks
Marketing AI RoadmapFixed fee
6 weeks
Build & Operating ModelFixed fee
8 to 12 weeks
Fractional CDAORetained
Monthly, ongoing
01

AI Course Correction

For AI already in production that nobody has audited. We trace outputs to source, test whether they reproduce, check what data goes where and under what terms, and build the accuracy baseline that should have existed. Ends with a ranked stop, fix, and keep list, so wasted spend stops before any rebuild starts.

2 to 3 weeksEntry point

02

Measurement Audit

Your business needs, your current process, and an audit of your first- and third-party data: what it can and cannot support today, and the privacy rules on each. Ends with a build-or-wait recommendation, including where a non-AI fix is the better answer.

3 weeksFixed fee

03

Marketing AI Roadmap

Built in working sessions with your stakeholders and refined until they agree. Short- and long-term target states, use cases sized against spend and margin, and the first build scoped and costed.

6 weeksFixed fee

04

Build & Operating Model

The agreed roadmap, implemented on your existing stack: first models in production, governance and review paths defined, and your team set up to run it after we leave. Governance is designed while the first models are still in flight.

8 to 12 weeksFixed fee

05

Fractional Chief Data & Analytics Officer

Standing counsel to the CMO: vendor and agency oversight, and a quarterly roadmap refresh with the same stakeholders, without adding a permanent seat.

MonthlyRetained

What a roadmap looks like

An order of operations, not a wish list.

Every use case is placed by the value it moves and whether your data, privacy, and review paths can support it in the next two quarters.

Low readinessReadiness: data, privacy, reviewHigh readiness
  1. Mix reallocation
  2. Geo incrementality
  3. Next-best-action
  4. Autonomous budget agents
  5. Clean room measurement & activation
  6. Creative QC
  7. Churn & LTV
  8. Generative creative at scale

Reading the map

  • Build now. High value, ready today. Funds the rest of the program.
  • Unblock first. Worth doing, blocked by something the roadmap names and dates.
  • Cheap wins. Useful but not urgent. Do them when there is spare capacity.
  • Park. Right work in the wrong quarter. Revisit at the next roadmap refresh.

Illustrative. Your placement comes out of the audit, reviewed with your stakeholders until they agree.

Operating principles

How we work.

Constraints we accept on ourselves. Hold us to them.

01

Evidence over assertion

Every recommendation traces to a source you can check.

02

Causal before clever

One clean test beats a clever model that answers nothing.

03

One story, two audiences

One page for the board, full detail for the builders. Both agree.

04

Fully independent

No media buying, no vendor fees. Our advice is ours alone.

05

We name what will not work

Not every solution needs AI. Cutting scope is a deliverable.

06

Fixed scope, fixed fee

Scope is set up front. No surprise change orders.

Get started

Start with the audit. Then decide.

A first conversation is a working session, not a pitch. Bring the number you cannot currently defend and you will leave with a point of view on it, whether or not we work together.