AI Implementation Workshop
for Marketing Teams - AI to ROI  

TL;DR

Take Aways

This 8-week workshop builds AI-powered business-building systems for professional marketing. The AI-systems you build in the workshop will:

• Discover and target your prospect's 4Ps, Pain, Problem, Profit, Pursuit
• Quickly gain insights and deep research into prospects, industries, and high-value topics
• Create high-value lead gen assets such as McKinsey & Co. style reports or eBooks 
• Splinter core research into AEO/GEO AI-optimized web pages, LinkedIn articles, carousels, or sales pages
• Generate email onboarding or nurturing sequences that use Attention, Interest, Desire, Action (AIDA) or Pain, Agitate, Solve (PAS) sequences
• Create high-quality webinars and slide presentations with images, scripts, and Avatars in minutes

What Your Marketing Team Builds in 8 Weeks 

In 8 weeks, you and your team build AI systems, prompts, workflows, and reusable assets to create an end-to-end AI workflow for one of the most used marketing workflows and create the governance, risk, and data management to keep it driving strategic impact.

Pre-Work

Set up your AI workspace, memory, security, brand voice, writing style, service information, client examples, and professional standards. Begin using the AXIS AI Implementation Framework to identify where AI can create the greatest leverage in your consulting or professional-service business.

Sprint 1 — AI Impact, Research, and Campaign Strategy

Week 1 - 2

Learn how AI is changing professional services, where AI creates leverage, and how to use the implementation framework that drives AI-system success.

 Build deep niche, ICP, buyer, competitor, positioning, and campaign research. Build a comprehensive research report for later use in campaigns and lead-generation offers.

One-on-One Consulting 

Sprint 2 — AEO/GEO Webpages and AI Marketing Machine

Week 3 - 4

Create AEO/GEO Pillar and Support web pages for AI-optimized websites, build lead generation offers, and run the AI Marketing Machine to create LinkedIn articles, LinkedIn or Instagram carousels, webinar slides, and campaign materials in your brand voice.

Sprint 3 — Lead Generation, Email Sequences, and Editorial Calendar

Week 5 - 7

Create landing pages, segmented AIDA/PAS email nurture and onboarding sequences with AIDA or PAS personalization, and use AI to generate your editorial calendar.

Week 8: Implement, Integrate, and Reuse

Integrate the three AI to ROI Sprints into a complete AI workflow with human-in-the-loop checkpoints.

One-on-One Consulting 

The CTS AXIS Implementation Framework

Critical to Success workshops follow the CTS AXIS AI Implementation Framework™.

AXIS gives professionals and firms a practical path to turn AI experiments into powerful, reusable business assets.

ALIGN

Your AI systems must align with your business goals, competitive positioning, service strategy, and growth priorities.

XAMINE

In the XAMINE stage, you examine and validate the elements necessary to successfully implement AI in your real-world operating model.

IMPLEMENT

The IMPLEMENT stage embeds your AI system into your real workflow. In the earlier XAMINE stage it is easier for dedicated experts to run an AI system that may have had flaws. In the IMPLEMENT stage, you test your system in the real-world environment.

SCALE

In the SCALE stage, you integrate your AI systems with your professional business operating model and systems. You prepare it for reuse, integration, and expansion.

Who The Marketing Team Workshop is For

This workshop is for teams of 2 to 5 people from professional-service firms or agencies that need reusable AI systems that are aligned with marketing workflows.

Basic AI prompting skills are all that's needed in the workshop. A few mid-level prompting techniques will be taught and used during the workshop.

The workshop helps:

Who This Workshop is Not For

This workshop is not a fit if you are looking for AI shortcuts or theory.

It is not for:

• Casual AI users with no business implementation goal
• People looking for “get rich quick” tactics
• Passive learners who do not want to apply the work
• Professionals who want AI to replace judgment and human decisions
• People unwilling to customize the work for their own business
• Professionals who want random tool tips instead of business systems

This is a workshop to get things done that improve your professional business.

You will get the most value if you are ready to build, review, improve, and apply what you create.

Most professionals spend an hour and a half in each week’s live meeting and then approximately two hours each week implementing and practicing with their AI systems.

What is in the 8-Week Workshop and Bonus Consulting

The AI Implementation Workshop uses a guided hybrid model.

This is the same type of learning modules used by MIT, Stanford, and Harvard in their professional courses. It is not passive learning. It is applied work with an instructor and in your work.

You learn concepts, build real assets, review your work, and improve the systems over time.

The workshop includes:

Pre-Work

Pre-work helps you set up your AI environment so that your AI system understands your business, services, clients, voice, writing standards, and professional expectations.

Pre-work includes:

• Setting up AI memory, security, and context
• Teaching AI your brand voice, tone, and writing style
• Preparing your service information and professional profile
• Gathering examples of your best writing and client-facing work

Business Value:
Your AI work becomes more accurate, useful, and aligned with your business from the beginning. Instead of starting with generic prompts, you begin building an AI business system that knows the basic context of your expertise, services, voice and brand, clients, and competition.

Sprint 1 - AI Impact, Research, and Campaign Strategy

Weeks 1 – 2

Sprint 1 builds the core research foundation for your marketing strategy, tactics, and campaign production.

Module 1: AI Implementation Kickoff for Professionals

Week 1 gives you the foundation for using AI as a business-growth and productivity system.

You learn why AI is changing professional services, where AI creates leverage, and why scattered prompt creates productivity chaos.

The workshop requires only basic AI prompting skills. You learn more as we progress. If you want to learn more advanced AI skills, the workshop includes links to free AI universities and recommended YouTube channels.

You will learn:

Module 2: Deep Research: Niche, ICP, and Messaging

Your team uses AI and advanced market research to uncover detailed insights into your niche, Ideal Client Profile, and competitive position. You and AI will work to generate a marketing brief, positioning statement, and campaign messages. The core research will be used for lead gen reports in McKinsey & Co. formats, website pages, carousels, and webinar content.

Your team learns how to do deep, validated research into your:

Module 3: Campaign Strategy

Your team uses the deep research from Week 2 to create a marketing brief, positioning statements, messages, competitive positioning, and content sources and campaign alternatives. It will be your team's judgement to decide the strategy for your campaign, content, and tactics in Sprint 2.

Every business team will have different marketing briefs, ICPs, campaigns, and core content.

 Your team will use AI to create:

Sprint 2 - Content Production: AI-Optimized Webpages and the AI Marketing Machine

Weeks 3 – 4

Sprint 2 turns the campaign strategy from Sprint 1 into campaign content.

For many marketing departments, AI serves as a “productivity island” for quickly drafting content. Sprint 2 shows you how to go far beyond that.

In Sprint 2, you learn how to use the deep research and plans from Sprint 1 to create marketing content that aligns with your niche and ICPs' 4Ps (pains, problems, profits, pursuits). The AI marketing machine enables you to “splinter” your deep research into multiple assets for the channels your ICPs prefer.

Consulting Session 1

During Sprint 2, each team receives a one-and-a-half-hour private and confidential consulting session. During this consultation, your team can ask confidential questions, share marketing plans, and discuss ways to expand your AI marketing.

Module 4: Creating AI-Optimized AEO/GEO Website Pages

In week 4, your AI system uses your core research data to create AI search-optimized AEO/GEO Pillar or Support website pages. (AEO/GEO pages use a structure and labeling that ranks higher in AI search engines.) Pillar pages are 3 to 5 "theme" pages that represent your core business and help you get categorized by AI. Support pages provide details for your Pillar pages. A JSON-LD Schema is also created for higher ranking.

 This week, you will also learn how to use the AI AEO/GEO Auditor that audits your existing website pages and recommends how best to optimize your site content for AEO/GEO AI-optimized search engines.

Your team creates:

Module 5: Generating Campaign Assets with Your AI Marketing Machine 

The AI Marketing Machine in this week's work turns your core research content into multiple campaign assets drafted in your voice and tone.

They can also be personalized for your niche and ICP segments.

Some of the content your AI Marketing Machine can produce in your brand's voice are:

Sprint 3 - Lead Generation, Email Sequences, and Editorial Calendar

Weeks 5 – 7

Create landing pages, segmented AIDA/PAS email nurture and onboarding sequences with AIDA or PAS personalization, and use AI to generate your editorial calendar.

Module 6: Lead Generation Page

Your team builds a sales/landing page for the campaign. The sales/landing page engages your buyers and uses a CTA to get them to commit.

Your team creates:

Module 7: Personalized Email and Editorial Calendar

This week your team builds an AI system that generates personalized email sequence following either the AIDA (Attention, Interest, Desire, Action) or the PAS (Pain, Aggrevate, Solve) nurturing sequences.

You now have multi-channel assets begin published, email sequences, and even potential webinar events. You need a calendar to avoid conflicts.

The editorial calendar coordinates the publishing of Pillar/Support pages, articles, posts, carousels, and events.

Your team uses the AI system to create:

Week 8/Module 8: Implement, Integrate, Reuse

In the final week, teams implement their completed campaigns and turn the AI system into one they can reuse, modify, and expand.

Your team reviews the full workflow, improves assets, documents processes and human-in-the-loop checkpoints, monitors metrics, and prepares your AI marketing system for future campaigns.

Your team has:

Consulting Session 2

After completing the workshop, each team receives a second one-and-a-half-hour private and confidential consulting session that can be scheduled within the next 90 days. Most teams schedule this private session at one of the 30, 60, or 90-day checkpoint.

Teams Get Two Private Consultations

The AI marketing system your team creates is powerful, modifiable, and reusable.

But you may have questions specific to your firm, your team, and your plans for using AI.

To help you, the workshop includes two one-and-a-half-hour private consultations for each team.

The first private team consultation is at the mid-point in Sprint 2. Your team may want to meet with me to discuss your marketing strategy, tactics, asset selection, and more.

Your second private team consultation comes after you complete the AI Implementation Workshop. Many professional service firms want to schedule their second one-and-a-half-hour private consultation after the workshop and prior to starting another campaign.

Consultations are confidential, so we can share your firm’s marketing direction and decisions. We talk and share screens over Zoom. The available times are from 07:00 to 18:00 (7 am to 6pm) Pacific Time (San Francisco).

Additional consultations are available on request for internal training, marketing development, or AI and agent development.

What Your Team Leaves With

By the end of the workshop, your team has an AI-powered marketing campaign, marketing assets, and you know how to implement other AI systems. 

Your business building assets include:

Your Step-by-Step Playbook for AI Success

You get the CTS AXIS Implementation Framework Playbook - a practical guide that walks you through proven AI implementation best practices, step-by-step. Avoid wasted effort, keep AI systems aligned with key success metrics, and repeat the process as you build future AI workflows - move faster, stay aligned, and increase ROI as you build.

Your Proven, Ready-to-Use AI Library

Start with proven AI building blocks—and stop wasting valuable time developing systems from scratch. Workshop members receive lifetime access to robust AI prompts and agents, ready to use immediately or tailor to accelerate workflows and business results. Members receive full access to the library for their workshop topic, plus entry-level libraries for other business functions and domains.

This Workshop Increases ROI –
Not Just AI Skills

This workshop builds functioning business systems designed to help you market professional services.

It is far more than training. This is a business building investment.

The systems you build support:

Guarantee

Complete the projects in the workshop and apply the AI systems.

If you do not generate at least your course investment in additional new revenue or time savings, CTS will work with you until you do.

The guarantee is based on AI implementation best practices. You must complete the AI business systems and use the systems in your professional business.

The goal of this workshop is not passive education.

The goal is improving your professional business.

CTS Has the Expertise for Your Workshops

CTS workshops are built around real-world problems and solutions faced by every professional, consultant, or advisor.

Critical to Success brings 30+ years of independent consulting experience in strategic performance improvement, digital marketing, instructional design, and business systems development to these AI Implementation Workshops.

Ron Person, founder of Critical to Success, has consulted and trained Fortune 1000 and Global 1000 organizations and written extensively on corporate performance improvement and technology. He has written 27 books published by J Wiley and Macmillan with almost 3 million copies in print. He has taught instructional design and executive computer use through the University of California, Berkeley, Executive Extension.

Custom Workshops to Increase Your Firm's ROI

The AI Implementation Workshop for Professionals and other department and team workshops by CTS can be customized and tailored for your firm.

The CTS AI Implementation Framework™ uses best practices in implementing AI for departments and functional teams. You and your team build the AI-systems your firm needs to reach its goals as you learn best practices in AI development and implementation.

The workshop developer and trainer, Ron Person, has 30+ years of experience consulting in strategy and digital marketing with Fortune 1000 and Global 1000 companies. He has taught instructional design and computer systems for executives at the University of California, Berkeley, Executive Extension. Ron is also the author of 27 technical and business books published by J Wiley and Macmillan. He has an MBA in Marketing & Finance and an MS in Physics.

AI workshops tailored to your department or functional team's needs will:

About the Author

Ron Person is the founder of Critical to Success (CTS) and the creator of the AXIS AI Implementation Framework™. His work helps professional service firms align AI with strategic objectives and implement AI in departments and functional teams by applying the AXIS AI Implementation Framework^tm.

He brings more than 30 years of consulting experience with Fortune 1000 and Global 1000 firms. His experience includes strategic performance improvement, digital marketing, data analytics, and process improvement.

Ron has authored 27 books with almost 3 million copies in print and has served as an adjunct professor at University California, Executive Extension teaching strategy and technology for executives. He has an MBA in marketing/finance and an MS in Physics.

About Critical to Success

Critical to Success guides professional service firms in implementing AI systems that drive strategic objectives and workflow performance.

Critical to Success (CTS) works with consultants, marketers, accountants, financial service firms, architecture firms, engineering firms, and other expertise-based businesses to improve strategic and workflow performance.

Critical to Success combines 30 years of performance consulting with its proprietary CTS AXIS AI Implementation Framework^tm to guide firms in moving from AI experimentation to a proven implementation framework. The framework guides firms through four stages of adopting AI: Align, eXamine, Implement, and Scale.

Critical to Success provides AI advisory services, AI implementation department and functional workshops, and executive education.