AI Implementation Workshop
for Marketing

Professional Services Marketing is Hitting Two Live-or-Die Inflection Points

Marketers face two inflection points for the survival this year,

• Marketing teams successfully implementing AI are accelerating ahead of AI experimenters.
  
  
• Click Through Rates (CTR) for SEO Search have dropped by 34% - 58% . Winning marketers are optimizing content for AI Search. 

This workshop guides professionals and marketing teams in implementing AI for marketing in professional services.

Why This Workshop is Critical to Your Professional Marketing Success!

Marketing teams in this workshop build functioning AI-optimized marketing systems during each week's Sprint.

The marketing systems you build and implement in the workshop improve client targeting, AI search optimization, conversion rates, marketing productivity, and ROI.

Each marketing project includes workflows, prompts, and implementation playbooks – all designed specifically for professional service marketing.

These business systems are so Critical To Success that most participants recover their investment within 30 to 60 days. And the revenue and client growth continue compounding year over year.

AI Implementation Workshop for Marketing Dates

Live Workshop Dates: February 26 – April 16
Live Session Time: Thursdays, 10:00 AM –11:30 PM PT

Quick Answers

The AI Inflection is Separating
the Winners from Losers

Marketing for professional services is entering a structural divide.

By the end of 2026, firms will fall into two camps,

• The winners - those that successfully implement AI into marketing workflows
• The laggards -
  • Those stuck experimenting
  • Those who have not optimized content for AI search 

Most professionals and marketers know AI is Critical to Success but,

• They don’t know the prompt engineering that improves style, tone, and validity 
• They run pilot projects without clear strategic objectives or metrics
• They fall behind and never catch up to firms that successfully implement 

Firms implementing AI strategically in their marketing are already,

• Getting more views in AI optimized search
• Increasing margins
• Shortening delivery cycles
• Winning deals faster
• Scaling their marketing without increasing headcount

The Solution

AI Implementation Workshops for Marketing ™ focuses on outcomes, not features.

These are hands-on implementation workshops where you build AI-optimized systems that directly improve your marketing.

What makes this different:

• You build business systems, not isolated tech skills
• You implement one or two functioning marketing systems every week—not “someday”
• The curriculum is grounded in decades of real consulting practice

What You Will Build in Your Weekly
Marketing Sprints

By the end of the 8th week of Sprint workshops you will have built and implemented,

• Deep insights into your Ideal Client Profile, their needs, pains, problems, and profit drivers and tie those triggers to hyper-personalized content
• Our Deep Research System that "splinters" one high-validity, in-depth source into white papers, blogs, articles, posts, and carousels.  
• The AI content generator (GEO/AEO) that generates AI Blocks and JSON-Schema for higher ranking in AI search enginces
• AI generated email nurture sequences with hyper-personalization that aligns with AIDA or PSA stages – and it's written in your company’s tone and voice
• An AI automated site auditor and (GEO/AEO) optimizer that updates existing content with AI Blocks and JSON-Schema  
• A Magnetic Marketing Machine that generates campaigns, emails, posts, and events
• Hyper-personalized email sequences targeting high-value prospects
• An AI editorial calendar generator that schedules emails, webinars, posts, and more

This program is for marketers and marketing teams who want real business leverage, including,

• Ranking higher in AI-Search Engines
• Marketing agencies who can 2X and 3X their production levels
• Boutique firms who can now market against larger firms
• Independents and small firms with little time for marketing
• Higher conversions, greater productivity, hyper-personalized targeting, and high-authority content

Who This is Not For

This sprint workshop is not a fit if you are looking for shortcuts or theory, including:

• “Get rich quick” seekers or passive income hunters
• Anyone wanting AI to replace professional judgment
• People unwilling to apply what they learn
• Casual AI curiosity without business intent

What You Do in Your Sprint Workshops

8 Weeks of Hands-On Workshop and Implementation Includes:

• Hybrid workshops like those used by MIT, Harvard, Stanford
  • Short videos teach purpose and concepts
  • Hands-on work building AI Business Builder projects
  • Live online follow-up meetings
• Live weekly meetings where we “dig in” to the week’s implementation
  • AI implementation best practices (testing and roll out)
  • AI prompt development and advanced techniques
  • AI app integrations and future Agent expansions
  • Implementation troubleshooting
• One-on-one consulting with the workshop leaders
  • One-hour of private one-on-one consulting is included - on AI, implementation, or digital marketing (Valued at $300/hr)
  • Consulting is available after the week you build your Magnetic Marketing Machine
  • Consulting can be for yourself or your firm
• AI Implementation Packs
  • AI Marketing Prompt Library
  • Editable workflow diagrams
  • Recommended Metrics
  • Templates
• Lifetime access to course materials

What Makes these Workshops Different

Most AI courses:

• Teach tools and techniques, not business improvement
• Use generic models not business systems for professionals
• Focus on features, not business improvement
• Ignore how professionals actually work

AI Implementation Sprint Workshops™ are different:

• Built specifically for marketing professional services: consultants, agencies, financial advisors, accountants, legal firms, engineers, and more
• Focuses on increasing AI search engine optimization, conversion and productivity, and improving ROI
• Reinforces learning with videos, playbooks, AI Marketing Prompt Library, workflow diagrams, metrics, templates …
• Developed by a consultant with 30+ years experience and 7 years advising F1000 companies on hyper-personalization

This is not about becoming an “AI expert”, although you will develop advanced prompt engineering skills.

This is about becoming a more effective, more profitable marketer or marketing team.

Module 1: Generative AI and AI Optimized Content Is Changing Marketing

Outcome: Gain a clear, confidence-building understanding of how AI creates leverage - and why great AI optimized content with your style, not “AI slop”, is overtaking SEO optimized content. Waiting to adopt AI can be a fatal mistake.

Module 1 grounds you in how AI is changing marketing and the impact on conversion rates, revenue, productivity, and client value.

Why this matters:
Clarity and best practices in implementation positions you to stay ahead of your competitors' marketing and create a thriving business with a full pipeline. Having a lack of clarity on the future can produce poor decisions that give your competitors a chance to overtake and surpass you.

Module 2: Implementing  AI in Marketing and Your Professional Firm 

Outcome: Fully implementing and optimizing with AI in your firm takes multiple phases. This module shows you what is needed to fully implement AI throughout your firm - through all phases, piloting, strategic alignment, workflow improvement, and scaling. Your decisions and solid implementation in each phase build the foundation for success in following phases.

Why this matters:
One of the greatest causes of failure in AI implementation is unstructured, random  experimentation. Surveys constantly show that successful firms use three overarching phases – pilot, alignment, scale.

Module 3: Prompt Engineering for Marketers 

Outcome: Produce reliable, accurate, production-ready marketing systems you can trust. Learn how to customize AI to learn your style and tone, your business identity, your Ideal Client Profile and your services. You will also learn prompt techniques to create reliable, valid, AI optimized marketing workflows.

This is a quick overview. In each module you will learn and practice prompt engineering.

Why this matters:

High validity, higher quality output reduces rework, speeds delivery, and protects credibility

Module 4: Identify Your Niche and Ideal Client Profile Profiles

Outcome: Position your firm with defensible market positioning, produce higher fees and close sales faster.

Discovering and targeting your prospect’s pains, problems, profit motives, and purpose always beats broadcasting a generic message. This module uses the Deep Research System to identify and validate your niches’ SWOT and your ICP’s hyper-personalized signals and triggers. Later, you will create an AI Magnetic Marketing Machine that uses your ICP's triggers and needs for hyper-personalization that produces higher conversions and higher fees.

Why this matters:

Build higher conversion rates, premium fees and shorter sales cycles with highly personalized Ideal Client Profiles and messages. (The founder of Critical to Success consulted and taught hyper-personalized digital marketing for 7 years with one of the leading Content Management System firms.)

Module 5: Create a Deep Research Content Generator

Outcome: Leading-edge insights and leading edge reports give a big lift to your trust and authority. Use the Deep Research System to generate and splinter content into multiple media with your style and tone.

Why this matters:

Marketing depends upon high trust and authority to attract and convert new clients. Use the Deep Research System to create high-validity output you can trust to keep you on the leading edge of insight for your niche.

Combining your Deep Research Data with your AI-tailored style and tone content engine gives you high validity, high quality content in minutes.

Module 6: Build Your AI Optimized Magnetic Marketing Machine 

Outcome: Smart marketers are preparing for AI optimized search. (GEO/AEO are rapidly taking over from SEO search.) Generate AI optimized content and develop a new website structure so it ranks high in AI search.

Why this matters:

AI Search is rapidly replacing older SEO-based search. To rank with AI search, your web site structure, Pillar and Support page structures, and JSON-Schema must all be optimized for AI.

Module 7: Audit and Update Websites for AI Optimization 

Outcome: Audit your website content for best practices and quickly and easily convert your old SEO search optimized web pages into AI optimized Pillar and Support pages that rank higher in AI search engines. (Your SEO optimization is retained.)

Why this matters:

Save weeks of manual work rebuilding your website for AI search optimization. Audit your website for best practices and get on the leading edge of AI search ranking.

Module 8: Build a Hyper-Personalized Email Sequence System

Outcome: Use hyper-personalized email sequences that target your prospect's 4Ps (pain, problems, profits, purpose) to attract and convert high-value prospects.

Why this matters:

You can use hyper-personalized messaging in email nurture sequences for high-value prospects and lead them to funnels or to one-on-one Zoom meetings where you can quickly build high trust and authority.

Module 9: Generating an Integrated Editorial Calendar

Outcome: Generate an AI optimized editorial calendar with coordinated scheduling between multiple channels, media, and events.

Why this matters:

Juggling the content and dates for overlapping channels, media, and events as well as personalized email sequences can be overwhelming and prone to accidents. Build an AI-optimized editorial calendar that schedules and updates in a minute.

Bonus:
One-on-One Consulting Session

Why This Delivers ROI — Not Just Education 

These implementation Sprint workshops build functioning business systems designed for professional services.
They are not training exercises.

Think of this as you would a business investment.

Conservative ROI Snapshot

• Avg. billing rate: $200/hour

• Time saved: 5 hours per week

• Annual productivity value: $48,000

Revenue Lift Example

• One additional $15,000 client per quarter

• Annual revenue impact: $60,000

Most marketers recover the cost of this program within 30–60 days of starting implementation.

From there, the bottom-line contributions continue to compound month over month.

Future-Proof Your Marketing and Business

AI Implementation Workshop Dates

Live Workshop Dates: February 26 – April 16
Live Session Time: Thursdays, 10:00 AM –11:30 PM PT

💥Join the Founder's Cohort💥

Limited to 20 Students

This is a Founder’s cohort before the public release.

Founder’s Cohort participants receive:

• Pre-release access to the full workshop and materials

• Implementation guidance

• Preferential pricing in exchange for participation and feedback

Cohorts are intentionally limited in size to maintain hands-on implementation quality and direct access.

Who Am I?

 My experience has come through multiple channels - consulting and training in mid-sized and global corporations, teaching in the Executive Extension of the University of California, Berkeley, and writing 27 books with four international bestsellers and three million copies sold. And an MS Physics and MBA in marketing and finance.