Consult an AI Strategist

WorkStrategy

From ambiguity to a board-ready strategy

A marketing agency AI strategy case study. AI-powered research and analysis of the agency's workflows produced a board-ready roadmap ranking 26 AI opportunities in four weeks.

Client
$80M revenue marketing & PR agency
Duration
4 weeks
Deliverable
26 ranked opportunities
Status
Under NDA

4-week engagement

Sequence readout

Roadmap projections, not measured outcomes

  • 26AI opportunities rankedMapped and prioritized
  • 35%Projected labor savingsEnterprise-wide
  • 3 moEst. path to positive ROIFirst wave
  • 12 moRoadmap horizonAll 26 opportunities

Context

Where to start, in what order, worth what

Agency leaders needed to know where AI could change service delivery, what to tackle first and what each opportunity was worth.

The agency had plenty of AI ideas. It needed priorities, cost estimates and a case leadership could defend.

Delivered

Scope completed

  1. 01 · Research

    Workflow observation

    Researchers embedded with the agency's teams, observing work as it actually happens.

    Delivered

  2. 02 · Analysis

    Workflow scoring

    We mapped the workflows we observed, assessed their automation potential, and ranked them by impact, effort, and risk.

    Delivered

  3. 03 · Roadmap

    26 prioritized opportunities

    Each ranked with a build sequence, owners, timelines, and success metrics.

    Delivered

  4. 04 · Decision

    Board-ready budget

    We delivered a roadmap with cost estimates, ready for board review within four weeks of kickoff.

    Delivered

Engagement length: 4 weeks · Fixed price, fixed scope

Workflow observation gave this agency a ranked roadmap with cost estimates in four weeks.

Verdo Sequence page