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Marketri
Scale Faster

Marketing AI consulting for B2B companies

Most marketing departments use AI every day and get modest results. We assess how yours actually uses it, then build real fluency: shared practices, re-imagined roles and our proprietary agents built on Claude.

Projects start at $15,000, scaled to your team.

01 — Definition

What is marketing AI consulting?

Marketing AI consulting at Marketri is a project-based engagement that takes a mid-sized B2B organization's marketing department from random acts of AI to AI fluency. Most departments today let each person choose their own tools and prompt them however they know how, which produces uneven work and modest results from a technology that should be transformational.

Our Vice President of Artificial Intelligence, Brady Lewis, uses the Marketri Fluency Model, our proprietary methodology, to assess how generative AI is actually being used across your department, auditing inputs, outputs and tool configuration. The deliverable paints the current state and, more importantly, designs the future state: the technology, budget, training, re-imagined roles and goals that will get you there, with hands-on help to make the change stick.

02 — The Fluency Gap
02 — The Fluency Gap

Why fluency beats random acts of AI

When everyone in a department prompts their own way in their own tools, the output shows it. The market has a name for the result: AI slop. Uneven quality, generic voice, and gains that never compound, from a technology that should be changing what your department can do.

The gap is rarely the tools, a pattern we call the tool-first trap. It is fluency: shared prompting practices, tools configured for your work rather than out of the box, clear ownership of quality, and a department that knows what AI is for and what still requires human judgment. Fluent departments produce more, produce better, and can tell you why. Building that fluency is the whole job of this practice.

That gap isn't only internal, either — the same fluency shows up in how AI engines describe your company to the buyers who ask them.

03 — The Assessment

The Marketing AI Assessment

Every transformation engagement starts here. Using the Marketri Fluency Model, Brady Lewis, our Vice President of Artificial Intelligence, builds a complete picture of how generative AI is used across your marketing department. We audit inputs and outputs: which tools are set up and how, which functionality is deployed and which sits unused, how your people actually prompt, and the quality of the work coming back.

We audit inputs and outputs.

The deliverable has two halves, and the second is the point. The current-state picture shows you who is using AI, how, and to what effect, often for the first time. The future-state design specifies what fluency looks like for your department and exactly what it takes to get there: technology, budget, training, re-imagined roles and goals. Some clients take the roadmap and run it themselves. Most ask us to stay and help make the change, often through our fractional marketing services.

04 — From Roadmap To Fluency

From roadmap to fluency

The assessment ends with a plan, and everything that follows is strategic direction and design work — every deliverable a document or a designed change, not a running system.

Strategy & Design

01

AI Roadmap

Sequences your initiatives with effort estimates and expected outcomes.

02

Workflow Redesign Blueprints

Reworks specific processes: content operations, proposal generation, lead qualification.

03

AI Usage Policy

A usage policy and human-review protocol your revenue team can actually follow.

04

Measurement Design

Captures a baseline before anything changes, so results can be reported honestly.

The Human Side

01

Executive Briefings

Brings your leadership to real AI literacy.

02

Workshops

Level up the department's working fluency.

03

Role Redesign

New job descriptions built around the work that still requires human judgment.

05 — AI Assets
05 — AI Assets

AI assets, built and handed off

Alongside the strategy work, we build a deliberate line of bounded AI assets: Claude Skills and plugins created for a specific workflow, built with real expertise and handed to your team to own and run. Each is a finished, contained artifact with a clear edge around it, configured to your systems, your voice and your data. You will need to be on Claude or willing to adopt it; we help with that transition as part of the build. Three of these assets are productized, with pricing available on inquiry:

  • The proposal agent — If every proposal takes days and starts from whichever old deck someone can find, the proposal agent changes the economics of pursuit. It works from a single, current source of truth for your story, your proof and your differentiators, then assembles a tailored draft your team refines rather than rebuilds. You respond faster, pursue more of the right opportunities and put your best story forward every time.
  • The content agent — In B2B services, and especially professional services, original thought leadership is part of the job. It is also non-billable, which makes it the work that slips whenever client demands come first. The content agent captures your experts' actual thinking through short structured interviews, writes in each author's voice and returns a draft they refine rather than start. Your practice leaders stay the source of every idea and put their names on work that sounds like them, in a fraction of the non-billable hours it takes today.
  • The project management agent — The project management agent takes the meeting transcripts and threads your team gives it and handles the cycle's paperwork: agendas prepared, recaps written, action items drafted for your project management system, with your team reviewing and posting every update. And because it reads the whole record, it surfaces what busy teams miss: client sentiment, early signals on accounts at risk, and a running view of every commitment made and kept.
06 — Where Our Work Ends

Where our work ends

We diagnose, prioritize and design, and we build bounded assets your team owns. We do not build or maintain client systems. Data pipelines, CRM replatforming, custom software, API integrations, and automations that act unsupervised across your tools sit outside our practice, and when your roadmap calls for them, we say so plainly and help you brief the right technical partner.

You get strategic direction from marketers who understand AI, and nothing handed to you that breaks without an engineering team behind it.

07 — Where To Start

Where to start

Either door leads naturally to the other, and neither requires a long-term commitment to open.

01

Start With The Assessment

If you want to change how your whole department uses AI.

02

Start With An Asset

If you already know the workflow you want to transform, ask about a build.

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08 — How We Work
08 — How We Work

We run our own department this way

The practices we install are the ones we use. AI runs through Marketri's own production workstreams, led by Brady Lewis, our Vice President of Artificial Intelligence, and governed by a standing AI council. When we assess your department, design its future state or build an agent into your workflows, we are handing over something we operate every day.

Our Clients Say it All

Marji Chimes

This team is amazing. They listen, understand and come up with solutions that are just what we need. We are a busy in-house marketing department and they built us a plan to crawl, walk and run using AI within our complex organization. I would hire them over again and would recommend them to everyone.

Marji Chimes

Group Vice President, Global Marketing, TTEC

Jack LaPan

Marketri is delivering what many firms promise but rarely follow through on. They built the strategy and are driving the execution. Too often, strategy becomes a polished document that stalls out and never turns into real work. With Marketri, the plan translated into consistent weekly progress. They continue to strengthen our team through practical mentoring and hands-on coaching while keeping delivery moving. They also bring a deep, diverse bench across multiple roles, which allows us to pull in the right expertise as our needs evolve. If you want a partner that can create the strategy, execute with rigor, and connect marketing performance to business outcomes, I highly recommend Marketri.

Jack LaPan

Vice President of Growth & Strategy, Safety Technology International (STI)

Gary Hutchinson

We are thrilled with the work that Marketri has done, and more importantly, the leads they have generated. From revamping our social strategies to building our website to producing media opportunities and brand videos, we’ve seen measurable results all around. We’re impressed with the team’s expertise, and we’ve really enjoyed working with them as well.

Gary Hutchinson

President, Modality

A Global CX Enterprise Finds a Clear Path to $250,000+ in Annual Savings Through an AI Roadmap Built on What Already Works

$250,000+

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A Global CX & BPO EnterpriseCustomer Experience (CX) & Business Process Outsourcing (BPO)

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Make AI work for your marketing department

The gap between what AI could do for your department and what it does today is a fluency gap, and fluency can be built. Book a strategy call and we will tell you honestly which door makes sense for you: the assessment, an agent, or a conversation to come back to when the timing is right.

Frequently Asked Questions

Marketing AI consulting is a project-based engagement that moves a marketing department from scattered, individual AI use to department-wide fluency. At Marketri it starts with a proprietary assessment of how generative AI is actually used across your team, auditing inputs, outputs and tool configuration, and produces a future-state design covering technology, budget, training, re-imagined roles and goals, with hands-on help to get there.