AI for Marketing
I help small and medium-sized companies apply artificial intelligence to marketing and sales in a practical way — designing the workflows first, then choosing and connecting the right tools, with human review and governance built in. The goal is not AI for its own sake, but clearer decisions, faster content operations, and a marketing function that works while you focus on growth.
Problems this addresses
- •Marketing and sales teams waste time on repetitive tasks that AI could handle, but don’t know where to start without risk.
- •Companies adopt AI tools before defining the process, creating fragmented, unreviewed and unreliable outputs.
- •Marketing, CRM and sales data sit in separate systems, so AI cannot support decisions with a complete view of the customer.
- •Leaders want the productivity gains of AI but need governance and human review to protect brand, accuracy and trust.
Ideal clients
- Founders and marketing leads in technology and professional service companies in Brazil, Canada and Portugal.
- Small and medium-sized companies that want practical AI — not a research project.
- Teams that already use a CRM and marketing automation and want to add AI without losing control.
- Companies that need marketing leadership to guide where and how AI creates real value.
Scope of work
- •AI applied to marketing and business workflows (content, campaigns, reporting, lead management).
- •AI agents and automation for repetitive marketing and sales tasks.
- •Content and marketing operations with AI-assisted production and editorial review.
- •Integration between AI, CRM, marketing and sales so AI works on real, connected data.
- •Data-supported marketing decisions and dashboards.
- •Process design before adopting tools — defining the workflow, the handoffs and the human checkpoints first.
Practical use cases
- •AI-assisted content drafting with human editorial review before publishing.
- •Lead scoring and qualification suggestions based on CRM data.
- •Automated summarisation of campaign performance for regular reporting.
- •Conversation and email drafting for sales, with review before sending.
- •Research and market-intelligence gathering for positioning and messaging.
Methodology
- 1
Understand the workflow
Map the current marketing and sales process and identify where AI removes real friction — not where it is just novel.
- 2
Design before tools
Define the workflow, inputs, outputs, handoffs and human review points before choosing any AI tool.
- 3
Connect the data
Integrate AI with the CRM and marketing automation so it works on complete, reliable customer data.
- 4
Pilot with review
Run a controlled pilot with human review and clear quality criteria before scaling.
- 5
Govern and improve
Add governance, ownership and feedback loops so outputs stay accurate, on-brand and trustworthy.
Deliverables
- AI opportunity assessment for marketing and sales.
- Workflow and process design with defined human review checkpoints.
- Tool selection and integration plan with CRM and marketing automation.
- Pilot plan with success metrics and review criteria.
- Governance guidelines: ownership, review, brand and accuracy controls.
- Team enablement documentation for day-to-day use.
Governance & human review
- •Process before tools: AI supports a defined workflow; it does not replace the workflow.
- •Human review for anything customer-facing or brand-representing.
- •Clear ownership: every AI output has a person responsible for approving it.
- •Accuracy and brand controls: fact-checking, tone and disclaimer standards.
- •Transparency about where AI is used, and feedback loops to improve over time.
Frequently asked questions
Do you build custom AI models?
No. I work with practical, existing AI tools and integrations, and focus on the workflow, data connection, human review and governance — not on building proprietary models.
Is AI for Marketing only for large companies?
No. The service is designed for small and medium-sized companies that want practical results, with process and governance that fit a smaller team.
Do we need a CRM first?
Not necessarily, but AI is far more valuable when connected to your CRM and marketing automation. I help you assess readiness as part of the work.
How do you protect brand and accuracy?
Every customer-facing output goes through human review, with clear ownership and quality criteria defined in the workflow before any tool is adopted.
What does a typical engagement look like?
An opportunity assessment, workflow and process design, tool and integration plan, a controlled pilot with review, and governance documentation for the team.
Ready to grow your business?
Whether you're in Canada, Portugal, or anywhere in the world — let's talk about your marketing strategy and how I can help you grow.