Case study 04

Marketing Management & AI

PMAX

Standardizing Strategy, Processes and People on one unified growth system. Applying AI at the core links to eliminate manual work, cut operating costs and break through on business performance.

01Challenge

The multi-channel operation was easily overloaded. Fragmented data and time spent on repetitive tasks - accounting for 40% of the team's time - reduced creativity and limited strategic thinking.

02Objective

Free up execution time to focus on strategy, creativity and testing new ideas, while maintaining output quality and staying true to the brand identity.

03Execution

Standardized processes before adopting technology. AI handled high-volume tasks, while I set direction and approved work at critical stages.

Improving operational efficiency with AI

Estimates based on the same workload before and after implementation.

-50%

Time to build the monthly plan

-40%

Time for research and briefing

2x

Ad creatives tested per round

~8hrs

Saved on reporting each week

<24hrs
For new leads to be scored and receive an email
01How I think

Every decision starts with a business goal

When facing a new challenge, I don't start with tools or channels. I start with the business outcome we need to achieve, then define the strategy and actions. AI is integrated at the right points in the workflow to accelerate operations and improve decision-making.

01

Business goals

Target revenue and growth for each period.

02

Customer insight

Personas, psychological barriers and buying behavior.

03

Strategy

Brand positioning, key messages and budget allocation.

04

Channels and content

Roles, messaging and content matrix for each channel.

05

Execution

Assigning responsibilities, documenting SOPs and setting deadlines.

06

Measurement

Setting KPIs/OKRs to measure performance at each funnel stage.

07

Optimization

Scale what works, cut or improve what underperforms.

The results and measurement data from this cycle become the strategic input for step 01 of the next cycle.

Data → Decisions

I read the numbers in four steps so every review ends with one concrete action.

01

Current state

Pinpoint exactly what went up or down, and on which channel.

02

Root cause

Content, audience, budget or timing.

03

Impact

How that change affects the business goal.
04

Action

Maintain, adjust, stop or increase the budget.

02Controlling AI

AI helps the team move faster, but output quality is my responsibility

I delegate work across 3 tightly controlled levels. The team knows the boundaries clearly: what AI runs on its own, what needs approval, and what is never handed over to AI entirely.

Level 1

AI works autonomously

For repetitive, high-volume, low-risk tasks. I conduct weekly spot checks to ensure outputs meet the required standards.

  • Compiling data and drafting reports
  • Scoring and segmenting leads by behavior
  • Drafting content and ad creative variants
  • Repurposing posts for multiple channels
Level 2

AI proposes, I approve

All content published publicly or sent to leaders and senior management must undergo strict review, regardless of how well AI performs.

  • Public-facing content
  • Emails and scripts sent to customers
  • Campaign concepts and key visuals
  • Industry insight reports
Level 3

Only I decide

Strategic decisions involving budget and brand reputation. AI only acts as a data advisor.

  • Budget and allocation across channels
  • Brand positioning, messaging and tone of voice
  • Acceptance criteria for qualified leads
  • Which customer data is fed into AI
A typical work cycle between me and AI
I decideAI executes
  1. 01 · MeDirectionBrief, goals and success criteria
  2. 02 · AIGenerate optionsMultiple drafts and variants
  3. 03 · MeEdit & challengeFix errors, add real insight
  4. 04 · AIScale outAdapt for each channel
  5. 05 · MeApprove & own itFinal sign-off and accountability
At the end of each cycle, the lessons learned go into the next cycle's brief.
03AI in practice

6 key marketing workflows optimized with AI

A closer look at how AI is embedded in real workflows, with actual metrics, toolsets and the matching level of control.

Research & Insight

Level 2: I approve

Time per research round3 days→1 day

AI gathers market data and search trends. I focus on analyzing customer psychology and verifying how reliable the information is.

ToolsChatGPTPerplexityGoogle Trends

Strategy & Planning

Level 2: I approve

Time to build the monthly plan24 hrs→12 hrs

AI builds the plan framework and flags logic gaps. The team and I lock in a differentiated direction and set priorities.

ToolsChatGPTClaudeGeminiNotion AI

Content & Creative

Level 2: I approve

Posts per month, same headcount60 posts→85 posts

AI turns one core idea into a multi-channel content series. The team acts as editors, bringing real experience into the content.

ToolsChatGPTClaudeCanva AICapCut

Media & Performance

Level 2: I approve

Creatives per test round4 creatives→8 creatives

AI automatically combines ad creatives and optimizes bidding. I set the goals, determine the budget, and manage its allocation.

ToolsMeta Advantage+Google Ads AIPAXY

Automation & CRM

Level 1: AI runs on its own

Response time for hot leads24 hrs→2 hrs

The system automatically segments leads and triggers nurturing sequences as soon as data comes in. High-quality leads are passed straight to the sales team.

ToolsHubSpotBitrix24

Data & Analytics

Level 1: AI runs on its own

Time to produce a report2 days→3 hrs

Data is consolidated into one shared dashboard, and AI flags unusual fluctuations automatically. Management meetings focus 100% on solutions.

ToolsChatGPTClaudeLooker StudioGoogle Analytics 4

04Management and leadership

A leader's biggest role is to build the capabilities of the whole team

As AI frees the team from repetitive tasks, I can focus more on strategic direction, raising quality standards, and unlocking each team member's potential.

A leader is measured not by how many tasks they complete personally, but by how effectively the system operates and how well the team is empowered.

Setting direction

Helping people grasp the big picture and core priorities, so they can own their work with confidence instead of waiting for instructions.

Setting standards

Documenting and standardizing processes, resources, and evaluation frameworks to keep output quality consistent even as team members change.

Developing people

Training the team to shift from doing manual work to directing and quality-checking AI output.

ARE YOU READY

Integrate AI into your marketing system?

If you need a leader who can integrate AI into marketing workflows, optimize operating costs, and turn technology into measurable business growth, let's connect.