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Transform Your Marketing Data in 90 Days [Step-by-Step Plan]

Start your data transformation today with these milestones...

Author

Pallas Advisory
January 29, 2025 • Estimated Reading Time: 7 minutes

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Welcome, AI Strategists

💫 Current thoughts: Last week I talked about the “why” behind how important your data is as it relates to AI. This week, I talk about how I would tackle it. For smaller organizations, this is less of a daunting task but it is still relevant. I don’t envy enterprises that have to tackle this. I remember working at a previous company, where they had multiple date fields that meant most recent. You needed a decoder ring to understand the nuance behind the data there. AI won’t have that institutional knowledge, to get off on the right foot, the data needs to be in order. To get the most out of future agentic-type AI systems/workflows - it needs to be tackled.

This Week's Breakdown

Weekly Blog

AI Marketing in 2025: Your 90-Day Data Transformation Plan

Follow this actionable 90-day roadmap to transform your marketing team's data operations. This guide breaks down the exact steps needed to build a robust data foundation, increase team capabilities, and prepare for AI integration—all while keeping your current marketing operations running smoothly.

pallasadvisory.com/2025/01/28/ai-marketing-in-2025-your-90-day-data-transformation-plan

AI News Roundup for SMB Decision-Makers and Marketing Professionals

Five AI Trends To Monitor In 2025

My takeaway from tracking AI trends (and this article): While everyone focuses on generative AI, the real game-changer for businesses in 2025 will be agentic AI - systems that can independently reason and act.

www.forbes.com/councils/forbestechcouncil/2025/01/27/five-ai-trends-to-monitor-in-2025

How to Use AI for SEO Wins in 2025

AI is revolutionizing SEO in 2025 through trend prediction, content personalization and automation.

www.entrepreneur.com/growing-a-business/how-to-use-ai-for-seo-wins-in-2025/483012

CEOs increasingly admitting AI could be the key to business success

While 85% of CEOs prioritize workforce upskilling for AI deployment, the real competitive edge comes from balancing tech capabilities with human skill development. Focus on empowering your team alongside your AI investments.

www.techradar.com/pro/ceos-increasingly-admitting-ai-could-be-the-key-to-business-success

The Potential Of Generative AI Goes Way Beyond Productivity Assistants

While everyone focuses on ChatGPT-style AI assistants, I see the bigger opportunity in enterprise AI agents that can handle entire marketing workflows. The real value isn't in writing single emails - it's in automating complex, multi-step processes across your marketing stack.

www.forbes.com/councils/forbestechcouncil/2025/01/24/the-potential-of-generative-ai-goes-way-beyond-productivity-assistants

AI Agents Are Your New Coworkers

Within three years, agentic AI will impact every area of the business for both buyer and seller.

www.forbes.com/sites/forrester/2025/01/27/ai-agents-are-your-new-coworkers

Making AI Work: How To Balance Innovation With ROI

Without a clear plan for AI, costs can spiral quickly.

www.forbes.com/councils/forbestechcouncil/2025/01/27/making-ai-work-how-to-balance-innovation-with-roi

Enterprises are hitting a 'speed limit' in deploying Gen AI - here's why

While companies race to implement AI, data shows most aren't ready for full deployment. My advice: focus on marketing and IT first - these areas consistently show the best ROI. Start small, test thoroughly, and prioritize compliance. Success with AI is a marathon, not a sprint.

www.zdnet.com/article/enterprises-are-hitting-a-speed-limit-in-deploying-gen-ai-heres-why

Prompt of the Week:

Often times, folks just ask me where to start. Well, let’s get AI to help. Below is a prompt to help you plan out an approach to get AI into your workflows.

 

I am [Role: e.g., Marketing Director, SMB Owner, etc.] at [Company Name], a [Industry/Niche] business using [Current Tech Stack/Tools] to manage our [Key Operations: e.g., marketing, customer experience, operations, etc.].

We’re exploring how to integrate AI into our workflows to [Primary Goal: e.g., improve efficiency, boost personalization, future-proof our business, etc.]. However, we face challenges such as [Key Challenges: e.g., lack of expertise, decision paralysis, team resistance, budget concerns, scalability worries, etc.].

Please create a phased plan tailored to our situation, addressing the following:

  1. Customized Solutions for AI Integration: Recommend AI tools or strategies that complement our current tech stack and align with our specific business goals. Provide practical examples of how these tools can address our pain points and deliver value quickly.

  2. Team Buy-In and Upskilling: Offer actionable steps to address team resistance and upskill employees, ensuring a smooth transition without disrupting current workflows. Suggestions should focus on maintaining team morale and balancing AI with their strengths.

  3. Simplifying Adoption and Reducing Complexity: Outline ways to simplify AI adoption, such as leveraging beginner-friendly tools, providing clear documentation, or implementing phased training programs.

  4. Proving ROI Early: Suggest metrics and methods for measuring the impact of AI on key areas like efficiency, customer engagement, or revenue growth. Focus on providing quick wins to build internal confidence.

  5. Mitigating Risks: Identify common pitfalls specific to businesses like ours and how we can avoid them to ensure long-term success.

Optional Details:

  • Competitor Landscape: [e.g., What competitors are doing with AI, where we feel we’re falling behind].

  • Current Processes: [e.g., Key workflows or operations we want to enhance or automate].

The response should provide practical steps and relatable examples, tailored to our company’s industry and size, to help us feel confident about implementing AI.

 

Just Because

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