Practical field guide

The AI Opportunities Checklist.

A no-hype resource for finding where AI and automation can genuinely improve B2B campaign speed, quality, governance and commercial signal.

What the checklist helps you do

The checklist is designed to stop AI conversations becoming vague. It helps a team move from “we should use AI” to a more useful question: where is the work repeatable, painful, measurable and safe enough to improve?

Find bottlenecks

Map the places where campaign work slows down, breaks, duplicates effort or loses accountability.

Score opportunities

Separate high-value use cases from interesting experiments by looking at impact, effort, risk and evidence.

Govern the work

Define review points, ownership, data boundaries, QA rules and measurement before scaling AI-assisted workflows.

Use it before you buy another tool

The most useful AI opportunities often sit inside ordinary marketing operations: brief creation, campaign QA, lifecycle journey documentation, reporting narratives, segmentation checks, stakeholder updates and repeatable review work.

Recommended next step

Download the PDF, score your current system, then use the audit if you want a structured outside view of the highest-value opportunities.

Download the checklist