How to Get Your Agency Ready to Use AI

Google Analytics 4: Everything You Need to Know for a Smooth Transition
By NLW Media

28 Jan 2025

Google Analytics

Want to give your marketing agency a competitive edge with AI technology? Wondering how to find the people and choose the AI tools that are best suited to your needs? In this article, you'll discover a framework for integrating AI tools and technology into your agency's processes.

Why Your Agency Must Reckon With AI

We all understand that automation technology has and will continue to disrupt entire industries. Yet even savvy marketing agencies risk falling behind the curve if leadership downplays impending Artificial Intelligence (AI) impacts on operations and culture.

According to marketing expert Katie Robbert, complacency today sets the stage for potential displacement tomorrow. As CEO of Trust Insights, a management agency specializing in AI, marketing, and organizational behavior, Katie operates on the frontlines of helping marketing and advertising firms evolve through complex change management initiatives.

Katie co-founded Trust Insights alongside partner Christopher Penn when their specialized AI skill sets outgrew the traditional digital marketing services offered by their former agency employer.

#1: Align the Use of AI With Business Outcomes

In Katie's assessment, the common digital transformation framework harbors one fundamental flaw: overemphasizing technology at people's expense.

Katie instead employs her own '5 P's' model designed to align transformation initiatives with desired business outcomes.

This approach helps ensure that when you implement changes, you choose technology that improves your business, fits your needs, and plays to your staff's strengths.

  • Purpose: What concrete problems do emerging technologies help you solve?
  • People: Which stakeholders influence rollout success?
  • Process: Which workflows and decision trees stand to improve most?
  • Platforms: With critical information and workflow gaps defined, which technical solutions reliably address your priority needs?
  • Performance: What key metrics help you quantify program success?

#2: Understand How AI Functions

So, what exactly constitutes AI? Demystifying the often vaguely invoked concept of AI, Katie firmly debunks sentient robots roaming conference halls.

Find: pinpoint meaningful data patterns and relationships

In other words, effective AI requires quality data to uncover meaningful patterns and insights.

Current generative AI powers applications like chatbots and creative tools for crafting images, videos, and written content on demand.

#3: Address Widely-Held Misconceptions About AI

Katie acknowledges widespread concerns, especially among content producers, of AI automating jobs.

The reality is that instead of wholly replacing roles, AI will likely enhance them, provided staff understand its principles and limitations.

Another common myth is that if you or your agency does not adopt AI capabilities, you risk falling behind the times.

Allocating a budget for experimental tools 'just because' while struggling with profitability or staff burnout puts the cart well before the horse.

#4: Choose How to Adopt the Power of AI in Your Marketing Agency

So, exactly how might AI prove indispensably useful in marketing contexts today? Katie offers several compelling examples spanning client work at Trust Insights:

Eliminating tedious tasks: AI propels efficiencies by automating repetitive manual processes.

Informing strategy: AI plays an integral role in strategic initiatives by quickly processing large volumes of data.

Enhanced offerings: Katie notes even agencies like public relations firms face disruption to their fee structures if they're billing significant hourly fees for documents producible in seconds through AI.

And these examples merely scratch the surface of what AI can unlock for you and your business.

Create a Future-Ready Marketing Strategy

Katie lays out clear advice on how an agency might formulate an AI strategy:

Audit existing systems and processes to pinpoint opportunities for enhancement or automation.

Assess overall data quality and availability to power AI tools dependent on substantial, accurate datasets.

Evaluate whether affordable third-party solutions sufficiently address AI-defined needs.

Ensure resulting AI capabilities directly reinforce business offerings.

#5: Prepare Your Agency Team to Embrace AI

Regardless of specialty, Katie believes that all marketers should share a basic understanding of mainstream AI tools as they permeate workflows.

Preparing Teams for Change: Katie correlates AI success less with hard skills than underrated traits like intellectual curiosity and critical thinking.

Katie believes you should treat AI introductions like any other technology project: figure out how AI could benefit your business processes first.

AI holds transformative potential for marketing agencies nimble enough to embrace it.

Using Katie's '5 P's' model and other frameworks as guides, agency leaders can start mapping pragmatic paths to AI assimilation tailored to their unique business goals.

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