Transform your Marketing Performance
without Adding Headcount
Take the AI Readiness Quiz:
→ “I need team buy-in first” = Step 1
→ “I need board/budget approval” = Step 2
→ “I have budget and buy-in now” = Step 3
→ “I’ve already built some AI, need help scaling” = Step 4
Not sure where to start or how to get real results without derailing your team? We help marketing leaders adopt AI in clear, practical steps that drive measurable wins in weeks, not months.
AI Enablement Week
Get Your Marketing Team AI-Productive in 5 Days (Without Disrupting Current Work)
Promise: Make AI useful in 5 days; without adding headcount.
Time: 1 week | Participants: up to 10
Outcome: 3 AI wins + adoption loop
Identify 3 high-frequency tasks burning the most time (content briefs, performance reports, competitive research).
Hands-on training using Custom GPT/Gems, NotebookLM, DeepResearch to solve those tasks.
Adoption loop: roll out a simple “Share-the-AI-Wins” process so wins stick.
Three Mini Playbooks (PDF + Loom), one per issue
Team Content Assistant Custom GPT/Gem/Copilot + 25-Prompt Pack (brand trained) a tactical doer designed to increase team productivity
Pre-loaded NotebookLM & DeepResearch workspaces (curated sources, pinned prompts, first-run examples)
“Share-the-AI-Wins” comms kit (ready-to-use Slack/Teams snippets + KPI line)
Executive recap slide (1 page) (what changed, hours saved, next-30-day checklist)
Participants will identify automation candidates for Step 2 roadmap
You have repeatable tasks (reports, copy refreshes, research) eating hours weekly.
You want visible wins in 5 days, not an open-ended training program.
You need a lightweight way to spread AI wins across the team.
Revenue & AI Roadmap
The board-ready proof and CFO-friendly plan you need to secure your AI budget.
Promise: Find the fastest path to new revenue and ship your first Production Automation – board-ready in two weeks.
Time: 14 days
Outcome: Quick-lift + working prototype
Pinpoint the lift: analyze your top revenue pages, GA4/GSC, and key workflows to surface the #1 conversion opportunity.
Build the proof: develop Prototype Automation #1 (e.g. GA4 insight bot, distributor autoresponder, UTM cleaner) running in your stack.
Make it fundable: package a 30-day action plan and CFO-friendly KPI slide.
Quick-Lift Report the single page/test most likely to add 10–15% conversion fastest)
Production Automation #1 cloned to your workspace + Loom demo + SOP + and 30-day stability support. This isn’t a demo. It’s a fully functional automation solving one of your top 3 time-drains, running in your production environment from Day 14 forward. Then, in Step 3, we’ll add 3 more.
Waste-to-Win Board Kill / Keep / Automate map for the next 30 days.
Executive KPI Slide hours saved + revenue upside, ready for QBR
Ranked Backlog impact × time-to-value × risk × dependencies – This isn’t just a report; it becomes your execution roadmap for Step 3. The #1 ranked item becomes your Day-60 target KPI, and items #2-3 become your first production automations. If you proceed to Step 3, this eliminates re-scoping and ensures we hit the ground running.
You suspect untapped revenue in GA4/GSC but no one has time to mine it.
You need proof, not theory that AI can move a KPI this quarter.
You want a low-friction step before committing to a larger build.
Perfect for teams that need board/CFO approval before committing to production implementation.
Within weeks, 75% of the first optimized pages doubled organic traffic by targeting high-value pages (rank 7–30) with an AI + human optimization process. Targeting high-value product pages (rank 7–30) produced a projected 50–100% revenue increase from those optimized pages, exactly the kind of upside a roadmap is designed to surface.
AI Engine Build (60 Days)
Capture your first board-visible AI win with a CRO quick-lift and a suite of high-impact automations.
Promise: Capture the win: deploy a brand-trained GPT, three new production automations, and a CRO quick-lift that moves a KPI this quarter.
Time: 60 days
Outcome: Custom GPT + 3 automations + CRO quick-lift
Kickoff & Focus (data, not opinion): In Phase 1, we work with your team to select ONE primary Day-60 target KPI from these categories:
- Conversion lift: Increase conversion rate on key revenue pages
- Lead quality: Improve MQL-to-SQL conversion or lead scoring accuracy
- Content velocity: Double output while maintaining quality
- Time saved: Automate X hours per week of manual work
You choose the category based on business priority; we identify the specific metric based on data analysis.
Build & Deploy: ship a GPT “Digital Twin,” then launch three high-impact automations in your stack (Zapier/Make/Shopify Flow).
Prove the Lift: run a CRO quick-win A/B test on your money page and stand up a live KPI dashboard.
AI Strategy Partner Custom GPT/Gem/Copilot — strategic “thinker” designed to be a private thought partner for marketing leadership. Trained on business goals, performance data, and strategic use cases to help analyze, strategize, and pressure-test ideas.
3 Production-Grade Automations — Fully documented, monitored, and scalable automations built to run reliably in your live business environment.
CRO Quick-Win Test — variant, measurement plan, and results summary.
Live KPI Dashboard — shows conversion lift and hours saved; Day-60 win called out.
Day-60 Wins Deck (1–3 slides) — drop-in QBR slides + 90-day roadmap.
You want a board-visible AI win this quarter, chosen by data—not opinion.
Your team is at capacity; you want automation and CRO doing the heavy lifting.
You want a repeatable system the team can run after we exit.
Within weeks, 75% of the first optimized pages doubled organic traffic by targeting high-value pages (rank 7–30) with an AI + human optimization process. Targeting high-value product pages (rank 7–30) produced a projected 50–100% revenue increase from those optimized pages, exactly the kind of upside a roadmap is designed to surface.
Growth Partnership Retainer
Protect and Multiply Your AI Investment: Keep Improving Without Adding Headcount
Promise: Keep your AI engine improving with 2 new automations/month, rolling CRO tests, and monthly GPT tuning so gains compound without new headcount
Time: Monthly | Capacity: 3 clients
Outcome: 2 automations/month + rolling CRO + GPT tuning
Plan the month: KPI review + backlog prioritization to pick the next 2 automations.
Ship improvements: Build Automation #1 and #2 in your stack (Zapier/Make/Shopify Flow).
Tune the brains: Monthly GPT prompt/data refresh to prevent drift and keep brand voice tight.
Lift conversions: Maintain a rolling A/B test on a revenue page—no idle months.
2 Production Automations / month — documented, monitored, owned in your workspace.
Monthly GPT Tuning — prompts + data updated for new products, promos, and tone.
Rolling CRO Queue — at least one live test; results logged and next variant queued.
Live KPI Dashboard — hours saved, lift %, and pipeline impact; screenshots for QBR (Quarterly Board Review).
Wins Deck (monthly) — 1–2 slides summarizing what shipped and what moved.
Same-day Slack SLA (Service Level Agreement (<8 h) — fast help on issues covered by the Flywheel.
You want continuous AI improvements without hiring more staff.
Leadership expects new KPI wins every quarter.
You prefer the team that built your AI engine to keep it tuned and compounding.
You value a deep, strategic partnership over a typical vendor relationship. To ensure this level of focus, we limit the number of active Flywheel clients we partner with.
Most Step 3 clients continue with this partnership to prevent AI drift and ensure sustained ROI
100% increase in content production sustained through an operationalized, repeatable AI/human workflow, evidence that ongoing tuning/process drives compounding output.
