Don't try to optimize your strongest departments with your first AI project. Instead, target 'layup roles'—areas where processes are broken or work isn't getting done. The bar for success is lower, making it easier to get a quick, impactful win.
Contrary to the impulse to automate busywork, leaders should focus their initial AI efforts on their most critical strategic challenges. Parkinson's Law dictates that low-value tasks will always expand to fill available time. Go straight to the highest-leverage applications to see immediate, significant results.
Most companies are not Vanguard tech firms. Rather than pursuing speculative, high-failure-rate AI projects, small and medium-sized businesses will see a faster and more reliable ROI by using existing AI tools to automate tedious, routine internal processes.
The path to adopting AI is not subscribing to a suite of tools, which leads to 'AI overwhelm' or apathy. Instead, identify a single, specific micro-problem within your business. Then, research and apply the AI solution best suited to solve only that problem before expanding, ensuring tangible ROI and preventing burnout.
The best initial use for AI in marketing operations is automating high-volume, low-complexity "digital janitor" tasks. Focus AI agents on answering repetitive questions (e.g., "Why didn't this lead qualify?") and cleaning data (e.g., event lists) to free up specialist time for more strategic work.
Begin your AI journey with a broad, horizontal agent for a low-risk win. This builds confidence and organizational knowledge before you tackle more complex, high-stakes vertical agents for specific functions like sales or support, following a crawl-walk-run model.
Leadership often imposes AI automation on processes without understanding the nuances. The employees executing daily tasks are best positioned to identify high-impact opportunities. A bottom-up approach ensures AI solves real problems and delivers meaningful impact, avoiding top-down miscalculations.
To maximize AI's impact, don't just find isolated use cases for content or demand gen teams. Instead, map a core process like a campaign workflow and apply AI to augment each stage, from strategy and creation to localization and measurement. AI is workflow-native, not function-native.
For companies wondering where to start with AI, target the most labor-intensive, process-driven functions. Customer support is an ideal starting point, as AI can handle repetitive tasks, leading to lower costs, faster response times, and an improved customer experience while freeing up human agents for more complex issues.
To gain organizational buy-in for AI, start by asking teams to document their most draining, repetitive daily tasks. Building agents to eliminate these specific pain points creates immediate value, generates enthusiasm, and builds internal champions for broader strategic initiatives, making it an approachable path to adoption.
Instead of broadly implementing AI, use the Theory of Constraints to identify the one process limiting your entire company's throughput. Target this single bottleneck—whether in support, sales, or delivery—with focused AI automation to achieve the highest possible leverage and unlock system-wide growth.