An AI Checklist For Business Leaders

Written by Matthew Ludden / July 11, 2024 / 8 Minute Read
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Explore the transformative power of AI in marketing, enhancing efficiency, personalization, and ROI. Overcome challenges and integrate AI seamlessly to revolutionize your marketing strategies.


Imagine it’s 2013, and you’re sitting at a business conference waiting for a panel discussion to start. On your right, an executive is scrolling through the contact list on her flip phone, five years late in realizing the revolutionary power of smartphones. She’s searching for a trusted confidant to explain what all the hype is about. On your left, another executive is enthusiastically jamming out to Twitter music and tweeting #IfIHadGlass. He’s already booked his flight to San Francisco for fitting and training as a Google Glass Explorer.

From the wheel and agriculture to the internet and artificial intelligence, every new technology is met with curiosity, enthusiasm, skepticism, and confusion. No one wants to be left behind by revolutionary tools or waste their time on fads.

Amid the hype of AI, there are practical questions that every business leader should be considering right now. Integrating AI can power your go-to-market strategies, sales, and operations, ensuring your business stays ahead of the curve.

Comprehensive Guide to AI Marketing

Curiosity and testing are at the heart of Valve+Meter’s culture. Our team continues to unlock new insights into how AI can accelerate marketing strategies and campaign performance.

By asking questions and challenging assumptions, we have developed a guide of practical AI uses every marketing strategy should be using right now.

Are you wondering where AI fits into your digital marketing strategy?

For a simple checklist to test on your own if you are implementing AI in your business effectively.

Download The Checklist

Content Creation

The most visible impact of AI today is in the realm of content. From writing to creating images and videos, generative AI has the potential to both impress and perplex. By effectively harnessing the capabilities of AI, businesses can significantly enhance the productivity and creativity of their content teams.

AI-assisted Copywriting

AI tools can quickly generate content tailored to specific audiences and topics. AI writing tools can produce high volumes of content at a fraction of the time it takes humans.

  • Effectiveness: AI can generate large amounts of consistent content quickly.
  • Limitations: AI lacks the nuanced understanding of brand tone and context that humans possess.
  • Integration into Workflow: AI empowers writers to focus on ensuring content aligns with brand voice and strategy. By guiding AI and refining AI-generated drafts, writers accelerate productivity and impact of content.
  • Key copywriting uses:
    • Outlining content
    • Proofreading content
    • Converting existing human written content for new audiences

Content Curation

AI can analyze vast amounts of data to recommend relevant content to users, increasing engagement and personalization.

  • Effectiveness: AI excels in processing and analyzing large datasets to provide personalized recommendations more efficiently than manual curation.
  • Limitations: AI often recommends irrelevant content. Without human oversight this affects user experience.
  • Integration into Workflow: AI helps streamline the content recommendation process, allowing humans to oversee AI’s choices, ensure alignment with the brand’s strategy, and make necessary adjustments.
  • Key curation uses:
    • Recommending relevant website articles and posts
    • Personalizing content for different user segments
    • Enhancing user engagement through targeted recommendations
ai content creation tools

Image and Video Creation/Editing 

AI can streamline the creation and editing process, applying filters, enhancements, and generating visual content based on specific parameters.

  • Effectiveness: AI tools can automate repetitive tasks in visual content creation, speeding up the process and ensuring consistency.
  • Limitations: AI-generated visuals may be more effective than stock images, but often lack the emotional depth that human designers provide.
  • Integration into Workflow: AI assists designers by handling repetitive tasks, allowing them to focus on creative direction and final edits to ensure the content meets quality standards.
  • Key visual content uses:
    • Automating image enhancements and edits
    • Generating video content based on set parameters
    • Applying consistent branding elements across visuals
ai video and image tools

Digital Marketing Strategy

Digital marketing often deals with large amounts of data and content with the added challenge of personalizing marketing materials. AI removes the pressure of wasting time on repetitive tasks and frees up energy work on high level strategy and final drafts of marketing projects.

Search Engine Optimization (SEO)

AI enhances SEO by streamlining keyword research, conducting comprehensive audits, and optimizing content for search engines.

  • Effectiveness: AI processes large datasets quickly, identifying trends and optimizing strategies more accurately than manual methods.
  • Limitations: AI may miss contextual nuances and the human element of search behavior, requiring human validation.
  • Integration into Workflow: Humans interpret AI insights, integrate them into broader strategies, and ensure alignment with marketing goals.
  • Key SEO uses:
    • Identifying high-performing keywords
    • Conducting comprehensive website audits
    • Generating and optimizing meta tags and descriptions

Pay-Per-Click (PPC) Advertising

AI optimizes PPC advertising by dynamically adjusting bids, targeting precise audiences, and analyzing campaign performance.

  • Effectiveness: AI algorithms process large volumes of data and react to changes in real-time, ensuring optimal bid adjustments and targeting.
  • Limitations: AI may sometimes make bid adjustments that do not align with broader business objectives, requiring human intervention.
  • Integration into Workflow: Humans set initial parameters, monitor AI performance, and make strategic adjustments based on AI insights.
  • Key PPC uses:
    • Dynamic bid adjustments
    • Precise audience targeting
    • Real-time performance analysis

Social Media Marketing

AI enhances social media marketing by automating post scheduling, engaging with audiences, and analyzing social sentiment.

  • Effectiveness: AI tools manage multiple accounts and platforms simultaneously, optimizing post times and ensuring timely engagement.
  • Limitations: AI may lack the ability to adapt to real-time events and trends, requiring human adjustment.
  • Integration into Workflow: Humans create content, set scheduling parameters, and monitor AI performance to ensure alignment with strategies.
  • Key social media uses:
    • Automating content scheduling
    • Engaging with followers
    • Analyzing social sentiment

Email Marketing

AI improves email marketing by generating personalized content, automating campaigns, and segmenting audiences for targeted communication.

  • Effectiveness: AI ensures each email is tailored to the recipient, enhancing relevance and effectiveness.
  • Limitations: AI may struggle with creating highly nuanced or emotionally resonant content, requiring human refinement.
  • Integration into Workflow: Humans oversee AI-generated content, ensuring it aligns with brand messaging and making adjustments as needed.
  • Key email marketing uses:
    • Personalizing email content
    • Automating email campaigns
    • Segmenting audiences for targeted communication
ai data analytics

Data Analytics & Research

The true challenge of analytics and research is to make sense of the massive amounts of data computers and programs throw at us. AI tools crawl data sets to analysis and provide actionable insights where humans use to identify opportunities for business growth. 

Customer Insights and Behavioral Analysis

AI tools can analyze vast amounts of customer data to provide actionable insights into preferences, buying patterns, and audience segmentation, leading to more targeted and effective marketing strategies.

  • Effectiveness: AI uncovers insights and segments that may not be apparent through manual analysis, enabling more personalized and precise marketing efforts. 
  • Limitations: AI may overlook qualitative aspects of customer behavior, requiring human interpretation and adjustment. 
  • Integration into Workflow: Humans interpret AI-generated insights, develop strategies to enhance customer engagement and satisfaction, and ensure alignment with marketing objectives.
  • Key Uses:
    • Analyzing customer data
    • Identifying preferences and patterns
    • Segmenting audiences
    • Enhancing marketing strategies
    • Mapping customer journeys

Market Trend and Competitive Analysis

AI can analyze market data to identify trends and opportunities, helping businesses stay competitive and develop effective strategies based on comprehensive benchmarking.

  • Effectiveness: AI processes large data sets quickly, providing timely and actionable insights.
  • Limitations: AI may not fully understand the context of market changes, requiring human validation and adjustment. 
  • Integration into Workflow: Humans interpret AI-generated trends, develop strategies to capitalize on opportunities, mitigate risks, and maintain a competitive edge.
  • Key Uses:
    • Identifying market trends
    • Analyzing market data
    • Developing competitive strategies
    • Benchmarking against competitors

Performance Tracking and Reporting

AI can automate performance tracking and reporting, providing real-time insights into marketing campaigns and enabling data-driven decision-making.

  • Effectiveness: AI ensures accuracy and efficiency in tracking metrics, enabling quicker optimization decisions. 
  • Limitations: AI may overlook qualitative aspects of performance that require human interpretation, necessitating human oversight. 
  • Integration into Workflow: Humans interpret AI-generated reports, draw strategic conclusions, and make data-driven decisions.
  • Key Uses:
    • Automating performance tracking
    • Generating real-time reports
    • Providing insights into marketing performance

Workflow Automation and Management

AI can streamline marketing efforts by automating workflows, managing campaigns, and generating reports, allowing teams to focus on strategic planning and creative tasks.

  • Effectiveness: AI reduces the risk of human error and improves efficiency in managing complex workflows.
  • Limitations: AI may lack the flexibility to adapt to unexpected changes, requiring human oversight.
  • Integration into Workflow: Humans set the workflow parameters, monitor AI performance, and make strategic adjustments as needed.
  • Key Uses:
    • Automating marketing workflows
    • Ensuring consistent execution of campaigns
    • Improving efficiency in complex workflows

Campaign Management and Optimization

AI rapidly processes large data sets to identify optimization opportunities for managing and enhancing marketing campaigns in real-time, enabling humans to interpret qualitative aspects and make strategic decisions.

  • Effectiveness: AI processes large data sets quickly, identifying opportunities for optimization more efficiently than manual methods.
  • Limitations: AI may not fully understand the qualitative aspects of campaign performance, requiring human validation.
  • Integration into Workflow: Humans interpret AI-generated insights, making strategic decisions and adjustments based on campaign performance.
  • Key Uses:
    • Managing marketing campaigns
    • Optimizing campaigns in real-time
    • Identifying opportunities for optimization

Automated Reporting and Dashboards

AI ensures accurate and efficient automated report generation and real-time dashboard creation, facilitating quicker human decision-making.

  • Effectiveness: AI ensures accuracy and efficiency in reporting, enabling quicker decision-making.
  • Limitations: AI may overlook qualitative aspects of performance that require human interpretation, necessitating human oversight.
  • Integration into Workflow: Humans interpret AI-generated reports, drawing strategic conclusions and making data-driven decisions.
  • Key Uses:
    • Automating report generation
    • Creating real-time dashboards
    • Providing insights into marketing performance

Competitive Analysis and Benchmarking

AI can combine various data sources to provide a comprehensive view of market conditions, customer behavior, and competitive positioning, driving strategic decisions.

  • Effectiveness: AI processes large data sets quickly, providing timely and actionable insights.
  • Limitations: AI may not fully understand the context of market changes, requiring human validation and adjustment.
  • Integration into Workflow: Humans interpret AI-generated insights, developing strategies to capitalize on opportunities and mitigate risks.
  • Key Uses:
    • Analyzing market data
    • Identifying competitive trends
    • Developing benchmarking strategies

Consumer Insights and Trends

AI uncovers hidden insights and trends in consumer data, enabling the development of targeted marketing strategies that enhance customer engagement.

  • Effectiveness: AI uncovers insights that may not be apparent through manual analysis, enabling more targeted marketing strategies.
  • Limitations: AI may overlook qualitative aspects of consumer behavior, requiring human interpretation and adjustment.
  • Integration into Workflow: Humans interpret AI-generated insights, developing strategies to enhance customer engagement and satisfaction.
  • Key Uses:
    • Analyzing consumer data
    • Identifying trends and preferences
    • Developing targeted marketing strategies

Harness The Power Of AI Marketing

As we are doing here at Valve+Meter, every marketing professional and business leader should be learning continuously to stay ahead of the crowds. Like with any marketing tool, if everyone is doing it you should be doing it too and hopefully better. If you’re not already utilizing AI in your business or marketing strategy, stop what you’re doing and give us a call. Modern problems require AI solutions.

If you are looking for help with how to use AI to optimize your marketing and how to gain insights into your business. Connect with Valve+Meter to schedule a free marketing assessment!

Schedule Your Assessment

Frequently Asked Questions

For Content Generation:

  • ChatGPT: Helps generate content ideas, from topics and headlines to complete outlines. It adapts to your audience and tone, offering suggestions to refine and improve your content.
  • Rytr: Aids in overcoming creative blocks by logically organizing content structures and providing creative prompts based on initial input.
  • Gemini: A versatile tool that enhances content quality and search engine visibility by incorporating SEO best practices directly into content creation.
  • MidJourney: Specializes in creating visual content such as images and graphics, which can be used directly in marketing materials or to inspire designers.
  • Jasper: A copywriting assistant that produces high-quality webpages, blogs, and marketing materials, streamlining the content creation process.
  • Enhances writing quality by providing contextual examples from a vast database, helping to refine sentence structure and vocabulary.
  • Adobe Express: Utilizes AI to generate images and graphics selectively, catering to specific design needs.
  • ProWritingAid: Acts as a comprehensive writing coach and grammar checker, optimizing various forms of copywriting.

For Notetaking and Information Organization:

  • Joins meetings to take comprehensive, searchable notes, making meeting follow-ups more efficient.
  • Provides transcription services for meetings, conversations, and interviews, facilitating detailed note-taking.
  • Quip: Combines documents, spreadsheets, and chat functionality for collaborative information organization, enhancing team coordination.

For Sales Forecasting and Automation:

  • Analyzes sales interactions to improve sales strategies and coaching, leveraging AI to provide actionable insights.
  • Pipedrive: Automates repetitive administrative tasks in the sales process and delivers insights to streamline sales strategies.

For Email Enhancement and Automation:

  • Automates personalized email campaigns and tracks engagement to optimize marketing efforts.
  • Conversica: Automates follow-up conversations with email leads, ensuring timely engagement and enhancing lead management.
  • Yesware: Provides email analytics and automates follow-ups, allowing teams to concentrate on refining their email strategies.

For SEO Keyword Research and Enhancement:

  • AhRefs: It excels at tracking backlinks and strategizing content visibility to improve search rankings.
  • Screaming Frog SEO Spider: Crawls websites to detect technical SEO issues and categorizes them into actionable items, helping to address and rectify them efficiently.
  • Moz Local: Manages local citations and listings, provides review management, and offers insights to boost local SEO efforts.
  • Surfer SEO: Delivers real-time on-page keyword recommendations and strategies to improve search engine rankings based on current content performance.

For Social Media and Advertising:

  • Automates and optimizes social advertising campaigns using AI to manage and scale ads effectively across platforms.

For Content Personalization and Recommendation:

  • Dynamic Yield: Uses AI to personalize website content, recommend products, and optimize messaging based on user behavior and preferences.
  • Algolia: Provides AI-powered search and discovery tools for websites and mobile apps, helping businesses deliver fast, relevant search experiences.

For Video Content Creation and Editing:

  • Synthesia: Converts text to generative AI video.
  • Lumen5: Leverages AI to assist marketers in transforming text content into video content, optimized for audience engagement and social sharing.

For Market Research and Consumer Insights:

  • Talkwalker: Uses AI to analyze social conversations, providing insights into consumer sentiment and emerging trends.

These tools represent just a slice of the vast array of AI technologies available that can help streamline operations, enhance customer engagement, and provide valuable insights through data analysis. Each tool can be a game-changer in its own right, depending on the specific needs and goals of your business.

Integrating Artificial Intelligence (AI) into marketing strategies offers significant benefits that can transform how businesses engage with their customers and manage their operations.

AI enhances data processing capabilities, enabling more accurate targeting and personalization at scale. This leads to more efficient and effective marketing campaigns, as AI can analyze large datasets quickly, uncovering patterns and insights that might elapse human analysis.

AI-driven tools also automate repetitive tasks, freeing up marketing teams to focus on creative and strategic activities. Overall, using AI in marketing can lead to improved customer experiences, increased conversions, and a better return on investment (ROI).

Implementing AI in marketing can present several challenges, even as it offers substantial benefits. One primary hurdle is integrating AI with existing systems, which often requires substantial time and technical expertise.

Companies may need to overhaul their data infrastructure to ensure compatibility and effectiveness in utilizing AI tools. Another significant challenge is ensuring data quality and availability, as AI systems require large volumes of high-quality data to function optimally.

Additionally, there can be a steep learning curve for teams to understand and manage AI tools effectively. Maintaining the brand voice and human touch in AI-generated content is also a concern, as it requires careful oversight and fine-tuning to align AI outputs with company standards.