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Services for In-House and Agency Marketing Teams

Now is the right time to build AI into your program–before your legacy best practices are lost or diluted. Here’s how M3 can help you leverage AI:

Discovery &
AI Readiness Evaluation

Evaluation of Legacy Best Practices

Methodology Documentation & AI Training

Demand Gen Evaluation & AI Optimization

ABM Program Strategy & Sequencing

CX Journey Evaluation & Enhancement

AI Governance, Maintenance & Evolution

Typical Service Delivery Path

Discovery Services

Process for Discovery & Evaluation activities: 

  • Scoping: After an initial scoping session to identify areas of need and AI readiness, M3 will present a proposed statement of work (SOW)
  • Content Review: Audits of public-facing assets can begin during contract finalization
  • Interviews: M3 will conduct video sessions with your subject matter experts (SMEs) to record the legacy process and decision logic that differentiates your work.

Deliverables you will receive: 

  • Presentation deck with recommendations and project scoping
  • Proposed SOW outlining engagement scope, methodology and structure
  • Interview transcripts and links for ongoing reference.

Documentation Services

Process for Documentation services: 

  • Audits: M3 will codify process documents, templates, decision logic and work product that you make available. This can include client samples under NDA.
  • Transcript Tagging: SME interviews will capture and document your legacy knowledge and methodology
  • Sample Identification: Your best-practice samples from recent years will be identified and sequenced.

Deliverables you will receive: 

  • A Miro board with screen captures of discovery documents, samples and notes
  • Frameworks for your process playbook, onboarding documents and AI training programs.

AI Evaluation Services

Process for AI Evaluation: 

 

  • Workflows: M3 will group documentation into high-level workflow diagrams showing links and dependencies
  • Analysis: M3 will point to potential gaps, inefficiencies and areas where AI can be applied strategically
  • Templates: As they are identified, best-practice samples will be developed into go-forward templates and tagged for AI training.

Deliverables you will receive: 

  • Build-out of your Miro board with screen captures, links, notes, workflow diagrams and process mapping analysis
  • Ongoing development of your process playbook and training deck with instructions, templates and best-practice samples.

Enhancement Services

Optional Enhancement services: 

  • Reviews: As you review and approve documents and workflows with M3, we’ll finalize Playbook sections
  • Recommendations: Based on analysis and progress, M3 will recommend areas for enhancement such as strategic use of AI with human-in-the-loop guidance
  • Approvals: Leadership will have the opportunity to approve core deliverables and enhancement efforts.

Deliverables you will receive: 

  • Build-out of your Miro board with enhanced methodology
  • Updates of your playbook and training deck to include new processes
  • Recommendations deck with proposed enhancements. 

Delivery & Training Services

Optional Roll-out services: 

  • Executive Summary of the project for your leadership
  • Presentation of process enhancements, playbook and AI model training plans to your staff
  • Recommendations for adoption assessment, annual audit and ongoing AI model tuning.

Deliverables you will receive: 

  • Your perpetual Miro board link with backup file
  • Your final enhanced process playbook and training deck
  • Transfer of links and master documents to your file storage system
  • Opportunity to debrief and plan for methodology maintenance.

M3 Services for Agencies, Consulting Groups and Enterprise COEs

Realize the Benefits of Marketing Methodology Management

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