In partnership with

Inside AI Ready CMO Pro, we ran a workshop on Finding ROI in AI Workflows — a practical system for marketing leaders to turn pilot chaos into provable wins.

Pro members get the full workshop recording and slides (scroll to the bottom), but here’s the core framework so you can start applying it right away.

Our sponsor for this edition:

Startups who switch to Intercom can save up to $12,000/year

Startups who read beehiiv can receive a 90% discount on Intercom's AI-first customer service platform, plus Fin—the #1 AI agent for customer service—free for a full year.

That's like having a full-time human support agent at no cost.

What’s included?

  • 6 Advanced Seats

  • Fin Copilot for free

  • 300 Fin Resolutions per month

Who’s eligible?

Intercom’s program is for high-growth, high-potential companies that are:

  • Up to series A (including A)

  • Currently not an Intercom customer

  • Up to 15 employees

Why do you need this

Most AI projects die quietly. Not because they fail, but because no one measures what success means.
Teams rush from “let’s try this tool” to “it’s not showing ROI” without defining what they’re actually improving.

The results are usually the same: shadow pilots, wasted hours, no management buy-in. The 3A Framework fixes that.
It gives you a fast, simple way to find, prove, and scale ROI across your marketing workflows.

The 3A Framework: Audit. Analyze. Act.

Audit – Find your leaks

You can’t fix what you don’t measure.
Run an operational audit and see where time — and money — are leaking. Most marketing teams spend 50–60% of their week on coordination, rework, and approvals.

That’s operational debt, and it’s your biggest ROI killer. Start by mapping:

  • Where time is wasted (meetings, reviews, scattered tools)

  • What workflows could be automated

  • What outcomes you actually want to improve (speed, quality, focus)

Inside Pro, you’ll find the full AI Readiness Assessment that gives you a radar chart of your team’s bottlenecks — strategic, creative, technical, collaborative, and team readiness. Use it. It’ll tell you exactly where to start.

Analyze – Choose leverage points

Once you see the leaks, decide what’s worth fixing.
Not everything matters. The secret is to start small and pick one or two quick wins that actually move the needle. Use the Impact vs Effort Matrix from our AI Marketing ROI Playbook:

  • High impact / low effort: Pilot priority

  • High impact / high effort: Long-term bet

  • Low impact / low effort: Nice to have, but skip it for your first pilot

  • Low impact / high effort: Waste of time, avoid it

Example from the workshop slides

Act – Launch small, prove big

Start with a pilot workflow that’s visible enough to show results but contained enough to manage.
Measure before and after. Track hours saved, approvals reduced, or speed to publish.
Turn the results into an ROI story your leadership understands. Once you have proof, replicate it.


This is how you scale AI adoption without chaos: from pilot → pattern → process.

If you’re on the free plan:

Want the full workshop — recordings, slides, prompts — plus dozens more resources like this?

» Upgrade to Pro and unlock our entire Learning Hub instantly.

If you’re already Pro:

Scroll down — your links are right below. Enjoy!

Peter Benei | Co-author

Consultant at Anywhere Consulting

Torsten Sandor | Co-author

Senior Director of Marketing at Appen

logo

Subscribe to Pro to read the rest.

Become a paying subscriber of Pro to get access to this post and other subscriber-only content.

Upgrade

A subscription gets you:

  • Weekly hands-on, actionable workshops
  • Resource library with guides, frameworks, tools
  • AI CMO self-paced course
  • The Current - daily short AI newsletter

Keep Reading

No posts found