ThinkPivotAI leadership briefing
Half a day with your leadership team to decide where AI changes your marketing economics, what to fund first, and who owns the risk.
Who it's for
Leaders who own a marketing budget and will be asked this year what the company is doing with AI.
- CMO
- Head of growth
- Head of marketing
- Brand and content leads
- Marketing ops and analytics
- A finance or legal partner
The problem it solves
Teams are experimenting everywhere, and nobody can say what it is worth.
Licences get bought, pilots multiply, and spend moves faster than decisions. Without a shared view of where AI changes cost, speed and quality, leaders fund the loudest idea instead of the most valuable one, and risk gets handled after something goes wrong.
- We have the licences, but no one can tell me what they have changed.
- Every team is running its own pilot.
- Legal wants a policy. Marketing wants to move.
Agenda
Four decisions in one afternoon.
Each block ends in a decision, not a discussion. Everything is built from your pre-work, so the examples on the screen are yours. A short break sits between the second and third decisions.
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0:0045 min
The new economics of marketing work
Where AI changes the cost, speed and quality of the work your function does today, and where it does not. What is now cheap, and what stays scarce: judgement, taste, distribution and trust.
- Cost per asset
- Time to launch
- Report turnaround
- Where quality slips
On your work
A cost-and-time map of your main recurring marketing activities, built from the pre-work interviews. You correct it in the room and agree which numbers the function will track.
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0:4515 min
Seen on your own work
A short live demonstration of an agent prepared on one of your real workflows, with the human sign-off step shown, so the discussion starts from what is actually possible.
Live demonstration
One workflow chosen from your pre-work, run end to end on sample data you approve.
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1:0060 min
Where to fund first
Scoring the long list on value, feasibility and risk. Build, buy or train for each. The difference between a pilot that impresses and a workflow that gets used.
- Value against effort
- Build, buy or train
- Pilot exit criteria
On your work
Your own long list of ideas, scored live. You leave with three funded priorities, each with an owner, a measure and a first milestone.
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2:1545 min
Risk, brand and governance
Data handling, brand voice, claims and disclosure, IP and approvals. Who can use what, on which data, and who signs off before anything reaches a customer.
- Data classes
- Approved tools
- Disclosure
- Sign-off
On your work
Red-line a one-page AI use policy for marketing, starting from a draft we prepare against your existing brand and compliance rules.
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3:0060 min
The operating-model decision
A central team, a champions network, or capability inside agencies and partners. Who owns each agent, which roles change, and what the next 90 days look like.
- Ownership
- Roles that change
- Agency model
- The 90-day plan
On your work
Choose a model, name the owners and agree the 90-day plan in the room. We write it up within two working days.
Outputs
What you leave with.
Tangible, on your systems, owned by your team. Nothing here is a slide.
Map
AI opportunity map
Your recurring marketing work, mapped by where AI changes cost, speed and quality, and where it should not be used.
Plan
Three funded priorities
Each with an owner, a measure and a first milestone inside 90 days.
Policy
One-page AI use policy
For marketing, red-lined in the room and ready for legal review.
Decision
Operating-model decision
Who owns what, which roles shift, and how agencies and partners fit.
Scorecard
Measurement baseline
The few numbers you will track, with today's value agreed.
Readout
Written readout
Every decision and owner, written up within two working days.
How it runs
Before, during and after.
The session is the middle of the work, not all of it.
Before
An hour of your time, not a week
We prepare from your context so the room can decide, not discover.
- 30-minute interviews with three or four leaders
- a short survey of current AI use
- your main recurring workflows and costs, as far as you know them
During
Decisions, not slides
Four blocks, each ending in a decision, with your own work on the screen.
- one live demonstration on your workflow
- priorities scored live
- everything captured as it is agreed
After
Readout and a 30-day check
We follow the decisions until they are moving.
- written readout within two working days
- a 30-day check on the three priorities
- a plain recommendation, even if it is no further work from us
How we measure it
Measured, not estimated.
We track a few numbers that show whether the work changed. No vanity scores, no satisfaction surveys passed off as results.
Decisions made
Priorities funded, owners named and the policy agreed in the room.
Measured by the written readout, signed off by you.
Time to first workflow
Days from the briefing to the first priority running on real work.
Measured by dates in the 90-day plan, checked at 30 days.
Adoption
Weekly use of the approved tools and workflows across the function.
Measured by licence and usage data you already have.
Hours saved
Time back on the funded workflows, timed before and after.
Measured by timing real tasks, not a survey.
We agree the baseline with you before we start, and we report what we measure, including what did not stick.
Guardrails
The rules are set before anyone builds.
The briefing is where these rules get agreed. We bring them already applied.
Your data stays in your accounts
We work inside the tools you already licence, on accounts you control. Nothing is copied to ours, and any sample data is data you approve.
Your brand and compliance rules apply
Your voice guide, claims rules and regulatory limits are written into every exercise and every system we build.
A person signs off
Every workflow has a named owner on your team. Nothing reaches a customer without a human approving it.
No new tools required
We start with what you already pay for. Where a gap matters, we explain it and leave the choice with you.
Led by practitioners, not trainers.
Sessions are led by Rajeev Pandey and the ThinkPivot team, who design and run these workflows for clients every week. The examples come from live operating work, not a course library.
For the leadership briefing, Rajeev leads. He has run P&Ls and owned revenue numbers, so the conversation stays on economics and decisions rather than features.
Meet the teamFAQ
Questions buyers ask
Something not covered here? Ask us directly; Rajeev reads every first enquiry.
General workshop questionsDo our leaders need to be technical?
No. The briefing is about economics, risk and ownership. The live demonstration shows what the work looks like, but nobody is asked to build anything.
Who should be in the room?
The people who own budget and risk for marketing: usually the CMO or head of growth, their direct reports, and ideally a partner from finance, legal or IT. Up to 12 people keeps it a working session.
What do you need from us beforehand?
About an hour, spread across three or four people: short interviews, a brief survey on current AI use, and a list of your main recurring workflows. We do the rest.
Can it run remotely?
Yes, as two shorter sessions on consecutive days. We recommend on-site for this format because decisions land better when the room is together.
Will you push us towards new tools?
No. We start with the tools you already licence. Where a gap matters, we explain it and leave the choice with you.
How is our information handled?
Everything you share is treated as confidential, and we are happy to work under your NDA. The demonstration runs on data you approve, inside your accounts.
What happens after the briefing?
You get a written readout within two working days and a check-in at 30 days. The natural next step is often the hands-on team workshop for the people who will do the work. Sometimes nothing more is needed.
Other formats
The other two ways in.
Get the leadership team aligned on AI.
Tell us who would be in the room and what is on the table. We reply personally, usually within two working days.
Request this workshop