Deep Dive into The Modern Marketing Playbook
You’ve tried “content calendars,” “growth hacks,” and at least three project management tools you don’t even open anymore. Every new marketing trend promised clarity — and delivered more chaos. The Modern Marketing Playbook isn’t another shiny framework; it’s the system that makes sense of all the others. Built for small teams who are tired of duct-taping their marketing together, it strips things back to what actually works — and folds in AI where it genuinely saves time, not just because it’s trendy.
Your Playbook doesn’t just work — it keeps working. It’s a marketing system built to run smoothly for the long term. Automation handles the busywork, as long as a human stays thoughtful — because that’s what keeps it smart. We start by auditing what you already have, design a system that actually fits your team and tools, then train you to run it confidently. The result is a marketing engine that stays consistent, flexible, and future-ready — no matter who’s at the controls.
Phase 1: Discovery & Audit
Deep-dive into current marketing assets, tools, and workflows
Quick audit of website, content pipeline, and client journey
Identify points of friction, redundancy, or chaos
Highlight repetitive marketing tasks could AI assist with (such as reporting, content drafts, lead follow-ups)
Deliverable: A System Snapshot and AI Readiness Report that shows where your marketing system stands now, what’s holding it back, where AI can realistically make a measurable difference, and what to prioritize first for maximum impact.
Your custom report includes:
Tool Stack Map: List your tools (CRM, email, social, analytics, task manager, etc.) and what connects to what — visualize the gaps.
Roles & Responsibilities: Who owns what?
Workflow Audit: How content gets made → approved → published → measured
Voice Consistency Check: How well messaging aligns across web, email, and social.
Data Health: Where customer data lives and how clean it is. (This is key for AI readiness later.)
AI Readiness Scorecard: rated on categories such as process consistency, tool ecosystem, team mindset, content volume, and compliance.
AI Opportunity Matrix: Shows specific, tangible use cases that fit your level of readiness. In other words, if we applied AI here, what’s the upside?
Phase 2: System Design
Create a Marketing System Map (Google Docs, Notion, Miro — whatever you’ve got)
Core tools + integrations including automations (e.g. Zapier, Make, or built-in HubSpot/Notion AI tools)
Team roles and workflow recommendations
Clear human vs. machine split – what gets automated, what stays human
Simple rhythm (weekly/monthly cycles)
Define voice and content parameters to keep things on-brand and ensure AI-generated content is used responsibly
Deliverable: Your 90-Day Marketing Playbook (Google Doc or Notion Workspace). This is the user manual for your new marketing machine. It’s clear, visual, and operational — designed so that any team member could open it and know what they should be doing, when they should be doing it, which tools they’ll use, and how to use AI responsibly to make it faster.
Your custom Playbook includes:
Main outreach channels (website, email, social, content, leads)
Connected tools (HubSpot, MailerLite, Canva, Notion, etc.)
Visual automation flow (e.g. “Form submission → CRM → Email nurture”)
Tools and tech stack: What tools you’re using and how they fit together, including links, login info placeholders, and recommended automations
Roles and responsibilities: A Team Ops Table that clearly defines ownership and reduces confusion. Basically, who owns what and what’s supported by AI.
The 90-Day Rhythm: Build predictability and results with a consistent cadence
Weekly: What tasks happen every week (content, check analytics, publish)
Monthly: What gets reviewed or planned (reports, campaigns)
Quarterly: What to refine (system updates, AI prompt tuning)
Voice and Content Guardrails
Tone guide: prompts to define voice (e.g. “confident, pragmatic, approachable”).
Language rules: Words to use, avoid, and personality examples.
How to use AI to start content (outline, idea, draft)
How to review AI output before publishing
What never to outsource to AI (values, client stories, sensitive responses)
AI Integration Plan
System Maintenance Checklist to keep your new marketing OS running smoothly and efficiently
Phase 3: Implementation + Training
This plan isn’t another consultant hit-and-run. I’m setting you up to run it independently, confidently, and sustainably.
Infrastructure Setup: Helping your team set up the tools
Connecting the chosen tools (email, CRM, calendars, etc.)
Setting up folders, dashboards, and Notion workspace structure
Building basic automations and workflows
Content & Comms Templates
Email templates for nurture or follow-ups
Social post templates (Canva / Notion / Buffer)
Reporting templates or dashboards
AI prompt library (short reference sheet of sample/approved prompts)
AI Workflows
Embed the selected AI elements (e.g., AI prompt sheet, HubSpot AI personalization, Notion AI drafts)
Instructions on how to keep it human-supervised:
How to review AI output
Where to edit, where to automate
Yeah, but will my team know how to use this or will it die on the vine?
You’ll have everything you need to keep moving, as long as your team is committed to the system. I provide resources that you can for reference or training:
Live walkthrough to explain how the system fits together and where to find everything (recorded and provided)
An “AI in your workflow” video about using your new AI tools safely and effectively
·Micro tutorial videos such as How to update your content calendar or How to trigger your automation, customized for your tools and workflow.
By the end of this phase, everything your team needs to market consistently is organized, connected, and ready to go
So, what does it cost?
We make it easy with flat-rate pricing between $4,000 and $10,000, depending on the marketing scope of your organization, size of your team, number of stakeholders, the number of systems and tools, and the complexity of AI integration you’re looking for.
You’ll get a formal quote before anything is finalized. We don’t like surprises either.
Additional services
Social + Content Template System
For teams that want the full creative system ready to run, I’ll build out your branded templates and starter content library directly in Canva or Notion.
10–20 post variations (feed, story, email header, etc.)
Brand fonts, colors, and layouts applied
Scheduling tool integration (Buffer, Later, etc.)
$750–$1,500 one-time add-on
2-week turnaround
This is a logical next step after the Playbook — make it plug-and-play.
30-Day Campaign
A ready-to-launch campaign plan that matches your new system. You get a 30-day content calendar with social posts, emails, and suggested graphics — all aligned to one lead-generation or awareness goal.
Spreadsheet or Notion view with daily prompts/posts
UTM builder for tracking traffic
AI-assisted draft content (optional)
Design direction or linked graphics (Google Drive or Canva)
$1,000–$2,000 one-time project
2-week turnaround
This is a campaign in a box — strategy, content direction, and tracking setup. A frictionless way to see how the system works right out of the gate.
Ongoing “AI Tuning” Retainer
Continuous optimization of your marketing automations and AI tools. I’ll monitor what’s working, refine prompts or workflows, and identify new opportunities as tools evolve.
Campaign monitoring and gentle reminders
Prompt library refinement
Quarterly workflow review
Optional mini training sessions for new hires
$500–$1,000/month retainer (cancel anytime)
This isn’t campaign development, it’s an on-call AI mechanic to make sure you’re optimizing your investment.
What you provide
The most important thing we need from you is your brain. We will work together to determine your message, but any supporting documents you already have will help immensely as we find your voice. You are the expert in your field, not us, and what we can produce is heavily dependent on what you share. We also need access to your systems and someone who has some time set aside to answer questions and clarify issues.