Vision to Results: Crafting an AI Strategy that Delivers w/Geoff Livingston
An AI strategy connects a business objective to a measured workflow, a responsible owner, and adoption support so experiments can become useful operating systems.
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Connect AI to a business objective
An AI strategy should not begin with a list of tools. It should begin with the business result the organization needs and the work that prevents it from getting there. Geoff Livingston came to AI through years of writing about its role in marketing, watching Siri and Alexa become ordinary, and helping companies build machine-learning systems. That perspective makes the strategy question practical: what should the organization do differently because this capability exists?
The generative AI shift became much more visible with GPT in November of 2022. Since then, many teams have rushed to experiment, but experimentation alone does not create value. A department needs a clear priority, an owner, a measure of success, and a way to move a useful pilot into normal operations.
Move from pilot to operating system
Start by mapping the customer and employee workflows where information, decisions, or repetitive production create friction. Choose one use case that can be measured. Define the current baseline, the expected improvement, the data the system needs, and the risks that require review. Then run a contained pilot before expanding it.
The strategy should also account for adoption. People do not change because a leader announces a technology. They change when the new process helps them do meaningful work and when they have support learning it. Give teams examples, training, and a safe way to report what is failing.
Build for the gap between vision and behavior
The gap between an executive vision and daily behavior is where many AI programs stall. A strategy document can sound ambitious while nobody knows what to do Monday morning. Translate the vision into a small number of workflows, assign responsibility, and review results often enough to learn.
Geoff’s work through Cognitive Path reflects that bridge from strategy to implementation. The goal is not to chase every new model. It is to help an organization cross the chasm from interest to capability. Keep the human judgment that protects the customer, but remove avoidable friction where AI genuinely helps.
A useful AI strategy is therefore a living operating plan. It connects a business outcome to a tested workflow, gives people a reason to adopt it, and improves through evidence. That is how vision turns into results.
In this episode of the AI-Driven Marketer, Dan Sanchez talks to Geoff Livingston about the competitive edge of embracing AI in marketing to accelerate go-to-market efforts and enhance customer profiles. They delve into practical case studies, such as Vanguard's success with unified customer data, and discuss the challenges of using unstructured data with tools like chat GPT. Geoff shares strategies for AI-driven training, the potential of hyper-personalization in various fields, and the significant role of organizational alignment when implementing AI. Tune in for insights on crafting compelling AI strategies and how early adoption can transform your marketing effectiveness.
Timestamps:
05:49 Challenges and opportunities in marketing with AI.
08:51 Revenue goal, lead gen, market problems, scale.
12:26 AI tools can save time in writing.
14:41 Creating staged photo of CEO fixing a bus.
17:24 AI model, experimentation, use case framework, problem-solving.
22:18 AIs as probability engines, crucial for future.
24:29 Early adoption of AI gives competitive advantage.
27:03 Train for AI to transform business operations.
32:34 Hallucinations occur due to lack of information.
33:56 Microsoft Copilot aims to revolutionize data access.
37:22 AI needs specific and clear prompt guidance.
40:47 Team dynamics influence idea generation and prioritization.
45:17 Addicted to personal and educational YouTube content.
47:02 Grown-ups rediscovering childhood hobbies, like Pokemon cards.
[Music] welcome back to the aid driven marketer where I'm helping marketers Master AI to do more do better and overcome the overwhelm today have the privilege of talking to Jeff Livingston who is the founder of cognitive path and about how to craft AI strategies and actually integrate them into your business objectives because often find we talk about AI from a high level and we talk about the needed grites like building custom gpts in my podcast and lot of other podcasts so Jeff I'm excited to talk to you about how to integrate these two things to like actually create a holistic strategy for marketing departments so welcome to the show oh thanks for having me Dan and the honor is all mine so I really appreciate you reaching out and asking and uh hopefully we can return the favor sometime so I have to ask like when was the moment for you that AI became the thing you're just G to go all into it's funny because I started writing about AI in 2018 and how it's was going to the marketing department so way back early back when is that back when Salesforce was introducing like Einstein and they were doing that big push yeah kind of but also too like when I really started to see Siri and Alexa kind of take hold and they were common place and I was watching my kid have conversations with Alexa interes which is a little bit creepy right you know like here's my uh here's my kid literally talking and having this weird conversation but then I watched it and it was fascinating and I realized how quickly this was going to move and obviously back then it was much more of an ml world before generative uh I ended up taking a vice president of marketing job with a company called evalu serve which is um you know the name's not optimal perhaps but the offering was we did a lot of great Professional Services work uh building ml systems and AI systems for some of the world's largest companies like Morgan Stanley mizuo Vanguard McDonald's American Honda I mean on and on and on on and on so I I really had to come to no Ai and sell it um and I did a couple of years of that and then obviously the the crossing the chasm moment for generative was GPT in November of 22 which just seems to be this fine line it's kind of like remember when Twitter launched at South by and everybody's like Twitter oh my God what is this thing this is incredible and uh I think that was 2007 it it was similar to that maybe even more of a lightning bolt uh probably more of a lightning bolt and uh you know I I realized how much potential it and I said to myself this is marketing's turn and I'm going to get into this went out on my own six months later and I'm literally marking a year today out on my own it's funny I used to like make fun of the machine learning stuff early on even though I knew it's either you were killing it because you were big and had a lot of resources like I knew AI was powering a lot of the like like larger AI or larger tech companies like if you were hailing Ubers if you were using Google products if you were using some of these big dogs like there's a lot of AI and machine learning underneath that's driving a lot of what made it good for a long time I don't think people realize that AI was actually a big part of it underneath sure and before chat GPT came onto the market like it did but in marketing man it was I felt like for small and midsize players AI wasn't still very approachable or usable until maybe like Jarvis came onto the market shortly before chat GPT yeah I would agree with that I mean if you think about what happened with social networks and how algorithmic programming went with that basically what you receive versus what you subscribe to uh and the difference between that and the necessity of driving engagement to build advertisement we've really been living in an AI world for quite some time um we're just officially calling it that now the AI talks back at us uh literally in text as well as with our speakers it's it's definitely very interesting the other thing about ml it's so quick to brush it under the the rug but man if you're gonna be serious about AI you're going to be dealing with ML it's just inevitable particularly with generative I mean when you when you build a complex AI model I I can't imagine not having both of them in that model uh where you're looking at cdps and really rolling out generative uh AI within a brand framework work to personalize Communications to larger customer bases you're not going one to one anymore you're going one to many and you really need ml to help you get there so how do you when you're talking to Executives what's the what's the general idea that you're giving them or the vision you're casting for them for how AI can specifically Drive marketing though you can speak to the the overall company um how are you casting that vision for him and how it can play a role and let me let me make it even more distinct like how would you do it for like a a small mid and Enterprise level company how do you differentiate them yeah so to me I think the real the real challenge with AI is do I need an AI strategy or do I need AI to serve my business strategy and that's where we begin and I we get back to the business strategy because really I I see AI is lighter fluid right like to me this is something that can accelerate a lot of activity maybe even break through parts of an area where I was challenged and I couldn't scale and I think that's particularly relevant to small and medium businesses now think about that like if I'm an Enterprise if I'm productor a gamble I have a brand Team for every single product right I have resources out the wazo I mean I guarantee you they don't feel that way but they do right they have the agencies and I'm sure they have their budget struggles and everything but they they have the law of abundance where they have to select which resources when you're a small company you have no resources and you have maybe one marketing manager maybe two maybe a very small advertising budget how am I going to make this thing go further how am I gon to build this campaign when I've got somebody that's running all over the place and like he or she may only be able to dedicate 10 15 hours to this thing uh well also now they can scale their efforts a lot quicker with generative AI so it becomes really much more of a focus of what's my key initiatives where are our biggest problem areas and can I find one particular problem where I can use this tool to maybe make a breakthrough and see how it works if you could find that area and you can really show some quick hit results and I'm sure you know this if you can find that right pilot to start with you can really develop a nice appetite for AI yeah so when you're crafting helping companies craft business strategy do you usually say like hey hand me your business strategy I'll show you where AI can fit into it or do you actually I'd imagine in some places you you actually want to think about like what's cap what's possible with AI and let that inform a little bit inform the objectives to some degree or is it the other way around yeah usually when I'm talking to I mean first of all I I find that particular with in larger Enterprises the CMO can't go off and do this on their own like they have to have the alignment with the CTO and legal and everything so there's a huge team sport conversation that happens and I swear with the larger Enterprises and more political organizations that I'm in Washington DC so I deal with a lot of those you're looking at probably 80% of the battle being political and relationships and governance related right it gets off the mission really quickly and really focus on making sure that you can get everybody aligned and working together um and that's just unfortunately the way business is and it's always been like that well let's take a step down the ladder then and go to maybe like your 300 to 500 person company good size but not not Enterprise yet not Enterprise yet yeah I to me again it gets back to like what are you on the hook for what did you commit to where you're really struggling I mean to me there's so many marketing objectives we're always Under Fire right we're always being told need to do more with less unfortunately like half these yo-yos that run companies think that they can Market better than their marketers which is always funny because then they fire marketers periodically and find out how little they know and I've seen that over and over again uh but you know generally right now in this particular time and era in 2024 marketers are Under Fire so what is the one thing that's going to make you a hero if you deliver on this outcome this year and invariably it's some sort of a revenue uh goal and and so then you have to look at that lead gen process you know how are you developing leads how's that working out where are the biggest problems you're having getting to Market and actually uh convincing people it may be an analytics problem sometimes where we're we're we're out there a lot we're just not actually getting a lot of results why is that you know maybe that's something that you can really get into some business intelligence and use some old school AI tools and just get into that but really finding out what the problem is and where you can scale is probably the most important thing I mean to me the again the problem with AI right now is there's so much and I forget my dog there's so much going on there's so much practice and discussion happening and so much Hyperbole and then you got like people like Elon Musk saying everybody's gonna lose their jobs and Sam Alman saying 95% of creatives won't have jobs I mean it's like it's nuts you know it's all noise it has nothing to do with the real business of marketing and and that's what you have to focus on focus on where you're going to be promoted where you're going to get that raise where you're going to get that bonus and if you can find the problems there where AI can really help usually it's scaling content creating diverse types of content uh beating your budget so I don't have budget to create the imageries I don't have budget to create the videos well maybe you actually do because you could probably do with AI well won't be the same quality does it have to be the same quality what are your customer expectations you know have you tried it those kinds of things and really getting through those types of conversations that's where you can make some success for a smaller uh I would call a three to 500 person a small to medium Enterprise I often hear people say that like AI is just not as good of quality as a human I'm like really depends I'm like one you clearly don't know how to use AI well just like I don't know how to play basketball so if you hand me a basketball like I'm not gonna make the hoop but somebody who's been playing basketball for a while can do really well AI it's a skill you can get good with it and then two like have you read the work some of the writers are putting out on blog posts like I remember seeing blogs from MailChimp and I'm like because I was I was competing with them on a keyword around vlogging years ago and I read their their blog about vlogging and I'm like reading it I'm like this writer hasn't picked up a camera in their life right they have no idea what they're talking about their grammar is good but they clearly know nothing AI could have written like this in a in a second of course this was a couple years ago before GPT had launched but I'm like are we really doing that good content as marketers most of the time in most organizations it's so funny I was looking u i on the side I'm a photographer so I have a lot of fun with like that creative side it's where I kind of get to you know air out a little bit and get into the tactics of actually creating I write as well um and I just wrote a blog post last night I I'm one of those people that doesn't like AI to write my stuff but I do like it to correct it because that saves me a ton of time there's a 5% problem where you have 5% of the population that they are truly excellent right they're very good let's just say and they're going to look at their AI companion and say you know what I can beat that every time and maybe they're right I would say they're probably right most of the time not all the time that being said if you can't find a way that these tools can help you and cut down your workflow time like I was just referring to mine like I'm definitely going to take that horrible rough draft and throw it in grammarly Pro and then once I clean it up and get all the suggested phrases put in there I'm going to throw in a clad and say where are the weaknesses you know and I'm going to get that thing pretty beefy before I push play so to speak or push publish but it's going to save me about two or three hours in my process that's invaluable if you can't find that kind of Time Savings with AI then you just don't want to use AI That's my take on it and then the other 95% of the population hell yeah let's use it like everybody's worried about salespeople using AI are you kidding me have you read some of the sales emails I get I mean these things are horrific right yeah anything please use the please use the AI tools yeah yeah do no worse than what you're currently doing here's a prompt EG your template don't mess it up please right yeah but the other thing too is I have a photograph that's hanging in the other room and I was looking at it the other day it's a beautiful composite model I lay I put her in a in a um an alley and then I put all these butterflies and stars in there and all that stuff it was it wasn't a true photograph although it was based off a photograph and it was using about six or seven different images it had a drone in there or two and uh it took me about 12 or 13 hours to make that photo I could do that in five minutes on Mid journey and yeah will look exactly as photogenic as the one I have on my wall no but it's 90% there that's good enough for me and particularly for marketing I think yeah and most marketers aren't trying to win photography contests they're trying to communicate the right idea to the right person at the right time so 99 5% there is probably better than what you would have gotten the stock photo from Getty Images anyway 100% 100% And that's the other issue right like Getty just doesn't have it shutter stock doesn't have your idea yeah I needed a picture for just a thumbnail for a different podcast that I I produce and I needed a picture of a CEO in a suit like changing the wheel on a bus right I'm like now I have a camera and I could go stage this and it needed to be in like a city I needed to look like an executive kind of thing and I'm like I could go downtown Nashville find some dude put him in a suit and maybe like if I'm going to be lean and dirty like literally find a bus on the side of the road and walk up to it with a wrench and be like hurry post ching ching and then go run away and take it so much time even if I'm doing it down and dirty there's just not going to be a stock photo of this but with mid Journey you're talking in 30 seconds I have four four versions of it one of them's good upscale that done I have my image and it's a great image I mean talking about a guy that's been hired by Audi USA to go photograph F and I'm the first thing I go to when I want to populate a deck go right to M Journey mid Journey so that's one of many things people can be using AI for and I love mid journey and what you can do with Dolly and even photoshops photo uh AI ability now is just fantastic coil too right it can help out a bit quite a bit I haven't started using co-pilot for images do you find that it's different than using Dolly directly or is it pretty much just Dolly you get to use it for free yeah no I don't really love Dolly uh that much but yeah there's nothing wrong Journey too it's like whatever you know it's like kind of like the whole religious War do you like Claude or gemini or GPT it's like whatever you're using one so it's good and that that's the way we got to look at this stuff let's encourage people to use these tools because we still have a lot of people with their heels dug in the co-pilot's interesting you know like I I find it gets me about 25 30% of the way there but what it will do is it'll create an outline it'll create some slides you're going to have to correct like 60 70% of it but you know if you're one of those people like me where I know where I'm creating PowerPoints that maybe aren't special to me this can help quite a bit and again using that versioning you could take Microsoft um co-pilot within PowerPoint upload the document right into PowerPoint and it'll build a deck off the document again it's not all the way there you're gonna have to do some work but man again Big Time Savings so a lot of companies are dabbling and they have marketing plans stated problems objectives to meet the problems how do you bridge the gap between these two how how do you craft strategies that bridge their problems to the tools that they're dabbling with now so what you're really talking about are use cases right where you build an AI model and probably a little bit more than a subscription you know and I think to me that experimentation F phase is absolutely critical like absolutely critical do it but once you get hungry for this stuff to do more and really impact your larger processes that's where you get into like okay what's possible with a use case and to me the best thing you could do with use cases is to not dismiss them always whiteboard them and then one of the things we do with cognitive path is we have a a use case kind of a framework where we literally uh me and Greg we we will go through with clients and we will score their use cases so usually these use cases resolve a problem such as like how do we create um business intelligence reports for customers based off of their uh inputs or how do we provide advice based off of our user manuals or our guidance documents in a manner that uh useful to the client you or the customer or the member if it's an association we have a lot of associations and uh what we'll do is we'll score that like what's the business impact right what's the ROI what's the technical feasibility yeah right because that that's a lot of it what's this GNA cost me like if I have to do a private instance and my D is a hot mess and I got to clean up all my data to get there this might be a lot more of a a let than I think and you'll see that a lot when you really start talking Enterprise AI you know what I mean Dan like you get into the data and I think every marketer knows this and nobody really wants to talk about it is their data tends to be a hot mess there is no structured data if you're getting into somebody's WordPress their tags are usually a hot mess they don't have any of their content organized they have like PDFs from like 2003 still around that hasn't been like cleaned up in any way or tagged in any way way on and on and on and on all this content all the different diverse things they're doing on social networks they're not bringing in they're not tying in uh what's that um canva they're not tying in their canva content they don't have it on a on a server they don't have a tag by type of asset they don't have anything cleaned up you get into cleaning up your data like that and all a sudden it's like hey we're we're done we're not doing this too much yeah yep yeah so there's a lot of complexity to consider well I mean this makes a lot of sense to me because I've seen like growth teams prioritize growth hacks or growth strategies they want to implement maybe tactics but you're talking about like taking all the problems and then rank stacking them based on a few factors right kind of scoring them based on how painful is this problem you didn't say that but I assume that'd be a line it I'm like how painful how painful is it like um how much to resolve it too yeah how much would it cost to fix what's the ROI if we do fix it right um difficulty of fixing it and then one you said I can't remember the word you Ed but it was something like how lik like can we actually do this with AI question mark you know like I think it was feasibility was probably the the word you use Sora sounds good but can it do it can it do it right I mean sora's not even out yet so I know that's classic open AI right Classic this is coming oh my God everybody's like oh it's been a few months now I know the thing too is also is there alignment within the organization to do it right are people inside going to freak out if we start doing this it's am I going to be dealing with the chief legal officer general counsel or HR gonna be barking in my neck that I mean those are real issues and I think like uh depending on how much political will there is with marketing and how well marketing is tied to the larger executive team this could be a big issue what would you say if like a CMO comes to you and it's like hey I just we're doing things pretty well I just want to I want to start overhauling the whole thing to be like AI driven how do I start like do you how would you think about approaching that um do you just start with like quick wins we we rank stack them we find some wins but maybe you've gotten a few wins but they're not like okay let's trickle in everything else do you just go by the rank stack and keep working on things or is there like a larger approach would take in order to make sure there's like a cohesive plan to how you're using AI throughout the department yeah once you're serious you're definitely getting into Data governance right away yeah because everything that AI does well it does well because it's been given the right information to do well even generative AI is a probability engine right yeah I mean I think of AIS as really engines right they're probability engines so you could people could laugh at ml all they want but really they're looking when they're on a generative tool they're really dealing with machine learning that's spitting out some sort of a result based on the probability of it being correct prompting is all about providing that AI the right information I often tell marketers I don't know how to prompt I'm like do you know how to write a creative brief yes that you know how to prompt and the reality is is getting your data governance straight is the most critical thing you could do for an AI future because it's going to pave the way for every you want to do from small to large from Grand to a simple fix me right even like AI meeting notes what are you doing with your AI meeting notes are you just leaving them on the meeting tool are you leaving them on otor are you leaving them on read AI are you downloading them and putting them in a folder and tagging them by name by date by conversation and any other relevant conversation taxs because the reality is that transcript and that video content can be mined later for unstructured content and insights like there's a company it's called Uh I don't know if you've heard of them known well yeah no I've been I've been on their podcast I've featured Courtney Baker on this podcast twice now Courtney is amazing right like they'll literally take all those meeting notes and tell you when you're about to lose your customers based off a chart like how valuable is that right if you're a Professional Services firm it's huge give that to me now so everything future forward can be cleaned up and structured well I understand the difficulties of going back and cleaning up years and Decades of of content that can be something that even the most robust and future-minded person may not have the appetite for or the budget for frankly uh but you can't put in those governance policies to do that today and moving forward making sure that you're always cleaned up and in the future we'll eventually be able to get all that stuff done with an AI anyway a lot of people talk about how early adoption of AI gives farther competitive Advantage because it gives your AI if you it'll give your AI longer to be trained on your data so if you start now and start feeding at the data it will be better two years from now versus people who are starting a year from now will only have a Year's worth of data and I'm kind of like well what if you gave it two years what if they had their data and they had two years worth of data I'm like I don't know how that how I don't know maybe maybe it just gets more feedback faster and therefore it can go faster but I don't know anybody who's doing that but I know data is the big game like people who are playing at the next level have custom data for it to train on uh even but it is interesting to just think about like normal business data like you don't have to have like gong level meeting like all the all you know a Gong has a competitive Advantage because it has all the sales records for all the different meetings right and it can come up with competitive intelligence because of that's it's a moe they have but even a normal business has meeting notes that if accessible by AI correctly in the future it will have gamechanging implications later I think the I love what you just asked I think it's a good question I'd be curious to hear what you think about like people that say well this is the best way to do AI I think nobody really knows yeah I think we're you what I mean it's a hypothesis right now I've heard some really strong is actually a sales leader named Jim Dicky who says that on the sales front this is going to be a big deal because you're if you can get your data in order now and start training Aon its ability to better predict future close closing close rates will get better and better every year because it'll be trained more and more on what sales reps are doing now so I haven't seen it but he also talks to way more people than I do and is's in a lot of more rings I'm like ah maybe it's true here's who's really getting trained on it on how to use the data it's the humans right like let's be honest like it's how to work with AI That's what you're learning the algorithms we're going to have in two or three years are going to kick the [ __ ] out the ones that we have now and they're going to learn a lot quicker so I would hypothetically say to you your AI system that you're training on now that's you're getting smarter and better once there's a different algorithm in place like how's that going to work I mean the reality is is you're going to know how to use it a lot better and I I don't know if that future system will be better or not sorry there's two other factors too for being an two other factors I think being an early adopter gives you a major advantage of is one as you just spoke to is just skill development totally the faster you can get your employees and your middle management trained on this the more you can go through it and I think an un one I'm reading a book right now I'm blanking on the name of this book but the one highlight it's given me even as as nerdy as this book is it's like hey everything we do is systems oriented in business to deliver like consistent results as a business those systems are B are based on old models AI will bring new models totally so in the future we will have to do the thing where we have to learn unlearn and relearn how to do business differently because of AI because AI changes the playing field of what can happen and how it can happen so we have to Essen the sooner you start doing this AI thing the more you can start unlearning what was possible to relearn what's possible now so that you could start the transformation process sooner and that is a competitive Advantage because speed is speed and Market speed is really the the best Advantage if you think about what's going to happen for companies that Embrace AI in the next I guess 18 months and I don't know if there's even that long of a window maybe it probably is every time I think it's a short window it seems to be longer but you're G to be not just better at using AI you're gonna be building a bigger customer profile than your competitors because you're accelerating faster with your goto Market efforts and to me when I look at the real advantage of AI it isn't so much that you can use it or that your content's better or worse or everything it's your market share flat out it's let's get back to the business if your business is kicking the crap out its competitors because you're getting a 10 to 20 or 30% lift on everything that you're using AI to optimize you're dangerous right you're getting into places like where Amazon is you know with its online Marketplace is the reason why it was so much more powerful than other online retailers and why it built its Market Shar was because it had the ml Tools in play to make recommendation engines to close you to offer Alternatives things that nobody had now that everybody's got it's too late it's too late they're all playing catchup Walmart playing catchup Target catchup you know all the individual Niche players within each area running Warehouse I'm a runner catch up you know and they can't compete or scale the way that Amazon can so you have to look at it like that am I going to be first to Market and lead and build enough of a lead that nobody can catch me or at least build enough of a share that it's gonna be really hard to knock me out of like the leadership position within this sector where I'll be a top three or top five company or am I G to just let other people do it while I see whether or not this thing's going to work out as you've worked with companies on upscaling their teams and helping them transition to this AI world would have been some of the most Roi like the the best use cases that have achieved the highest Roi that you've seen so [Applause] far well I I think the one that I saw was the best was actually an evalue served one which was Vanguard but what they did was they unified all their customer data so like literally they didn't know where every was touching them and when they unified all the customer data they were much better able to automate their cycle and Trigger sales efforts so for example if you think about um a good portfolio is going to instantly get somebody that's working with that person right they'll have that human touch if you would versus most people like me get the bot or just the online portfolio right yeah so how do you know when somebody's the right person okay we've got them net worth we know what their data is based off of all our third party information we know that they've been on our site they've been here here they've been researching us on Google they've been doing all this information about Vanguard we should have a sales guy call and they were able to have those sales guys call them within 24 hours that was incredibly powerful for them that grew their business quite a bit I mean and I think Vanguard when you look at Financial um Ai and you go on their site and all the Bots that they have and how they've built I I think they're still using NLP I don't think that they've gone full generative just because of the hallucination issue but they've got really strong advisement through a bot and I don't think customers really care whether it's generative or NLP they just want that kind of advice uh they they've really gone all the way through and they've built this thing the right way and they've been way ahead of everybody else that's amazing it reminds me of just like use case I keep running into because it's just so helpful but often times as marketers we're dealing with like unstructured data from different tools and it's flaky and it's weird it's it's like it's just a mess Sometimes some of the reports you get more and more I'm finding I'm just dragging and dropping these things straight into chat GPT and be like hey can you help me understand this exactly like it could be that vague and it will literally do a good job of reading and being like well it looks like we're looking at this kind of data and here let me organize it for you in a pie chart you're like oh shoot and I've spot cheed it to it's actually accurate and I'll go and rebuild it sometimes but I'm like it's usually pretty good I mean what people don't get about Hallucination is that hallucination usually occurs when the data is not good like you don't have the right information there's not enough information for it to report out and you don't provide the guard rails or the clean data on a private instance uh to fuel it the right way so for example we did a we did a private instance with space Intel report their uh Aerospace like trade Rag and uh now people we locked down all the data so that they could only respond using a rag database off of their articles and people are doing whole reports research reports using the past articles you know oh you don't have the information you want or you want these 10 articles summarized no problem Bo does it just like that super valuable so the power and it can be done with huge databases and it can be done with just simple things like you I don't know like I noticed even you can connect it to Google Drive recently in chat GPT I wish you can upload it what you can't do in chat GPT yet is C connect like a folder or directory of Google Drive docs to chat GPT dynamically so every time it updates it knows but that's I'm like someone's I'm sure people have built tools for that I just haven't used it yet yeah that smells like private inance to me too because I think so many businesses are concerned about their data and candidly some of them should be if their data is actually valuable most of them overvalue their data though yeah I guess that's a good case for Microsoft co-pilot or at least where it's going I don't think it actually does that well yet from the videos I'm watching about it but that's that's the hope that it'll get there and it'll all your stuff will live on Microsoft drive and it'll be able to based on the right permissions for the user being able to go and look at all the meeting notes and all the Excel sheets and all the stuff to help you find realtime inform data based on the business which is like mind-blowing cool uh that's where it's going but to the to today like I'm still dragging dropping stuff and check at GPT to help me analyze one report at a time which isn't which isn't bad because before parsing it sucked yeah that's true I mean the summerization capability it's just in the analytics that it provides fantastic when it comes to training teams how are you approaching that right now somebody's coming in be like hey help upskill my team how are you how are you approaching reskilling so I'm actually deploying one right now and uh I'm really excited about this I can't mention the client for obvious reasons but uh because I used to be the CMO of Legends of learning which is a game based Learning Company I make it I try to make it fun right like to me if I can get this out of I'm gonna lose my job to AI to hey let's experiment together this is going to actually take away my pain points and make life a little bit easier here and on top of it I can win some prizes and like beat my peers who I can't stand down the hall let's do it right like of course not everybody feels up a lot more people are Collegiate and friendly but I'm from Philly so that's the way I think and you know if I could have that kind of fun environment where it's competitive you get a little team play you guys get lunch you get random prizes going out and swag U then that's what I do and so I'm literally building a competition where uh people are building their own use cases they're experimenting with the tools to create those use cases uh they're getting a training session a week and a a coaching session a week and so it's really kind of handson but at the same time or Choose Your Own Adventure kind of thing where there's a spirit of fun in play and to me that really Embraces what we love about learning which is really seeing things open up in front of us uh enjoying it and uh doing so in a manner where you don't really feel like you're gonna be penalized if you fail does that make sense yeah so you're giving me a good idea of like the approach that you take to Bringing fun and competition into the learning but what does the structure actually look like are you starting with like hey bring your whole team of 20 20 marketers uh to an in-person event then you're following up remotely afterwards like what is the we have a live kickoff event we've actually themed it around the Olympics because it's coming this year right so we may as well take advantage of that the random prizes are Olympic swag you know um so maybe if you're the first person to deliver your case great you get a hat teams are going to be a three to five people so kind of structured like a workplace team or a uh maybe a cross functional team within a department and uh really addressing so of those departmental issues and they'll compete against other departments in the uh Enterprise yeah and throughout the day are you like teaching little bits at a time like hey here's how you do go from prompting to Super prompting here's how you layer it in here's how you build custom gpts here's how you can start automating your workflows is that kind of how you structure it throughout the day or do you kind of stick to how do you how do you structure it so we do have General prompting uh advisement like you know usually if you're you have a a prompt that's not delivering the result you want why you know is it because you were too complex with the prompt and you need to break it down to smaller prompts or is it because you just said make me a pie yeah uh okay I didn't ask for a pie chart well what did you ask for you just said a pie what is a pie you know you have to be more specific with AI make me an apple pie I want a recipe that I can use in a in an air fryer okay completely different ball game also the is delivering what you want right or the llm in that case so because there are so many different functions we're dealing with in this particular implementation like accounting is probably going to end up doing a lot of business intelligence right they may use some gen AI but they're probably going to be more bi focused it I have no freaking clue what they're going to do I mean those nuts can do anything man they'll figure out something to go plate and make their it systems better maybe they'll be in co-pilot the GitHub version their own code for all I know you know and uh they're going to be in a world to hurt because Ai and cyber security are going to be a huge problem cyber security cyber security is gon to be like there's one thing I've learned about AI it's like it's gonna create a huge problem for cyber security God bless U it people be a problem for you we're in the wrong business if we want to make money in AI we should be in cyber I'll tell you that much I know I know if I'm like if I'm investing right now I'm investing cyber security companies because they're the ones that are going to be huge over the next 10 years because of the problems with totally sale Point go go octo um yeah so so I mean like you can see on and on I've got legal legal is gonna be really you know I've got PR I've got marketing I've got membership I got this I got that you know it's like on and on and on so I don't want to tell people how to prompt or not prompt because I don't know what kind of AI they is sure and what the purpose of the coaching sessions is is really to get into that with them one-on-one and really resolve their problems as they're in them does that make sense do you usually kickoff before the kickoff day are you usually coming in with some customization for the event based on their business objectives and what their problems are guidance at least you know like here's what your annual plan is so how's your effort really contributing to that how can you best serve that larger Roi or goal um or can you just create efficiencies to create more time so you can do other activities that will actually contribute to that I mean and realistic Ally speaking because there are so many different organizations within an Enterprise you know what a legal person could do versus what a salesperson can do are going to be completely different from an Roi standpoint yeah so you probably come up with some success metrics before launching it and then having the followup uh what what do the outcomes usually look like after you walk through this process of retraining a team around AI well like most user generated content you've got probably about three to even seven or eight really good ideas from a 20 team base and you've got a lot of well that that's interesting maybe that could work if we evolve it a little more or maybe you're just like wow that's really good Joe don't invite Joe to the AI Council yeah that kind of stuff right so it varies quite a bit it really depends on the team but I mean it's hard to put together like 20 teams and not Come Away with five good ideas and really if you're an Enterprise and you look at those ranked in an Excel sheet that's really powerful because now you have use cases that you can suddenly when you get funding okay let's do number six because um we got money for it and it's becoming a problem for the larger strategy let's address it now I'd love to wrap this episode up with what I call the Fast Five I'm gonna ask five rapid fire questions and I need tight answers back I don't know if could do that I mean that came out of PR we just were wind bags there go I mean if if you don't then I'm just going to edit it down but give me give me the give me the hot take uh without the context okay uh so let's let's give it a shot all right then question one what's your favorite AI tool or resource right now Claude what's one book you'd recommend for anyone looking to learn more about AI I think it's uh Kaiu Le's uh and I hope I said that right AI 2048 was it yeah what's the biggest hurdle you still running up against with AI marketing limited Vision if you could automate one part of your daily routine with AI what would it be agenda creation what's the most exciting AI development you see on the horizon right now multimodal content creation fantastic see you crushed it it's fast and super concise yeah oh so yeah awesome I agenda creation I feel like it's kind of getting there with the meeting notes but it's like yeah not there yet yeah I know so many things especially that last question there's so many things on the horizon that i' love to see what people are looking forward to the most I think like tell me how you feel as a marketer but like the ability to deliver some sort of a cohesive multimedia document like a web page for example yeah with diverse media types man oh that's the dream right yeah I mean right now I think I had a revelation about a month ago that hyper personalization was going to be one of the major factors that AI was going to be able to produce and many mean like real time hyper personalization like right now I'm dabbling with it in my I have an email like a free email course in fact good plug for the theil go to Aid driven marketer.com you can check out my AI fundamentals course um the the thing that's cool about it is like you get to put in a few pieces of information like your role industry you sell to and what you're selling those three pieces of information in the course is customized for you based on those three pieces and it does AI does a remarkable job of just taking the lesson transcript those pieces of information and the prompt I wrote and giving you like okay prompt 101 how to go from prompting to Super prompt is one of lesson one of course like where you always have to start it comes up with very different suggestions for a CMO in a beauty industry than it does for an email marketer in thech Industry right as it should but it's still way better but I'm like that will happen across the board for websites email social it's all going to be hyper personalized in the future and I'm is happen with the big Brands right I mean the big brands are doing that already right now it's like getting democratized I know but like think about movies that are personalized like right now Netflix off recommends the top movies to you but wait until the individual story Line's customized it's going be more video gamees less movie but I'm like and this is getting out way into the future but it's like two Adventure right yeah yeah exactly but it it's G to be crazy so but marketing marketing is going to be part of that too with website I mean we've talked about personalization and websites but come on it's like insert company name I'm like yeah yeah I mean we're still talking my problem is and Adra Your solution to my problem based on what I'm what you already know about me on your website so here's a quick take for you dad like so which which media franchise would you want your personalized content to happen with first which media franchise you mean like like movie stuff movie TV shows Sports what what kind of media content would you most want to interact with on a personalized basis where the AI would serve it to however like just my YouTube content honestly like I go to you I'm addicted to just going to YouTube to learn stuff from simple like how do I get my Bermuda grass like stop growing the way or to like grow better because it's starting to die out in the backyard I would love personalized content about that based on where I live in near Nashville based on the season that I'm running to based on what it's seeing you know based on this lesson that this YouTuber put out it' be fantastic so education would be the biggest piece for me but otherwise like and I think the one I've thought about a lot is kids books yeah I've I've made kids books and they're hard to make but they're really fun but can see a day where some smart company takes what I want to teach my kids and what they're into and what in my background and weaves personalized stories so it's print on demand one book one of one right made for my kids with their freaking names in it and I was teaching them their growth mindset and it knows that my they both play soccer I'm like I want that kid's book to read with them I've got a book for you it's called Neil Stevenson it's uh the diamond age a young ladies Illustrated primer where literally is an AI primer teaching this uh three different girls in three different places the same book um how to live their lives it's really interesting that's really cool I'll check that out I'm not gonna lie brother for me it's got to be Star Wars I want to be my own Jedi flying around oh you're really you're probably really bummed that Star Wars or hey Disney shut down that whole hotel did you get in there before they shut it down nope nope my wife's more bummed than I am real Star Wars fan but yeah my kid's like H you guys are old yeah it's well it's funny that people that grew up with this stuff now have like adult money and can really get into it now I have a lot of peers that are like into Pokemon cards and stuff and it's like really interesting because my kids are into it I'm not into it but I have neighbors that are into it I'm like wow this is this is a thing it's amazing when you grow up with stuff as kids and now you have adult money to like spend on it it becomes a really interesting thing 100% right but yeah no Star Wars would be really fun uh to see hyper personalization with cool what color of lightsaber would you have I don't know I mean my favorite color is red but I don't know if I'd go dark side you don't want to be Sith Lord no no I'm like it's too bad but why do they only get red ones I don't know it's it s like the good the the light side has all kinds of color options if you're evil though you instantly go red yeah so I don't know the dark saber was pretty PR cool that was different yeah yeah right Mandalorian right yeah yeah I don't know if you can call that a lightsaber but it's in that it's in that it's in that realm I'm with you cool so Jeff thank you so so much for joining me on the AI driven marketer where can people learn more about you the trainings that you're doing and everything you have going on regarding AI marketing cognitive path.com it's the Hub you'll find everything you need right there awesome so go check out that website find out what you can learn about Jeff and thanks for joining us again today on the AI driven marketer Dan it's a pleasure and thank you so much for your time can't wait to have you on the no-brainer podcast you're awesome man thank you
