Reporting and analysis
Bring exports and metric definitions. Create a checked performance summary, with a person reviewing the numbers and proposed actions.
AI consultancy
Marketing workflow consultant for practical AI and automation
I help marketers and business owners improve the repeated work behind reporting, research, content and campaigns. We map the process, decide where AI or automation can help, and test a practical workflow with clear human checks. For team implementation, I deliver the work through Indexify.
Where is your marketing workflow losing time?
Repeated spreadsheet preparation, inconsistent briefs, missed handovers and manual campaign summaries are useful places to start. We choose one process and agree what better looks like before building.
Research and content briefs
Bring approved sources, audience needs and brand rules. Produce a sourced brief, with an editor approving claims and direction.
Campaigns and customer feedback
Bring campaign results or approved feedback. Group patterns and draft next steps, with your team deciding what to act on.
A practical implementation process
Assess, quantify, build and embed
The output is not an abstract AI strategy. Each stage reduces uncertainty and moves a real workflow towards a measurable, maintainable implementation.
- 01
Diagnose
Map the repeated work, data sources, hand-offs and decisions that currently slow the team down.
- 02
Quantify
Estimate time, tool, error and opportunity costs before recommending an implementation.
- 03
Prioritise
Score opportunities by value, feasibility, readiness and risk, then choose the right first pilot.
- 04
Build
Create the workflow, dashboard, agent or internal tool against clear acceptance criteria.
- 05
Embed
Train the people who will use it and document the prompts, checks, ownership and escalation path.
- 06
Improve
Measure adoption and output quality, then refine the workflow as the business and tools change.
Ways to work together
Start with the smallest useful intervention
Training, advice and implementation can stand alone or form one adoption programme.
AI opportunity and readiness audit
A structured inventory of workflows, data, team readiness and the most credible opportunities to pursue.
Prioritised opportunity register and 90-day roadmap
Marketing workflow sprint
A focused build around one repeated reporting, research, content, campaign or customer workflow.
A working pilot with success measures and handover
Marketing intelligence system
Bring search, campaign, competitor and customer signals into a decision-ready dashboard or reporting layer.
One reliable view of performance and next actions
Corporate AI training
Hands-on training using the team’s real documents, reporting tasks and processes rather than generic demos.
Reusable workflows, stronger adoption and safer use
Knowledge and context systems
Organise the context, sources and instructions agents need to produce reliable work for your business.
Auditable answers grounded in approved information
Ongoing AI adviser
Monthly support for prioritisation, governance, workflow improvement and new implementation decisions.
A practical AI roadmap that stays current
Marketing intelligence, not AI theatre
Every use case connects to a commercial journey
The RACE framework keeps the conversation grounded in customers, decisions and measurable outcomes rather than tools for their own sake.
Reach
Research, market signals, SEO, GEO and competitor monitoring.
Act
Content journeys, on-site tools, lead qualification and audience insight.
Convert
Sales enablement, proposal workflows, campaign analysis and commercial reporting.
Engage
Customer intelligence, retention, reviews, email and service workflows.
What you receive from a workflow pilot
We agree the scope before work starts. A typical pilot includes a process map, a prioritised opportunity list, a working first version, acceptance checks and a handover covering ownership, exceptions and maintenance.
Measure time recovered alongside review effort, errors and adoption. Use the marketing automation ROI calculator to explore the economics, then validate the assumptions against your own work.
Marketing workflow evidence
Follow the inputs, output and checks
Two worked demonstrations with invented sample data, prepared by Jon Goodey, 8 September 2026. They illustrate a method; they are not client case studies or measured productivity claims.
Turn campaign rows into a checked report
Start with two comparable weeks: £1,000 spend and 20 enquiries, then £1,200 and 30 enquiries. Calculate cost per enquiry before asking AI to draft commentary.
Build a content brief with a claim trail
Start with a fictional workshop: 90 minutes, remote, for marketing managers, covering one reporting workflow. Turn those approved facts into a brief without inventing results or testimonials.
Need a clearer view of performance? Explore marketing intelligence and reporting.
Working with Jon and Indexify
I work from London, with remote sessions worldwide and in-person work by arrangement. AI Essentials supports individual learning; organisational diagnostics, training and implementation are delivered through Indexify.
Marketing workflow consulting: your questions
What does a marketing workflow consultant do?
I map how work moves between people and tools, identify repeated effort, and help improve one process. AI is one option; a clearer handover or a simpler rule may be enough.
What is the difference between an audit and a build?
An audit identifies opportunities, constraints and priorities. A build turns an agreed opportunity into a tested workflow. We agree which outputs are included before starting.
Can we keep our existing tools?
We start with what you already use. Access, integration options and the cost of maintaining a connection determine what is practical. A new subscription is not the default answer.
What still needs human approval?
Your team keeps responsibility for factual claims, sensitive information, publishing and business decisions. The workflow specifies who reviews each output and how exceptions are handled.
What affects cost and timing?
The number of sources, access requirements, integrations, exception cases and training needs affect the scope. Bring a sample process to the first conversation so I can propose a sensible next step.
Who maintains the workflow?
We agree an owner and a handover plan, including prompts, checks and escalation. Ongoing support can be scoped separately if you need it.
Bring one workflow that is costing too much time
Bring an example of the current process, the tools involved and the result you need. We will discuss whether AI is appropriate and what a sensible next step looks like.