# Marketing workflow worksheet
Prepared by Jon Goodey, 8 September 2026
https://jongoodey.com/ai-consultancy

## Find
- Workflow and named owner:
- Intended user and outcome:
- Current steps, tools and handovers:
- Baseline time per run, frequency and review effort:
- Errors or repeated work (exclude costs already counted):

## Frame
- Approved sources, source dates and access limits:
- Input example:
- Required output and format:
- Claims that must not be made:
- Facts still missing:
- Human reviewer and approval point:

## Test
- Representative case:
- Missing/contradictory data case:
- Expected result and source:
- Acceptance checks:
- Correction count and review time:
- Does the full process improve on the baseline?

## Embed
- Owner and operating instructions:
- Exception and escalation route:
- Review date and maintenance responsibility:
- Stop conditions:

## Optional content brief
- Audience and need:
- Intended action and verified destination:
- Approved message and supporting source:
- Structure and format:
- Brand and accessibility requirements:
- Unknowns to resolve before publication:

## ROI assumptions
Annual time value = weekly hours x people x hourly cost x 52.
Potential time value recovered = annual time value x automation coverage x time saving.
Add separately measured rework benefits and tool-cost changes. Subtract setup cost for first-year net benefit.
Recovered staff time is capacity, not necessarily a cash saving. Validate every assumption in a pilot.