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AI Marketing OS

Tier 4 · Private

Not a retainer.

A capability transfer.

Most ongoing AI engagements create dependency — you need the consultant to keep the system running. The AI Marketing OS is built on the opposite principle: every month is designed to make your team more capable, not more reliant.

cadence

4-week monthly

Structured and predictable

FORMAT

Private

Your team only

Investment

Scoped on call

Fixed rate · not per seat

Minimum

3 months

Month-to-month after

Outcome

Capability transfer

Not ongoing dependency

What makes this different

Most ongoing AI engagements make you more dependent. This one makes you less.

The conventional model for ongoing AI support is a retainer — you pay monthly, the consultant keeps the system running, and the relationship continues indefinitely because it has to.

The AI Marketing OS is built around the opposite intent. Every month builds your team’s capability. The goal is for you to need less of Bee over time — not more. That’s how the engagement is designed. That’s how it’s measured. And when your team can run and improve the system without support, the engagement ends — because it worked.

Capability transfer, not ongoing dependency

Every month of the OS is designed to reduce your team’s reliance on Bee — not increase it. The engagement ends when your team runs the system independently.

Other AI Engagements: Most retainers are built to continue. The consultant manages the system so you don’t have to — which means you never learn to.

Structured cadence — not ad hoc catch-ups

Four defined weeks, every month. Week 1: Alignment. Week 2: Workflow Activation. Week 3: Implementation Sprint. Week 4: Training and Reporting.

Other AI Engagements: Many ongoing engagements lack structure. Monthly calls become check-ins with no clear agenda. Progress is vague and hard to measure.

Measured and reported — every 
month

Every Sprint is scoped for a regional business — the tools, the integrations, the team size, and the budget are all calibrated for how regional organisations actually work.

A monthly Impact Report tracks workflows activated, team capability metrics, time saved, and 90-day roadmap progress. Every month you see exactly what changed.

Built for regional businesses — not adapted for them

Every Sprint is scoped for a regional business — the tools, the integrations, the team size, and the budget are all calibrated for how regional organisations actually work.

Generic Most AI implementation consultants work with enterprise teams. The workflows they build assume large tech budgets, dedicated teams, and city-based contexts.

Who this is for

The AI Marketing OS is right for you if…

You’ve installed AI workflows and want to go further — systematically

You’ve done a Sprint or built some workflows yourself. The OS is for teams who want to keep going with a structured monthly process rather than ad hoc experimentation.

You want your team’s AI capability to compound over time

A workshop builds knowledge. The OS builds a system — one that gets more capable every month. The value compounds. It doesn’t plateau after the first session.

You need to show measurable progress — to yourself or your leadership

The monthly Impact Report gives you something concrete: workflows activated, time saved, team capability metrics, 90-day roadmap progress.

The OS probably isn’t right if

You haven’t installed any AI workflows yet — start with the Marketing AI Sprint first

You want a one-off engagement with a defined end date — the Sprint or Intensive are better fits

You want an AI Marketing Partner advisory retainer — that’s available post-OS for teams who’ve completed the engagement

The monthly cadence

Four defined weeks. Every month. No guesswork.

The structure is the same every month. The content changes as your team progresses. Click each week to see what happens.

Week 1 — Alignment

Week 2 — Workflow Activation

Week 3 — Implementation Sprint

Week 4 — Training & Reporting

Week 1

Alignment

Review where things stand, set the priorities for the month, and identify the highest-leverage next workflows.

Review of last month — what worked, what got stuck, what’s still in progress

90-day roadmap review — are we on track? Does anything need to shift?

Priority setting — which workflows or capabilities to focus on this month

Team check-in — what’s being used, what isn’t, and why

The month starts with everyone aligned on what matters and why — not guessing what to work on.

Why this week matters

Without alignment at the start of each month, teams drift. Work gets done but it isn’t necessarily the most valuable work. Week 1 is short — typically one 60-minute call — but it sets the direction for everything that follows.

It’s also where Bee surfaces observations from the previous month that your team may not have noticed. Small friction points that are quietly costing time. Workflows that are being underused and why.

Week 2

Workflow Activation

Build and configure the workflows agreed in Week 1 against this month’s priorities.

New workflows built or existing ones refined based on Month 1 priorities

Tool configuration updated — new integrations, improved prompts, adjusted automations

Workflow documentation updated to reflect changes

Brief sent to team ahead of Week 3 — so everyone arrives prepared

By the end of Week 2, the workflows for the month are ready to use. Week 3 is where your team actually runs them.

Why this week matters

Most capability programs stop at training. The OS keeps building. Every month introduces new workflows — or improves existing ones based on what your team has learned by running them.

This is where the compounding happens. Month 3 builds on Month 2. Month 6 builds on Month 5. The system gets more capable because it’s actively being improved — not just maintained.

Week 3

Implementation Sprint

Deploy the workflows built in Week 2 — live, with your team, in your actual marketing operation.

Live deployment session — your team uses the new workflows on real tasks

Real-time troubleshooting — what isn’t working the way it should

On-the-spot iteration — adjustments made during the session, not saved for next month

Confidence check — is the team actually ready to use this independently?

The difference between a workflow your team uses and one that sits in a document is Week 3. This is where adoption actually happens.

Why this week matters

Most AI implementation fails at the point between “we built it” and “they use it.” The Implementation Sprint closes that gap every month — not by hoping the team figures it out, but by putting them in the room with the workflow running and helping them troubleshoot in real time.

It’s also where the real learning happens. The workflow that looked perfect in Week 2 often has a friction point that only surfaces when someone actually runs it on a real task.

Week 4

Training & Reporting

Team training session on everything activated this month, plus the monthly Impact Report.

Team training session — not on theory, on the specific workflows activated this month

Capability assessment — how well is each team member running each workflow?

Monthly Impact Report delivered — workflows activated, time saved, team training metrics, 90-day roadmap progress

Next month preview — what’s coming in Month N+1 based on the roadmap

The month closes with your team trained, progress measured, and next month planned. Nothing is left vague.

Why this week matters

Training happens on what was actually built — not on the tools in general. The session is specific, practical, and tied directly to the workflows your team will use next week.

The Impact Report is the accountability mechanism. You should be able to see exactly what changed every month. The report makes that visible — and gives you something concrete to share internally.

Every month you see exactly what changed.

The monthly Impact Report covers four categories. Not vanity metrics — things that tell you whether the engagement is actually working.

What it tracks

Workflows activated

How many new workflows are running in your marketing operation — and how consistently they’re being used.

e.g. 3 new workflows activated this month · content, campaign brief, reporting

Team trained

How many new workflows are running in your marketing operation — and how consistently they’re being used.

e.g. 4 of 5 team members operating content workflow independently

Time saved

How many new workflows are running in your marketing operation — and how consistently they’re being used.

e.g. 6 hrs/week reclaimed across content and reporting workflows

90-day roadmap progress

Where the engagement sits against the 90-day roadmap agreed at the start — what’s on track, what’s shifted, what’s next.

e.g. Month 2 of 3 · on track · next: reporting automation

The capability transfer principle

The goal is for your team to need less of us every month — not more.

Most ongoing engagements are designed to continue. The consultant manages the system. The client pays monthly. The relationship is stable because the dependency is stable.

The AI Marketing OS is designed to work against that model. Every month is structured to build your team’s capability — not to maintain a service your team can’t run without us. The engagement ends when your team can operate and improve the system independently. If that never happens, we haven’t done our job.

The 90-day roadmap tracks this explicitly. Month 3 should look different from Month 1 — not just in what’s been built, but in how much your team is doing themselves.

Month 1–2

We build, configure, and lead. Team observes and participates.

Month 3–4

Team leads with AI Agent Bee supporting. New workflows introduced monthly.

Month 5–6

Team runs the system. We advise. Engagement closes — or transitions to AI Marketing Partner.

Investment

Monthly, with a 3-month minimum.

The rate reflects the complexity and scope of the engagement — team size, number of workflows, and the goals for the 90-day roadmap. Bee agrees the monthly rate on the discovery call, before the engagement begins.

After the 3-month minimum, the engagement runs month-to-month with 30 days notice to exit. Most teams run 4–6 months before transitioning to the Partner retainer or running independently.

01

Book a scoping call — free, no obligation

30 minutes. Bee understands your team, your current AI workflows, and what a monthly engagement needs to achieve.

02

Receive a scoped proposal with a fixed monthly rate

What’s covered each month, the 90-day roadmap, and one fixed monthly number. No surprises.

03

Confirm and the first month begins

Month 1 starts with the Week 1 alignment session and the 90-day roadmap. Everything is in motion from Week 1.

AI Marketing OS

Private · Monthly engagement · 4-week cadence

Scoped on discovery call

What’s included

Week 1 — monthly alignment call (60 min)

Week 2 — workflow activation and configuration

Week 3 — live implementation sprint with your team

Week 4 — team training session + monthly Impact Report

90-day roadmap — agreed at the start, reviewed monthly

Ongoing documentation updated as workflows are added

3-month minimum. Month-to-month after. 30 days notice to exit at any time.

What regional marketing teams say after taking the scan

I expected a generic result. I got a specific breakdown of exactly where we were behind — and a recommendation I could take straight to my manager.

Eva Rodriguez

CEO, Regional health organisation

The distinction between the marketing programs and the leadership track was the thing that made sense of it for me. My team needed one thing. I needed another. Running them in parallel was the right call.

John Robers

Business owner, Regional agribusiness

Book a Discovery call

The first step is understanding where your team is now — and where the OS can take you.

The discovery call is 30 minutes. We will ask about your current AI workflows, your team’s capability, and what structured monthly capability building needs to look like for your organisation.

We will tell you honestly whether the OS is the right fit — and if it isn’t, whether the Sprint or another program is a better starting point.

What to expect after you submit

Bee responds personally within 1–2 business days

We’ll suggest 2–3 times for the discovery call

After the call — a scoped proposal with a fixed monthly rate and 90-day roadmap

Nothing begins until scope and rate are confirmed in writing

Tell us about your organisation

Book a discovery call

No commitment. We responds to every enquiry personally within 1–2 business days.

Where this sits

The AI Marketing OS in the offer ladder.

The OS follows the Sprint for most teams. Some come directly if they have existing AI workflows they want to systematise.

You are here

AI Marketing OS

Monthly · price on discovery call


Before you get in touch

Not necessarily. If your team already has some AI workflows running — from the Sprint, from the Intensive, or from your own work — you may be ready for the OS directly. The discovery call is where Bee assesses this. If she thinks the Sprint is a better starting point, she’ll say so.

3 months. After the 3-month minimum, the engagement runs month-to-month. 30 days notice is required to exit — which means you give notice during Month N and the engagement closes at the end of Month N. No lock-in beyond the initial minimum.

The rate is agreed on the discovery call based on the scope of the engagement — team size, number of workflows, complexity of your marketing operation, and the goals for the 90-day roadmap. Bee will give you a specific number before the engagement begins. The rate doesn’t change mid-engagement unless the scope changes significantly.

Most teams either exit independently (they’re running the system without support) or transition to the AI Marketing Partner retainer at a lower monthly rate. The Partner retainer is designed for teams who want ongoing advisory without the structured build-out — they’re self-sufficient but want Bee available when something new comes up or the system needs a refresh.

Typically 3–5 hours per week across your team — one or two people for the implementation sessions and training, plus the time your team spends actually using the workflows. The more your team engages with the system between sessions, the faster the capability transfer happens.

The monthly Impact Report makes this visible early — not at the end of Month 3. If Week 4 shows that adoption is lower than expected, Bee addresses it directly in the next alignment call. The structure is designed to surface problems when they’re still small, not after three months of drift.