AI Marketing Pilot Proposal Template

# AI Marketing Pilot Proposal ## [YOUR COMPANY NAME] -- [DATE] --- ## Executive Summary This proposal outlines a [90-DAY / 120-DAY] AI marketing pilot designed to [PRIMARY OBJECTIVE, e.g., reduce content production costs by 35% while maintaining quality standards]. The pilot targets [SPECIFIC FUNCTION, e.g., blog content production and SEO optimization] with a total investment of $[AMOUNT] across tooling and implementation. Expected outcomes: [QUANTIFIED RESULT 1, e.g., 2.5x increase in content output], [QUANTIFIED RESULT 2, e.g., 40% reduction in cost-per-piece], and [QUANTIFIED RESULT 3, e.g., validated AI content workflow for Phase 2 expansion]. --- ## The Business Case ### Current State - Monthly content output: [NUMBER] pieces across [CHANNELS] - Average cost per piece (fully loaded): $[AMOUNT] - Average time from brief to publish: [DAYS] days - Content team headcount: [NUMBER] ([IN-HOUSE / AGENCY / MIXED]) - Monthly content budget: $[AMOUNT] ### The Problem [2-3 sentences describing the specific problem. Example: Our content production capacity is maxed at 40 pieces per month. Sales is requesting 15 new case studies, product marketing needs landing pages for 3 launches, and demand gen needs 2x more blog content for SEO. Hiring two additional content marketers would cost $180K annually and take 3-4 months to onboard.] ### The Opportunity AI-assisted content production can increase output by [2-3x] while reducing cost-per-piece by [30-50%]. Based on industry benchmarks from [McKinsey / BCG / Deloitte], marketing teams with structured AI implementations report [SPECIFIC STAT]. Our pilot will validate these benchmarks against our specific content types, quality standards, and brand requirements. --- ## Proposed Pilot ### Scope - **Function:** [e.g., Blog content production and optimization] - **Team:** [e.g., 3 content marketers + 1 SEO specialist] - **Duration:** [90 / 120] days - **Content types included:** [e.g., Blog posts, landing pages, email sequences] - **Content types excluded:** [e.g., Thought leadership, customer case studies, PR] ### Tool Selection | Tool | Purpose | Monthly Cost | Why This Tool | |------|---------|-------------|---------------| | [TOOL 1, e.g., Jasper Business] | AI content generation with brand voice | $[COST] | [1-sentence rationale] | | [TOOL 2, e.g., Surfer SEO] | AI-powered SEO optimization | $[COST] | [1-sentence rationale] | | [TOOL 3, if applicable] | [Purpose] | $[COST] | [1-sentence rationale] | **Total monthly tooling cost:** $[AMOUNT] **Pilot period tooling cost:** $[AMOUNT] ### Implementation Timeline **Weeks 1-2: Setup and Training** - Configure AI tools with brand voice guidelines and product documentation - Train pilot team members on AI-assisted workflow - Establish baseline metrics for current content production - Define quality standards and review process **Weeks 3-8: Production Phase** - Produce [NUMBER] pieces using AI-assisted workflow - Parallel-produce [NUMBER] pieces using traditional workflow (control group) - Weekly quality audits comparing AI-assisted vs. traditional output - Document workflow optimizations and best practices **Weeks 9-12: Analysis and Recommendation** - Compile production metrics (speed, cost, volume) - Analyze content performance metrics (traffic, engagement, conversion) - Calculate ROI and project annual impact - Present findings and Phase 2 recommendation --- ## Success Metrics | Metric | Current Baseline | Pilot Target | Measurement Method | |--------|-----------------|--------------|-------------------| | Content pieces per month | [NUMBER] | [NUMBER] | Content calendar tracking | | Cost per piece (fully loaded) | $[AMOUNT] | $[AMOUNT] | Time tracking + tool costs | | Time from brief to publish | [DAYS] days | [DAYS] days | Project management tool | | Content quality score | [SCORE/10] | [SCORE/10] | Editorial review rubric | | Organic traffic per piece (90-day) | [NUMBER] | [NUMBER] | Google Analytics | **Pilot success threshold:** The pilot is considered successful if it achieves [2 of 3 / 3 of 5] targets above. --- ## Budget | Line Item | Monthly Cost | Pilot Total ([3/4] months) | |-----------|-------------|---------------------------| | AI tool subscriptions | $[AMOUNT] | $[AMOUNT] | | Implementation / training time | $[AMOUNT] | $[AMOUNT] | | Dedicated pilot lead (% of FTE) | $[AMOUNT] | $[AMOUNT] | | Contingency (10%) | $[AMOUNT] | $[AMOUNT] | | **Total** | **$[AMOUNT]** | **$[AMOUNT]** | **Projected annual savings if pilot succeeds:** $[AMOUNT] **Payback period:** [NUMBER] months --- ## Risk Mitigation | Risk | Likelihood | Impact | Mitigation | |------|-----------|--------|------------| | AI output quality below standards | Medium | High | Human review on all content; editorial rubric in place before pilot starts | | Brand voice inconsistency | Medium | High | 4-8 hours upfront brand voice training; weekly quality audits | | Team resistance to new workflow | Low | Medium | Involve pilot team in tool selection; position AI as assistant, not replacement | | Data privacy / compliance issues | Low | High | Legal review of tool vendor agreements; no customer PII in AI prompts | | Tool vendor raises prices post-pilot | Low | Medium | Negotiate annual pricing before pilot; identify backup vendors | --- ## Recommendation I recommend approving this pilot with a total budget of $[AMOUNT] over [90/120] days. The downside risk is limited to the pilot budget. The upside potential -- validated by [McKinsey/BCG/industry] benchmarks -- is $[ANNUAL SAVINGS] in annual content production savings and [Xx] increase in output capacity without additional headcount. **Requested decision by:** [DATE] **Pilot start date:** [DATE] **Results presentation:** [DATE] --- *Prepared by: [YOUR NAME], [YOUR TITLE]* *Contact: [YOUR EMAIL]*