new! 2026 resource

The marketing prioritization toolkit for agentic AI

Most marketing teams waste months debating which AI use cases to build. This toolkit shows you exactly where to start. 

You know the pattern: 15 AI opportunities brainstormed, every use case has a champion, nobody wants to pick wrong, so nothing gets prioritized. Pilots multiply. None reach production.

Most teams are stuck in pilot purgatory. The few teams who break through? They start with clear prioritization.

Q1 sets your trajectory for the entire year. Teams that identify their priority workflows this month have 11 months to prove ROI and compound their gains. Your competitors aren't waiting.

After working with hundreds of Global 2000 marketing teams, we built the exact prioritization system that gets teams unstuck. 

Get your priority framework
What's in the toolkit:

The impact x frequency matrix

The 2x2 tool that shows which workflows deliver compounding daily value vs. which ones just sound impressive in stakeholder meetings. You'll plot every opportunity and immediately see your top 2-3 builds.

The 30-minute prioritization workshop

The exact facilitation guide to run with your marketing leadership team. Ten minutes to brainstorm, ten to map, ten to prioritize. You'll leave with your first 2-3 workflows identified and leadership alignment — without another month of debate.

The six strategic mistakes checklist

Quick diagnostic of what's keeping you stuck. Mistake #3 is the one 70% of teams make (thinking they need "better AI skills" when the real problem is something else entirely). Takes 5 minutes to score yourself.

The platform evaluation scorecard

Six questions that separate platforms you can actually use from ones that keep you dependent on IT forever. Question #1 reveals whether your team will ever be self-sufficient.

Adoption

is the biggest barrier to becoming an AI-first enterprise

Power struggles, conflicts, silos, and even sabotage — tensions are rising as AI transforms workflows and challenges existing power dynamics.

An overwhelming majority of executives face adoption challenges 

71% of execs report adoption challenges and over a third say it’s been a massive disappointment. Meanwhile, nearly half of employees had to figure out AI on their own.

AI is creating tension between IT and other lines of business

There’s significant misalignment over who owns the AI strategy. Collaboration between IT and business leaders is critical, yet 72% of executives say AI solutions are being developed in a silo.

AI champions are crucial to accelerate and enhance adoption

More than 1 out of every 4 employees using AI consider themselves a champion. And 95% of champions are already building tools for their companies or are eager to start.

Who we surveyed

10K+

11%

5K–9,999

13%

1K–4,999

38%

100–999

38%

C-suite

50%

Manager

21%

Employee

29%

Finserv

32%

Tech

27%

Healthcare

23%

Retail/CPG

18%

Find your highest ROI workflow in 30 minutes.

Q1 sets your trajectory for the entire year. Marketing teams that identify their priority workflows in January have 11 months to optimize and iterate. 

Download the toolkit

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Question

f generative AI was the spark, agentic is the engine. And our updated guide gives business leaders a blueprint to move beyond simple prompts and personal productivity.