Playbook for B2B marketers

AI for marketers

Use AI for research, briefs and QA. Set prompts and review steps, train the team, and track time saved without risking quality. Focus on cases that strengthen the work.

AI for marketers

Introduction

AI can feel overwhelming at first. New tools pop up every day, and it’s hard to know where to start, or what’s actually useful. I’ve spent the past few years testing, applying and refining how to use AI as a working marketer, and I’ve seen how big the impact can be when you get it right.

This playbook is your path from beginner to expert. I’ll walk you through practical examples at different levels of complexity, so you can build real skill over time. You’ll learn how to use AI to improve your thinking, speed up your work and boost the quality of what you produce.

This isn’t about trends or theory. It’s about using AI to make better decisions, write better copy, run faster tests and get through the messy parts of marketing with more clarity and less grind.

Whether you’re just opening ChatGPT for the first time or looking to push the limits of what these tools can do, this playbook will help you level up in a way that sticks.

Chapters

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ChatGPT
Tool review

ChatGPT

AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.

Notebook LM
Tool review

Notebook LM

AI research tool that indexes your sources and answers from them, useful for briefs and prep.

MacWhisper
Tool review

MacWhisper

On device transcription for audio and video, quick and private, useful for notes and content.

Perplexity
Tool review

Perplexity

AI search that cites sources, useful for fast research and content prep with links to verify.

Claude
Tool review

Claude

AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.

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Wiki articles

Go to wiki
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Further reading

You're ready for growth, but your tool stack isn't.

Growth feels chaotic. You're firefighting because of broken tools and messy data. You need a solid foundation to grow.