A marketing director that knows your numbers.
An agent that plans and drafts like a marketing director, working from your CRM and pipeline data. A person approves everything before it goes out.
Marketing runs on gut feel
Most companies your size do not have a full-time marketing leader. The CEO or a sales lead covers it between other jobs.
Positioning, competitor notes, and target lists go stale because nobody owns them week to week.
The data that would settle the argument is in the CRM: which segments win, which stall, and why. Nobody has time to read it.
Signs you need one
No marketing lead
Marketing is a side job for the CEO or head of sales.
Agencies without data
You pay for content, but no one ties it to which deals actually closed.
Stale materials
Your pitch and competitor notes have not changed since last year.
A CRM nobody reads
Win and loss notes pile up and never change what you do next.
What's under the hood
The agent reads from a governed copy of your CRM data (accounts, contacts, opportunities, activities) in your own cloud or lakehouse. It does not get a login to send email or post.
It works from a library of written skills: how to update a competitor card, how to build a target list, how to draft a first-touch email. Each skill is a file your team can read and change.
Every draft lands in an approval queue with the data it used. Each run is logged, so you can see what it looked at and why it suggested what it did.
Creative stays with your team or your agency. The agent supplies the brief and the data. They make it look good.
A weekly cycle you approve
Connect
Link the CRM, win and loss notes, and the materials you already have. The agent does the reading and the first drafts. Your team makes the calls.
Ground
Build your positioning and ideal customer profile from real deals, not opinions.
Run
Each week the agent drafts a plan, target lists, and outreach. You approve, edit, or reject.
Sharpen
It reviews what happened, such as replies, meetings, and wins, and updates the playbook.
Deliverables
An AI marketing director agent connected to your CRM and data platform.
Positioning, messaging, and competitor cards that are kept current.
Researched target lists and drafted outreach, waiting for your review.
A weekly plan and a short results review.
An approval queue, so nothing is sent, posted, or priced without a person.
Briefs your creative team or agency can work from.
Questions it answers
Real estate
Which property owners in our market look like our best past customers?
Hospitality
Draft a seasonal offer for corporate groups based on last year's bookings.
Fintech
Update the competitor card after this month's lost deals.
Logistics
Build a target list of shippers in our strongest lanes.
Already on Databricks? The agent can run there
CRM and pipeline data lands in Delta tables through Lakeflow. Unity Catalog decides what the agent can see. Genie gives your team plain-English answers on the same governed data, and Agent Bricks hosts and traces the agent. Not on Databricks? The same design runs on the cloud you have. The customer record this reads is Customer Intelligence.
First weekly cycle in two to four weeks
Nothing goes out until a person approves it.
Connect
CRM and materials linked. Access rules agreed.
Ground
Positioning, customer profile, and first competitor cards, built from your deals.
First cycle
The first weekly plan and drafts land in your approval queue.
Nothing is sent, posted, or priced without a person approving it, and every suggestion shows the data behind it. Access control, logging, and privacy rules apply from day one. A deeper security assessment is available through a trusted local partner.
References
McKinsey, The economic potential of generative AI (2023). https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier
NIST AI Risk Management Framework. https://www.nist.gov/itl/ai-risk-management-framework
Databricks, Develop agents with Agent Bricks. https://docs.databricks.com/aws/en/generative-ai/agent-framework/build-genai-apps
Databricks Genie. https://docs.databricks.com/aws/en/genie/
What is Unity Catalog? https://docs.databricks.com/aws/en/data-governance/unity-catalog/
Bring your CRM. Leave with a plan.
Start with a free discovery session. We look at what your pipeline data can already tell you and whether an agent is worth it yet.