andersson.consulting
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AI marketing audit for CRM teams: what to build first

I work out where AI pays off in your CRM and marketing, and what to build first. I've run CRM from the inside for fifteen-plus years and built an AI email tool on Braze.

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AT A GLANCE · PRODUCTIZED

WHO IT’S FOR
CRM and marketing leads deciding where AI is worth building.
WHAT YOU GET
  • Where AI pays off in your CRM and marketing
  • A ranked build list, short enough to act on Monday
HOW IT RUNS
Same shape, every time

What this AI marketing audit is

“AI marketing audit” can also mean using AI to audit your marketing. This page is about the other kind. I go through your CRM and marketing, work out where AI would pay off, and rank what to build first.

It runs in the same shape every time. Every candidate gets the five questions below, and the audit ends in a ranked build list.

The feature nobody used

At Tibber I built Spark, an AI email and content tool, in-house and integrated with Braze. It did three things: brief-to-send email, SEO content, and an AI tone-of-voice scorer. The whole platform was designed around the scorer.

Email was the runaway winner. SEO content came second. The tone scorer went unused, because the copy was already good enough that nobody checked it.

The rule I took from that is the one this audit runs on. Build for the job people actually hire the tool for.

The AI in CRM use cases I weigh

The usual candidates, all but the last in marketing automation:

I’ve built and shipped three of these: brief-to-send email and SEO content in Spark, and propensity scoring on Databricks, XGBoost and MLflow. They get the same questions as the rest:

The ranked build list

The output is a ranked build list, short enough to act on Monday. The top line is what I’d build first. Spark’s tone scorer would have sat near the bottom of mine.

If the top line is a program you want built, that’s a lifecycle marketing program, with the scope agreed before we start. If you need someone inside the team to own CRM, list included, that’s a Fractional Head of CRM.

An AI CRM consultant who has run CRM

In AI for CRM, most of the questions on that list are about data, consent, triggers and holdouts. I’ve worked on those from the inside, as the person the numbers land on: Head of CRM at IKEA Ingka Group across 30+ markets, and at Bauer Media Group across 20+ brands in six European markets. Spark came out of Tibber, energy-tech in four markets. Its receipt is below.

I build with Braze, Databricks, XGBoost, MLflow, Python and Cloudflare, hands on keyboard. For a small working example of propensity scoring, this site scores you as you read it, this page included: p(book), a logistic model with hand-set weights over 12 signals, shown signal by signal on the home page. It’s the toy version of what runs on Braze, Databricks, XGBoost and MLflow.

Based in Malmö, a short train ride from Copenhagen. The audit runs in English or Swedish, for teams across Sweden, Denmark and Norway.

Receipts.

Each figure says where it came from.

R/04 · Spark — own buildAI email & content tool · Braze

Flagship AI feature goes unused because the copy is already good enough

No number.
A lesson instead.
Observed · own build
ROLE / CONTEXT
Built in-house at Tibber; integrated with Braze.
WHAT SHIPPED
A brief-to-send email tool, SEO content, and an AI tone-of-voice scorer the whole platform was designed around.
RESULT
Email was the runaway winner, SEO content second. The tone scorer went unused — the copy was good enough that nobody checked. Build for the job people actually hire the tool for.

Questions.

What is an AI marketing audit?

An AI marketing audit is a review of where AI pays off in your CRM and marketing, ending in a ranked list of what to build first. The same name can also mean using AI to audit your marketing. I do the first kind, as a CRM specialist.

How is AI used in CRM?

Common candidates are copy generation, send-time and channel choice, propensity and churn scoring, segmentation, and content for SEO. I've built three of those. Spark, the AI tool I built on Braze, did brief-to-send email and SEO content; propensity scoring I build on Databricks, XGBoost and MLflow. Which ones pay off depends on your data, your customer journeys and the job each tool would do.

What does an AI CRM consultant do?

An AI CRM consultant works out which AI is worth building into your CRM and marketing automation, then builds it. I build it through the lifecycle program or as fractional Head of CRM. That rests on running CRM from the inside, as Head of CRM at IKEA Ingka Group and at Bauer Media Group, and on AI shipped in production: Spark on Braze, and propensity scoring on Databricks, XGBoost and MLflow.

What do I get at the end of the audit?

A ranked build list. The top line is what I'd build first.

Can you build what the audit recommends?

Yes, through the two other ways of working with me. If the top of the list is a lifecycle program, the Lifecycle & retention program builds it to a fixed scope. If you need someone inside the team to own CRM, list included, that's the Fractional Head of CRM role. When AI helps, I build the tool myself, as I did with Spark.

Book 20 minutes on your CRM.

If one flow leaks, we look at that. If it’s the whole program, we go from onboarding. You leave with what I’d fix first. — Alex

20 MIN · FREE · MONDAY TO FRIDAY · 09:00–17:00 STOCKHOLM TIME · GOOGLE MEET

WB1TRIGGERexit_intent at 0:00CHANNELemailSEGMENTcold · p 0.04SUPPRESS IFbooking_confirmed
WOULD SEND +24 h · NOT SENT — no address on file
COPY · template
FROMAlexander AnderssonTOProspect #1SUBJECTYou left at 0:00. Fair.

Hi,

You opened 0 of 4 receipts, looked inside 0 of 3 programs, got 0% of the way down the page and headed for the door. Leaving is why win-back emails exist, and why this one is short.

If a flow of yours leaks, reply. I’ll tell you what I’d change first.

— Alex

P.S. One win-back, then silence. That’s the rule.

Book 20 minutes instead