Consulting

Transformation is inevitable. The only question is whether you will lead it or chase it.

Savvy Matters is a team that helps senior leaders and organizations modernize how they grow, build brands, and execute. We use AI, data, and operating model change as practical levers. Some clients come to accelerate AI adoption. Others come to fix fragmentation, speed up decision-making, modernize measurement, or upgrade creative systems. The common thread is transformation that shows up in performance, capability, and confidence.

Savvy Matters partners with C-Suite executives and their leadership teams to create clarity on what to do next, what to stop doing, and how to make change stick. Engagements blend strategy, hands-on working sessions, and enablement so teams can move quickly without losing brand integrity or quality.

Savvy Matters is founded and built by operators who have spent decades in the business world. The team brings straight talk, tested judgment, and deep experience carrying real accountability for growth and performance.

Marketing transformation consumes leadership attention. Savvy Matters compresses what typically takes quarters into weeks, so teams can focus on impact, not internal drag.

How Savvy Matters can help

1. Marketing Transformation Strategy

For leadership teams who need a coherent view of where marketing is going, where the organization is falling behind, and what to change across strategy, operating model, and execution.

What Savvy Matters offers (tailored to your situation):

• Growth strategy with an AI-Native lens and the marketing role in driving it

• Brand and customer strategy that translates into real decisions, not just narratives

• Operating model modernization: teams, processes, decision rights, incentives

• Capability strategy: what to build in-house, what to partner for, what to automate

• Measurement modernization: what to track, what to stop, how to prove value

• Media performance: channel roles, budgets, creative velocity, measurement

Typical deliverables:

• Executive-ready strategic recommendations and transformation plan

• Prioritized roadmap with owners, sequencing, and measures of success

• Operating model changes (structure, roles, workflows, governance)

• A clear articulation of “how marketing will work differently” going forward

• Media recommendations: channel roles, budget shifts, testing, and measurement

2. AI Strategy and Operating Model for Marketing

For organizations that want to use AI as a competitive differentiator, not a scattered set of experiments.

What Savvy Matters offers (tailored to your situation):

• Where AI creates leverage across the marketing value chain (insights, content, creative, personalization, customer lifecycle, media, measurement, productivity)

• AI for paid media: smarter testing, faster creative iteration, stronger audience strategy, and improved signal quality

• A practical adoption plan, including change management, up-skilling, enablement, policy and procedure recommendations

• Governance and guardrails: brand risk, intellectual property, privacy, vendor choices, and workflow controls

• A roadmap that balances fast wins with durable capability building across all sub-functions of marketing and other functions as required

Typical deliverables:

• AI strategy and use-case portfolio tied to business impact

• Roadmap & operating model recommendations (roles, workflows, decision rights)

• Enablement plan for leaders and teams (training, tools, playbooks)

• Measurement plan to track value creation, not just activity

• AI-enabled paid media recommendations with guidance on automation

3. Marketing, AI, Automation, and Paid Media Audit

A structured diagnostic to understand what is working today, what is not, and where the highest value opportunities are. This is often the best starting point for teams that already have activity underway and want an expert, outside-in view.

What the Savvy Matter audit evaluates:

• Current initiatives across marketing, data, creative, media, and lifecycle

• Tooling, workflows, and how work actually flows in practice

• Capability gaps: skills, team readiness, leadership alignment

• Risk and governance: privacy, data usage, IP, and brand safety

• High-impact opportunities with clear feasibility and sequencing

• Paid media performance and operating model

Typical deliverables:

• Audit report with key findings and recommendations

• Opportunity map with prioritized use cases and initiatives

• Phased implementation roadmap with practical next steps

• Working session to align stakeholders and pressure-test priorities

• Paid media audit findings and recommendations: budget allocation, channel roles, measurement fixes, and a test-and-learn plan

4. Executive Education and Team Enablement

For leaders and teams who need shared language, practical fluency, and a sharper understanding of what is changing in marketing, and how to respond.

Common formats:

• Executive briefings for senior leadership

• Interactive sessions for marketing teams

• Multi-part enablement series to build capability over time

• Cross-functional sessions (marketing, data, product, engineering, legal)

Example topics (customizable):

• The new marketing playbook: what changes in the AI era and what stays true

• How modern marketing organizations operate: speed, accountability, and systems

• Practical AI for marketing leaders: where it works, where it fails, how to govern it

• Building an AI-ready team: skills, roles, workflows, and culture shifts

• Metrics modernization: what to track, what to stop tracking, how to prove value

• Paid media in the AI era: creative velocity, testing, and measurement resilience

• Agentic AI in marketing: where autonomous agents deliver value and how

• Workflow-first AI: redesigning marketing operations with copilots & automation

• Prompting as a capability: reusable prompt systems, quality control, and brand-safe outputs

If useful, teams can include books as part of an engagement for participants.

5. Use-Case, Roadmap, and Operating Model Workshops

For teams that want to align quickly and leave with decisions, not just discussion. Workshops are designed to surface the best opportunities, prioritize them, and translate them into an execution plan.

Typical workshop outputs:

• Prioritized list of transformation and AI opportunities

• Clear “next bets” and MVP paths for AI implementations

• Roadmap with sequencing, owners, dependencies, and risks

• Draft playbooks or workflow prototypes, where helpful

Additional ways Savvy Matters supports

Depending on what a team needs, engagements can also include:

• Workflow mapping and redesign to remove bottlenecks and speed up delivery across creative, media, lifecycle, and approvals

• Pilot implementations that prove value fast and establish repeatable playbooks for scaling

• Vendor and partner ecosystem design to reduce stack sprawl, improve integration, and increase leverage with agencies and platforms

• Speaking and executive sessions for leadership offsites, company events, and board-level briefings

Who Savvy Matters works with

Savvy Matters typically partners with C-Suite executives, business and marketing leadership teams, and often extends across creative, media, analytics, product, engineering, and legal. Engagements can be scoped to a single function or designed as an end-to-end marketing transformation.

Client lists and references are available upon request.

How engagements typically start

Most projects begin with a short discovery conversation and a fast review of goals, constraints, stakeholders, and what success should look like. From there, Savvy Matters proposes a tight plan with timeline, deliverables, and the right structure, whether that is an audit, a strategy sprint, a workshop series, a pilot, or a hybrid.

If you’d like to explore working together, please email us.