Streamline Your B2B Marketing Workflow with AI

In this episode of the B2B Marketing Excellence and AI podcast, Donna Peterson addresses the real challenges facing B2B marketers today — being asked to achieve more with fewer resources, leading to burnout and avoidable mistakes.Donna shares her personal experience with reevaluating and improving her workflow, focusing on practical steps she took to streamline processes using tools like ChatGPT, HubSpot, Dropbox, and Asana. She explains how documenting workflows and providing clear, detailed inputs into AI tools leads to better outcomes, and why critical thinking remains essential even when incorporating technology.Listeners will hear specific strategies Donna implemented, such as setting up client intake forms and automating task reminders to create a more efficient and organized system. She also emphasizes the need for regular review of processes to ensure technology supports goals rather than adding unnecessary complexity.The episode encourages marketers to start with small improvements, focus on one system at a time, and take a thoughtful approach to integrating technology into daily work. Donna reminds listeners that success comes from building strong, sustainable client relationships, supported — not replaced — by AI.Episode Highlights:• 00:00 Introduction to B2B Marketing Excellence and AI• 00:23 Challenges of Modern B2B Marketing• 00:46 Donna’s Personal Workflow Struggles• 01:54 Leveraging AI for Workflow Improvements• 03:40 Creating a Paperless Workflow• 08:36 The Importance of Client Follow-Up• 10:21 Streamlining Processes with AI• 12:53 Final Thoughts and Encouragement• 15:28 How to Get Further AssistanceIf you are looking for ways to streamline your marketing processes and better integrate AI into your daily work, we invite you to visit www.worldinnovators.com.There you can sign up for a one-hour AI Strategy Session, schedule an in-office presentation, or organize a customized workshop for your team.Together, we can help you create a system that works — so you can focus on what matters most: building strong client relationships and achieving lasting success.🎧 Thank you for listening. Please continue to follow the B2B Marketing Excellence and AI Podcast and help us spread the word to other marketers who can benefit from practical, relationship-centered strategies. *** Reach out to [email protected] you’d like help building a marketing strategy that builds relationships and/or AI training for individuals or full teams. *** Visit www.worldinnovators.comfor more resources on building stronger marketing and leadership strategies. *** Subscribe to the B2B Marketing Excellence & AI Podcast for weekly insights into marketing, leadership, and the future of AI.

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