Free workbook · For ecommerce marketing teams

Launching an AI marketing agent for your ecommerce brand

This workbook is your step by step guide to deciding what an AI should run across your ads, email and analytics, testing it safely on your own accounts and putting it live in stages. By the end you'll have a business case, a set of safety and approval rules, and a rollout plan for an agent that explains your numbers and drafts the fixes.

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The Ecommerce AI Marketing Agent Workbook cover
Part 1
Launching your AI marketing agent
19 pages · worksheets · checklists
Trusted by product and ecommerce brands
Hilo
LifeSeasons
Everything2Go
NeuroQ
myLawCLE
My Best Heart
Casa MaestriCasa Maestri
Protocol Health
KamikiKamiki
Adelia Risk
Nothing Products
Beaini Brands
What's inside

Part 1: Launching your AI marketing agent

Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.

Business case clarity
01

Map how much of your week goes to reporting and checks, and how much spend leaks before anyone notices.

Safety and testing
02

Set the access and approval rules any AI must pass before it touches your ad accounts, then test it on your own numbers.

Staged rollout
03

Put it live in four stages, from read-only answers to trusted changes, each one working before the next.

A look inside

Worksheets, not theory

What the agent should own
What the agent should own
Without an AI marketing agent, and with one
Without an AI marketing agent, and with one
Safety rules before anything connects
Safety rules before anything connects
Roll it out in four stages
Roll it out in four stages
Built this way, in production

We built this for a $50 million B2B ecommerce company running nine brand storefronts.

569

AI tools on 23 connected servers across the ERP, accounting, call tracking and ad platforms

9,000

of their sales calls analysed by AI for a few hundred dollars

$34.7M

of orders across 97 catalog campaigns made queryable

Who it's for

Marketing teams who are done building the Monday report

  • Ecommerce brands spending on Google, Meta and email, with Shopify or a custom store behind it.
  • Marketing leads who spend Monday pulling numbers from five platforms into one sheet.
  • Teams working with an agency who want their own view of what is actually working.
  • Owners who want to ask "what drove last week?" and get an answer tied to real orders.
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