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AI workshop for marketing teams · Shani Wolf · Fractional CMO · HubSpot, monday & Amplemarket partner · for B2B tech companies

AI workshop for B2B marketing teams

A hands-on workshop built around your systems and your processes. Every exercise runs on the materials and tools you already have, so the next day the team is already working with the outputs: AI tools mapped to use cases, a prompt library, a connection to the systems and a 90-day roadmap. I speak and run workshops on marketing, AI and MarTech, at conferences, for teams and for leadership.

Book an intro call Which workshops are there?
5–50participants2weeks from first call to workshop12live AI workflows at one client
Shani Wolf teaching HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

The board wants AI

They're asking for AI, and nobody knows where to start

Everyone has ChatGPT and nobody has a process. The workshop turns that into three workflows that run from the next day, on the tools you already pay for.

Half a day
Before a launch

A product launch in a month, and a small team

Two sessions: tool selection and prompt architecture, then the workflows for the launch itself. At a cybersecurity client that reached 12 live workflows within two weeks.

Two sessions
Regulated industry

Cyber, fintech, health: what AI is allowed to see

What's safe, what needs procedures, and how to work with AI inside the compliance framework. A full day, with the legal team in the room if needed.

Full day
What the team gets

What the team leaves the workshop with

Every exercise runs on your own materials and tools, so the next day the team is already working with the outputs.

The outputs
  • AI tools mapped to your marketing use cases
  • A ready prompt library for content, research and reporting
  • A connection to the existing marketing systems: CRM, email, outbound
  • A 90-day AI adoption roadmap
5–50participants
4hours, half a day
2weeks from first call to workshop
10+talks and workshops

How does it work?

From the first call to a team working with AI, in two weeks

  1. Call

    The team, the systems, the goal of the workshop

  2. Prep

    Your materials and tools go into the exercises

  3. The workshop

    Half a day, a full day or an online sprint

  4. The outputs

    Prompts, workflows, roadmap

  5. A month later

    A follow-up session: what runs, what got stuck

Which workshops are there?

Three workshops, each adapted to your team, your systems and your ICP

Half a day · 4 hours

AI for marketing teams

Which AI tools to adopt, how to connect them to the existing systems and how to measure impact from day one. Online or at your offices.

Most requested 3 hours · online

Marketing systems sprint

We go through the systems together in real time: duplicate tools, missing integrations and hidden costs. You leave with a list.

Before a review Full day · 6 hours

AI in regulated industries

For cyber, fintech, health and family offices: what's safe, what needs procedures, and how to work with AI inside the compliance framework.

With the legal team
Cybersecurity · AI workshop before a launch12 live AI workflowsTwo sessions for a marketing team of 15+, and within two weeks live workflows in the team's own tools, in time for the product launchBased on a true story

Frequently asked questions

What do you learn in an AI workshop for a marketing team?
Processes rather than tools: how to write content, research accounts and report to leadership with AI, on your own materials. You leave with a prompt library, three workflows that run from the next day, and a 90-day roadmap.
How many participants, and how long?
5 to 50 participants. Half a day (4 hours) for a marketing team, a full day (6 hours) for regulated industries, or a 3-hour online sprint on the systems. From the first call to the workshop: about two weeks.
Online or at the office?
Both. The half day and the full day work well at the office, the sprint is built for online. Either way every participant works on their own materials instead of watching a demo.
What happens after the workshop?
A follow-up session a month later: what runs, what got stuck, and what's next. And if the data and automations turn out not to be ready for AI, that's where you move to a MarTech review.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

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