AI Opportunity Audit Checklist

For Fractional CMOs—Unlocking Revenue, Results, and Differentiation with Brand Bots

Section 1: Your AI Practice

I use AI for research or basic content creation in my CMO practice.
I have customized AI prompts or built templates for my work/clients.
I’ve created or experimented with a custom GPT or similar tool.
I’ve offered AI-powered diagnostics, roadmaps, or strategy playbooks as a paid service.
My fees or service models have shifted in the past year due to AI (retainers, playbooks, productization).
I feel confident explaining to clients the difference between generic AI tools and a high-definition, context-rich “Brand Bot.”

Section 2: Client Opportunity Checklist

Which of your clients (current, former, or prospective) could benefit from a Brand Bot, self-service AI, or a productized strategy?

Ideal Client Archetypes

Blueprint Believers (EOS, professional practices, B2B services, SaaS companies) – Do you have clients who value frameworks, systems, or operational excellence?
Rapid Scalers – Do you have clients who are recently funded, moving toward PMF, or launching a new product/channel?
Growth Seekers/Skeptics – Any clients burned by past marketers or skeptical of big promises? Seeking fresh leads/growth but wary of “random acts of marketing”?
Budget-Constrained or DIYers – Are there clients or prospects unable to afford a full strategic engagement, but eager for actionable guidance? Business owners you haven’t served because of budget limits?

Ready-for-Bots Opportunities

Do you have current clients who could use a self-service AI or post-engagement continuity (e.g., ongoing campaign tools, content ideas, or marketing guides)?
Did you build a strategy for a client that wasn’t fully executed—could a BOT help them now bring it to life?
Have you done a project for a former client (e.g., audit, roadmap, content plan) that could now be repackaged as a reusable strategy framework in a BOT?
Are there prospective clients looking for a detailed, winning roadmap who you could impress and convert with a strategy BOT before full engagement?
Are there do-it-yourself business owners in your network who would value a self-serve BOT for day-to-day marketing support?

Section 3: Next Steps

Pick one current or former client you could revisit with a BOT-enabled offer.
Identify one key part of your process (roadmap, playbook, content planner) that could be turned into a self-serve offer.
Draft a simple email or pitch script for “BOT-enabled” continuity or client reactivation.
List one way using a Brand Bot could boost your differentiation and revenue this quarter.

Section 4: Client “Readiness” Radar – Who’s Your Perfect Prospect?

Behavioral & Mindset Signals:

Systems thinkers or systems believers (value frameworks/process)
Ambitious, growth-mindset, or actively seeking “what’s next”
Curious, always learning, exploring new tools/ideas
Strategic planners—appreciate roadmaps and structured thinking
Coachable—open to expert advice and willing to try new approaches
Action-oriented; get things done and implement fast
Resource optimizers—want efficient, repeatable marketing without waste

Common Frustrations & Complaints To Listen For:

“Most marketing is a waste”
“We’re doing lots of random acts of marketing, but nothing feels coordinated”
“Limited leads or the leads are weak”
“We just don’t have enough marketing expertise (or time, or people)”
“We’re overwhelmed by all the new channels and tools”
“I can’t tell what’s actually working (tracking/ROI is fuzzy)”
“So much is manual—it’s hard to scale”
“Our processes are disconnected or info is siloed”

Business-Level Pain Points:

Stagnant or unpredictable growth
Unclear brand or service differentiation
Over-reliance on word of mouth for new business
“Business feels heavy”—operational drag, inefficiency, or lack of clarity
Anxiety or worry about the future (market, competition, innovation, capacity)

Pro Tip: The more boxes you check, the bigger your opportunity for AI-powered growth. Bring this checklist to your next strategy session—or use it as a launchpad for your own Brand Bots!