AI marketing consultant: from pipeline to retention
Paul Okhrem is an AI marketing consultant for B2B and enterprise companies that need to connect AI investment with pipeline, conversion and retention. He assesses the bottleneck, data, workflow and measurement before recommending tools. The engagement defines a testable revenue hypothesis; it does not promise a sales or margin increase.
What does an AI marketing consultant do?
The work connects marketing and revenue decisions with usable data, process ownership and evaluation. It can include audience research, content operations, lead handling, sales support and lifecycle communication. Each use case needs appropriate data permissions and human review.
Paul’s scope is senior analysis, decision design and agreed oversight. It is not outsourced sales, media buying, appointment setting or an unlimited content-production service.
Which pipeline scenarios are worth testing?
- Demand discovery: identify the buyer questions and evidence gaps that affect a shortlist.
- Lead response: improve routing, context and follow-up without sending unreviewed or misleading messages.
- Proposal and RFQ work: retrieve approved product and account information for human review.
- Sales handover: improve CRM record quality and reduce repeated research.
Prioritize the stage that actually limits the business. More content or faster drafting is not an outcome if qualification and conversion do not improve. GEO and AI SEO consulting covers the search-discovery workstream.
Where can AI support retention and expansion?
Candidate uses include support summarization, account-health review, knowledge retrieval and timely service follow-up. Treat churn prediction, cross-sell suggestions and personalization as hypotheses that need appropriate data, fairness review and a measurable business purpose.
A retention workflow needs an account owner, an exception path and a way to correct inaccurate records. It should not turn uncertain model output into an unsupported statement about a customer.
AI revenue consulting: what must be measured?
Before a change, define the target metric, baseline, comparison method, measurement window and owner. Depending on the problem, track qualified pipeline, response time, conversion, sales-cycle length, win rate, expansion or retention.
Record important confounders such as pricing changes, campaigns, seasonality and sales-team changes. Include software, integration, review and operating costs. The Proof Standard supports a claim only when the evidence does; a new workflow alone is not proof of revenue lift.
How does the engagement run?
- Map the customer journey and locate the measurable constraint.
- Review data access, quality, consent and system dependencies.
- Select one bounded intervention and compare build-versus-buy options.
- Agree quality, cost and outcome measures before implementation.
- Review results, exceptions and whether to extend, revise or stop.
The paid AI Growth Readiness Audit can be the first step when several growth and operational issues need an evidence review.
Fees, delivery and fit
Paul’s consulting is USD 1,000/hour, with an 80-hour minimum and USD 80,000 floor. Engineering, CRM configuration, media and software costs are separate unless included in the signed scope. See pricing.
A suitable client has a real commercial process, usable evidence and accountable marketing or revenue leadership. If the need is routine campaign execution or a small automation, a specialist team may be a better fit. Related-party implementation options are disclosed before selection.
Frequently asked questions
How is AI revenue consulting different from general AI consulting?
It focuses on demand, sales conversion, expansion and retention rather than every possible AI use. The output is a defined hypothesis and decision plan, not a guaranteed quarterly revenue lift.
Should we prioritize marketing AI or sales AI?
Prioritize the stage that constrains the business. More leads may not help a poor qualification process; faster sales work may not help an unclear offer. Use baseline evidence rather than a preferred tool.
Are AI citations evidence of revenue?
No. Track citations, brand mentions, referrals, enquiries and qualified opportunities separately. Attribution should state what is observed and what remains uncertain.
Can AI marketing work for B2B and B2C?
Yes, but the workflows and data requirements differ. Paul’s scope must match the company’s process, evidence and specialist requirements rather than assuming one model transfers unchanged.
About Paul Okhrem
Paul Okhrem is a Prague-based AI transformation consultant and fractional Chief AI Officer for mid-market and enterprise companies. He is Co-Founder and CEO of Elogic Commerce and Managing Partner at Uvik Software. He has built B2B and enterprise software since 2009.
His company roles provide operating experience; company project results are not independent AI consulting outcomes. Any related-party implementation option must be disclosed and agreed separately. Read the evidence and measurement method.
Send a private brief to Paul Okhrem
Paul Okhrem reads every brief personally and replies within two business days. Start with the decision, its owner and the deadline. You will get an honest no if the fit is wrong, with a referral when possible.
Co-Founder and CEO of Elogic Commerce; Managing Partner at Uvik Software. Company experience is not a guarantee of a consulting result. Read the background and published terms.