Specialised Track · Marketing Function

Run the marketing function with AI.

A two-day, hands-on programme for marketing directors, managers, campaign, CRM, content and analytics teams. Segment audiences, produce creative and campaign content, design automations and report performance with applied AI. Every delegate leaves with a team prompt library, a working segmentation and campaign automation built in a pre-configured cloud lab, and a ninety-day plan.

2 days 12 modules 60%+ hands-on Codespaces lab included STOA certified
Daniel Sto
Why this programme exists
"Segmentation is a rule set. A campaign is a sequence. Both are automations waiting to be built."
Daniel Sto · Director of Faculty, STOA Institute
Duration
2 days
Format
Live online or on site
Next open date
Private cohorts
Fee
On request
per delegate
For teams
Private cohort from 8 delegates
Schedule a TNA call
Programme overview

Built around five marketing workflows: audience, creative, campaigns, automation and performance.

This two-day programme is built for marketing teams that want to use generative AI across the whole marketing workflow: audience segmentation and customer insight, creative and campaign content, marketing automation, and performance reporting. It uses the AI tools the team already works with (ChatGPT, Claude, Gemini, Microsoft Copilot) alongside specialist tools for image, video and market intelligence, and it treats prompting technique, tool selection and output verification as the working skills of a marketing team.

Day one opens with foundations and prompting technique, so that the whole team works from the same base, then moves into audience segmentation and customer insight, design and creative content, social media and video content, and marketing data management. Day two turns to the commercial side: campaign planning and personalisation, lead generation and sales enablement, marketing automation built in the lab, performance analytics and market intelligence, and a briefing on Generative Engine Optimization (GEO). Every module follows the same rhythm: short theory, a live demonstration, then hands-on application on participants' own marketing scenarios, so each technique is practised the day it is introduced.

The lab runs in a pre-configured cloud environment opened from a browser, with no software to install, and each participant builds a customer segmentation and campaign copy automation that is verified against fixed acceptance criteria. Participants leave with a team prompt library, draft assets and templates produced during the exercises, a tool-selection map matched to their tasks, the working automation, and a ninety-day plan for embedding AI in their marketing workflow. The programme closes with a look at where the field is heading: agentic AI, where AI systems carry entire marketing workflows end to end, together with context engineering, retrieval-augmented generation and the Model Context Protocol.

Who should attend

This programme is designed for marketing teams across all industries:

  • Marketing Directors, Marketing Managers and Marketing Executives
  • Brand Marketing and Digital Marketing specialists
  • Growth, Demand Generation and Campaign teams
  • CRM, Lifecycle and Marketing Automation specialists
  • Social Media and Content specialists
  • Trade Marketing and Visual Merchandising specialists
  • Product Marketing and Sales Enablement specialists
  • Marketing Analysts and Insight teams
  • Brand and Communications leads

Learning outcomes

By the end of this programme, participants will be able to:

  • Apply the C.L.E.A.R. framework and K-shot prompting to marketing tasks
  • Build segments and personas from customer data with AI analysis
  • Create key visuals and channel-ready campaign assets with AI image tools
  • Produce social media content and short-form video concepts in brand voice
  • Use AI for data consolidation, cleaning and automated marketing reporting
  • Plan personalised campaigns and journeys across segments
  • Identify leads and build sales enablement content with AI
  • Build a working customer segmentation and campaign copy automation
  • Report campaign performance and track competitors with AI-assisted analysis
  • Explain Generative Engine Optimization (GEO) and the practices behind AI-search visibility
  • Apply responsible AI practices for confidentiality, brand safety and output verification
  • Build a ninety-day plan for AI in their marketing team
Programme outline

Twelve modules. Two days. One working marketing automation.

Each module follows the TEA framework, twenty percent theory, twenty percent examples, sixty percent hands-on application on participants' own marketing tasks.

Day 1: Foundations, Audience and Creative Content

01
Day 1 · Module

Generative AI Foundations for Marketing Teams

  • What is generative AI?
  • The model landscape (ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity)
  • Text, image, video and audio generation models
  • Tokens, context windows and non-determinism
  • Free and paid tiers, individual and team accounts
  • Responsible AI practices (confidentiality, brand safety, output verification)
Live walkthrough the calculator test
02
Day 1 · Module

Prompt Engineering Essentials

  • Prompt structure (role, context, task, format, examples)
  • The C.L.E.A.R. prompt engineering framework
  • K-shot prompting (zero-shot, one-shot, few-shot, multi-shot)
  • Chain-of-thought prompting for planning tasks
  • Temperature and creativity control through prompting
  • Iteration and refinement techniques
  • Starting the team prompt library
Hands-on exercise applying C.L.E.A.R. and K-shot prompting to participants' own marketing tasks
03
Day 1 · Module

Audience Segmentation and Customer Insight

  • AI-assisted segmentation from customer data
  • Segment rules and scoring (value, recency, frequency, consent)
  • Persona research with deep research modes
  • Voice-of-customer analysis (reviews, surveys, support logs)
  • Insight briefs for stakeholders
  • Consent, opt-outs and data protection in segmentation
Hands-on exercise a segment and persona pack from a sample customer dataset
04
Day 1 · Module

AI for Design and Creative Content

  • Image generation tools (ChatGPT, Midjourney, Adobe Firefly, Canva)
  • Key visuals for promotions and product launches
  • Assets for owned and partner social media and digital campaigns
  • Print advertisements, point-of-sale materials and catalogues
  • Brand consistency (reference images, style guides, templates)
  • Channel formats and adaptation
  • Visual merchandising and retail concepts:
    • 2D layout concepts from retail space, measurements and product placement
    • Iterating layout options with image models
    • Agency briefs from AI concepts
Live demonstration and hands-on exercise a promotion asset set across channels
05
Day 1 · Module

AI for Social Media and Video Content

  • Content creation for social media and digital advertising
  • Copywriting and brand voice
  • Content calendars and repurposing across channels
  • Video and multimedia generation tools (Gemini, Runway, Higgsfield)
  • Audio, voice-over and localisation
  • Selecting the most suitable AI tool per activity
  • AI-supported agency briefing and review
Individual and pair work a social content set and short video concept in brand voice
06
Day 1 · Module

AI for Marketing Data Management

  • Data consolidation, mapping and cleaning
  • AI data analysis features (ChatGPT Data Analysis, Claude Projects, Copilot in Excel)
  • Automating repetitive reporting tasks
  • Verification and quality-check habits
  • Reusable reporting prompts and templates
Hands-on exercise cleaning and reporting on a sample marketing dataset

Day 2: Campaigns, Automation and Performance

07
Day 2 · Module

Campaign Planning and Personalisation

  • Campaign planning from brief to rollout
  • AI-assisted campaign strategy and messaging
  • Personalisation at scale (fields, offers, journeys)
  • A/B test hypothesis generation
  • Budget allocation scenarios
  • Campaign optimisation across channels
Gamified task campaign concept sprint in teams
08
Day 2 · Module

Lead Generation and Sales Enablement

  • Company signals and lead identification
  • Lead qualification against an ideal customer profile
  • Personalised outreach and nurture copy
  • Sales and channel partner training materials
  • Sales talk tracks
  • Product comparison guides and objection-handling content
  • Lead quality feedback loops with sales
Reflection and feedback a comparison guide and talk track reviewed between peers
09
Day 2 · Module

Marketing Automation Design and the Lab

  • Multi-step automation patterns (lifecycle, nurture, month-long sequences)
  • Nurture flow design before build
  • AI steps inside automations (scoring, routing, drafting)
  • What is an AI agent?
  • The lab environment (GitHub Codespaces, browser-based, pre-configured)
  • The lab brief and the supplied customer data
  • Segment rules and campaign files
  • The two build tracks (LangFlow visual canvas, Claude Code coding agent)
  • Acceptance criteria and verification
Lab building a customer segmentation and campaign copy automation in a pre-configured cloud environment
10
Day 2 · Module

Performance Analytics and Market Intelligence

  • Campaign analytics from platform exports
  • Attribution models and their limits
  • Dashboards and narrative reporting
  • Post-campaign reviews
  • Price point and competitor tracking
  • Market movement summaries and reporting
Hands-on exercise a campaign performance report and competitor snapshot from sample data
11
Day 2 · Module

Generative Engine Optimization (GEO) and Emerging Methods

  • What is GEO?
  • AI-driven search surfaces (ChatGPT, Perplexity, Google AI Overviews, Copilot)
  • How brands surface in AI answers
  • Content and structure practices for AI visibility
  • GEO monitoring and management tools
  • Emerging methods:
    • Agentic AI and custom agents for marketing workflows
    • Context engineering
    • Retrieval-augmented generation (RAG) and connected company data
    • Model Context Protocol (MCP)
Controlled group discussion participants' brand visibility in AI-driven search today
12
Day 2 · Module

Capstone and Personal Action Plans

  • The AI-assisted marketing team (workflow integration, brand and compliance guardrails, sales feedback loops)
  • The team prompt library and tool-selection map, consolidated
  • The ninety-day plan (next steps, priority use case, timeline, owners)
  • Peer review of the plan
Personal action planning each participant's ninety-day marketing AI plan
Day 2 · Course closing

Course closing

  • Course debrief and key takeaways
  • Final Q&A
  • Official closing ceremony and award of certificates
  • Group photo
Our training methodology

Three frameworks behind every programme.

Whatever programme you choose, it follows three proven instructional frameworks, from design to delivery to evaluation.

Delivery

TEA™ Delivery Framework

  • T Theory, core concepts & frameworks
  • E Examples, live demos & case studies
  • A Application, hands-on exercises & practice

Our signature approach structures every module into three phases for maximum retention and practical application.

Design

ADDIE Instructional Design

  • A Analyse, assess learner needs
  • D Design, structure the learning path
  • D Develop, build materials & activities
  • I Implement, deliver the programme
  • E Evaluate, measure outcomes & refine

The industry-standard model for course design and learning alignment.

Evaluation

Kirkpatrick Model

  • L1 Reaction, participant satisfaction
  • L2 Learning, knowledge & skills gained
  • L3 Behaviour, on-the-job application
  • L4 Results, business impact & ROI

The globally recognised four-level framework for measuring training effectiveness, from initial reaction to long-lasting post-training effects.

Upcoming sessions

Choose your date.

This programme runs as a private cohort for marketing teams, live online or on site. Public dates, when scheduled, appear below.

Date
Format
Duration
Price
Private cohorts run on request.
Live virtual or On-site
1/2 to 5 days
Custom
What every participant gets

You keep everything.

No vendor lock-in, no paywalled materials. Every delegate leaves with the working files, the templates, and the post-programme support to actually use them.

Personal prompt library

8 – 12 tested prompts built during the session on your actual work scenarios.

Templates & dashboards

Dashboards, workflow templates, and evaluation frameworks ready to use.

Learning materials

Full soft copy of all session materials, handouts, and reference guides.

STOA certificate

Certificate of Completion plus a guided pathway to the Google AI certificate.

30-day support

Post-programme Q&A availability and implementation guidance.

Lifetime updates

Access to updated prompt libraries and resources as AI tools evolve.

Delivery options

Choose how your team learns.

In-Person

Instructor-led on-site

Delivered at your offices or venue. Maximum engagement for teams of 8 – 25 participants. All exercises use your team's actual work scenarios.

Live Online

Virtual instructor-led

Real-time delivery via Zoom, Meet, or Teams. Interactive breakout rooms, same content depth as in-person. Ideal for distributed teams.

Hybrid

Blended approach

Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work materials and follow-up resources included.

Training catalogue

104 courses in nine families, overview level, methodology up front.

Download the catalogue
Next step

Put AI to work across your marketing team.

Download the brochure for the full outline, or book a thirty-minute training-needs analysis call to scope a private cohort for your team.