AI is here, and–at the pace of change we are all experiencing–integrating it into your current environment can be overwhelming. And what works for other firms won’t necessarily be right for yours.
I bring my decades of experience at tech organizations and law firms to help you assess your use cases, your martech environment, and your outcome goals to identify opportunities for improvement. Then I suggest solutions, redefine workflows, and define KPIs for successful technology rollouts that deliver results.
From AI keynote speaker at marketing retreats to department assessments and roadmaps, I help teams work more efficiently and cost-effectively, freeing them up for the more creative and value-add work that sometimes takes a back seat to administrative workloads.
AI Coaching and Advisory
Whether it’s getting your team excited about the opportunities available to improve their productivity, creativity, and outputs with AI or ongoing training and coaching, my experience in all things marketing technology gives me a wide lens through which to view new technology introduction and rollouts.
- AI programs at marketing retreats
- On-call coaching on specific AI use cases
- Workflow redesigns to take advantage of new AI-driven efficiencies
- Pilot program development and rollout
Marketing Technology Audits
To prepare your department for any new technology integration, start by taking stock of your currently available tech, your team member roles, and the outcomes you deliver daily, weekly, and long term.
- Pinpoint repetitive manual effort: Identify the time-consuming, repeatable tasks that are prime for automation, freeing up your team for more creative and strategic work.
- Identify high-impact AI opportunities: Document every use case—from content creation to lead nurturing—where AI will deliver the greatest return on efficiency and performance.
- Unify your data: technology is only as good as its data. Map out a plan to break down silos and create the clean, connected data source your new tools need to thrive.
- Optimize your stack for integration: Identify which legacy tools can be consolidated or replaced, ensuring new AI platforms integrate seamlessly without creating more complexity.
- Build a strategic martech roadmap: Move from scattered experiments to a deliberate plan.
From there, you can identify what stays, what goes, what needs enhancement, and what new tools you want to pilot in your environment.
“Cyndy’s ‘AI in Professional Services Marketing’ program was transformational for our marketing department.
The biggest impact? A mindset shift across our team and a sense of urgency for experimentation and adoption. She helped us move from skepticism to curiosity and confidence. Her materials—roadmaps, templates, best practices—continue to serve as a blueprint for our journey forward. I cannot recommend this program highly enough to any marketing team looking to stay ahead of the curve and lead with intention.“
Chief Marketing Officer,
Global Economic Consulting Firm
A peer group for law firm marketing technology leaders.
Join us in Los Angeles on November 19, 2025, for a eight-hour AI program for legal marketing leaders that takes you through the current state of AI in our industry and showcases hours of use cases that are finding traction and success right now.