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Renegade Marketers Unite
Renegade Marketers Unite

502: Unlocking B2B Intelligence with AI Workflows

23 January 2026 49:57 Drew Neisser

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About this episode

If AI is only helping you write copy, you are leaving real leverage on the table.

Every marketing team is buried in invisible busywork; a trail of repetitive, manual steps hiding inside every task. So what happens when you take one of those messy workflows, map every step, and rebuild it?

In this episode, Drew talks with Dave Brong (Level Agency) about how CMO Huddles transformed a messy, 10-step post-meeting grind into an automated system that transforms hundreds of conversations into structured insight, searchable intelligence, and real business value.

In this episode:

  • How a manual, repetitive workflow became an automated intelligence engine

  • How transcripts, metadata, and semantic search unlock institutional knowledge

  • The reality: Only ±10% of the system relies on AI (code does the heavy lifting)

  • When to use low-code tools vs. engineers for reliability, privacy, and scale

Plus:

  • A simple method to audit workflows and spot automation opportunities

  • How to balance build vs. buy for AI workflows

  • How to amplify human judgment instead of replacing it

If you are tired of manual follow-up, underused data, and AI hype without impact, this conversation is for you.

For full show notes and transcripts, visit https://renegademarketing.com/podcasts/

To learn more about CMO Huddles, visit https://cmohuddles.com/

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