Marketing as an LLM State

12 January 2024 - 9 mins read time
Tags: Coding

The Pitch

Cordial AI: Your Marketing Expert, Built to Guide

The marketing landscape is complex and ever-changing. To succeed in the modern world, marketers need intelligent, personalized strategies built on real-time data to connect with potential customers authentically. That’s why Cordial developed its advanced AI, a supportive and powerful tool empowering businesses of all sizes to supercharge their marketing efforts.

The Need for AI Assistance

With the explosion of marketing channels and customer data, marketing teams frequently face:

• Overwhelming amounts of data: Understanding the meaning hidden in vast quantities of customer data is a huge challenge.
• Personalization at scale: Marketers want to deliver relevant messages, but tailoring them for each individual or segment remains difficult.
• Limited resources: Many teams struggle with stretched budgets and personnel, making in-depth analysis and complex campaigns out of reach.

Cordial AI addresses these challenges head-on, providing marketers with a sophisticated guide to elevate their strategies for maximum return on investment.

Cordial AI: Structured for Success

Cordial AI builds upon a carefully crafted state machine structure:

• Data Orchestration: Cordial AI begins by seamlessly integrating and organizing all your customer data from across platforms (email, SMS, web behavior, etc.) This creates a robust, centralized data foundation.
• Insight Generation: It uses advanced machine learning models to dive deep into your data, revealing hidden trends, potent segments, and actionable next steps.
• Campaign Guidance: Cordial AI, like an experienced strategist, suggests highly targeted campaigns. It outlines the most effective channels, ideal messaging, and timing for each stage of the customer journey.
• Workflow Automation: The AI assists in automating repetitive tasks, freeing up your team to focus on big-picture strategy. It can trigger welcome emails, nurture campaigns, and reactivation messages based on specific customer behaviors.
• Continuous Optimization: Unlike a static tool, Cordial AI consistently learns from your campaigns, recommending adjustments to content, segmentation, and timing for further performance boosts.

Beyond the Basics

The core benefits don’t stop there. Cordial AI also offers:

• Prediction and Prevention: The AI can identify potential churn risks, flagging disengaged customers. It also empowers your team with suggested approaches for re-engagement.
• Cross-Channel Harmony: Cordial AI guides seamless messaging experiences across all channels, ensuring consistent branding and optimal reach.
• Real-Time Adaptations: It constantly monitors campaign performance, adapting email send times, or dynamically switching offers based on results.

The Cordial AI Advantage

With Cordial AI, marketers gain a marketing force multiplier. It leverages the power of your data to provide step-by-step guidance for exceptional results. Imagine the impact of:

• Increased ROI: More effective campaigns translate directly to boosted sales and revenue.
• Freed-up resources: Save time with AI-assisted workflows and insightful reporting.
• Unleashed creativity: Let Cordial AI handle the analytical heavy lifting, leaving your team to focus on the innovative aspects of marketing.

Synthetic Agents

Cordial AI: Your Marketing Team of Autonomous Agents

Think of Cordial AI not as a single monolithic entity, but a collection of highly specialized agents working in concert to support your marketing goals. These agents expertly handle diverse tasks, taking your campaigns from strategy to success.

Here’s a glimpse into the key agents in the Cordial AI team:

• The Data Maestro: This agent tirelessly aggregates, cleans, and enriches your data from multiple sources. It tirelessly seeks out the most promising patterns and segments for maximum targeting effectiveness.
• The Insights Oracle: Driven by advanced machine learning, this agent analyzes the patterns uncovered by the Data Maestro. It reveals critical insights about customer preferences, behaviors, and potential churn signals.
• The Campaign Strategist: Armed with the Insights Oracle’s recommendations, this agent drafts multi-channel campaign blueprints tailored to your goals. It outlines optimal audiences, messaging ideas, and even suggests A/B testing setups for continuous improvement.
• The Workflow Wizard: This agent loves turning plans into action. It automates email flows, sets up SMS triggers based on website activity, and orchestrates campaigns across platforms with precision.
• The Optimization Guru: No campaign is ever ‘finished’ with this agent on board. It scrutinizes performance metrics in real-time, tweaking subject lines, adjusting send times, and suggesting content changes to enhance results. How These Agents Work for You

Imagine you want to improve customer retention:

• The Data Maestro: Aggregates purchase history, support interactions, social media engagement, and website activity to build a comprehensive customer profile.
• The Insights Oracle: Identifies customers who rarely engage with your brand and pinpoints common trends within this group.
• The Campaign Strategist: Outlines a re-engagement campaign suggesting a discount offer via email with an alternate SMS reminder and potential ad retargeting.
• The Workflow Wizard: Sets up the automated email sequence, designs an SMS trigger if the initial email is unopened, and coordinates the ad placements.
• The Optimization Guru: Tracks the open rates, click-throughs, and conversions for each component. It could suggest time adjustments for the SMS or alternate subject lines to further boost engagement.

CBT in Marketing

1. Positive Reinforcement to encourage desirable behaviors: Rewarding customers for their purchases, loyalty, or engagement with a brand using incentives such as discounts, exclusive content, or loyalty points.

2. Cognitive Restructuring to reframe negative thinking patterns: Address consumer objections and negative perceptions by reframing the brand message to highlight positive brand attributes and benefits.

3. Behavioral Activation in meaningful activities: Create campaigns that motivate consumers to interact with a brand or product that aligns with their interests or hobbies (quizzes, fun movie clips).

4. Personalization and Segmentation: Cater to the individual beliefs, attitudes, and behaviors.

5. Problem-solving Skills: Focus on understanding customer pain points and presenting your product or service as a solution.

Marketer Tasks on Cordial

Research

1. Target Audience Identification:
   • Use Cordial’s data segmentation tools to identify and define target audiences.
   • Create detailed customer profiles/personas.
2. Objective Setting:
   • Define campaign goals and key performance indicators (KPIs) for measuring success.
3. Campaign Conceptualization:
   • Develop creative concepts that resonate with the target audience.
   • Plan the content and messaging strategy in alignment with brand voice and campaign objectives.

Data Management

1. Data Integration:
   • Import and unify data from various sources such as CRMs, websites, transactional systems, and third-party data providers into Cordial’s platform.
2. Data Cleansing and Segmentation:
   • Cleanse data for accuracy and completeness.
   • Use Cordial’s segmentation tools to create specific audience segments based on behavior, demographics, purchase history, etc.

Message Creation and Personalization

1. Content Creation:
   • Write copy and design visuals for emails, SMS, push notifications, in-app messages, or other platforms supported by Cordial.
   • Use Cordial’s content management features to organize and store content assets.
2. Personalization:
   • Implement dynamic content blocks within messages that change based on recipient data.
   • Utilize Cordial’s personalization utilities to tailor messages to individual recipients or segments.

Automation, Testing and Optimization

1. Automation Setup:
   • Define triggers, conditions, and actions using Cordial’s automation tools.
   • Set up automated journeys that send messages based on user behavior, events, or time triggers.
2. Campaign Execution:
   • Schedule and launch campaigns across different channels (email, SMS, etc.) supported by Cordial.
   • Monitor the campaigns in real-time and make adjustments as needed.
3. A/B Testing:
   • Create variations of messages or entire campaigns to test different elements (subject lines, imagery, CTA, etc).
   • Execute tests using Cordial’s testing capabilities and collect performance data.
4. Optimization:
   • Run data-driven analyses to identify areas for improvement.
   • Refine messaging, targeting, and campaign timings based on gathered insights.

Analytics and Reporting

- Review analytics to monitor engagement metrics such as open rates, click-through rates, conversions, etc.
- Use Cordial's reporting tools to gain insights into campaign performance and customer behavior.

Collaboration

1. Collaboration:
   • Coordinate with team members, utilizing Cordial’s collaboration features for sharing insights, campaign drafts, and workflows.

Aligning AI-enabeled CBT with a Marketer’s work using the Cordial Platform

Transitioning Through Engagement Stages

After configuring the automated marketing workflows for each stage of the customer journey, our next challenge was to create seamless transitions between these distinct phases. Similar to therapy, this task is domain-specific to marketing and involves a balance between syntactic rules and semantic understanding.

From a syntactic perspective, we could establish rules such as “there should be a specific number of touchpoints within phase X” or “this phase should only engage customers for a certain duration.” However, these rigid rules don’t account for the dynamic nature of customer interactions. What if a customer responds with a question after the planned sequence of messages, or if they become inactive during a critical engagement phase? It’s crucial to have guidelines, but they must be adaptable.

On the semantic side, we use Cordial’s advanced analytics capabilities to assess whether the objectives of a campaign stage have been met. If a consumer’s behavior indicates they’re ready to move to the next phase, we can leverage that information to adjust the messaging contextually. We might integrate insights directly into the automated responses to ensure they’re relevant to the customer’s current position in the journey.

No single approach fully addresses the nuanced task of guiding customers through a marketing funnel. But by combining syntactic guidelines with semantic analysis, much like a human marketer would, we can maintain the essential structure of a campaign while also covering key engagement topics smoothly.

Asynchronous Risk Monitoring

It’s apparent that a marketing automation platform should do more than just deliver messages. It should also intelligently monitor for indicators of customer disengagement or dissatisfaction. On the Cordial platform, we’ve implemented asynchronous monitoring that evaluates sentiment and engagement levels in every interaction. If indicators suggest a risk of customer churn or a negative service experience, Cordial can trigger an alert, prompting immediate intervention by a customer service representative.

Furthermore, similar to therapeutic worksheets used in CBT, we have developed interactive content such as quizzes and assessments to assist customers who are struggling to connect with the brand or to express their preferences. Our marketing automation system identifies the optimal moments to introduce these materials. The insights gathered from customer interactions with these tools are then analyzed to personalize and enhance future engagements, ensuring that each customer’s journey with the brand is as effective and satisfying as possible.