What You’ll Achieve with This Course

  • Develop an Actionable AI Implementation Strategy tailored to your business.

  • Identify High-Impact AI Opportunities that drive real results.

  • Justify AI investment with Clear ROI Projections and data-backed insights.

  • Assess your organization’s AI Readiness across key dimensions.

  • Implement AI with Clarity, Confidence, and Measurable Success.

  • Move from AI overwhelm to Strategic Implementation.

Frameworks

  • TRIPS Framework

    Identify and prioritize high-impact AI use cases effectively using our TRIPS framework.

  • 5P Framework

    Ensure holistic project planning and AI readiness with our 5P framework

  • 6 Cs Framework

    Clean, Complete, Comprehensive, Chosen, Credible, Calculable. Build your AI on a rock-solid data foundation.

Ready to build your foundation and scale your AI initiatives?

Enroll today

Course curriculum

    1. The AI-Ready Strategist - Introduction

    1. Lesson 1.1: Beyond the Buzz

    2. Lesson 1.2 Frameworks Overview

    1. Lesson 2.1: Introduction to TRIPS

    2. Lesson 2.2: The TRIPS Scoring Worksheet

    3. Lesson 2.3: The Goal Alignment Worksheet

    4. Lesson 2.4 The AI ROI Calculator

    1. Lesson 3.1: Introduction to the 5P Framework

    2. Lesson 3.2: The 5P Readiness Assessment

    1. Lesson 4.1: Introduction to the 6Cs

    2. Lesson 4.2: A Manual 6C Audit

    3. Lesson 4.3: A No-code Audit in Google Colab

    1. Lesson 5.1: Connecting the Dots

    2. Lesson 5.2: Crafting a One-Page Strategic Proposal

About this course

  • $1,499.00
  • 25 lessons
  • 7 hours of video content

Instructor

Katie Robbert

CEO

Katie Robbert is an authority on compliance, governance, change management, agile methodologies, and dealing with high-stakes, “no mistakes” data. As CEO of Trust Insights, she oversees the growth of the company, manages operations and product commercialization, and sets overall strategy. Her expertise includes strategic planning, marketing operations management, organizational behavior and market research and analysis. Prior to co-founding Trust Insights, she built and grew multi-million dollar lines of business in the marketing technology, pharmaceutical, and healthcare industries. Ms. Robbert led teams of Microsoft Partner Software Engineers to build industry-leading research software to address and mitigate pharmaceutical abuse. Ms. Robbert holds a Master of Science degree in Marketing and Technological Innovation. She is a published researcher in the Pharmacoepidemiology and Drug Safety Journal. She is a published author in Applied Marketing Analytics. She is the owner and Community Admin of Analytics for Marketers. She is the Community Operations Manager and Ambassador for Women In Analytics.

Georgia Robbert

Chief Barketing Officer

Georgia is a distinguished 5-year-old, 150-pound grey Newfoundland with a heart of gold and a very wet nose. As a proud rescue dog, she is a tireless contributor to the company, specializing in enhancing the daily work environment through her unique set of skills. Her expertise includes providing ambient noise during important recordings by vocally deterring local birds, ensuring optimal camera angles through her strategic placement behind office chairs, and offering decisive meeting wrap-ups by dropping a slobbery toy in your lap. In her free time, Georgia enjoys long walks, taste-testing new snacks, and perfecting her thunderous snore. A true team player, she believes the best place to be is wherever you are.

Testimonials

“In an industry full of hype, Katie Robbert stands out. She’s the original un-hype girl: clear, calm, direct. She doesn’t just give you answers—she gives you confidence in the path forward that makes sense for you.”

Ann Handley - WSJ bestselling author & CCO, MarketingProfs

“Katie is a dedicated and generous professional who consistently puts her heart into everything she does. She has an incredible ability to support and inspire those around her, and her drive to keep learning and sharing her knowledge is one of the many things I love about her. Her new course is a reflection of the passion and commitment she brings to everything she does.”

Gini Dietrich, CEO & author, Spin Sucks, creator of the PESO Model©

“Katie has a remarkable ability to distill complex topics into clear, actionable insights. Every time I’ve heard her speak, I’ve walked away with practical takeaways and a fresh perspective. She has a rare blend of deep expertise and approachable teaching that inspires confidence and momentum.”

Cathy McPhillips - CMO, SmarterX & Marketing AI Institute

“Super bright. Sharp focus. Strategic thinking. Katie combines all of the most important traits for the modern marketer. Ask her your toughest question and you'll see right away.”

Andy Crestodina - Co-Founder & CMO, Orbit Media

General Questions

  • Who is this course for, and who will benefit most from it?

    This course is for leaders at every level who need a scalable strategy and practical frameworks to integrate AI into their work. You'll benefit most if you're a strategic leader, an entrepreneur, an ambitious practitioner, a visionary founder, or a department head who sees the potential for AI integration and needs to make it happen in a practical way, regardless of where you sit in the organization.

  • What's the main problem this course solves, and what results can people expect after completing it?

    We're solving the three biggest frustrations we hear about AI: "I'm under pressure to use AI but have no idea where to start," "My data is a mess," and "I can't prove my ROI." The ultimate result is that this course moves you from feeling overwhelmed to being empowered. We shift your role from a reactive tactician to a visionary leader who can make strategic decisions.

  • Can you walk us through the core frameworks and templates included in the course?

    The course includes a complete strategic toolkit with over 20 downloadable, reusable assets. The core frameworks and templates are: the TRIPS prioritization worksheet to help you figure out where to start; a goal alignment worksheet to connect AI initiatives to business outcomes; an ROI calculation worksheet to prove your return on investment; a 5P readiness assessment; data quality audit instructions for a no-code method to fix your data; a feasibility matrix worksheet; and a one-page strategic proposal template to help you communicate your vision up the chain.

  • What makes this course different from other AI courses available today?

    This course is different because it's not about how to use AI tools. We aren't teaching you how to be a marketer or a data scientist. This is a strategy and operations course focused entirely on organizational behavior and process improvement. The frameworks are built to be scalable, so they work for a solo practitioner organizing their own workflow or an enterprise company engaging larger groups. This is a toolkit to help you make strategic decisions about where AI fits, and more importantly, where it doesn't.

  • Will you offer payment plans for this course?

    Yes, once the course is live, we will offer different payment options for students.

Addressing Specific Pain Points

  • For those feeling pressure to use AI but not knowing where to start, how does the TRIPS framework provide a clear roadmap?

    We created the TRIPS framework specifically to overcome that hurdle. It's a simple prioritization worksheet that helps you figure out where to begin. It's designed to help you organize your thoughts and identify the highest-impact initiatives so you can stop feeling overwhelmed and start acting with a clear sense of purpose.

  • You mentioned the "my data is a mess" problem. How does the 6C data quality module help a non-technical person audit their data and get actionable recommendations to fix it?

    Our 6C data quality module is designed as a no-code method for anyone to audit their data. It gives you a clear, actionable set of instructions so you can not only identify issues with your data but also get specific, actionable recommendations on how to fix them. It's about empowering you to take control of your data, even if you aren't a data scientist.

  • How does the ROI calculation worksheet in the course connect AI initiatives directly to business outcomes, and what kind of outcomes can be measured?

    This course has a dedicated measurement focus, and the ROI calculation worksheet is a key part of that. It's a powerful tool that helps you connect your AI initiatives directly to tangible business outcomes. You can measure things like cost savings, revenue increases, efficiency gains, and improved lead quality, allowing you to prove your return on investment and build a strong business case for your projects.

  • For an "AI-curious" department head, how does this course help them figure out if generative AI is a viable solution for their team?

    The entire course is built around giving you the practical frameworks you need to make these decisions. For a department head, the feasibility matrix worksheet and the one-page strategic proposal template are particularly useful. They help you get organized, assess the viability of different initiatives, and build a solid, data-backed proposal that clearly communicates your vision up the chain to get the buy-in you need.

Course Expectations & Value

  • What level of subject matter expertise is required to get the most out of this course?

    This course assumes that you already have subject matter expertise in your role. We're not teaching you how to be a marketer or a project manager; we're teaching you how to integrate AI into the expertise you already have in a strategic way.

  • This course isn't about using AI tools. Can you explain why the focus is on strategy and frameworks rather than tool proficiency?

    Our focus is on strategy and frameworks because AI tools are constantly changing. Learning a specific tool today won't prepare you for the next tool that comes out tomorrow. This course gives you the core strategic and operational skills to evaluate, prioritize, and implement any tool, so you can make effective decisions now and in the future.

  • What does the pre-sale discount entail, and when does the course officially go live?

    The course is on pre-sale now for a significant discount. If you pre-order it, you'll get it for a sweet discount using the code strategy2025 for $500 off the full price of $1499. The pre-sale is good through 8/29, and the course will officially go live on 9/2/2025.

  • Can you tell us about the "downloadable, reusable assets" and why they're so valuable?

    The course contains a complete strategic toolkit with over 20 downloadable and reusable assets. These aren't just one-off templates; they're built to be scalable, so you can use them to organize your own workflow or engage larger teams in the same frameworks. They provide the practical tools you need to apply the course concepts immediately to your own work.

  • What's the overall "bottom line" or final message you want to leave with someone considering this course?

    The goal of this course is simple: to move you from feeling overwhelmed to empowered. The toolkit is built to shift your role from a tactician to a visionary leader, helping you to make strategic decisions.

  • How do you see this course preparing people for the future of AI in business?

    AI isn't going away, and we all need to figure out where it fits and, more importantly, where it doesn't. This course gives you a foundational toolkit to make those decisions strategically, so you are prepared to navigate the future of work and stay ahead of the curve.

Additional Questions

  • Is there a community or support system for students after they've completed the course?

    Yes, we have a FREE Slack Community, Analytics For Marketers with over 4,000 members. We also have a dedicated slack channel just for this course so students can ask and answer questions as needed with access to the instructor.

  • What is the format of the course, and what is the estimated time commitment to complete it?

    This is a self-paced course with video, audio, and text elements. This will allow students to choose which format they learn best in. There are also supplemental materials to help students get started. There are over 8 hours of lessons built into this incredibly comprehensive course. There are also quizzes and a certificate of completion.

  • How will the course be updated to stay current as AI technology continues to evolve?

    That is the beauty of teaching the foundational materials. They are technology agnostic. As tech, specifically AI, evolves, you can go back to these frameworks over and over to adjust your strategies and plans. Once you know how to use the materials in this course, you can apply them to any new (or old) technology.

  • Do you offer bulk purchasing options for corporate teams or a group discount?

    Yes, we do. Please contact [email protected] for more information.