Decisions → owners → what AI may do

Marketing Decision Map

AI is already shaping marketing decisions at most security companies, usually without anyone deciding that it should. This map lists the decisions that matter, scores which ones need governing first, and writes the rules for each one: who owns it, what AI may do, and where a person signs off.

To govern AI in a marketing team, organize around decisions, not tasks. List the decisions marketing makes, score each on business value, risk and how often it comes up, and govern the top three to five first. For each one, name a single owner, set how much AI may do (decide, recommend, or only assist), put an approval gate in the tools, and give people and AI the same context: ICP, approved claims, voice and funnel definitions. This tool starts you with 24 decisions security marketing teams make, scores them, writes a decision card for each of your top five, and builds a 90-day rollout. Free, no signup, and it exports to Excel and PDF.

01

Where you start

Eight yes-or-no questions. Answer for how your team works today, not how the policy reads.

Readiness
0 / 8
Answer the questions above.
Where that puts you
–
Stages: tasks not decisions, partly governed, governed.
02

Score the decisions

Twenty-four decisions security marketing teams make, with suggested scores from 1 to 5. Change any score that is wrong for your company, untick what does not apply, and add your own. Priority = value × risk + frequency, out of 30.

Value How much it moves revenue, pipeline or brand, and how many later choices depend on it. Risk How hard it is to reverse, and what a wrong call costs with customers, the board or regulators. Frequency How often it comes up. Frequent decisions are where AI already creeps in.
UseDecisionValueRiskFreqPriorityTierAI role
03

Your governance shortlist

The five highest-priority decisions, and where every decision sits on value and risk. Circle size is frequency. Govern the top right first.

    04

    Decision cards for your top five

    One card per decision. Each starts as a draft written for security marketing. Edit it until the owner, sales and finance would all sign it.

    05

    Shared context

    People and AI make consistent decisions when they work from the same material. Keep it in one place, such as a Claude Project or a shared drive your AI tools read from. Mark what you have.

    Context in place
    0%
    Have counts in full, partial counts half.
    Build first
    –
    Missing items your top decisions depend on.
    06

    Your 90-day rollout

    Observe, Analyze, Execute, applied to your shortlist. The plan updates as you change the scores above.

    07

    Take it with you

    Your map exports with everything you entered: scores, cards, context and the rollout. The playbook and the blank workbook are for sharing with your team before you start.

    Your map

    Excel workbook

    Every decision with live scoring formulas, your top five cards, the context checklist and the 90-day plan.

    Your map

    PDF summary

    Readiness, shortlist, the five decision cards and the rollout, formatted to send to your CEO.

    For your team

    The playbook

    The full method in 16 pages: the decisions, how to score them, the AI roles, two worked cards and the rollout. See what is inside.

    Download playbook
    For your team

    Blank workbook

    The same workbook with suggested scores, ready for a team working session.

    Download blank workbook

    Your answers are kept in this browser so you can come back to them. Nothing is sent anywhere.

    08

    Common questions

    The thinking behind the map, and the parts worth challenging.

    What does it mean to organize marketing around decisions instead of tasks?

    Most marketing teams plan around activities: campaigns, content, events. AI is very good at activities, so it slips into the decisions behind them without anyone choosing that. Organizing around decisions means listing the calls that actually move revenue and risk, such as which buyer to lead with or what outbound AI may send, and setting an owner and rules for each one. The tasks then follow from the decisions.

    Which marketing decisions should be governed first?

    The ones that combine high business value with high risk, and especially those that come up often, because frequent decisions are where AI quietly takes over. In security marketing that usually includes threat research publication, competitive claims, customer references, what outbound AI may send, category positioning and what goes to the board. Score each decision as value times risk plus frequency, and govern everything at 22 or above first.

    What should a decision card include?

    One named owner, who is consulted, the inputs the decision needs, what AI may do, what stays human, the approval gate and how often it is reviewed, the line nobody crosses, and how you will know the decision worked. A card is finished when the owner, sales and finance would all sign it.

    How much should AI be allowed to decide in marketing?

    It depends on the decision. This map uses three roles. Human decides, where AI only gathers and summarizes. AI recommends for approval, where nothing ships until the owner approves. AI acts within guardrails, where AI makes the call inside written limits and every decision is logged and sampled. Start conservative and move a decision up a level only when its error and override log is clean.

    What is shared context, and why does it matter?

    Shared context is the material people and AI both decide from: the ICP and buying committee, the positioning statement, approved and banned claims, voice samples, funnel definitions, customer reference rules and data access rules. When it lives in one place, a Claude Project for example, AI drafts from the same facts your team uses, and decisions stay consistent when people change roles.

    How should a CMO measure the return on AI in marketing?

    On revenue outcomes, not only hours saved. Fewer than a third of CMOs say their AI investments are producing the returns they expected, and in Gartner’s 2026 CMO Spend Survey 70% said their processes are not yet mature enough to scale AI. Tie each AI use case to the decision it supports and measure that decision's outcome, such as meetings per 100 outbound sends or win rate in head-to-head deals.

    Is the Marketing Decision Map free?

    Yes. No signup and no email gate. Your answers stay in your browser. You can export your map as an Excel workbook and a PDF, and download the playbook and a blank workbook for your team. Calibrating the scores with your team, getting the cards signed and setting up the approval gates is work I do with clients.

    09

    From a map to a working team

    The map gives you the decisions and a first draft of the rules. Getting the owners to agree, building the shared context and setting the approval gates in the tools is the work that makes it stick.

    Want this built with your team?

    I run the working session that scores your decisions with the people who make them, write and sign the top five cards, and set up the shared context and approval gates in the tools your team already uses. Then I report the results to your CEO.

    Statistics credited to Gartner are from Gartner research for marketing leaders, 2026. The decision list, scoring method, AI roles and cards are Christine Castro's own.