01
Workflow & team review
Interview the people doing the work and map briefing, production, reporting and account delivery. Identify bottlenecks and existing good practice.
AI Discovery & Roadmapping for Marketing
LOKAL maps how your marketing team works, assesses the opportunities and defines a practical implementation roadmap. Discovery gives agencies and marketing leaders a clear basis for investment.

What you get
We examine the work behind the tool requests: inputs, handoffs, repeat tasks, review time and the systems already in use.
Each priority includes expected value, dependencies and a way to measure success.
Work with LOKAL on this offer alone, or combine it with the other services as your needs develop.
Scope
01
Interview the people doing the work and map briefing, production, reporting and account delivery. Identify bottlenecks and existing good practice.
02
Review brand knowledge, source data, permissions and integrations. Decide where an existing tool is enough and where a custom build is justified.
03
Compare opportunities by effort, frequency, quality and likely value. Separate assumptions from measured baselines.
04
Define a first pilot, acceptance criteria, accountable owners, budget assumptions and a sequence for subsequent work.
Deliverables
Your proposal sets the deliverables, timeline, responsibilities and fees before work begins.
Working together
Speak to leaders and practitioners, and review representative workflows.
Assess data readiness, practical constraints and potential value.
Present the priorities and a scoped pilot with clear ownership.
How we use AI
We do the work we teach.
LOKAL has served 250+ organisations since 2017 and trained around 1,500 people in the two years to September 2026.
Our production teams use AI to support all our existing clients, with up to 80% AI-powered delivery. Everyone on our team is AI-certified. We teach your team the skills we use and build the tools they need.
We built LOKI, our own Company OS, to support our SEO, ads, website delivery and account servicing. We’re also pioneers in answer engine optimisation (AEO), helping brands get found in AI search.
See how LOKI works →
“He was one of the earliest people in the company to treat AI adoption as a change-management problem rather than a tooling problem, and he was right.”

Common Questions
No. Discovery produces a roadmap you can use with your own team or another delivery partner. We can also scope the build and adoption support.
LOKAL can build AI tools for campaign research, content drafts, creative variations, reporting, meeting preparation and account updates. We can also build assistants that use your brand guidelines and client documents. Discovery identifies which tasks are worth automating, what data and integrations are needed, and where your team should review the output. Access to client information and approval steps are agreed before the build.
LOKAL quotes AI training and automation around the work you need. Training costs depend on team size, session format and how much tailoring is required. Custom builds depend on the workflow, integrations, testing and ongoing support. Your proposal lists the deliverables, fees and software costs. You can book training, discovery, a custom build or ongoing consulting separately; you do not need to buy all four.
The right tools depend on your team’s work and the software you already use. LOKAL teaches Claude and ChatGPT for research, strategy and content; Copilot and Gemini for work in Microsoft and Google tools; and NotebookLM for working with your own sources. We also cover Grok and Grok Bots, plus Runway and Higgsfield for creative production. We help you choose a useful set rather than asking everyone to learn every tool.
Yes. LOKAL can build AI assistants, automations and client-facing tools under your agency’s brand. Your agency keeps the client relationship while we provide the agreed technical work. Before starting, we define the deliverables, branding, access to client data, ownership and support responsibilities. We can also train your team to use and manage the finished tools.
Start with training if your team needs practical skills, discovery if you need help deciding what to change, or a custom build if you already know what you want. LOKAL also offers ongoing consulting and retainers for team coaching, advice and help putting AI plans into practice. We agree the priorities, working sessions and support included, with engineering and maintenance specified where needed.
Your next step
Bring the work you want to improve. We’ll help you choose a useful starting point.
Ready when you are
Tell us about your team, the work you want to improve, and what a useful next step would look like.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464