AI Marketing Consulting for Teams Ready to Execute
Put AI to work inside the Microsoft Dynamics 365 stack you already run, with a marketing consultant who builds it and stays to run it.
AI Marketing Consulting That Connects Strategy to Pipeline
Every part of the engagement ties back to a number in your pipeline.
Every Roadmap Starts With a Revenue Engine Diagnostic
You get a scored view of where AI fits before we recommend anything.
AI Gets Built Inside Dynamics 365 and Copilot
Your reps see leads and next steps in the same screen they already use every day.
Every AI Workflow Feeds Customer Insights and Power BI
You see exactly how it’s moving your pipeline numbers, in the same dashboard you already check.
Someone Stays On After Launch
We monitor performance and adjust the system as your data and goals change.
Trusted by Revenue, Marketing, and Sales Leaders
Companies like Rush Enterprises, Northrop & Johnson, and Montgomery County Community College count on us to make their Microsoft investment pay off.
What You Get with Our AI Marketing Consultants
When you work with our marketing automation consultants, we plug AI directly into your workflows.
A typical engagement includes:
How We Operationalize AI Marketing
Every Dynamics 365 engagement, including AI marketing, runs through the same Plan, Build, Run methodology.
Plan
Strategy Before Technology
We start with your revenue goals before recommending a single tool.
- Run a Revenue Engine Diagnostic (across 6 dimensions) to see where AI fits first.
- Map customer journeys and flag where AI agents can take over manual steps.
- Set success metrics tied to the pipeline and revenue.
- Build a roadmap with quick wins mapped alongside bigger AI initiatives.
- Flag data gaps that need fixing before AI work starts.
Build
Expert Implementation
We configure AI to run inside the systems your team already uses.
- Configure Copilot in Dynamics 365 for your workflows.
- Build custom AI agents in Copilot Studio for tasks like prospecting, qualification, and account monitoring.
- Set up Customer Insights, covering both Journeys and Data, for personalization.
- Connect marketing data to Microsoft Fabric and Power BI for forecasting.
- Build approval steps and governance into every AI workflow.
Run
Continuous Optimization
We stay on to monitor performance and expand what AI can do over time.
- Monitor AI agent performance and lead quality.
- Retrain models as your data and buyer behavior change.
- Provide ongoing training so your team stays current.
- Add new AI capabilities as your goals evolve.
- Report results in the same dashboards your team already checks.
Business Outcomes Enabled by AI Marketing
Your team will see many benefits once AI is part of daily work.
Faster Sales Cycles
Your reps spend less time chasing, because AI agents handle qualification before a rep gets involved.
Higher Campaign ROI
AI personalizes content and send times based on each action a customer takes (like page visits, email opens, or abandoned cart), at a scale your team can’t match by hand.
More Capacity for Your Team
AI takes repetitive work off your team’s plate, freeing them up for strategy and creative work.
Who We Work With
We work best with mid-market companies, generally $50 million to $500 million in annual revenue.
That includes teams in:
- Business services
- Manufacturing
- Not-for-profit and education
- Healthcare and life sciences
- Media, sports, and entertainment
- Financial services
If you already have a Dynamics 365 investment, or you’re about to make one, and you want AI that works inside it, you’re in the right place.
What Sets Our AI Marketing Consulting Apart
“AI marketing consultant” has become a buzzword. Everyone claims the title, but few explain the actual work they do or the results they bring to your specific workflows.
At Coffee + Dunn, we design, build, and operate AI marketing systems inside the Microsoft stack you already run. We’re a customer engagement consulting firm at core, built around Dynamics 365 expertise.
Our Credentials
Microsoft Partnership Excellence
Regular meetings with Microsoft’s product engineering team give us early input on Copilot and Copilot Studio features.
Proven Track Record
Two-time Microsoft Partner of the Year finalist with 100+ successful Dynamics 365 implementations.
Certified and AI-Specific Expertise
100% Microsoft-certified consultants, several with certifications specific to Copilot and Azure AI.
Connected AI Approach
Our top-tier of DUNN Right Services, DRS Transform, adds a new Copilot Studio agent to your system every quarter, so your AI marketing keeps expanding after launch.
Senior-Led Delivery
Experienced consultants lead your account from kickoff through launch. Meet the team behind the work.
Client Results
Montgomery County Community College increased campaign execution tenfold within 30 days of working with us.
Rush Enterprises saw a 55% lift in customer contacts within four months.
Results like these come from the same processes we use for AI marketing engagements. You can read more in our client case studies and insights.
Frequently Asked Questions (FAQs)
These cover the questions that come up most before teams sign on with an AI marketing consultant:
How Does an AI Marketing Consultant Differ From an AI Marketing Agency or a Software Vendor?
An agency executes campaigns, and a software vendor sells you a platform and leaves you to figure out the rest.
An expert AI marketing consultant gives you the strategy and a team that can run it. Coffee + Dunn does all three: we plan the strategy, build the system, and stay on to run it.
How Long Until AI Marketing Applications Drive Measurable ROI?
You might see early wins, things like faster lead response times or cleaner segmentation, within 30 to 60 days of implementation.
How quickly you get there also depends on factors such as your data quality, how many systems need to connect, and how quickly your team adopts the new workflows.
Do We Need a Clean Data Foundation Before Starting AI Marketing Work?
Yes. AI built on messy data makes bad decisions faster.
That’s why each of our engagements starts with an honest look at your data before we recommend anything.
Which AI Marketing Use Cases Tend to Drive the Fastest ROI?
Lead qualification and personalized customer journeys tend to show results fastest, since they replace the work your team already does manually.
Additionally, personalized messaging, matching content and send times to real customer behavior, shows up quickly too, since it’s visible in every campaign you send. Predictive forecasting takes a bit longer to prove out, but it pays off once your data is solid.
How Do You Keep AI Marketing Compliant and on Brand?
We build approval steps into every AI workflow, so nothing goes out without a human review. Your brand voice, tone, and guidelines get built into the system from day one.
What Happens After Our AI Marketing System Launches?
Once your AI marketing system launches, you decide how much ongoing support you want. That choice comes down to DRS Advise or DRS Transform, both part of DUNN Right Services, our managed services program for teams that want support after launch.
- DRS Advise starts at $6,500 a month and gives you as-needed support to keep your AI marketing running well.
- DRS Transform starts at $23,500 a month with a 12-month minimum, and it includes dedicated strategic leadership plus a new AI agent every quarter, for teams that want their AI marketing to keep growing.
Start Building Revenue-Driven AI Marketing
Let’s connect the Microsoft tools you already own into one AI marketing system that runs. We’ll walk you through what that looks like for your team.