Whitepaper: How to Pilot AI Content at your company

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Adopting generative AI is a strategic move—but success starts with a thoughtful rollout. How to Pilot AI Content at Your Company is a practical guide designed to help teams plan, launch, and evaluate a focused generative AI pilot that drives real results.

This step-by-step resource walks you through the key phases of an AI content pilot. It starts with assembling the right team—individuals who bring both curiosity and the capability to experiment with new tools. From there, the guide helps you define the scope of your pilot using a previously run campaign as a benchmark, giving you a clear view of timelines, resources, and expectations.

Tool selection is another essential step, and this whitepaper explains how to choose a platform tailored to your business needs—whether you're focused on marketing, content creation, or internal communications. With the right tool in place, training becomes critical. The guide outlines how to prepare your team, set clear expectations, and secure top-down support to ensure adoption.

Finally, the whitepaper walks you through launching the pilot, measuring results against pre-set KPIs, and evaluating team feedback. With those insights, you’ll be equipped to make informed decisions about how—and where—to expand AI content capabilities across your organization.

Whether you're just starting or refining your AI strategy, this guide gives you a clear blueprint for piloting generative AI content with confidence.

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What to expect in this guide

Identify The Team

Choosing the right team members for your generative AI pilot program is crucial. You will need a group of individuals who are equipped with the skills and mindset needed to successfully execute the project.

Define The Scope And Use Cases

Defining the scope and identifying use cases of where generative AI will be used is crucial to the success of any pilot program. Begin by using a real campaign that has already been executed in the past as a baseline. This will allow you to have a clear understanding of the resources, time and goals that were involved in the campaign.

Choose The Tool

When selecting the right generative AI tool for your pilot program, it's important to choose a tool that is built for your expected needs, such as marketing, content production and communications work. The right generative AI tool should have the capability to incorporate the products and services you offer, the industry you're a part of and the market you're selling to into its outputs.

Train The Team

Provide training to the marketing team on how to use the generative AI tool. This part of the process includes a number of very important steps: set clear expectations, get support from the tool's customer success team, ensure there is top-down support available, and explain the benefits.

Launch The Pilot And Evaluate The Results

It's important to evaluate the use cases and KPIs for your generative AI tool that were outlined before the campaign. Review the prioritized, role-specific use cases and compare the tangible outcomes of work done with the generative AI tool to previous outputs created manually

Decide On Next Steps

Now that you have your team’s feedback and a sense of their pre-gen-AI output and post-gen-AI output, you can decide on the next steps for the technology’s future within your department. Think about what you would do differently if you restarted the campaign with the insights you have now.