Focus on Strategy Before AI Tools
TL;DR: Strategy Before Tools
- The Problem: Nearly 80% of buyers start research with AI tools, but most businesses optimize for Google while remaining invisible where research actually begins
- The Solution: A strategic marketing plan framework maps your complete buyer journey and identifies where you're strong versus where you don't exist
- The Process: Strategy first, systems second, tools third. Execute in that order, or you're just automating confusion
- The Result: A clear roadmap eliminates wasted effort and reveals exactly where buyers lose you in their research process
There's one thing AI has shifted massively that nobody is talking about. AI has completely altered human behavior. Do you agree?
Here's what's happening: people use the internet differently today than they did just a few years ago. Nearly 80% of potential customers begin their online research with ChatGPT, Claude, and Perplexity before searching on Google.
But that does not mean Google has been forgotten. Because there is not yet 100% confidence in what AI delivers, users still validate results through search engines. Then they visit 2-3 websites, already educated, interested, and comparison-ready.
The issue isn't insufficient tools. It's the absence of a strategic foundation that tells you where buyers actually make decisions about whether you exist.
The Core Problem: You're Optimizing for the Wrong Phase
Most businesses approach marketing backwards, by today's standards. They adopt tools because competitors use them. For example, a B2B consulting firm launches a TikTok campaign because it's trending. Or, a commercial contractor wants to figure out how to use AI automation, because that is what everyone else it doing. This way of thinking is just keeping up with the Joneses.
Marketing technology offers more than 11,000 tools across automation, analytics, and content creation. But automation only accelerates what you feed it.
63% of companies implementing marketing automation fail to achieve ROI because they automate before clarifying strategy - Hubspot
Here's the deeper issue: You can execute flawlessly on Google optimization and website conversion, but if you're invisible where 80% of buyers start their research, perfect execution of the wrong strategy still fails.
The Framework: One-Page Marketing Plan
Allan Dib's Book, The One-Page Marketing Plan provides a strategic foundation that prevents tool-first thinking. The system produces a nine-grid table organizing your marketing across three customer lifecycle stages: before (prospecting), during (lead nurturing), and after (customer retention).
You must read this book if you want to build a logical and streamlined marketing system that attracts, nurtures, and cultivates your leads into customers, into brand evangelists.

Before stage: Target market identification, compelling message development, and media selection.
During stage: Lead capture mechanisms, nurturing sequences, and conversion strategies.
After stage: Delivering outstanding experiences, increasing customer lifetime value, and generating referrals.
Here's what makes this framework powerful in 2026: When you complete it honestly, you'll discover exactly where you're strong and where you're completely invisible.
Most businesses find they're optimizing Google and website conversion beautifully while nonexistent in AI-powered research where buyers actually start.
This single-page snapshot reveals how all marketing components connect, where gaps exist, and which tools would actually support your specific strategy rather than just matching competitor activity.
Implementation: Three Sequential Steps
Build Your Strategic Foundation
Block two hours with your leadership and marketing team. Work through each grid systematically: Who exactly is your ideal customer? What specific transformation do they seek? What message positions your solution as uniquely qualified? Where do they actually research before making purchase decisions?
Document everything in the nine-grid format. When complete, every team member should understand your target market, core message, media selection, lead process, nurturing approach, conversion strategy, delivery promise, retention plan, and referral system.
Critical addition for 2026: As you complete the "media selection" section, map where your buyers actually conduct research. ChatGPT and Claude for initial discovery? Google for validation? Your website for final comparison? Most businesses discover that their entire marketing stack addresses validation and conversion, yet they're completely absent from initial research.

Create Repeatable Systems
Your One-Page Plan becomes operational through systematization. For each component, document the repeatable process. Systems don't require complex technology. A documented email sequence template, a standardized intake form, and a defined follow-up schedule all qualify.
The key test: Can a new team member execute your marketing using documented systems? If not, you still have tribal knowledge rather than transferable processes.
Document systems for each buyer journey phase separately. Your discovery system might be "AI citation optimization and authority building." Your validation system might be "Google Business Profile management and review generation." Your conversion system is "high-intent visitor conversion and qualification." Different phases require different systems.
Select Tools To Power Your Systems
Now, and only now, evaluate tools. You know your strategy. You've built systems. Tools simply automate or accelerate these established processes.
Need email nurturing? Select platforms based on your documented sequence requirements. Need to assess AI visibility? Use SearchScore to understand your current position, then implement optimization based on gaps.
This sequence prevents tool-driven strategy. You're not adopting TikTok because it's popular. You're selecting media that reaches your defined target market where they actually conduct research.
Addressing Real Objections
How long does this planning process take?
Most businesses complete their initial draft in 2-3 hours. The planning session with your leadership team takes two hours. Refinement and validation add another hour.
This investment prevents months of misaligned activity. The plan becomes your strategic filter: does this new tool support our documented customer journey, or is it just a shiny object?
More importantly, it reveals whether you're invisible where buyers conduct initial research. That's information worth having before you spend another dollar on optimization.
We have strong Google rankings. Why does AI visibility matter?
Strong Google rankings matter tremendously, especially for validation. But if buyers start research through AI platforms and you're not recommended, they never reach the Google validation phase, where your rankings would help. They might see your brand on a Google search, but why would you electively NOT show up where people are looking, AI large language models (LLMs)?
When buyers ask ChatGPT, "best commercial contractors in Austin for multi-building property maintenance," AI recommends 3-4 businesses. Those businesses get validated through Google search. Your strong rankings help you win over buyers who are already considering you. But you're excluded from the initial consideration set.
Discovery determines who makes the shortlist. Validation confirms the shortlist. Conversion happens among validated options.
You need visibility across all phases, not just the last two.
Can't we just optimize our website for both Google and AI simultaneously?
Partially, but they require different approaches. Google rewards technical SEO, backlinks, and keyword optimization. AI tools cite genuine authority, expertise, structured information, and contextual relevance across multiple platforms: your website, social profiles, reviews, published content, and citations in other sources.
Your Scripted Marketing Plan should include distinct strategies for discovery, validation, and conversion because the optimization tactics differ even though they complement each other.
Do: Complete a comprehensive marketing plan → Identify gaps with SearchScore and other analytics tools → Build systems for each buyer journey phase → Select tools that support documented strategy
Don't: Adopt tools because competitors use them without understanding where your buyers actually conduct research versus where you're currently optimizing
Do: Document separate systems for discovery (AI platforms), validation (Google), and conversion (website) because each requires different approaches
Don't: Assume strong performance in validation and conversion means you're visible during initial discovery—they're different phases requiring different strategies
Your Next Steps
Strategic marketing isn't about doing more. It's about understanding where buyers make decisions and ensuring you're visible at those moments.
Today: Create a One-Page Marketing Plan template and block a two-hour strategy session with your leadership team this week.
This Week: Complete your nine-grid strategic plan. Map where your buyers actually conduct research versus where you're currently optimizing.
This Month: Assess your AI visibility with SearchScore to understand whether you appear in the platforms where buyers start their research.
Discovery happens first. Validation confirms options. Conversion happens last. Strategy before tools helps you win across all phases.
What's your take? Are you seeing the AI backlash in your industry? Drop a comment below.
Want to see where your business actually shows up when AI tools do the research? Try our free 60-second SearchScore diagnostic:
About Kevin Vaughan
Kevin Vaughan is the founder of KTV Digital, where he helps businesses bridge the gap between AI-powered research and website-based purchasing decisions.
After 25 years of leading sales and marketing in B2B technology, Kevin noticed that his prospects were arriving at conversations already educated and comparison-ready, having researched through ChatGPT, Claude, and Perplexity, rather than Google. While businesses were still optimizing for search engines, their customers had moved on to AI tools.
This insight drove Kevin to understand how AI tools make recommendations and how businesses can optimize for all three phases of the modern buyer journey.
When he's not testing AI citation patterns or conversion strategies, you'll find him with his wife and kids, playing guitar, or scuba diving.
References & Sources Cited
Dib, Allan. The 1-Page Marketing Plan: Get New Customers, Make More Money, And Stand Out From The Crowd. Simon & Schuster, 2025 (Updated Edition). https://www.simonandschuster.com/books/The-1-Page-Marketing-Plan/Allan-Dib/9798893311020
G2. "New G2 Research: How AI is Redefining the Buyer Journey in 2025 and How Sellers Can Adapt." G2 Company News, May 2025. https://company.g2.com/news/buyer-behavior-in-2025 Note: "Nearly 8 in 10 respondents say AI search has changed how they conduct research, with 29% noting they start research via platforms like ChatGPT more often than Google."
inBeat Agency. "70 Marketing Automation Statistics Every Marketer Must Know in 2025." inBeat Blog, 2025. https://inbeat.agency/blog/marketing-automation-statistics
Note: "63% of companies implementing marketing automation fail to achieve ROI because they automate before clarifying strategy."
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