Last updated April 30th, 2025

Introduction

At HarvestROI, we recognize the transformative potential of artificial intelligence (AI) to enhance our marketing efforts, streamline workflows, and unlock new creative possibilities.

This doctrine serves as a guiding framework for how our marketing team will adopt, integrate, and utilize AI responsibly. It reflects our commitment to aligning AI use with our core values—Clarity, Integrity, Collaboration, Diversity of Thought, and Continuous Improvement—while ensuring that human ingenuity remains at the heart of everything we do.

AI Philosophy

• AI as an Enabler, Not a Replacement: AI is a tool to amplify our creativity and efficiency, not a substitute for the unique skills and perspectives of our team.

• Commitment to Responsible Use: We are dedicated to using AI ethically, transparently, and securely, ensuring it aligns with both our internal standards and client expectations.

• Continuous Learning: We embrace AI as part of our culture of innovation, encouraging exploration and experimentation to stay ahead of industry trends.

• Large to Small, Not Small to Large: We understand that AI excels at distilling large volumes of content—summarizing, categorizing, or compressing information into digestible formats. However, we approach AI-generated expansions of limited inputs with caution. Like scaling a low-resolution image to billboard size, asking AI to extrapolate from minimal context introduces risk. The more it fills in gaps, the more it may introduce inaccuracies or "intent drift," veering from the original objective. For that reason, we apply additional diligence when using AI to scale small ideas or fragments into comprehensive deliverables.

By approaching AI as a partner—not a replacement—we ensure our work remains deeply human, distinctly creative, and always aligned to the outcomes our clients care about most.

AI in Practice

How We Use AI

We integrate AI into our marketing workflows to enhance productivity and creativity, while maintaining rigorous human oversight. Examples include:

• Content Ideation and Drafting: AI supports brainstorming, generating first drafts for blog posts, social media content, and email campaigns.

• Data Analysis and Insights: AI identifies patterns, trends, and opportunities in marketing data to inform strategy.

• Campaign Optimization: AI, including HubSpot’s Breeze Copilot and Content Assistant, helps refine ad copy, subject lines, and landing pages to improve engagement and conversion rates.

• Personalization: AI tailors content and messaging to specific audience segments for more impactful campaigns.

• Image Generation: Used sparingly and with full disclosure, AI-generated visuals are employed in appropriate contexts.

• Knowledge Management: AI helps structure and retrieve marketing collateral across platforms to reduce redundant work and improve cross-team visibility.

How We Don’t Use AI

To maintain quality, security, and trust, we avoid the following:

• Raw AI Outputs: AI-generated content is never used as-is. Every output undergoes human review and refinement to meet our high standards.

• Sensitive Data Processing: AI is not used to handle sensitive or confidential data without thorough discussions and safeguards.

• Final Deliverables: AI does not create final, client-facing deliverables without significant human input and approval.

Guiding Principles

• Transparency: We disclose AI’s role in deliverables when relevant and ensure clients understand how it enhances their projects.

• Data Integrity: Clean, accurate data is the foundation of effective AI use. We prioritize maintaining high-quality CRM and content repositories.

• Bias Mitigation: We use prompt testing, multi-perspective reviews, and tools that detect language or representation bias to actively de-bias AI outputs, ensuring fairness and inclusivity.

• Human Oversight: AI augments our work but does not replace the strategic and creative judgment of our team.

Employee Development

• Training and Support: We provide ongoing training to help team members effectively integrate AI into their workflows.

• Encouraging Exploration: Team members are encouraged to experiment with AI tools, share insights, and celebrate innovative use cases.

• Prompt Engineering Fundamentals: Team members are encouraged to learn and share prompt design strategies to get the most accurate, creative, and usable outputs.

• Knowledge Sharing: Regular team discussions foster a collaborative approach to AI adoption, ensuring everyone benefits from shared learnings.

Client Communication

• Transparency with Clients: When AI plays a significant role in deliverables, we disclose its use and explain its value.

• Auditability: We maintain records of how AI-supported content is generated and edited to ensure accountability and transparency.

• Building Trust: We position AI as a value-add, demonstrating how it enhances efficiency, creativity, and results for our clients.

Ethical Considerations

• Privacy and Security: We adhere to strict data privacy and security standards, ensuring compliance with regulations like GDPR and CCPA.

• Responsible Experimentation: We balance innovation with caution, ensuring new AI use cases align with our values and client expectations.

Looking Ahead

As AI technology evolves, we remain committed to staying at the forefront of innovation while upholding our values. Our approach to AI will continue to adapt, ensuring it serves as a catalyst for creativity, efficiency, and meaningful results.

We will revisit and revise this doctrine biannually, ensuring it evolves in tandem with AI capabilities, ethical standards, and our clients’ evolving expectations.

Takeaway

AI is a powerful ally in our marketing efforts, enabling us to focus on strategic and creative work while automating routine tasks. By embracing AI responsibly and collaboratively, we empower our team to deliver exceptional results for our clients and drive continuous improvement in everything we do.