Where to Start with AI in Your Agency: A Practical Playbook for Early Wins

March 25, 2026 1:00 PM - 2:00 PM (CDT)

Description

AI is becoming unavoidable for independent agencies, but most leaders are stuck on the same question: where do you start without wasting time or creating risk?

Dave Rose, Head of Agency and Embedded Performance at ACT Supporting Partner bolt, will share firsthand lessons from rolling out AI in phases inside an agency, where they started, what they standardized first, and what early results looked like. JP Pritchard, ACT Program Manager, will support the talk with insights from ACT’s 2026 Tech Trends Report.

Attendees will leave with a practical, step‑by‑step playbook on how independent agencies can implement AI with confidence and control.

In this webinar, we’ll focus on what’s actionable:
• How to choose your first AI use case when workflows are not fully documented
• A phased rollout approach that reduces risk and avoids change fatigue
• Where AI can execute versus where it should remain assistive with human review
• How to set basic governance guardrails so adoption is safe, consistent, and auditable
• What early success metrics look like so principals can track progress with confidence