"Dear Rich,
I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.
Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.
Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".
I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.
But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.
Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.
So, how do I play it? Without sounding like I'm resisting change?"
Jay, Ohio
Rich's reply
Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.
I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!
Let's try and take the sting out of things and spin the situation on its head.
First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.
Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.
Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.
And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.
So let's reframe this.
Right now, in your CEO's head, the story is:
AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.
That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.
And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.
In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.
Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?
He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.
Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?
He'll pick one. Maybe two.
Then you say: That's exactly what I want to use AI for.
Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.
Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.
He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.
Now, I do want to say something you might not want to hear.
Your CEO's instinct is not entirely wrong. It's just premature.
As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.
Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.
But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.
So don't fight the energy. Redirect it in a way you're more comfortable.
Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.
That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.
If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?
Play this well and you won't just protect 11 jobs. You'll make the case for 13.
Onwards,
Rich