How a fractional CMO uses AI
AI drafts. I decide.
I am Rolf Tjalsma, a fractional CMO for B2B SaaS companies. I use AI every day for market research, GEO copy, sales call analysis and weekly reporting. This page shows my rules, my tools and where a person always signs off.
Claude
ChatGPT
Mistral
Perplexity
Granola
Grok Bot
Claude
Drafting for Rolf
Draft
Summarize this week’s sales calls for Friday’s client review.
Draft summary
Three themes came up: pricing questions, a new competitor in two deals, and demand for a Dutch-language demo. I have drafted the summary for your review.
Principles and guardrails
Four rules for using AI in a B2B SaaS marketing team
01
Humans own the decision.
AI prepares options, drafts and analysis. Strategy, budget calls and anything with a client’s name on it stay with me.
02
Client data stays protected.
Client material only goes into tools that are fit for it, and sensitive details stay out of everything else.
03
Start with the workflow.
I map the job to be done first, then pick the tool. Most of the gains come from fixing the process.
04
Check before it ships.
Numbers, claims and sources get verified by a person before they reach a customer, a board or a website.
Tool stack
The AI tools I use as a fractional CMO, and when I pick each one
Core
Claude
My main workspace for strategy and writing, plus building custom skills and automations with Cowork and Claude Code.
Second opinion
ChatGPT
A different angle on drafts, research and ideas, which makes it a useful check on my first answer.
Compare
Mistral
A European model I use and follow, so I can compare results across providers.
Research
Perplexity
Fast, sourced research on markets, competitors and buyers.
Meetings
Granola
Meeting notes and transcripts, captured without a bot joining the call.
Execution
ClickUp and Notion
Where the tasks live. My skills create and update them, so follow-ups do not depend on memory.
Admin
Grok Bot
A team of bots for my admin: transcripts, calendars, agendas and inbox. Nothing goes out without my approval.
In the work
How AI shows up in B2B SaaS client work
Research
Research and positioning
When a client needs a market view quickly, I run competitor and buyer research in Perplexity and Claude, then check it against what buyers say on sales calls.
GEO
GEO and website copy
GEO (Generative Engine Optimization) means writing pages that AI search tools can summarize and cite. Every page gets a nine-point GEO review before it goes live: category, audience, use cases, terms, answers, limits, comparisons, FAQ and structure.
Sales
Call and sales intelligence
Patterns across sales calls become competitor, objection and stack insights that feed messaging and pipeline decisions.
Reporting
Planning and reporting
Weekly status reports and task plans are drafted from the actual work, so my time goes to decisions.
From meeting to report
My Personal OS: custom Claude skills that run my client meetings
My Personal OS is a set of custom skills, built with Claude Cowork and Claude Code, that handle the repeatable parts of my week. This is how a client meeting flows through it.
Step 1
Meeting
Granola captures the conversation and the transcript.
Step 2
Log
A skill detects the client and files the notes in the right system.
Step 3
Tasks
Actions become tasks in ClickUp or Notion, with the next steps attached.
Step 4
Report
A weekly status report is drafted from what actually happened.
My bot team
A team of bots in Grok Bot handles my admin, and none acts without my approval
In Grok Bot I run a team of bots across Dimastrata and my client work. Each one prepares, summarizes and flags. None of them sends, RSVPs, declines or publishes anything until I say so.
Meetings
Transcript Keeper
Copies each finished Granola meeting transcript into my Notion meeting database, so nothing lives only in a calendar invite or my memory.
How it runs
Checks about once an hour
Guardrail
It copies. It never sends or publishes anything.
Transcript Keeper
Copies each finished Granola meeting transcript into my Notion meeting database, so nothing lives only in a calendar invite or my memory.
Calendar Sync
Looks across my Dimastrata and client calendars for double bookings and flags every clash it finds.
Daily Agenda
A rundown of the day’s meetings plus any invites I have not answered yet, ready before the workday starts.
Inbox Digest
Sums up my Dimastrata inbox with what needs attention first, and pulls the takeaways from the GTM newsletters I follow.
Chief of Staff
Keeps an eye on the other bots and tracks open decisions, then briefs me so nothing quietly stalls.
Client CoS
A chief of staff for Dimastrata and one for each main client, so every part of my work has someone watching the details.
FAQ
Questions about how I use AI
Which AI tools does a fractional CMO use?
My stack is Claude, ChatGPT, Mistral, Perplexity, Granola, ClickUp and Notion, plus Grok Bot for a small team of admin bots. The tool section above says what each one is for.
Who approves what AI produces?
A person does. AI drafts and I decide. Nothing is sent, published, accepted or declined until I say so.
Is client data safe in AI tools?
Client data stays protected. I keep sensitive client data out of any tool that is not approved for it, and I check every output before it ships.
What is GEO and how is it different from SEO?
GEO (Generative Engine Optimization) means writing pages that AI search tools can summarize and cite. AEO (Answer Engine Optimization) means giving direct answers to the questions buyers ask. SEO aims at ranking in classic search results, while GEO and AEO aim at being quoted in AI answers.
What do you not use AI for?
I do not use AI for strategy, budget or pricing decisions, for sensitive client data in unapproved tools, or for anything sent or published in a client’s name without my review.
How does AI help with sales calls?
I use AI to analyze sales calls for buyer language, objections and competitor mentions. The findings feed research, positioning and GEO copy, and I check them against the calls themselves.
Who is this for?
B2B SaaS marketing teams and founders who want AI to save time while a person owns every decision.
Work with me
Want AI to pay back in your B2B SaaS marketing team?
I help B2B SaaS teams use AI where it earns its place, with clear guardrails and a human owning every decision.
Dimastrata
© Dimastrata 2026