Redefining Marketing
USING AI
At Rothman Consulting, we connect marketing strategy with the systems that make growth possible. Founded by Katerina and Sam, we help businesses turn ambition into execution through AI agents, workflow automation, and connected tools.
Our work starts with your customers—and the teams serving them. We identify bottlenecks, redesign marketing and sales workflows, connect your CRM and data, and build practical automation. Your team gets clearer insights and more time for the work that needs a human touch.
From marketing plans to the processes behind them, we help your business work as one. We design workflows, connect existing tools, and implement AI where it can reduce manual work. With Rothman Consulting, technology doesn’t replace your voice. It helps your team deliver on it.
Rothman
CONSULTING
Why AI Matters
in Marketing
Growth needs more than a strong campaign. It needs reliable handoffs, useful data, and time to act. We apply AI to the everyday work behind marketing, sales, and customer experience:
WHY AI MATTERS
Faster Execution
Email triage, task-routing agents, and automated reporting reduce repetitive work. We connect the steps between a customer enquiry and your team’s next action, helping marketing and sales move with less friction.
Focus: task agents and workflow automation.
WHY AI MATTERS
Better Outcomes
Connected CRM data and clear dashboards help your team understand what is happening across the customer journey. AI supports research and decision-making while people stay responsible for strategy, messaging, and relationships.
WHY AI MATTERS
Less Operational Drag
We redesign bottlenecks and build automation around the tools you already use. The goal is less duplicate entry, fewer disconnected processes, and more capacity for marketing and customer-facing work—not another tool to manage.
Focus: process design and systems integration.
Our Story:
Built on Experience, Driven by Heart
Katerina and Sam built Rothman Consulting, utilizing decades leading marketing strategy for some of the world’s most iconic brands. With a passion for helping businesses evolve, they combined their background in innovation consulting, strategy consulting, and digital marketing with next-generation tools like AI, big data, and automation.
They saw an opportunity: connect meaningful storytelling with the operational systems that make growth sustainable. Today, Rothman Consulting helps businesses turn marketing strategy into action through workflow design, CRM integrations, AI agents, and decision-ready reporting.
Real change doesn’t happen in a spreadsheet. It starts with values, vision, and the right partners.
Why Choose
Rothman Consulting?
Proven Success
With Sam’s strategic foresight and Katerina’s AI expertise, we’ve helped businesses achieve measurable success in their marketing efforts.
Cutting-Edge AI Integration
We build practical AI agents and automation for real workflows—from email triage and internal knowledge search to reporting. Each solution has a defined job, clear guardrails, and a place in your existing operations.
Customer-Centric Approach
We design around the customer journey and the people delivering it. Connected systems and clear handoffs help your marketing, sales, and service teams work together, with human oversight where it matters.
Our Step-by-Step Implementation Process
From Marketing Goals to Working Systems
Free Initial Consultation
Review your marketing goals, workflows, tools, and operational bottlenecks.
Defining Strategy
Prioritize the workflows and AI opportunities that support your growth goals.
Designing the Blueprint
Map data flows, responsibilities, integrations, and human-to-AI handoffs.
Full Deployment
Build and launch agents, automations, CRM connections, and reporting layers.
Ongoing Support
Monitor performance, refine workflows, and support adoption as your needs evolve.
Why work with us?
Unique Approach
Marketing insight meets process architecture: we connect your growth strategy to the workflows, tools, and people that deliver it.
Continuous Learning & Optimization
We test and refine agents, automation, and reporting with your team as business needs change.
Connected Systems, Clear Handoffs
We build on your existing tools, connect data across teams, and make responsibilities clear—so marketing and operations move together.
Get Started Today
Ready to connect your marketing ambitions with the systems to deliver them? Rothman Consulting brings marketing strategy and hands-on AI implementation together.
Start with the work that slows your team down: disconnected tools, manual reporting, or missed handoffs. We can help you map the problem, design a practical solution, and build agents, automations, integrations, and dashboards around your growth goals.
Let’s build something lasting—together.
Our Services: Marketing & Growth
Powered by AI Operations
Growth Strategy & Process Design
Connect your growth goals to a practical operating plan. We audit marketing and sales workflows, identify bottlenecks, and design an automation blueprint with clear priorities and responsibilities.
AI Agents & Workflow Automation
Build agents that handle defined jobs: email triage, knowledge-base search, task routing, and reporting. Keep your team focused on strategy, creative decisions, and customer relationships.
Connected Data & Growth Reporting
Connect your CRM, tools, and data flows into a clearer picture of growth. We build reporting layers and dashboards that support marketing, sales, and leadership decisions.
Systems Integration & AI Governance
Turn disconnected tools into coordinated workflows through API integrations and workflow orchestration. Add AI guardrails and support adoption without starting your systems from scratch.
Growth Strategy & Workflow Audits
Workflow Audit: Map how enquiries move from marketing to sales. Identify duplicate work, slow handoffs, and gaps in your existing tools.
Automation Blueprint: Define the steps, data, responsibilities, and integrations needed to turn your growth plan into an executable workflow.
AI Agents & Task Automation
Task Agents: Build agents for email triage, routing incoming enquiries, and preparing reporting updates—giving your team more time for customers.
Connected Execution: Orchestrate repeatable tasks across existing tools, with clear human review points for decisions and customer-facing work.
CRM & Customer Data Integration
CRM Connections: Integrate customer and pipeline data with your existing tools so marketing, sales, and service work from connected information.
Data-Flow Mapping: Trace how information moves between systems, identify gaps, and design reliable data flows for follow-up and reporting.
Marketing & Sales Workflow Design
Workflow Redesign: Remove bottlenecks in recurring marketing and sales tasks. Automate repeatable steps and define where people review or take over.
Process Documentation: Create SOPs and human-to-AI task allocation so your team knows how the new workflow runs and who owns each step.
Marketing Reporting & Dashboards
Reporting Layers: Bring campaign, CRM, and operational data into coordinated reports that give your team a clearer view of activity and performance.
Leadership Dashboards: Build decision-ready views that connect marketing activity with sales and operations, supporting better-informed priorities.
AI Knowledge Systems for Teams
Knowledge-Base Search: Build AI retrieval over approved internal documents so teams can find brand guidance, product information, and process answers.
Shared Knowledge: Organize the information agents and people rely on, with clear sources and access controls for consistent customer-facing work.
AI Governance & Risk Controls
AI Policies and Guardrails: Define acceptable use, human oversight, and privacy controls for AI used in marketing and business workflows.
Model Monitoring: Establish checks for deployed agents and align AI processes with your governance and compliance requirements.
Systems Integration & Orchestration
API Bridges: Connect the tools supporting your customer journey, reducing manual re-entry and keeping information moving between teams.
Tool-Stack Rationalization: Review overlapping tools and design orchestration around your existing infrastructure rather than adding complexity.
Executive AI Enablement
Decision Support: Connect useful reporting and AI-assisted insights to leadership priorities, including marketing plans and operational capacity.
Adoption Frameworks: Help leaders define ownership, oversight, and ways of working so AI becomes part of strategic planning—not a separate experiment.
Team Adoption & Optimization
Team Enablement: Help your team adopt new workflows with clear responsibilities, documented processes, and practical guidance for using AI.
Continuous Optimization: Review performance, test improvements, and refine agents and integrations as your marketing and business needs change.
We bring marketing strategy and operational execution together. From diagnosing bottlenecks to building connected systems, our work helps your team spend less time coordinating tasks and more time creating value for customers.
ABOUT SAM
IT ALL STARTS WITH STRATEGY
Sam Rothman is a distinguished marketer and entrepreneur with a career spanning over 30 years in Marketing and Brand Strategy. He has a proven track record of leading teams and driving successful domestic and global campaigns for some of the world’s most iconic brands, including Nike, IKEA, Burger King, Frito Lay, Adidas, Salomon Outdoor Company, Goodyear, Uniqlo, Volkswagen, and McDonald’s. His campaigns have earned prestigious awards, including Cannes Lions and Effies, and he has served as a judge of the Effies for multiple years.
Beyond his corporate achievements, Sam has demonstrated his entrepreneurial acumen by owning and selling two companies—a dynamic marketing agency and a fast food and soup company in Russia. His work, along with his companies, has been featured in Time Magazine, Ad Industry Magazine, and numerous local press outlets, cementing his reputation as a leader in the marketing industry.
ABOUT KATERINA
AND IT ALL HAPPENS WITH IMPLEMENTATION
Katerina Rothman is a driven and accomplished entrepreneur with a passion to make a lasting impact on the business landscape. She holds a bachelor’s degree in economics and a master’s degree in marketing from the prestigious Plekhanov Russian University of Economics, as well as additional business training from Babson College and various business programs.
Katerina’s entrepreneurial spirit has led her to launch her own thriving ecommerce business, Beflax Linen, in Denver, CO. As the founder of this 7-figure side business, she has demonstrated her ability to build and scale profitable ventures while also being a full-time mother. Recognizing the need to share her expertise with other aspiring entrepreneurs, Katerina has also become a business coach and advisor, leveraging her AI consultant and coaching certifications. Her achievements have garnered attention from prominent media outlets, including Forbes, Today’s Show, Yahoo! Finance, Medium, Digital Journal, where she has been featured as a successful business owner.
Katerina’s entrepreneurial spirit has led her to launch her own thriving ecommerce business, Beflax Linen, in Denver, CO. As the founder of this 7-figure side business, she has demonstrated her ability to build and scale profitable ventures while also being a full-time mother. Recognizing the need to share her expertise with other aspiring entrepreneurs, Katerina has also become a business coach and advisor, leveraging her AI consultant and coaching certifications. Her achievements have garnered attention from prominent media outlets, including Forbes, Today’s Show, Yahoo! Finance, Medium, Digital Journal, where she has been featured as a successful business owner.
Let’s Build
What’s Next
You don’t need more complexity. You need clarity. Let’s design a marketing strategy that’s smart, sustainable, and built for the future.
Get in touch—we’d love to hear your story.