About Jeff Patrick
25+
years in digital marketing leadership
4
years focused on AI strategy and agents
100+
major nonprofit and B2C clients served
$100M+
generated online through client programs
50+
speaking engagements for 30,000+ professionals
Current Focus
I bridge the gap from AI experimentation to real business value. My work helps B2C digital marketing agencies move from AI pitch deck to operational services, with every roadmap and agent system grounded in client outcomes, brand governance, customer journeys, and financial return.
Top Skills
C-level agency management
Digital marketing strategy
AI program development
French language
Pillar 01
Strategic AI Roadmapping Service
Practical AI frameworks and plans: AI readiness audits, tech stack integration, and 24-month implementation roadmaps aligned with KPIs and brand governance.
Pillar 02
AI Agent Development
Functional, phased agentic systems that expand in capability and value according to the AI framework and implementation plan.
Experience
A career at the intersection of marketing, technology, and agency leadership
2023 — Present
AI4Mktrs · San Francisco
AI Strategy & Agent Development for Marketers
Helping B2C digital marketing agencies move from AI pitch deck to operational services through AI readiness audits, strategic roadmaps, and phased agentic systems.
2024 — 2025
The diaTribe Foundation
Chief Strategy Officer, Fractional
Drove strategic plan development and implementation, with emphasis on incorporating AI into a legacy health media business and key organizational workflows.
2013–2017
Merkle
Chief Strategy Officer, VP Strategy
Led strategy experts delivering integrated marketing services to B2C organizations. Defined innovation programs, go-to-market strategy, the core services value proposition, and executive new business strategy.
2002–2012
Common Knowledge LLC
CEO, President, and Founder
Built a digital fundraising and marketing agency serving 100+ major nonprofit brands including American Red Cross, ASPCA, Sierra Club, Save the Children, and UNICEF. Grew annual sales to $5M, staff to 15, raised $100M+ online for clients, and delivered roughly 75 websites.
1995 — 2022
Social Stream · COHORT3 · Patrick Associates
Founder roles across AI, fundraising, and research
Founded Social Stream, bringing sophisticated individual giving programs to small nonprofits at a fraction of traditional agency cost. Earlier, founded and built COHORT3 to deliver research and practical guidance for business professionals.
1983–2001
Patrick Associates · Local Voice · Hayes · AMP
Technology, CRM, automation, and early SaaS leadership
Founded Patrick Associates, grew product and service sales to $3M annually, and built early enterprise sales force automation systems. Earlier work included French automotive market expansion and manufacturing automation software engineering.
Education
Schiller International University
Paris, France
MBA, 1990–1995
Shippensburg University of Pennsylvania
BS, Computer Science · 1980–1984
