Resource
📑 AI Learning Roadmap
11/22/2025
So much messaging about “you need to learn AI right now!!!! It’ll replace you!!!!”, such little actual guidance on HOW. Here’s how I’m approaching my continual learning with AI for MOPs/RevOps:
🎯 Set your goal
If your goal is to just “learn AI,” you’ll get lost or burned out quickly. Think about your why: are you a marketing ops technologist looking to bring AI solutions to your org? Are you a MOPs leader, wanting to be able to “speak GTM AI” to other peer leaders?
Or, do you not care to learn AI? That’s a fine response too — I think AI will continue to be important for the next few years, but that doesn’t mean you have to care. 🤷♀️
Either way, having your goal set will help you decide which content is relevant, what you may need to search for and add, and how to evaluate your own success.
Quick note: I have not personally gone through ALL of the linked resources yet, so YMMV! Please do send any feedback you have as you work through them, and share any additional resources you found helpful! 🙂
🎯 Set your goal📌 1. Foundations (Start Here)⚡ 2. Zapier MCP⚡ 3. Zapier Agents🧩 4. Other MCP Servers🤖 5. ChatGPT Agents🧠 6. Claude🔮 7. Google Gemini🛠️ 8. Lovable📦 9. HubSpot AI + HubSpot ChatGPT📚 10. Clay AI University🧪 11. Portfolio ProjectsPROJECT 1 — Smart Lead Scoring (Engagement)PROJECT 2 — Smart Lead Qualification (Fit)PROJECT 3 — Account Sentiment & Renewal Risk BotPROJECT 4 — Deal Review & Pipeline Intelligence BotPROJECT 5 — UTM Planner (Lovable App)PROJECT 6 — AI Social Media & Content AgentPROJECT 7 — AI Email Responder BotPROJECT 8 — Form Prioritization & Spam Filter Bot🎓 12. Choose a Specialization🧩 RevOps Engineer“I build intelligent CRM systems that keep the entire revenue engine running smoothly.”What you do (day-to-day)Why should I care?Best for you if…Career trajectory🤖 GTM Engineer“I design multi-agent automation systems that remove repetitive work across the GTM org.”What you do (day-to-day)Why should I care?Best for you if…Career trajectory🛠️ AI Product Builder“I build productized tools and applications that make GTM teams more powerful.”What you do (day-to-day)Why should I care?Best for you if…Career trajectory✨ MOPs Professional With Improved AI Expertise“I stay in Marketing Operations — but operate 10× faster with AI-powered workflows, automation, and decision-making.”What you do (day-to-day)Why should I care?Best for you if…Career trajectory🧭 How to Choose Your Path1. What kind of problems do I love solving?2. What work feels “fun” to me?3. What do I want my day-to-day to look like?4. Which tools excite me?5. Where do I want my career to go?
📌 1. Foundations (Start Here)
Description
Learn how AI models reason, how prompts shape outputs, and how automations + agents interact with models; the foundations.
Why should I care?
Foundations help you build AI that behaves predictably and doesn’t break. Learning this makes every future workflow easier and more reliable.
Resource
⚡ 2. Zapier MCP
Description
MCP gives AI “hands” — the ability to run commands, call APIs, and interact with systems.
Why should I care?
MCP transforms AI from a writer into an operator…you can get much more sophisticated. :)
Links
⚡ 3. Zapier Agents
Description
Zapier Agents combine reasoning + automation to create autonomous GTM workflows.
Why should I care?
While Agents aren’t necessarily as sophisticated as MCP, they can be easier to set up and manage. I consider them an important piece of my tool set, and I go towards them when I want to build something quickly.
Links
🧩 4. Other MCP Servers
Description
Continue to expand AI’s abilities with servers for SQL, SEO, browser automation, analytics, code execution, and more.
Why should I care?
I’m a big fan of diversifying tools — I don’t want to be reliant on just one. Other MCPs may also be more useful for your specific use case, too!
Link
🤖 5. ChatGPT Agents
Description
Build tool-based agents directly inside ChatGPT, including planning and multi-step workflows.
Why should I care?
ChatGPT is one of the leading AI solutions, often leading the pack with innovation. It’s worth learning as a baseline IMO.
Links
🧠 6. Claude
Description
Claude excels at long-context reasoning, analysis, structured writing, and research.
Why should I care?
Claude has become known for being really good at copywriting and other more marketing-esque use cases. It’s worth getting familiar with, even if you don’t currently use it.
Links
🔮 7. Google Gemini
Description
Great for visual understanding, document processing, slide summarization, and Workspace automation.
Why should I care?
Gemini has really carved a space for itself in image and document processing, and I expect it to catch up quickly with ChatGPT and Claude in other areas. Google has a real advantage with all of its historical data!
Links
🛠️ 8. Lovable
Description
Lovable builds full-stack web pages and apps (frontend + backend) from prompts. There’s also Vercel v0 — whichever you prefer, go for it!
Why should I care?
You can build real GTM tools yourself without waiting for engineering. Folks already are using Lovable and v0 to create UTM generators, forms, and landing pages.
Links
📦 9. HubSpot AI + HubSpot ChatGPT
Description
Bring reasoning, decision-making, and automation directly into HubSpot workflows.
NOTE: I have heard mixed reviews about these pieces of functionality, and I have yet to dive deep on this one — let me know your thoughts if you’ve already jumped in with this!
Why should I care?
If not now, this will eventually make your CRM or MAP intelligent — with functionality like smarter routing, cleaner data, better automation, pushing off more “obvious questions” to a bot rather than your MOPs team.
Links
📚 10. Clay AI University
Description
Listen, I just love Clay. It’s my personal enrichment and AI sandbox, and I use it at my full time job — so I want to learn how to use it to its full potential.
Why should I care?
This one is especially relevant if your current company uses Clay, but I don’t think it hurts to learn in general; there’s a large and fast-growing market for Clay consulting and expertise!
Link
🧪 11. Portfolio Projects
Below are the “core projects” that teach you the skillset needed for modern GTM automation…or, at least, my best stab at it. 😅 By the way, if you get stuck not knowing where to start — put the project description in AI like ChatGPT and ask it to help you!
PROJECT 1 — Smart Lead Scoring (Engagement)
Goal
Behavior-based, real-time lead scoring.
Why should I care?
AEs focus on the right people → higher conversion → more pipeline.
Tools
Zapier Agent, HubSpot, Clay, Claude/GPT.
Core Logic
- Weighted scoring
- Recency decay
- Hot streak detection
- Cooling alerts
- CRM updates
- AI rationale generation
Sample Output
“Score 82 — multiple pricing page visits, new activity in past 48 hours.”
Extensions
- Competitor intent
- Multi-buyer detection
- Activity velocity scoring
PROJECT 2 — Smart Lead Qualification (Fit)
Goal
AI-driven ICP scoring.
Why should I care?
Reduced noise, faster prioritization, higher-quality pipeline.
Tools
Clay, HubSpot, Claude/GPT.
Core Logic
- Domain enrichment
- Firmographic analysis
- Tech stack lookup
- Fit Score
- Fit Confidence
- Auto-qualification
Sample Output
“Fit: Excellent — 200-person B2B SaaS using HubSpot + Salesforce. Correct marketing persona associated in HubSpot.”
PROJECT 3 — Account Sentiment & Renewal Risk Bot
Goal
Proactive renewal risk detection.
Why should I care?
Prevents churn before it happens.
Tools
Gmail API, HubSpot, Claude/GPT.
Core Logic
- Tone analysis
- Ticket load
- Engagement drop
- Health scoring
- Task creation
Sample Output
“At risk — negative sentiment + backlog + no replies.”
PROJECT 4 — Deal Review & Pipeline Intelligence Bot
Goal
AI-driven weekly pipeline analysis.
Why should I care?
Forecasting becomes accurate and low-stress.
Tools
HubSpot, Zapier Agent, Claude/GPT.
Core Logic
- Stalled deals
- No next step
- Health scoring
- Velocity analysis
- Weekly summary
Sample Output
“Deal stalled — last meeting 7 days ago, no next step.”
PROJECT 5 — UTM Planner (Lovable App)
Goal
Clean, consistent UTM + naming system.
Why should I care?
Attribution accuracy improves dramatically.
Tools
Lovable.
Core Logic
- Input form
- Auto-generated UTMs
- Naming validation
- Presets
- CRM sync
PROJECT 6 — AI Social Media & Content Agent
Goal
Repurpose content + generate weekly content packs.
Why should I care?
Content output increases while time spent decreases.
Tools
Claude/GPT, Zapier, Notion.
Core Logic
- Hook generation
- Theme variation
- Repurpose calls/slides
- Weekly packs
- Trend scanning
PROJECT 7 — AI Email Responder Bot
Goal
AI-drafted replies using CRM + thread context.
Why should I care?
Speeds up sales cycles and reduces AE effort.
Tools
Gmail API, HubSpot, Claude/GPT.
Core Logic
- Thread summary
- Intent detection
- Draft replies
- Suggested next step
- CRM context pull
PROJECT 8 — Form Prioritization & Spam Filter Bot
Goal
Score inbound submissions by fit + urgency.
Why should I care?
Prevents junk from reaching AEs and accelerates good leads.
Tools
HubSpot, Clay, Zapier Agent.
Core Logic
- Enrich
- Fit score
- Priority (High/Med/Low)
- Spam detection
- Auto-routing
- Alerts
🎓 12. Choose a Specialization
Think of these like majors in the new AI-enabled RevOps world.
Most people will naturally drift toward one based on how they think and what energizes them.
Below is the complete breakdown to help you pick yours.
🧩 RevOps Engineer
“I build intelligent CRM systems that keep the entire revenue engine running smoothly.”
RevOps Engineers own the CRM backbone: architecture, workflows, routing, scoring, forecasting signals, hygiene systems — and now, AI-powered logic that turns the CRM into a decision-making engine.
What you do (day-to-day)
- Architect HubSpot/Salesforce objects, fields, and workflows
- Design intelligent routing rules
- Build AI-assisted lead scoring + qualification
- Maintain lifecycle stages and conversion logic
- Automate pipeline hygiene
- Create forecasting signals + risk scoring
- Build QA systems to keep data clean
- Partner with GTM leadership on reporting and funnel structure
- Supervise and train AI agents that interact with the CRM
Why should I care?
This has become one of the most valuable roles in SaaS.
If you can build AI-enhanced GTM systems, you become the backbone of the entire revenue organization.
Best for you if…
- You love structured systems and clean CRM architecture
- You’re detail-oriented
- You enjoy designing GTM processes
- You work well cross-functionally
- You want to own the revenue engine
- You want to grow into Head of RevOps roles
Career trajectory
RevOps Engineer → Senior RevOps Engineer → Revenue Architect → Head of RevOps → VP of RevOps
🤖 GTM Engineer
“I design multi-agent automation systems that remove repetitive work across the GTM org.”
GTM Engineers are the ones who stitch AI, automations, APIs, and ops tools into multi-step intelligent workflows. This is NOT just a Clay admin.
This is the highest leverage of the four paths, at least at the moment.
What you do (day-to-day)
- Build Zapier Agents and ChatGPT Agents
- Create multi-system workflows using APIs + MCP
- Design orchestration logic across Slack, HubSpot, Gmail, Notion, Clay
- Build self-healing automations with error handling
- Connect and supervise multiple AI agents
- Automate pipelines, triage, enrichment, ticket creation
- Build internal “bots” that run your GTM engine
Why should I care?
Companies will hire GTM Engineers before they hire more headcount — key in a tough job market.
Best for you if…
- You like building systems more than maintaining CRMs
- You love connecting tools and reasoning through workflows
- You enjoy agent-based logic
- You want to work with cutting-edge AI systems
- You want to automate everything
Career trajectory
GTM Engineer → Senior Automation Architect → AI Systems Architect → Head of AI Ops → VP of GTM Systems
🛠️ AI Product Builder
“I build productized tools and applications that make GTM teams more powerful.”
AI Product Builders use tools like Lovable, Next.js, React, APIs, and AI engines to create internal tools that GTM teams use every day — full-stack internal apps without relying on engineering.
What you do (day-to-day)
- Build mini internal tools for sales, marketing, CS, or RevOps
- Use Lovable to generate app scaffolds
- Design UI/UX for internal utilities
- Build dashboards, routers, planners, and scoring tools
- Turn business requirements into product flows
- Integrate APIs (HubSpot, Slack, Clay, Sheets, Notion)
- Add AI reasoning into application logic
- Ship tools quickly and iterate weekly
Why should I care?
Internal tools become your IP and your leverage.
This path blends product + engineering + ops and probably leads to the highest compensation ceilings.
Best for you if…
- You enjoy creating tools people use
- You love UI/UX, workflows, and logic mapping
- You’re drawn to light engineering
- You want to build production-ready internal products
- You thrive with full project ownership
Career trajectory
AI Product Builder → Internal Tools PM → AI Product Manager → Platform PM → Director of AI Product
✨ MOPs Professional With Improved AI Expertise
“I stay in Marketing Operations — but operate 10× faster with AI-powered workflows, automation, and decision-making.”
This path is for someone who loves MOPs and wants to stay in MOPs — but with significantly upgraded AI skills across campaign ops, scoring, enrichment, QA, automation, and systems thinking.
This is the “AI-powered modern MOPs professional” that will sell well in interviews.
What you do (day-to-day)
- Run campaigns using AI-powered QA and automation
- Build Clay enrichment + ICP classification workflows
- Improve segmentation, routing, scoring with AI
- Use AI to optimize content (emails, landing pages, workflows)
- Automate campaign setup tasks (UTMs, naming, data checks)
- Create dashboards with AI variance explanations
- Monitor form performance, email deliverability, and LPs
- Support Demand Gen with automation and insights
- Collaborate with RevOps to strengthen lifecycle logic
- Build small automations or agents that reduce busywork
Why should I care?
This is the most realistic and high-impact path for most current MOPs professionals.
You stay in your lane, but remove 70% of the manual grind and become a force multiplier.
You become the “AI-powered MOPs leader” every company wants.
Best for you if…
- You like MOPs but want to level up your strategic value and marketability in the job market
- You enjoy campaign architecture and automation
- You want to spend less time on repetitive, manual execution
- You want to use AI without becoming an engineer
- You want to accelerate your path to MOPs leadership
Career trajectory
Marketing Ops Specialist → MOPs Manager → Senior MOPs Manager → Director of Marketing Operations → Head of MOPs → VP of Marketing Ops/RevOps
(Basically, AI proficiency accelerates promotions dramatically.)
🧭 How to Choose Your Path
Ask yourself:
1. What kind of problems do I love solving?
- System consistency → RevOps Engineer
- Cross-tool automation → GTM Engineer
- Building tools/apps → AI Product Builder
- Marketing automation + GTM support → MOPs + AI
2. What work feels “fun” to me?
- CRM architecture → RevOps Engineer
- Multi-agent logic → GTM Engineer
- App design + product flows → AI Product Builder
- Campaign logic + automation → MOPs + AI
3. What do I want my day-to-day to look like?
- Configuring systems → RevOps
- Orchestrating automations → GTM
- Building apps → Product Builder
- Optimizing marketing + automation → MOPs + AI
4. Which tools excite me?
- HubSpot/Salesforce → RevOps
- Zapier, MCP, APIs → GTM
- Lovable, React, UIs → Product Builder
- HubSpot + Clay + workflows → MOPs + AI
5. Where do I want my career to go?
- VP RevOps → RevOps Engineer
- AI Ops leadership → GTM Engineer
- Product leadership → AI Product Builder
- Director/Head of MOPs → MOPs + AI
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