Meridian Research Institute conducts independent field research documenting AI workflow adoption patterns in marketing agencies through systematic interviews and operational assessments.
The research program focuses on how agencies with 10 to 200 employees operationalize AI tools in practice, examining workflows, documentation practices, and operational maturity rather than aspirational theory.
The study includes field research with more than 50 marketing agencies over a 12 month period, producing professional assessment reports for participants and aggregated findings that document industry wide patterns.
Participating agencies receive an independently conducted operational assessment that documents current AI workflow maturity with specific gap analysis relative to patterns observed across comparable organizations. Unlike vendor assessments or consultant evaluations, this research provides objective pattern documentation without commercial bias or implementation requirements.
The assessment offers agencies evidence-based perspective on their current positioning, operational strengths, and systematic improvement opportunities grounded in observed industry patterns rather than theoretical frameworks or vendor roadmaps.
Meridian Research Institute is an independent research institution conducting field studies on AI workflow adoption in marketing agencies. The institution documents how agencies adopt and operationalize AI tools through systematic field research, qualitative interviews, workflow assessment, and pattern documentation.
Meridian Research Institute is not a consulting firm, not an advisory service, not a technology vendor, not a marketing agency, not a training company, and not a SaaS product. The institution documents patterns, assesses maturity, and produces research findings rather than providing solutions or implementation support.
William Rosa conducts independent field research on AI workflow adoption in marketing agencies. With more than 12 years of operations experience in luxury real estate and consumer brands, the research documents how agencies actually operationalize AI tools in practice.
As Principal Researcher, William leads structured interviews with agency operators, assesses operational maturity, and oversees institutional grade assessment reports and aggregated findings. The role is research focused and institutionally framed, not a personal brand or consulting position.
The research program is designed as a qualitative field study, using structured interviews and workflow assessments to build a comprehensive dataset on AI workflow maturity in marketing services.
The research program operates under institutional review protocols governing participant confidentiality, data handling, and informed consent. All interview recordings and transcripts are maintained in secured systems with strict access controls. Participant identities remain confidential in aggregate reporting unless explicit written permission is granted for case study attribution.
The study follows established qualitative research standards for interview-based field investigation, including systematic data collection procedures, consistent analytical frameworks, and transparent reporting of findings and limitations.
The research program focuses on marketing agencies with 10 to 200 employees across regions of the United States. Meridian Research Institute is conducting field research with more than 50 agencies over a 12 month period, documenting how AI tools are integrated into day to day operations.
Each agency participates in a 60 to 90 minute structured interview that examines current AI tool usage, workflow integration, documentation practices, adoption friction points, and operational maturity indicators. The emphasis is on operational reality rather than theoretical models.
The research uses systematic field methodology, interviews, and workflow assessment frameworks to document patterns across agencies and to establish a comprehensive dataset on AI workflow adoption in marketing services.
The 12-month research program targets 50 marketing agencies with 10 to 200 employees across diverse geographic markets and service specializations. This sample size enables pattern identification across agency archetypes while maintaining analytical depth through systematic qualitative investigation.
The research follows a phased approach: an initial pilot phase with three complimentary participants establishes baseline patterns, followed by an expanded pilot with 15 total participants to test assessment framework validity, culminating in comprehensive data collection across 50 agencies to document industry-wide adoption patterns.
The program uses an AI workflow maturity model that examines tool inventories, documentation practices, team adoption, process integration, and ongoing optimization practices. Agencies are assessed on a spectrum from ad hoc experimentation through emerging, developing, systematic, and optimized stages.
Participants receive an 8 to 10 page professional assessment report analyzing workflow patterns, tool usage, documentation practices, and maturity positioning relative to other agencies in the study. Reports are institutional in design, using the Meridian navy and cream color system and serif typography.
At the aggregate level, Meridian Research Institute produces pattern documentation, benchmark positioning, and industry wide findings that preserve confidentiality while documenting how AI workflows are implemented across marketing agencies.
The study employs structured qualitative interviews using a standardized protocol developed through pilot testing. Each interview follows a systematic format examining current tool inventories, integration patterns, documentation practices, team adoption dynamics, and outcome measurement approaches. Interview data is recorded, transcribed, and analyzed using pattern coding to identify recurring themes across agencies.
The maturity assessment framework applies consistent criteria across five operational domains: tool adoption breadth and depth, workflow integration versus isolated usage, documentation and knowledge transfer systems, team capability distribution, and systematic outcome tracking. Agencies are positioned along a developmental spectrum from ad hoc experimentation through emerging standardization, developing capabilities, systematic implementation, and optimized operations.
Confidentiality protocols ensure that individual agency data remains protected while aggregate pattern analysis preserves analytical rigor. All participants provide informed consent prior to data collection.
The research program will produce three primary outputs: individual assessment reports delivered to participants within seven business days of interview completion, an interim benchmark report documenting patterns across the first 15 agencies, and a comprehensive findings report synthesizing observations from 50 agencies.
Aggregate findings will be made publicly available to contribute to broader understanding of AI adoption patterns in marketing services. Case studies may be developed with participant approval to document specific implementation approaches in institutional detail.
Meridian Research Institute is recruiting research participants for a field study on AI workflow adoption in marketing agencies. The study includes structured interviews with agency operators, workflow assessments, and pattern documentation across more than 50 agencies to establish a comprehensive dataset on AI workflow maturity.
The first three participants receive complimentary professional assessment reports. Participants four through fifteen are part of a defined pilot phase, after which the program transitions to standard research participation. The program maintains research focused language and uses complimentary framing rather than promotional concepts such as offers or discounts.
Pilot participants are early contributors to the dataset and help establish benchmark patterns for AI workflow adoption in marketing services.
Following report delivery, participants may be invited to provide a brief testimonial about their research experience. For institutional-tier participants, case study approval may be requested after program completion. All testimonials and case study participation are optional and requested after the assessment process is complete.
Interested agencies are invited to contact Meridian Research Institute using the details in the Contact section to schedule the initial discovery conversation.
Agencies interested in participating in the research program or requesting additional information may contact Meridian Research Institute at research@meridianresearchinstitute.org .
Research related inquiries may also be directed through the institutional LinkedIn page: linkedin.com/company/meridian-research-institute .
Meridian Research Institute responds to research participation and information requests within two business days.