Expera Consulting Blog | AI Strategy, Governance, and Change Management

An AI Coach's Guide to Smart Tool Exploration

Written by Catherine Richards | Jan 29, 2026 8:37:14 PM


I have the privilege of mentoring two marketers through the American Marketing Association. One is a graduate student and the other is a college senior. This “Where do I actually start?” framework is one we share with our clients at Expera Consulting in our starter kit. If you’re a student or a professional trying to find your footing, this guidance is for you.

This framework helps professionals move beyond surface-level use and toward AI literacy, which we define as the ability to critically evaluate how AI systems function, use them strategically to solve complex problems, and maintain human accountability for the final results. It’s more than just prompting; it’s the professional discipline of orchestrating these tools while staying responsible for the quality of what you ship.

Start Here: 5 Non-Negotiable Rules for AI Exploration

Before you open a single tool, start with the right mindset. These rules are not optional.

  • Think in Categories First. Do not just collect a list of tool names. Think about your workflow first. Do you need help writing, researching, designing, or editing content? Start with a need, then find a tool. Do not do it the other way around.
  • Read the Terms of Service. I know it is boring, but it matters. You must understand what you are agreeing to. Look for keywords like “privacy,” “data usage,” and “train.” Do they train on your inputs? Can you opt out? (Note. Some tools allow you to opt out via your main account settings while others require you to toggle “Private” or “Temporary” modes for every individual chat.)
  • Understand the “Free” Trade-Off. Be an informed consumer. For most free tools, you are the product. You are trading your data (your inputs, your queries, your style) for free use. That trade may be worth it, but you need to make that decision consciously.
  • Be Your Own Data Redactor. Never, ever put personal info, private customer data, real company strategy, or anything confidential into a public facing AI tool. If you want to practice business strategy, use a public proxy. Find a Fortune 500 company’s public report or a published case study and use that as your sandbox data. It builds the same professional muscles without the security risk.
  • Assume Everything is Public. This is the simplest rule to remember. Act as if anything you input could end up in the tool’s training data and be seen by others.

This mindset is about protecting yourself and your company. To explore this idea further, I recommend reading: For Creators: How to Think Like a Threat Hunter When Using AI.

The Landscape: Basic Categories & Tools to Start With

Once you have the rules down, start exploring the map. As I wrote in Tool-osophy 101, these tools share similar capabilities but exhibit distinct personalities, strengths, and weaknesses.

1. Writing & Content Creation

  • Tools. ChatGPT, Claude, Google Gemini
  • Good for: Writing first drafts of social media posts, blog outlines, email copy, and brainstorming campaign ideas.

2. Research & Audio Content

  • Tool. NotebookLM (Google)
  • Good for: Uploading non-gated public content, YouTube videos, podcasts with transcripts, reports, and papers. This is often the best tool for synthesizing dense content into digestible talking points because you can interrogate your own data. You can chat with the tool about your specific sources with inquiries like, “What’s the big deal with this report?” and it will customize the answers to fit your needs. For me, that usually means asking it to give me the “AI truth teller” angle. It even identifies where in your data a reference sits and can generate mind maps to help you visualize how all your different sources connect.

3. Image & Design

  • Tools. Canva, ChatGPT, Google Gemini
  • Good for: Creating quick visuals, concepting mood boards, and generating images for practice content.

4. Video & Audio Creation

  • Tools. Descript, ElevenLabs, HeyGen, Google Gemini
  • Good for: Creating realistic voiceovers, cloning your own voice for podcasts, and streamlined video editing. Google Gemini can now generate high-fidelity videos with natively generated audio. Always verify terms for voice or likeness rights before publishing generated media.
  • Future Watch. Keep an eye on high-end generative models like OpenAI’s Sora. They represent the next frontier of text to video capabilities.

5. Productivity & Workflow

  • Tool. Microsoft Copilot
  • Good for: Bridging the gap between your meetings and your documents. It’s good for pulling key points from a meeting transcript to start a draft in Word or a project brief so you aren’t starting from a blank page.

Future Watch. Keep an eye on the transition from chatting with AI to working with AI Agents. While generative tools wait for you to give them a prompt, agents are designed to execute multi-step tasks like researching a lead or drafting an email on their own. One of your goals should be to learn how to manage these agents.

The Method: How to Actually Start Testing

The goal is to get hands-on experience so you can form an educated opinion.

  • Keep an “Exploration Journal.” Track which tools you like and why. Be able to articulate why a tool is helpful or lacking. This makes you an informed user, not just a passive one.
  • Run Comparison Tests. Give the exact same prompt to ChatGPT, Gemini, and Claude. Which one is a better writer? Which one “gets” your tone?
  • Test for Tone and Persona. Ask each tool to explain “programmatic advertising” to you as if you were a scientist, then a 5-year-old. See how well it adapts.
  • Interrogate Your Research. Upload a public marketing article to NotebookLM. Ask it, “What are the three main takeaways for a CMO?”
  • Fact-Check the Output. Always assume the AI might hallucinate. You must always verify the names, dates, or stats the AI provides. There is no ‘AI ate my homework’ reasoning. You are accountable for what you produce and deliver using AI, full stop.

The Payoff: How to Talk About This in a Job Interview

This hands-on practice has a direct career payoff. Hiring managers do not want to see a list of AI tools on a resume. They want to know you can use them with a critical, strategic mind.

Imagine saying this in your next interview:

“I’ve spent time testing both ChatGPT and Claude for my writing workflow. I’ve noticed that Claude tends to be more nuanced with the brand voice I’m aiming for, while ChatGPT is my go to for fast, high volume brainstorming. For a project like this, I’d likely use ChatGPT to build the initial structure and then move to Claude for the final polish. Regardless of the tool, I always perform a manual fact check on every output to ensure everything is accurate and on brand before it goes live.”

If you’re interviewing at an enterprise that uses Microsoft 365, imagine saying this:

“I’ve been using Microsoft Copilot as a bridge between my meetings and my actual work. Instead of starting from a blank page, I’ll have it pull the key points from a meeting transcript to help me start a draft in Word or a project brief. It’s a total game-changer for staying organized because it ensures my work is actually grounded in what we’ve already talked about, rather than me just guessing or starting from zero.”

If you have experience creating agents, imagine saying this:

“I’m also following the shift toward AI agents. I see the role becoming more about orchestration where I’m coordinating a few different tools to handle a multi-step project. My focus is on making sure the whole process stays on track and that the final result is actually right. It’s about being the person who can manage those moving parts while taking full accountability for what we ship.”

These help demonstrate value, understanding, and a mind that thinks critically about when and when not to trust the technology.

Position Yourself for Regulated Industries

If you are interviewing with an organization in a regulated industry like financial services or healthcare, they likely have their own internal generative AI tool. In these environments, you must demonstrate that you are a steward of their reputation. Here is a way to position yourself.

“I know that even if an organization that has its own approved AI tool, it doesn’t mean I can just put it on autopilot. I look at the internal AI as a great starting point to get things moving, but I’m still the one responsible for the final product. I make sure to double-check everything for accuracy and tone because, at the end of the day, the quality of the work is still on me.”

This shows that you are not just following the rules of the tool but applying your own higher standard of professional accountability.

Understand the Difference Between SEO and GEO

Search Engine Optimization (SEO) is the traditional practice of ranking in a list of blue links. The new frontier is Generative Engine Optimization (GEO).

Think of it this way. SEO helps a person find your website. GEO helps an AI engine find your insights and use them as a trusted source when it answers a user’s question. You are now optimizing for both humans and machines to find your brand.

GEO is a transition from matching keywords to building authority. Focus on providing clear, direct answers and citing your sources. AI engines look for content that is easy to verify and trust. When you write with this kind of clarity, you are not just hoping to get a click. You are ensuring that your expertise is what the AI chooses to repeat. Being the source that the AI trusts is a competitive advantage for the next generation of marketers.

Your Next Step

If $20 a month is in your budget, a paid subscription to your favorite tool is the logical next step. Paid tiers often include better privacy settings that let you turn off training on your data. If you already pay for extra Google Storage, check if Gemini Advanced is already included in your plan. It is a way to access a pro-tier model without an extra fee.

This framework is designed to help you move past the uncertainty of ‘where do I even start’ and into the confidence of a professional who knows exactly how to lead with these tools.