The AI Security Checklist for Marketing Teams in 2025 | EWR Digital

Apr 6, 2025

<a href="https://www.ewrdigital.com/author/matthew-bertram" target="_self">Matthew Bertram</a>

Matthew Bertram

Matthew (Matt Bertram) Bertram, creator of the LLM Visibility Stack™, is a Fractional CMO and Lead Strategist at EWR Digital. A recognized SEO consultant and AI marketing strategist, he helps B2B companies in law, energy, healthcare, and industrial sectors scale by building systems for search, demand generation, and digital growth in the AI era. Matt is also the creator of LLM Visibility™, a category-defining framework that helps brands secure presence inside large language models as well as traditional search engines. In addition to his client work, Matt hosts The Best SEO Podcast: Defining the Future of Search with LLM Visibility™ (5M+ downloads, 12+ years running) and co-hosts the Oil & Gas Sales and Marketing Podcast with OGGN, where he shares growth strategy and digital transformation insights for leaders navigating long sales cycles.

The AI Security Checklist Every Marketing Team Needs (Before It’s Too Late)

Let’s talk about something we don’t discuss enough in marketing circles: AI security.

AI tools are transforming marketing — automating workflows, personalizing at scale, and creating efficiencies we couldn’t dream of five years ago. But with this power comes serious responsibility. If your team is plugging data into ChatGPT, Jasper, Midjourney, or a dozen other tools without a security framework, you might be opening your business up to risk — and not even know it.

Here’s the bottom line: speed without security is a liability.
And in today’s world, security is a strategy.


Why You Can’t Ignore AI Security

AI tools are multiplying faster than most IT departments can keep up with. Marketers are adopting them left and right — often with little oversight or documentation.
This decentralized adoption is a breeding ground for:

  • Data leakage (think: customer info or proprietary marketing strategies)

  • Unauthorized access and shadow IT tools

  • Compliance violations (especially if you’re in regulated industries)

  • A false sense of “automation invincibility”

AI isn’t plug-and-play anymore. It’s plug, plan, and protect.


The AI Security Checklist: What Every Smart Marketing Team Should Do

Here’s your roadmap for building a secure, scalable, and strategy-aligned AI infrastructure for marketing:


1. Lock Down Access & Identity

What to do:

  • Implement Single Sign-On (SSO) across all tools

  • Require Multi-Factor Authentication (MFA) for every user

  • Create unique logins per team member (no shared credentials — ever)

  • Set expiration dates for tool access when offboarding employees or contractors

Why it matters:
AI tools can hold sensitive lead data, campaign IP, and internal prompts. Treat access like you would with your CRM or CMS.


2. Know Your Stack (and Who’s Using It)

What to do:

  • Create a centralized inventory of all AI tools in use (including browser extensions)

  • Map where marketing data is flowing (inputs/outputs)

  • Set up a request process for testing or adopting new AI tools

  • Involve IT or a designated AI Security Officer to vet tools

Why it matters:
You can’t protect what you can’t see. Shadow tools are silent threats.


3. Automate Guardrails with Policy & Process

What to do:

  • Document clear AI usage policies (what can/can’t be input into tools)

  • Train your team on safe prompting (especially with customer data)

  • Develop content approval workflows when using generative AI for outbound messaging

  • Ensure role-based access to AI tools based on job function

Why it matters:
AI without rules is chaos. Your people need clarity on what’s allowed — and what’s not.


4. Monitor, Audit, and Course Correct

What to do:

  • Review AI access logs and usage reports monthly

  • Monitor for abnormal tool behavior or unusual access patterns

  • Conduct quarterly audits of tool settings, permissions, and integrations

  • Update tools and remove unused accounts regularly

Why it matters:
Security isn’t set-it-and-forget-it. It’s a living system. Stay proactive.


5. Train Your Team to Think Like Security Analysts

What to do:

  • Host monthly micro-trainings on AI security and tool best practices

  • Simulate breach or misuse scenarios and review response steps

  • Assign an internal “AI champion” to stay updated on platform changes

Why it matters:
Your biggest vulnerability is human error. Empower your team to become your first line of defense.


From Reactive to Proactive: Building a Culture of Secure AI

At EWR Digital, we believe the future of marketing belongs to those who are fast, flexible, and fortified. As an SEO strategist, I’ve seen firsthand how AI can exponentially speed up our campaigns — but also how a small oversight can undermine months of progress.

Don’t wait for a breach to start thinking about AI security. Build it into your growth systems now.


Bonus: Ask These Questions Today

If you only do one thing after reading this, ask your team:

  • What AI tools are we currently using, and who has access?

  • What sensitive data (if any) are we inputting into these tools?

  • Do we have centralized policies or are we freelancing AI?

  • Who owns the responsibility of AI security in our org?

If you’re unsure of the answers, it’s time to tighten up.


Let’s Future-Proof Your Marketing Together

Need help building a secure, AI-enhanced marketing strategy? That’s exactly what we do at EWR Digital.

We help organizations move fast, without losing control.
Let’s turn your marketing engine into a secure, scalable, and strategic growth machine.

👉 Contact EWR Digital to schedule a security audit or AI readiness consultation.

By Matt Bertram – Lead SEO Strategist at EWR Digital

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