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      "content": "---\nbcp_version: \"0.7\"\nfile_type: claims\nparent: /.well-known/brand.md\nlast_updated: 2026-07-30\n---\n\n# Claims\n\nAll marketing claims High Caliber AI is authorized to make. Agents generating copy must draw from this file. Do not introduce claims absent from this file.\n\n> **Legal review notice:** Claims below are compiled from available evidence for review. They are not legal advice. Claims marked `proof_status: approved` reflect named, published, attributable evidence — not legal clearance. All claims intended for advertising, packaging, sales, regulated, or comparative contexts should be reviewed by legal counsel or the accountable brand owner before use.\n\n---\n\n## Approved at launch\n\n```yaml\napproved_at_launch:\n\n  - claim: \"David Berkowitz is the author of The Non-Obvious Guide to Using AI for Marketing (2025).\"\n    tier: core\n    proof_status: \"requires_caveat\"\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"f7749e95ad79eba76f7a34b6daf484589af76c8c32cad48b90fd79b835b19431\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Reference finding: Berkowitz authored The Non-Obvious Guide to Using AI for\n      Marketing (2025), positioned as helping professionals navigate AI without the\n      hype. Confirmed by multiple named endorsers including Darren Herman (Bain Capital),\n      Sarah Hofstetter (Profitero President), Greg Stuart (MMA Global CEO), and\n      Rishad Tobaccowala (former Chief Strategist, Publicis Groupe).\n\n  - claim: \"The Non-Obvious Guide to Using AI for Marketing is a practical, hype-free guide.\"\n    tier: default\n    proof_status: approved\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Multiple named endorsers describe the book in consistent terms.\n      Darren Herman (Bain Capital): \"Not a hype doc. Not a theory deck. A prompt-ready\n      playbook to help you do something with AI today.\"\n      Sarah Hofstetter (Profitero President): \"A smart, practical, and refreshingly\n      honest guide, full of real-world applications without the hype.\"\n      Matt Britton (CEO, Suzy): \"He cuts through the hype and fear, delivering practical,\n      actionable insights.\"\n      Greg Stuart (MMA Global CEO): \"A practical, hype-free guide to using AI to enhance\n      creativity, optimize strategy, and drive results.\"\n\n  - claim: \"David Berkowitz founded the AI Marketers Guild, a practitioner community for AI marketers.\"\n    tier: core\n    proof_status: \"requires_caveat\"\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2024-01-01\n      valid_until: null\n    source_hash: \"a84823d5e90b4d2612da2c9c70c5b34af138479c54bceba10e614cb333a8aa2e\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Named as founder in multiple testimonials. Darren Herman (Bain Capital):\n      \"If you are a marketer or working in growth at a company, large or small,\n      you should consider checking out his community.\" Aaron Goldman (CMO, Mediaocean)\n      and Chris Perkins (President, Model B) cited AIMG as a learning resource.\n      Karan Bavandi (Founder, Optimal Access): \"A vibrant community that empowers\n      AI marketers and entrepreneurs with both insights and opportunities to grow together.\"\n\n  - claim: \"Serial Marketers and AI Marketers Guild were both sold to Marketecture Media in 2025.\"\n    tier: core\n    proof_status: \"requires_caveat\"\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"0210ab4c0408319bdeff06ad0a29335231179c435eb212cdef875633a1f80ef2\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Reference finding: Berkowitz built two communities, Serial Marketers and AI\n      Marketers Guild, both sold to Marketecture Media in 2025 (a double community exit).\n\n  - claim: \"David Berkowitz has spent over 20 years at the intersection of technology and brand communication.\"\n    tier: default\n    proof_status: approved\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"fad11257d613bdedc4fdbc489abbea2b5eb7454f89f6196126dbe49c3ee90b74\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Reference finding: Berkowitz is a marketing strategist, community builder,\n      and author who has spent over 20 years at the intersection of technology\n      and brand communication.\n\n  - claim: \"David Berkowitz spoke at an AARP session with 260 attendees.\"\n    tier: default\n    proof_status: approved\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-05-01\n      valid_until: 2025-05-31\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Sally Word, Digital Marketing Manager, AARP (May 2025): \"We had 260 attendees\n      to this session, and the audience was really engaged.\" Corroborated by separate\n      thank-you notes from Dylan O'Brien and Zachary Knight at AARP, same session.\n\n  - claim: \"David Berkowitz spoke at HSMAI Curate as the closing keynote.\"\n    tier: default\n    proof_status: approved\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2024-11-01\n      valid_until: 2024-11-30\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      David Atkins (November 2024): \"You were the perfect closing key note.\"\n      Michael J. Goldrich (Vivander Associates) published a write-up of the session\n      at vivanderadvisors.com describing Berkowitz's presentation at HSMAI Curate\n      in Washington, DC.\n\n  - claim: \"High Caliber AI delivers fractional CMO leadership for B2B teams.\"\n    tier: core\n    proof_status: \"requires_caveat\"\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"a84823d5e90b4d2612da2c9c70c5b34af138479c54bceba10e614cb333a8aa2e\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Published hero copy: \"Fractional CMO leadership, training, and content for\n      B2B teams who are done buying tools that nobody uses.\" FOAF client Riddle\n      (LinkedIn, January 2024) documented fractional CMO outcomes including refined\n      sales deck, optimized pricing, social media growth, PR agency placement,\n      and trade show preparation. Instreamatic CMO Simon Dunlop: \"invaluable resource\n      and on hand whenever needed, asking the tough questions we needed to hear.\"\n      Thece CEO Zack Rozga: used FOAF model specifically because full fractional\n      CMO engagement was more time than the company needed.\n\n  - claim: \"High Caliber AI produces AI marketing work that ships, not just strategy.\"\n    tier: core\n    proof_status: \"requires_caveat\"\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"a84823d5e90b4d2612da2c9c70c5b34af138479c54bceba10e614cb353a8aa2e\"\n    exact_text: false\n    approved_language: null\n    evidence: >\n      Published hero copy: \"AI marketing that actually ships.\" Owner stated in\n      interview: the single most likely mistake an agent would make is describing\n      HCAI as \"just about strategy and not execution.\" The built-with-AI section\n      of the site documents produced tools and projects as proof of execution.\n```\n\n---\n\n## Requires caveat\n\n```yaml\nrequires_caveat:\n\n  - claim: \"David Berkowitz makes AI accessible and practical for marketers.\"\n    tier: default\n    proof_status: requires_caveat\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2024-01-01\n      valid_until: null\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    caveat: >\n      This is a characterization drawn from multiple third-party testimonials, not\n      a self-stated metric. Use only in contexts where it is clearly attributed to\n      third-party voices (speakers, clients, community members) or framed as\n      consistent feedback rather than a self-proclaimed brand attribute.\n    evidence: >\n      Tessa Burg (ModOp, December 2025): \"You have an incredible ability to make\n      AI accessible, practical and fun.\" Aurelie Guerreri (CMO, DataDome, January 2024):\n      \"They found you approachable and relatable.\" Patricia Raufer (Executive Forum,\n      May 2025): \"You've certainly managed to take daunting information and make it\n      so interesting and accessible.\" Consistent pattern across speaker feedback.\n\n  - claim: \"AI Marketers Guild is one of the most valuable marketing communities available.\"\n    tier: default\n    proof_status: requires_caveat\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2024-01-01\n      valid_until: null\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    caveat: >\n      This reflects attributed third-party opinion, not a verified independent\n      ranking. Attribute to specific named sources when used; do not present as\n      a categorical fact or ranking.\n    evidence: >\n      Erik Harbison (Co-Founder, TheMarketingHelp.co): \"The Serial Marketers\n      community is BY FAR one of the most valuable marketing communities I've\n      been part of.\" Brad Mehl (Managing Director, Boundless Markets): \"In a world\n      with lots of AI fluff, AIMG keeps it real.\" Chris Perkins (President, Model B):\n      \"AIMG is where I learn from serious practitioners which AI tools and platforms\n      are ready for use now. This saves me so much time and frustration!\"\n\n  - claim: \"David Berkowitz is one of the most forward-thinking voices in digital marketing.\"\n    tier: default\n    proof_status: requires_caveat\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"da49e7aeec139211ccf7c457dcc7aa71408f02744e6bc2ab9ca012c64a89174b\"\n    exact_text: false\n    approved_language: null\n    caveat: >\n      Superlative characterization drawn from named endorsers, not a self-stated\n      brand claim. Attribute to specific sources when used; do not present as\n      verified external ranking.\n    evidence: >\n      Rohit Bhargava (Founder, Non-Obvious Guides): \"For more than two decades,\n      he has been one of the most forward-thinking voices in digital marketing.\"\n      Jeremiah Owyang (General Partner, Blitzscaling Ventures): \"David Berkowitz\n      has a gift for separating hype from reality, a skill that's never been more\n      crucial than in the AI era.\" Peter Shankman: \"David is one of the smartest,\n      most forward-thinking minds in marketing.\"\n```\n\n---\n\n## Forbidden\n\n```yaml\nforbidden:\n\n  - claim: \"High Caliber AI is a pure strategy or advisory firm with no execution component.\"\n    tier: core\n    proof_status: forbidden\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"[gap]\"\n    exact_text: false\n    approved_language: null\n    reason: >\n      Owner stated directly in interview: the single most likely mistake an agent\n      would make is describing HCAI as \"just about strategy and not execution.\"\n      The brand's hero copy (\"AI marketing that actually ships\") explicitly rejects\n      this framing. Any description that omits execution or positions HCAI as\n      advisory-only misrepresents the offering.\n\n  - claim: \"High Caliber AI uses hype-driven, guru-style positioning.\"\n    tier: core\n    proof_status: forbidden\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"[gap]\"\n    exact_text: false\n    approved_language: null\n    reason: >\n      Owner stated in interview that the brand must never sound AI-written, spammy,\n      overly braggy, obnoxious, boastful, guru-like, or unapproachable. This is\n      the explicit counter-position to the category norm. Any copy that reads as\n      self-promotional, hype-forward, or guru-adjacent contradicts the brand's\n      core positioning.\n\n  - claim: \"As of 2025-01-01, the AI Marketers Guild or Serial Marketers are current active communities run by David Berkowitz.\"\n    tier: core\n    proof_status: forbidden\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"[gap]\"\n    exact_text: false\n    approved_language: null\n    reason: >\n      Both Serial Marketers and AI Marketers Guild were sold to Marketecture Media\n      in 2025. Describing Berkowitz as currently running either community would be\n      factually incorrect. He is their founder; he is not their current operator.\n\n  - claim: \"The Non-Obvious Guide to Using AI for Marketing guarantees specific ROI or outcomes.\"\n    tier: core\n    proof_status: forbidden\n    owner: \"[gap]\"\n    validity_window:\n      valid_from: 2025-01-01\n      valid_until: null\n    source_hash: \"[gap]\"\n    exact_text: false\n    approved_language: null\n    reason: >\n      No evidence supports a specific ROI or outcomes guarantee tied to the book.\n      Endorsers characterize it as practical and actionable; none attach measurable\n      guarantees. Any such claim would be unsupported and inconsistent with the\n      brand's hype-free positioning.\n```\n\n## Evidence record\n\nThe following attributable source language is preserved because it materially constrains this profile.\n\n### Owner-confirmed evidence\n\n> Direct quotes from Darren Herman (Bain Capital), Matt Britton (Suzy CEO), Sarah Hofstetter (Profitero President), Greg Stuart (MMA Global CEO), and event organizers at AARP and HSMAI; FOAF client case from Riddle and Instreamatic; community testimonials from Serial Marketers members citing job placements and business leads.\n\nSource: Public source\n\n### Owner-confirmed evidence\n\n> High Caliber AI's founder David Berkowitz is a published author (The Non-Obvious Guide to Using AI for Marketing), a sought-after speaker at events including AARP (260 attendees) and HSMAI Curate, and founder of the AI Marketers Guild, a practitioner community praised by executives at Bain Capital, Mediaocean, and Suzy.\n\nSource: Public source\n\n### Owner-confirmed evidence\n\n> Approved: these are real, named, attributable quotes and client outcomes the brand actively publishes.\n\nSource: Public source\n",
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