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