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Data preparation for LLM finetuning in marketing

Data Preparation Techniques for LLM Fine-Tuning: Part 1 – Data Unification

Marketers are racing to fine-tune LLMs that generate content that is on-brand, personalized, and performance-driven. However, the true differentiator isn’t the choice of foundation model—it’s the quality of the data used for training. No matter how advanced the model, if the training data is poorly prepared, the resulting content will likely be misaligned, biased, or ineffective.

This article is the first in a four-part series focused on how to properly prepare your data for LLM fine-tuning. The series begins with one of the most fundamental challenges: unifying fragmented, inconsistent marketing data into a cohesive, training-ready foundation. In future posts, you will be introduced to other data preparation challenges, including data filtering, data annotation, and synthetic content generation.

TLDR
  • Unifying fragmented marketing data is the first step in the wider data preparation initiative for LLM fine-tuning.
  • Marketing architects should enable this unification through five architecture building blocks:
    1. Cross-system entity resolution
    2. Canonical data modeling
    3. Unstructured content processing
    4. Version control
    5. Scalable data infrastructure

The First Hurdle in LLM Prep: Consolidating Fragmented Data

Marketing data is spread across a wide range of systems—CRMs, CMSs, chat platforms, email services, social dashboards, and more. These platforms often use incompatible formats or terminologies, making it difficult to create a unified dataset ready for model training.

Real-World Example

A mid-sized fashion e-commerce brand attempted to fine-tune an LLM for generating personalized email campaigns. Their data was fragmented across several tools:
ZendeskChat transcripts filled with shorthand and sarcasm
MailchimpHTML-heavy templates with numerous merge tags
Sprout SocialInstagram and TikTok comments packed with emojis
Salesforce Commerce CloudSKU-level product data
SharePoint PDFsBrand voice guidelines with complex, layout-based formatting
Trustpilot & Google ReviewsUser-generated content with inconsistent syntax, slang, and dates
This fragmentation introduced several integration challenges:
  • Missing Product Associations in Reviews For example, a 5-star Google review read: “Absolutely love the rose gold heels I got last week! Super comfy and stylish!!” However, it was only tagged with the store name, not the product SKU, making it hard to link the review to a specific item.
  • Inconsistent Terminology for Customers Support agents in Zendesk used inconsistent terms like “cust,” “client,” and “shopper”:
    • “The cust asked about return policy.”
    • “Client mentioned the size didn’t fit.”
    • “Our shopper needs help tracking the package.” These discrepancies made it difficult to reliably map customer references across records and posed future risk as language usage evolved.
  • Loss of Context from Emoji and Hashtag Removal A Sprout Social Instagram message stated: “This dress is 🔥🔥🔥 #obsessed #datenightready” The preprocessing pipeline stripped emojis and hashtags as noise, which removed emotionally charged and contextually rich signals—leading the model to generate less resonant, less nuanced content.
  • Misinterpreted Brand Guidelines from PDF Layouts The company’s brand voice guide, stored as a visually styled PDF, included layout elements like:
    • Two-column comparisons (e.g., Do’s vs Don’ts)
    • Callout boxes (“NEVER use exclamation marks!”)
    • Inline image captions The parser flattened all text, misinterpreting formatting as literal rules. For example, “NEVER use exclamation marks!” was treated as a universal directive rather than a context-specific note, leading to faulty training inputs.
 
The Solution:
To address these challenges, the company created a centralized schema that standardized and linked data across systems. For instance:
  • The user entity incorporated attributes such as social handles and emails, enabling consistent cross-platform identification.
  • The document entity extracted structured metadata from brand PDFs and presentations.
This unified data layer became the foundation for building high-quality training datasets.

Data Preparation Implications: A Layered Data Architecture

The underlying issues encountered in the example above are largely common across most marketing environments.  To address these in a systematic manner,  organizations should adopt a reusable framework for data preparation that is built on five core layers or building blocks:

building blocks for data preparation in llm fine tuning

By architecting each of these layers independently, you will ensure that your LLM fine-tuning efforts have a solid foundation to quickly assemble and train marketing datasets.

  1. Entity Resolution Across Platforms
    Reconcile multiple representations of the same entity—e.g., a customer who appears as an Instagram handle, CRM email, and hashed ID. This requires robust mapping and identifier matching logic.
  2. Canonical Data Modeling
    Create a master data model that consolidates field variations across systems. For example, “customer segment” in the CRM, “audience type” in an ESP, and “persona” in campaign briefs should all map to a unified field like “audience segment.”
  3. Unstructured Content Processing
    Extract machine-readable metadata from documents such as PDFs, slides, and tone guides using OCR and layout-aware parsing tools like LayoutLM, followed by human validation to ensure semantic accuracy.
  4. Versioning and Temporal Filtering
    Ensure datasets reflect current brand tone and policies by versioning and timestamping content. This allows filtering based on active timeframes or specific campaign states during dataset assembly.
  5. Infrastructure Architecture Decisions
    Adopt a layered data architecture to manage ingestion, transformation, and storage:

Final Words: Data Preparation as the Foundation for LLM Success

The effectiveness of your fine-tuned marketing LLM depends heavily on the quality and preparation of its training data. With the potential for dozens—or even hundreds—of fine-tuning initiatives, it’s essential to adopt a strategic, enterprise-wide approach to data assembly.

Overlooking the foundational elements of data preparation can lead to models that lack personalization and contextual accuracy, while also driving up operational costs and prolonging implementation timelines for each LLM project.

Need a comprehensive data preparation strategy or support with LLM fine-tuning for marketing? Connect with us to explore how we can help.

Also, don’t forget to find out more about our consulting services for AI in marketing.