Examples

What the work can look like.

These illustrative examples show how AI and consulting can help address business needs. The approach, systems, and responsibilities would be defined for each engagement.

AI sales agents · Illustrative example

From first lead to lasting customer.

AI agents can help your team find prospects, start relevant conversations, and follow through across the sales cycle. This example shows how the work can connect around your customers, your systems, and the way your team sells.

01

Find the fit.

Account research · Relevant outreach

02

Move the sale forward.

Qualification · Meetings · Proposals

03

Grow the relationship.

Handover · Renewals · Expansion

1. Find prospects worth pursuing.

Identify companies that match your customer profile and look for timely reasons to reach out. Agents combine your customer records with approved research sources to suggest accounts worth pursuing.

2. Know the account.

Bring company research, relevant contacts, and past conversations into one clear account brief. See why the opportunity may fit, who should be involved, and what you still need to learn.

3. Reach out with a reason.

Use account research to create relevant outreach and send it within your agreed rules. Follow-up changes when someone replies or books a meeting, and stops when they ask not to be contacted.

4. Turn interest into a conversation.

Respond to new inquiries and replies using approved product information. Check fit against your criteria, capture needs and timing, and flag unanswered questions. When there’s a match, help arrange a meeting with the right person.

5. Show up prepared.

Bring together account history, open questions, and useful talking points before the call. Afterward, capture what was agreed, who owns each next step, and when to follow up.

6. Move the proposal forward.

Use the agreed requirements and approved pricing to prepare a proposal draft. Bring in relevant supporting material and organize the follow-up. Your team reviews the proposal and approves the commercial terms.

7. See what needs attention.

Keep your CRM current as conversations develop. Flag stalled deals, overdue commitments, and missing decision-makers, so your team can see what needs to happen next.

8. Build on the first sale.

Carry commitments into onboarding, prepare customer check-ins, and flag upcoming renewals or unresolved issues. Use account history and current needs to identify where the relationship could grow next.

Your team sets the direction.

You choose the data agents can use, the actions they can take, and when someone should step in. Your team owns customer relationships, pricing, and contractual commitments.

Measure sales progress.

Track qualified opportunities, conversion, sales-cycle length, won revenue, renewals, and account growth. Compare results with your starting point, including time saved, work quality, and the cost of running and reviewing the system.

Where does your sales process slow down?

Tell us where opportunities are getting stuck. We’ll help you choose a practical first project, test it against real work, and build from what works.

Let’s talk

AI knowledge · Illustrative example

Finding answers in company information

The situation

Employees spend time searching for procedures, policies, and internal information.

Human involvement

People maintain the source information and resolve questions the assistant cannot answer reliably.

Potential measures

Time spent finding information, answer usefulness, and unresolved questions.

Possible workflow

  1. 01An employee asks a question.
  2. 02The assistant searches approved sources.
  3. 03It prepares an answer with source references.
  4. 04It identifies missing or uncertain information.
  5. 05The question is referred to the appropriate person when needed.

Workflow automation · Illustrative example

Moving information from documents into a system

The situation

People repeatedly read documents and enter the same information into another application.

Human involvement

An employee reviews exceptions and approves entries where required.

Potential measures

Processing time, manual corrections, and exception rates.

Possible workflow

  1. 01Receive the document.
  2. 02Extract the relevant information.
  3. 03Check required fields and defined rules.
  4. 04Route incomplete or uncertain items for review.
  5. 05Submit approved information to the destination system.

Consulting · Illustrative example

Planning a launch

The situation

A business is preparing to launch a service and needs to make decisions about its technology, website, target customers, and marketing.

The focus

Help the business make the necessary decisions and give the people involved a plan they can carry out.

Possible deliverables

A technology recommendation, website brief, positioning and messaging, provider comparison, and launch plan.

The work can include

  1. 01Clarifying the customer and the offer.
  2. 02Defining the website and technology requirements.
  3. 03Comparing platforms and outside providers.
  4. 04Developing positioning and website messaging.
  5. 05Choosing the initial marketing and partnership priorities.
  6. 06Organizing the launch plan, responsibilities, and next steps.

Have a project in mind?

Tell us what needs to improve. We’ll help define the work, the responsibilities, and a practical next step.

Let’s talk