AI applied to the commercial process
A process diagnostic, automation of the highest-return tasks and a trained team, always with human review.
Commercial teams that already tried a tool and could not make it survive the first month.
- Commercial process diagnostic
- Automation map ranked by return
- Implemented workflows with human review
- Trained team and written data-handling rules
Most AI rollouts in commercial teams fail for the same reason: a tool gets bought before anyone defines which specific task will stop being done by hand. Without that definition, the tool gets used for two weeks and dies.
How it works
We start by measuring where the team’s hours go. The same four or five tasks show up almost every time: preparing meetings, writing proposals, drafting follow-ups, updating the CRM, cleaning up the pipeline. The automation map is ranked by return, not by novelty.
We use commercial-grade tools that do not train on your data, and every deliverable passes human review before it leaves the building. The rules on what client information may and may not be used are written down.
A successful pilot is not the one that impresses in the demo. It is the one still in use in week seven, when nobody is watching anymore.
A 30-minute call, at no cost.
To understand your objective and confirm whether we can add value. If we move forward, the diagnostic begins within 10 business days of the proposal being accepted.