For clients · transformation

An AI product line for a company that had none

When we started working together, this client had no AI products and no AI roadmap. Working with their leadership, production, and marketing teams, I helped them develop an AI roadmap. From that roadmap, we designed and launched a series of AI product extensions built on the offerings their clients already trusted. To make it work inside the organization, we ran a company-wide AI training program that built the fluency to adopt and implement AI across the organization. In the first year, those extensions were upsold onto accounts representing over a third of the company’s total client revenue, and customer retention improved by 20%.

The work ran in two directions: building new AI tools and AI-enabled versions of existing products, and reworking the production processes to allow the company to take this on with the same staff size.

Approach
  • Executive and cross-team alignment (leadership, production, marketing)
  • Company-wide AI training program to accelerate adoption
  • AI product extensions of existing offerings
  • Tools built with AI, and AI built into tools
  • Process optimization that surfaces AI's value
  • GTM automation, upsell motion, and client education