Draft a cohort-based financial model
Build a spreadsheet model that connects historical customer cohorts to longer-term revenue assumptions.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Build a direct storefront from brand context
Use approved brand and product material to prototype a store with consistent pages and product-selection experiences.
Introduce an AI feature at the moment it becomes useful
Test onboarding that offers a concrete next action when a user provides a relevant artifact, instead of relying only on a feature announcement.
Track internal AI adoption without reading private conversations
Combine enterprise usage exports, training records, and employee surveys to understand adoption and decide where enablement is needed.
Turn audience research into a campaign approval kit
Prototype a connected workflow that carries company research through the brief, segment messages, creative drafts, and approval presentation.
Review advertising budgets using forecasts
Analyze current advertising performance and forecast assumptions to propose budget changes for a media buyer to approve.
Promote promising ad tests into a scaling queue
Review experimental creatives against defined criteria and prepare approved candidates for main campaigns.
Prepare recurring search-ad keyword cleanup
Turn repeated keyword and negative-keyword analysis into a reviewable maintenance workflow.
Close the loop between sales conversations and marketing
Read complete sales conversations to produce a funnel-level insight brief and role-specific coaching that carries earlier feedback forward.
Prepare a personalized training-program pitch
Match a prospective learner’s background with current job requirements and course content to prepare a useful sales conversation.
Monitor marketing pace against the monthly plan
Refresh channel-level actuals and run-rate estimates, then surface material gaps in a daily team notification.
Use call evidence to review lead fit
Extract evidence from sales conversations against agreed qualification criteria so marketing and sales can review lead quality consistently.
Load approved creative variants into ad drafts
Use a structured asset folder and control sheet to prepare a correctly named ad set without repetitive downloads and uploads.
Limit spend on ad creative tests with staged rules
Apply staged test criteria so each creative must earn further testing before it receives a larger budget.
Produce a video-ad draft from short generated scenes
Combine a series of short generated clips into a coherent ad for creative review and controlled testing.
Turn relevant social trends into creative briefs
Collect permitted public content and performance signals, then help the creative team decide which patterns are worth adapting.
Refresh search-ad copy from a quality review queue
Find low-quality search ads, use their keyword context to draft replacements, and review their performance after approved updates.
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