Customer interview · 01
活用事例
Sales cluster
AI Sales Assistant →
Role page: revives dormant deals, wraps every call to CRM, chases silent proposals.
Sales Follow-Up Automation →
Drafts personalized follow-ups for every meeting + dormant deal.
Sales Demo Prep →
Researches the prospect, maps their pain to your demo flow, and preps objections, brief in Slack before the call.
CRM Update Automation →
Keeps HubSpot or Salesforce honest in real time, without your reps.
AI Cold Outreach →
LinkedIn + Apollo + Gmail. 50 leads, 50 personalized emails, meetings booked on your calendar.
Sales & Revenue Operations →
Demo prep, post-call follow-ups, CRM updates, dormant deal revival. Your reps sell; Junior does the rest.
Media Buyer cluster
AI Media Buyer →
Role page: your 24/7 ad management agent for Google & Meta Ads.
Agentic Advertising →
AI that acts on your campaigns, not just advises.
Google Ads Automation →
What Claude Code does for Google Ads, without the terminal.
Meta Ads Automation →
Creative variations, audits, and reports, without code.
Automated PPC Reporting →
Cross-platform Google + Meta weekly recaps delivered to Slack.
Meta Ads Performance Monitoring →
24/7 anomaly alerts on Meta Ads, CPA spikes, ROAS drops, creative fatigue.
Operations cluster
Customer Success & Support Ops →
Monitors support channels, triages feedback, patrols VIP accounts, surfaces churn signals before customers escalate.
Executive Operating Cadence →
Weekly reports, board decks, and data digests assembled from Stripe, Analytics, CRM, and Sheets — before Monday morning.
Research & Market Intelligence →
Monitors competitors, tracks media coverage, researches prospects, delivers actionable briefs to Slack.
AI for Wealth Management & RIAs →
Turns client calls, meetings, and emails into clean CRM records, follow-up tasks, and weekly operating reports.
AI for Cross-Border Tax Advisory →
Turns years of inbox history into founder-approved re-engagement and a current HubSpot pipeline.
AI for Corporate Gifting Operations →
Turns product screenshots, logos, and chat threads into costing-ready briefs, supplier shortlists, and current Zoho records.
AI for Digital Asset Investment Operations →
Turns Gmail threads and Notion notes into reviewed follow-ups, prioritized action plans, and decision-ready briefs.
AI for EdTech Go-to-Market →
Turns founder direction into US positioning, a multilingual site, a custom CRM, and personalized campaigns in two weeks.
By role
AI Employee for Founders →
The AI employee founders hire before a chief of staff.
AI Employee for Marketing →
Reports, follow-ups, briefs, monitoring, for marketing teams.
AI Employee for HR →
Answers policy questions from your handbook, runs onboarding, triages people-ops requests in Slack.
AI Coworker for Revenue →
Watches Stripe, HubSpot, Linear, flags stuck deals, finds the owner, assigns the work.