The client’s growth team was spending too much time turning scattered institutional knowledge, past proposals, product details, compliance constraints, and account context into usable sales materials.
Reps and leadership knew AI could help with account planning, proposal drafting, objection handling, and customer-specific messaging, but the company operated in a regulated environment where generic AI workflows created too much risk. They needed a way to make the sales team faster and more consistent without exposing sensitive data, inventing unsupported claims, or creating materials that legal and compliance could not trust.
Alongside AI built a custom AI sales enablement system for the growth team, structured in three layers: signal intelligence to surface high-fit target accounts, account-level explanations of fit and pain points, and generation of outreach, account plans, proposal sections, objection responses, and meeting prep, all grounded in approved internal materials and public company sources like 10-Ks and earnings transcripts.
More target accounts researched and prioritized per rep each week.
Reduction in time spent drafting account-specific outreach and proposal materials.
Projected annual pipeline impact from increasing rep capacity and focusing outreach on higher-fit accounts.
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