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AI STARTER KIT

Your essential guide (and AI cheat code) to getting started with clear steps to put AI to work today and leverage it for future growth.

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The 6 Biggest Obstacles to AI Adoption

Your cheat sheet to overcome the biggest blockers keeping you from adopting AI and maximizing its value. Inside, you’ll find simple, clear steps to unify your data, build trust, boost skills, handle resistance, and prove value so you can hit the ground running.

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How AI Can Work For You

Marketing

  • Segment creation, propensity to purchase
  • Content creation
  • Engagement prediction
  • Insight automation to optimize campaigns
  • Lead management & campaign optimization

Sales

  • Predict next-best action, prevent churn
  • Identify most engaged contact within account
  • Automated sales appointment scheduling
  • Lead scoring & propensity to buy
  • Sales coach & helping sales prioritize their day
  • Summaries & insights automation

Service

  • Case deflection / case automation & response
  • Knowledge & FAQ automation
  • Service appointment auto scheduling
  • Order management automated replies
  • Customer self-service
  • Employee onboarding & self-service

AI in Action

AI That Delivers Speed and Human Touch

By using AI, Daybreak cut patient wait times to a fraction of their competitors. They now meet rising demand and scale support faster through SMS and email without sacrificing personalized, one-on-one care.

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Jumpstart AI with a Simple Framework

Knowing where to start with AI isn’t always clear. The faster you identify the WHY and WHO benefits, the faster you’ll get buy-in and results.

Anchor to Business
Value

  • What business objective are you trying to impact? (e.g., faster sales cycles, customer retention)
  • Who benefits most from solving this?
  • Where are the biggest pain points or inefficiencies today?

Understand Dependencies

  • What systems store the data needed for your use case?
  • Is the data clean, connected, and accessible?
  • Do you have documentation, templates, or historical knowledge the AI will need?

Don't Forget People

  • Who is impacted by the use case?
  • What part of their role will change (for the better)?
  • How will this free them up for more valuable work?

Define the Vision

  • What does success look like 3–6 months from now?
  • How will you measure progress and value?
  • What’s the long-term opportunity if this use case works?

Navigating (AI)nxiety

The AI boom is reshaping marketing—and fast. In Navigating Marketing’s New Era, Sercante’s VP of Marketing, Sarah Kloth, shares how to cut through the noise and lead with clarity and confidence.  Get the key takeaways to see how she’s helping marketers stay grounded and ahead.

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