AI LAB

Practical AI for
commercial decisions.

Working prototypes that show how I combine commercial frameworks, trusted data and human governance to create useful AI experiences.

Every experience uses fictional companies, people and commercial data. No employer, customer or production information is used.

AVAILABLE TO EXPLORE

GTM Guide

Working prototype
COMMERCIAL OPERATING ASSISTANT

One place for answers, evidence and action.

GTM Guide demonstrates how an authorised assistant could connect commercial knowledge with Salesforce context to answer questions, explain its evidence and direct the user towards the next action.

AskProcesses, pricing, competitors and customer questions
InspectForecast, pipeline and opportunity risk
ActPrioritised actions with visible supporting evidence
Open the working prototype →
GTM Guide
COMMERCIAL ANSWERS WITH EVIDENCE

What do you need to understand or act on?

What is my forecast this month?→

Your commercial position today

Target£220kForecast£186kGap£34k

AVAILABLE TO EXPLORE

Call Intelligence Workflow

Working prototype
CONVERSATION INTELLIGENCE AND CRM GOVERNANCE

Turn sales conversations into governed action.

This workflow demonstrates how a completed meeting transcript could become evidence based Salesforce updates, forecast insight and specific coaching feedback without removing human approval.

ExtractCommercial evidence from a completed call transcript
GovernReview, edit or reject every proposed CRM update
CoachTurn call evidence into focused manager feedback
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Call Intelligence Workflow
1Select call2Transcript3Analyse4Approve
DISCOVERY CALLNorthstar Analytics
£48,000

Priya ShahReporting currently takes our team almost two days.

Alex MorganWho would need to approve a change to that process?

Daniel ReedFinance and our Operations Director would both be involved.

PROPOSED SALESFORCE UPDATEPrimary pain

Two day reporting delay creates avoidable operational effort.

High confidence · Evidence attached

AVAILABLE TO EXPLORE

Commission Intelligence

Working prototype
COMPENSATION LOGIC AND PAYOUT TRANSPARENCY

Make complex commission logic easy to trust.

This working product demonstrates transparent deal calculations, rep queries, letter generation and governed payment approval across Revenue Operations and Finance.

ModelTest deal value, discount and commission percentage scenarios
TraceShow the deals and calculation behind every payout
GovernMove payments through RevOps and Finance approval
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Commission Intelligence
QUARTER ATTAINMENT87%
PERFORMANCE TO DATE£157k
COMMISSION TO DATE£5.2k
Quarter progress
£157k of £180k target
WHAT IF DEAL
CloudSync£10,000£300

AVAILABLE TO EXPLORE

Pipeline Inspection

Working prototype
EXPLAINABLE DEAL SCORING AND RECOVERY

Prioritise the deals that can still be saved.

Pipeline Inspection scores each opportunity, explains the evidence behind the score and gives reps a focused recovery plan while comparing their forecast with the system assessment.

ScoreAssess qualification, momentum and forecast evidence
ExplainShow exactly what raises or reduces confidence
RecoverPrioritise actions by value, urgency and impact
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Pipeline Inspection
OPEN PIPELINE£335kWEIGHTED FORECAST£228kMISMATCHES2
168Northstar AnalyticsProposal · £85,000Commit → Best Case
WHY 68?

Executive sponsorship and the decision process are missing.

3 recovery actions · potential score 89
246Arcadia RetailDiscovery · £118,000Best Case → Pipeline

AI AUTOMATION SOLUTIONS INDEX

Ten applications across the revenue system

A practical portfolio of AI solutions spanning Sales, Marketing, Customer Success, Revenue Operations and Finance. Status is shown clearly to separate interactive prototypes from designed solutions.

Working prototype Solution designed
01Working prototype

Commercial operations

GTM Guide

Answers process, pricing, forecast and pipeline questions with visible supporting evidence.

Knowledge retrieval · CRM context · Action guidance

Explore solution →
02Working prototype

Sales and enablement

Call Intelligence Workflow

Turns meeting transcripts into proposed CRM updates and focused coaching feedback.

Transcript extraction · Human approval · Coaching

Explore solution →
03Working prototype

Revenue Operations and Finance

Commission Intelligence

Explains payout calculations, generates letters and governs payment approval.

Calculation logic · Query handling · Approval workflow

Explore solution →
04Working prototype

Sales and forecasting

Pipeline Inspection

Scores opportunities, explains risk and prioritises the actions most likely to recover value.

Deal scoring · Forecast comparison · Recovery planning

Explore solution →
05Solution designed

Data governance

Account Resolution Agent

Identifies duplicate and orphaned accounts using confidence based match recommendations.

Entity resolution · Survivorship rules · Audit trail

Framework and operating model defined
06Solution designed

Executive reporting

Forecast Commentary Assistant

Converts forecast movement, risk and evidence into concise leadership commentary.

Variance analysis · Risk synthesis · Narrative generation

Framework and operating model defined
07Solution designed

Customer Success

Renewal Risk Agent

Prioritises renewals using engagement, timing, commercial and relationship signals.

Risk detection · Evidence summary · Intervention plan

Framework and operating model defined
08Solution designed

Revenue Operations

RevOps Support Triage

Classifies operational requests, identifies urgency and routes work to the right owner.

Request classification · Priority scoring · Routing

Framework and operating model defined
09Solution designed

Revenue Operations and Finance

Compensation Plan Reviewer

Tests plan rules for ambiguity, behavioural risk, cost exposure and governance gaps.

Rule analysis · Scenario testing · Risk review

Framework and operating model defined
10Solution designed

Leadership and board

Executive Reporting Assistant

Surfaces material commercial changes and turns them into decision ready reporting.

Metric monitoring · Exception analysis · Decision support

Framework and operating model defined
One reusable governance pattern

Each solution follows the same operating logic: gather evidence, assess confidence, explain the recommendation, retain human accountability and log the decision.

DESIGN PRINCIPLES

How I approach commercial AI

01

Start with the decision

Each tool begins with a commercial decision or operating problem, rather than an AI capability looking for a use case.

02

Show the evidence

Recommendations are connected to their source, confidence and operating logic so users can challenge the answer.

03

Keep people accountable

AI supports judgement and execution. Approval, ownership and governance remain with the commercial team.