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Business Strategy

Picking your first AI use-case: a 30-minute exercise

If you've got 30 minutes and a whiteboard, you can identify your highest-leverage AI use-case before you even talk to a vendor. Here's exactly how we do it.

05 Apr 2026 · 4 min read · 9 views

Most AI sales calls go badly because the buyer doesn't know what they want yet. The vendor reaches for whatever they last shipped, the buyer agrees because the demo is impressive, and four months later there's an unhappy meeting.

Here's a 30-minute exercise you can run yourself, before talking to anyone.

The exercise

Grab three columns on a whiteboard.

Column 1 — Hours per week. List every repetitive task a senior person in your org does. Be honest. Include report-writing, proposal drafts, status updates, support replies, scheduling.

Column 2 — Revenue impact. For each task, score 1–5: does doing this better/faster make us more money? A faster proposal might mean more proposals out, more revenue. A faster report might just mean an earlier coffee.

Column 3 — Risk level. For each task, score 1–5: if AI got this wrong, how bad is it? Drafting a proposal that a human reviews: low risk (3). Sending an invoice directly to a client: high risk (5).

Multiply Column 1 × Column 2, then divide by Column 3. The highest number wins.

The point

The winning use-case is almost never the sexy one. It's usually "draft this thing for a human to review" — which is exactly where current LLMs are strongest. Save the moonshots for project three.