Illustrative sample
AI use case example: a fictional B2B SaaS company
The written findings of a free growth diagnostic on AI, shown on Quarrelane Software, a fictional company. Every workflow, hour and name is made up.
About this sample
- Quarrelane Software is fictional: no client data is used
- Goal: AI your team will use
- No data access needed, a screen share is enough
- Every table holds example data, illustrative
This illustrative sample shows what you receive after a free growth diagnostic on AI: the workflows we reviewed, the top 3 use cases ranked by value and effort, what to try first with the tools you already pay for, and what would need a project. The company and every figure are fictional.
Illustrative sample
Quarrelane Software is a fictional B2B SaaS company with a marketing team of four and a sales team of six. It does not exist, and no real workflow, account or data was reviewed for this page.
The workflows we reviewed
Quarrelane walked us through three workflows on a screen share and listed the AI tools it already pays for: the assistant included in its office suite and a writing tool two marketers use. Nobody shared data or access.
| Workflow | How it runs today | Time today |
|---|---|---|
| Research before first sales calls | Each rep reads the prospect’s website, LinkedIn page and recent news, then writes notes in the CRM. | About 20 minutes a call, 30 calls a week |
| Webinar follow-up emails | A marketer writes three follow-up emails from scratch after each monthly webinar. | About 3 hours a webinar |
| Weekly pipeline report | Marketing ops exports four tools into a spreadsheet, matches campaign names by hand and writes a summary. | About 5 hours a week |
| Workflow | How it runs today | Time today |
|---|---|---|
| Research before first sales calls | Each rep reads the prospect’s website, LinkedIn page and recent news, then writes notes in the CRM. | About 20 minutes a call, 30 calls a week |
| Webinar follow-up emails | A marketer writes three follow-up emails from scratch after each monthly webinar. | About 3 hours a webinar |
| Weekly pipeline report | Marketing ops exports four tools into a spreadsheet, matches campaign names by hand and writes a summary. | About 5 hours a week |
Example data, illustrative.
Top 3 use cases, by value and effort
| Use case | Value | Effort | Data it needs |
|---|---|---|---|
| 1. A one-page research brief before each first call | High: about 10 hours a week across the team, and better first calls | Low: a prompt, a brief template and a review rule | Public information only: the prospect’s site, LinkedIn page and news |
| 2. First drafts of webinar follow-up emails | Medium: about 2 of the 3 hours a webinar | Low: the transcript and a style guide | The webinar transcript; no personal data in prompts |
| 3. A weekly pipeline summary | High: about 5 hours a week, and one view sales trusts | Medium to high: campaign names differ across four tools | Ads, analytics and CRM data, joined on one naming convention first |
| Use case | Value | Effort | Data it needs |
|---|---|---|---|
| 1. A one-page research brief before each first call | High: about 10 hours a week across the team, and better first calls | Low: a prompt, a brief template and a review rule | Public information only: the prospect’s site, LinkedIn page and news |
| 2. First drafts of webinar follow-up emails | Medium: about 2 of the 3 hours a webinar | Low: the transcript and a style guide | The webinar transcript; no personal data in prompts |
| 3. A weekly pipeline summary | High: about 5 hours a week, and one view sales trusts | Medium to high: campaign names differ across four tools | Ads, analytics and CRM data, joined on one naming convention first |
Example data, illustrative.
What to try first with your current tools
Use cases 1 and 2 need no new tool. A two-week trial with the assistant Quarrelane already pays for:
- Write one prompt and a one-page brief template for call research, and one for follow-up emails, kept in a shared folder.
- A person reads every brief and every draft before it is used or sent. Nothing goes out unreviewed.
- Try both on the next 10 calls and the next webinar, and log the minutes each one takes.
- Keep what saves time and reads well; drop the rest.
What would need a project
The weekly pipeline summary is worth doing but not with prompts alone. Campaign names differ between the ad platforms, analytics and the CRM, so any summary would be wrong. The naming has to be fixed and the tools joined first; then the summary can be drafted automatically each week, with a person checking it.
Not yet
Quarrelane asked about AI that sends outbound emails on its own. Our answer is not yet: until the drafts in use case 2 hold up under review for a few months, every email should keep a person in the loop.
Data and policy risks to settle first
- No customer or prospect personal data goes into a prompt until an approved tools list says which tools keep it out of model training.
- A short usage policy names who may use which tool for what, and who reviews the output.
- Every brief and draft states that AI wrote the first version, so reviewers know what to check.
How a real diagnostic differs
- It covers two or three of your own workflows and the AI tools you already pay for.
- No data access is needed: a screen-share walk-through is enough.
- Your top 3 findings and a 30-day fix plan arrive in writing within 2 business days.
- You keep them, whether or not you work with us.
An illustrative sample written under our Editorial and AI Policy. Quarrelane Software and every figure on this page are fictional.