An AI web app that prepares every client presentation.

A clearer positioning, a forecast that supports decisions, and an AI app that prepares client presentations for the team.

Result: Revenue targets exceeded for the first time

Sector
Business services
1st time

revenue targets exceeded

  • 3workstreams: positioning, forecast, pitch deck
  • 1custom AI web app, opened before every meeting

Context.

The team prepared every client presentation by hand. The commercial positioning lacked sharpness, and the forecast wasn't yet used to make decisions.

Before

  • Every client presentation prepared by hand
  • A positioning that was hard to explain
  • A forecast that wasn't used to make decisions

After

  • The presentation prepared by the app, reviewed by the team
  • A clear offer and message
  • Targets set on a forecast that is tracked

Systems installed.

01

Positioning

  • The offer and message clarified, by type of client
  • The pitch deck redone on this positioning
02

AI web app

  • The app gathers the client's information and prepares the presentation
  • The team reviews, adjusts and presents
  • Designed and tuned with the sales team
03

Steering

  • The financial forecast built, then tracked
  • Sales targets set on this forecast

“Our advisor Emile supported us on our pitch deck, our financial forecast and our commercial positioning, notably by creating a custom AI web app to prepare our client presentations. He quickly understood what was at stake for us, simplified complex topics and adjusted his support until it perfectly reflected our vision. Thanks to his work, we exceeded our revenue targets for the first time.”

Thomas, Artex

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