As we automate our initial customer proposal drafts with AI, the role of our sales coordinators is shifting from writing to editing. How do we rewrite their seats on the Accountability Chart so they understand this new expectation?

Question

Tyler Smith · Accepted Answer

When you automate the creation phase of a workflow, the human seat must pivot from being a content creator to a high-value editor and quality controller. If you do not formally update your Accountability Chart, your team will continue to operate under outdated expectations, leading to confusion and low productivity.

Start by redefining the five major responsibilities of the seat on your Accountability Chart. Remove words like draft, write, or generate. Replace them with roles focused on verification, personalization, and final approval. For example, the new responsibilities might include validating AI data accuracy, tailoring the tone to our unique brand voice, and ensuring complete compliance with client specifications.

Next, run this updated seat through the GWC filter. Ask yourself if the current team member truly gets, wants, and has the capacity for this new editorial role. Some people excel at creating raw content but struggle with critical analysis and editing. You must ensure you have the right person in the right seat.

Finally, update the measurable targets on their weekly Scorecard. Because they are no longer spending hours drafting proposals from scratch, their expected output must increase. They should be able to process three to four times as many proposals as before, with a higher accuracy rate. This direct, structural adjustment ensures your organization reaps the benefits of automation while keeping your team aligned and accountable.