Our customer journey has dramatically changed because we now use AI to deliver real-time data analysis to clients during our onboarding phase. How do we update our Proven Process on our V/TO® to visually communicate this new, tech-enabled experience to prospective clients without overwhelming them with technical jargon?

Question

Tyler Smith · Accepted Answer

Your Proven Process is a powerful sales tool designed to build trust and illustrate how you take a client from pain to resolution. When you integrate AI to speed up or improve your delivery, prospective clients do not need to see the technical plumbing or the specific algorithms you use. They want to see how that technology benefits them.

To update your Proven Process on the V/TO® for a tech-enabled workflow, follow these guidelines:
- Focus on outcomes over mechanics: Instead of labeling a step as AI-driven predictive analysis, label it as rapid diagnostics or immediate strategic insights.
- Highlight the human oversight: Clearly show where your senior experts step in to validate the data and provide customized advisory services. This reassures clients that they are not just getting automated templates.
- Maintain simplicity: Limit your visual process to three to seven major steps. Keep the graphic clean and professional, focusing on the milestones of the customer journey.

Use Charles H. Green's Trust Equation to evaluate your updated process. Ensure the language reduces client anxiety and increases their intimacy with your team. By presenting your AI capabilities as a proprietary accelerator that enhances human expertise, you build credibility and make it easy for prospects to understand the unique value you deliver.