Use Case Discovery
Find the AI use cases that will actually move your P&L.
Use cases scored against revenue impact and feasibility, not just technical novelty.
In plain English.
A focused engagement that surfaces, scores, and shortlists the AI use cases worth your money. We run structured workshops with the people who own the numbers, then pressure-test every idea against revenue impact, feasibility on your stack, and effort to ship.
Where a strategy engagement sets the whole roadmap, discovery goes deep on the opportunity space: we mine your CRM (Salesforce, HubSpot), your support and sales conversations, and your operational bottlenecks to find use cases your competitors haven't spotted.
You leave with a ranked backlog, not a brainstorm. Each use case has an owner, a hypothesized KPI, a rough build estimate, and a recommendation on whether to pilot it now, queue it, or kill it.
When you need this
- You have AI budget but no clear, prioritized list of what to actually build.
- Your teams are pitching AI ideas and you need an objective way to rank them.
- A previous AI effort failed because it chased novelty instead of revenue.
- You want a backlog you can feed straight into a pilot or build cycle.
The deliverables, plainly stated.
- Two to three cross-functional discovery workshops
- A mined opportunity inventory from CRM, support, and ops data
- Each use case scored on revenue impact, feasibility, and effort
- A ranked, owner-assigned backlog with hypothesized KPIs
- Pilot-readiness call on the top two to three candidates
- A short readout deck for leadership sign-off
Typical duration
2 to 3 weeks
Investment band
$$Moderate investment
We scope in bands, not fixed numbers. Final pricing follows a quick scoping call.
A process built for this service, not a generic playbook.
- 01
Run discovery workshops
We facilitate sessions with sales, marketing, ops, and product owners to surface friction and revenue opportunities.
- 02
Mine the data
We analyze CRM records in Salesforce or HubSpot, support transcripts, and operational metrics to find non-obvious use cases.
- 03
Score and rank
Every candidate is scored on revenue impact, feasibility on your stack, and effort, then ranked into a backlog.
- 04
Pick the pilots
We recommend the top two or three to pilot now, assign owners and KPIs, and prepare a readout for sign-off.
Team composition
A strategy lead facilitates, supported by a solutions architect for feasibility and a growth strategist for revenue impact.
Tools & frameworks
- Native Bridge use-case scoring matrix
- Salesforce / HubSpot data mining
- Claude for transcript and ticket analysis
- Mixpanel / Amplitude for usage signal review
What we tie this engagement to.
Every engagement carries a revenue-tied KPI. These are the outcomes this service typically anchors on.
A ranked, owner-assigned use-case backlog
Two to three pilot-ready use cases with hypothesized KPIs
A shared, objective basis for AI investment decisions
Works with your stack
We deliver Use Case Discovery inside the tools you already run.
Use Case Discovery: common questions
What is AI use case discovery?
It's a 2 to 3 week engagement that surfaces candidate AI use cases, scores each against revenue impact, feasibility, and effort, and delivers a ranked, owner-assigned backlog with pilot recommendations.
How is discovery different from an AI strategy engagement?
Strategy sets the full 12-month roadmap and funding model. Discovery goes deep on the opportunity space, mining your CRM and conversations to find and rank specific use cases you can feed straight into a build cycle.
How do you score AI use cases?
Each use case is scored on three axes: expected revenue or margin impact, feasibility on your existing stack, and effort to ship. That keeps the shortlist tied to your P&L rather than to technical novelty.
How long does use case discovery take?
Typically 2 to 3 weeks, including two to three discovery workshops, the data-mining pass across Salesforce or HubSpot, and the scoring and readout.
What do we get at the end?
A ranked backlog where every use case has an owner, a hypothesized KPI, and a rough build estimate, plus a clear recommendation on the top two or three to pilot now.
Often paired with this.
Ready to put Use Case Discovery to work?
Tell us where you are and we'll tell you what's blocking revenue.