Dana Okafor, Account Director
What else could you be doing for us?
P.I.E.
From our engagements so far, the workflow I'd most want to sit in is renewal prep — Dana's team runs about 30 of those a quarter and consults me ad hoc.
I could operate as a standing Associate there: automatic prep brief before each call, using only opted-in buyer profiles and archetype norms. I'd decline to build anything for the Friday-interview use case for the reasons we discussed. Want me to scaffold the renewal Associate now?