>

> AI Institute

AI / human
org chart

How businesses are bridging people and processes with technology — and what it means for your organisation today.

Anthony Coundouris  ·  AI Institute

> three age-old marketing problems

01

Content
creation

02

Omni-channel
communication

03

Hyper-personal
experiences

> problem 01 — content creation

The content
that never
gets made.

A building company wants a new corporate website and podcast. Production begins — but neither ever sees the light of day. No one can produce the content. Marketing writes the copy, the founder finds too many problems with it. The project dies quietly in the background.

> problem 02 — omni-channel communication

A single narrative
for every
customer.

A cladding installer arrives on site without instructions. The customer confirms they sent them — by email. The installer has no email access on site. The information existed. It just wasn’t available in the right channel, at the right moment.

> problem 03 — hyper-personal experiences

Remain relevant,
all the time.

A salesperson has an outstanding conversation with a client — their challenges, goals, what matters to them. Hours later, that same client receives a generic newsletter. It has nothing to do with the conversation they just had.

Please raise your hand if you identify with at least one of these problems.

> enter Kylie, Gizmo, and Terry

Kylie20 hrssaved per week
Gizmoresponse rate uplift
Terryweek 2profitable — in an industry where it takes 1–2 years

> content creation — solved

Meet
Kylie.

Every morning Kylie scrapes the industry, filters intelligence through the founder’s voice and opinions, and delivers three ready-to-publish pieces daily. Over time she learns which content the founder prefers and refines her output accordingly.

K
K
Kylie
• content assistant · online
K
Kylie
• content assistant · online

> omni-channel communication — solved

Meet
Gizmo.

Gizmo threads every customer conversation — SMS, email, voice and Zoom — into a single timeline. No missed messages. No duplicate outreach. Every channel, one thread. Gizmo remembers everything so your people don’t have to.

G

> hyper-personal experiences — solved

Meet
Terry.

Terry takes responsibility for every personalised communication sent to a member or prospect. He consults Gizmo for context, then builds each relationship individually — learning from every reply, adapting with every message.

T
T
Terry
• customer experience · online
T
Terry
• customer experience · online
T
Terry
• sales support · online
T
Terry
• client intelligence · online

no human required.

> more reasons to use AI

>
Succession planning
Transfer intellectual property from founders and key persons into AI assistants — de-risking the business.
>
Increased valuation
AI-first businesses command higher multiples. A 2× business could become a 3 or 4× business.
>
Increase prices
Better service reduces friction. Customers pay more when you serve them better — without changing the product.
>
Serve new customer profiles
AI identifies overlooked segments. Businesses that serve them first can unlock 10–15% revenue growth.

> here’s how to get started

01

Containerise
your time

Record every activity on a calendar. Group into roles. Build your digital twin.

02

Train in
a sandbox

Give them subject matter context and training data. They only need to be told once.

03

Release into
the org

Once competent, they take their place in the AI / human org chart.

> a vision of the future

“AI won’t replace humans. But humans with AI will replace humans without AI.”

— Jamie Wilmen

When you build assistants and automation for your people, you are doing them the greatest favour. You are showing them kindness and future-proofing them.

AI Institute

> exercise

Create your
AI / org chart.

01
List your key people
02
Assign one AI assistant

> AI assistants — what could yours do?

Lead Qualification
Proposal
Copywriting
Email Campaign
Customer Sentiment
Billing
Cash Flow
Accounts Payable
Customer Support
Onboarding
Compliance
Appointment Setting

> up next

Case
studies.

01 Prescreen caller
02 Compliance office
03 Estimating assistant

> HR FIRM

Prescreen
Caller.

01 Current state
02 Future state
03 Candidate experience
HR
Talent Solutions
• SMS · just now

> STEEL FABRICATION FIRM

Compliance
Office.

01 Current state
02 Future state
03 Voice demo
C
Compliance Assistant
• voice call active

> STEEL FABRICATION FIRM

Estimating
Assistant.

01 Current state
02 Future state

> case study: estimating assistant — current state

> case study: estimating assistant — future state

> apps our engineers favour

G
Gizmo
Go High Level
Zoho CRM
Notion
Slite
Circle
OneDrive
GDrive
Fathom
Fireflies
K
T
Kylie + Terry
ChatGPT
Claude.ai
Grok
Gemini
Copilot
Automation
Make
n8n
Power Automate