CH2automation + ai

Use cases

Ordinary workflows, taken apart and rebuilt.

These are the patterns we see most often. Each one is written as a before-and-after so you can hold it against how your own team works today — the value is in recognizing your process in the left-hand column.

See it in motion

A quick intro to the problem behind every use case below.

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Inbound

A web lead becomes a working deal

Before

  1. 1. Form submission lands in a shared inbox
  2. 2. Someone notices it, sometimes the next morning
  3. 3. Details retyped into the CRM, often incompletely
  4. 4. Rep googles the company to size it up
  5. 5. Rep picks a template and edits it by hand
  6. 6. Round-robin is decided in a Slack thread

After

  1. 1. Form writes the record directly, fields validated
  2. 2. Company data enriched on creation
  3. 3. Scored and routed by territory and fit, instantly
  4. 4. Owner gets a briefing with the research attached
  5. 5. First-touch draft prepared, rep edits and sends
  6. 6. No-response fallback reassigns after a set window

Stays human: The conversation, the judgment call on fit, and anything the prospect asks that isn't in a template.

Quoting

Quote prep stops being a half-day

Before

  1. 1. Rep copies last quarter's spreadsheet
  2. 2. Pricing rules live in a manager's head
  3. 3. Discount approval requested over chat
  4. 4. Approval sits until the manager is free
  5. 5. Final PDF assembled and emailed manually
  6. 6. Nobody knows what was sent without asking

After

  1. 1. Quote generated from the deal record
  2. 2. Pricing and discount rules encoded and versioned
  3. 3. Anything over threshold routes for approval automatically
  4. 4. Escalation fires if approval stalls past a set time
  5. 5. Signed document writes back to the deal and the books
  6. 6. Every version stored against the record

Stays human: Deciding what the deal is worth and whether to bend on price. The assembly and chasing disappear.

Outreach

Prospecting scales without going generic

Before

  1. 1. Rep builds lists by hand in a spreadsheet
  2. 2. Research copied from LinkedIn into a doc
  3. 3. Messages written one at a time, or blasted identically
  4. 4. Follow-up depends on personal reminders
  5. 5. Replies tracked in a personal inbox only

After

  1. 1. Lists built from defined criteria and deduped against the CRM
  2. 2. Research assembled per account: hiring, tech, news, structure
  3. 3. Openers drafted from that research, reviewed before sending
  4. 4. Sequences branch on behavior; sending caps respected
  5. 5. Replies routed, logged, and attributed to pipeline

Stays human: Choosing who's worth talking to, and everything after they answer.

Onboarding

A closed deal starts itself

Before

  1. 1. Rep emails ops that a deal closed
  2. 2. Ops creates accounts and folders by hand
  3. 3. Kickoff scheduled over several back-and-forths
  4. 4. Welcome materials sent, sometimes twice, sometimes never
  5. 5. Status chased across three tools

After

  1. 1. Closed-won triggers the onboarding checklist
  2. 2. Accounts, folders, and access provisioned from a template
  3. 3. Kickoff booked from a shared availability link
  4. 4. Sequenced welcome materials tied to milestones
  5. 5. Single status view both sides can read

Stays human: The kickoff conversation and any judgment about a non-standard customer.

Reporting

Monday morning stops being a rebuild

Before

  1. 1. Exports pulled from three systems
  2. 2. Pasted into a master spreadsheet
  3. 3. Formulas repaired after the columns shift
  4. 4. Deck updated by hand before the meeting
  5. 5. Numbers disputed during the meeting

After

  1. 1. Systems sync to one warehouse on a schedule
  2. 2. Definitions written once and reused everywhere
  3. 3. Dashboard live; the meeting opens the link
  4. 4. Anomalies alerted when they happen, not weekly
  5. 5. Time in the meeting spent deciding, not reconciling

Stays human: Interpreting the numbers and deciding what to do about them.

Back office

Invoicing and collections run on rails

Before

  1. 1. Invoice created manually from the signed order
  2. 2. Terms re-entered, occasionally wrong
  3. 3. Reminders sent when someone notices the aging report
  4. 4. Payment reconciled by hand against the bank feed

After

  1. 1. Invoice generated from the order record on close
  2. 2. Terms inherited from the contract
  3. 3. Reminder ladder runs automatically, pausing on reply
  4. 4. Payments matched and posted, exceptions flagged for a human

Stays human: The conversation with a customer who genuinely can't pay yet.

Recognize one of these?

The quiz puts a number on what that pattern is costing you per year, and the staffing analysis shows whose week it's eating.

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