3 automation mistakes that kill productivity (and how to fix them)

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Hi - I want to share an inspiring story with you today about the type of real transformation that is made completely possible by applying the strategies I share inside The Data & AI Imperative. 

If you’ve ever felt overwhelmed by your data or unsure about how to implement AI in your business, I’m sure this story will resonate.

Meet Jane, the founder of a growing technical professional services firm. 

When Jane first reached out, she was at a crossroads. Despite having years of experience and a strong client base, she was feeling stuck. 

Her business was plateauing, and she knew she needed to do something different to continue growing.

Jane’s biggest challenges?

⬤ Data Overload – She was collecting mountains of data from her clients, but didn’t know how to turn it into actionable insights.

⬤ Manual Processes – Much of her team’s time was spent on repetitive, manual tasks that ate into productivity and delayed results.

⬤ Lack of Scalable Systems – As her client base grew, her existing systems weren’t keeping up, which caused bottlenecks and inefficiencies.

If she had The Data & AI Imperative, Jane would have had the roadmap she desperately needed. She would see exactly how to harness the power of AI and data to streamline her business and drive scalable growth.

Let’s look at what’s possible for Jane

Let’s look at what would be possible if she were to have the knowledge, strategies and tactics shared within the book:

⬤ Within 3 months, Jane could have implemented the AI strategies from the book to automate key processes like client onboarding and reporting. This could free up over 15 hours per week for her team to focus on higher-value tasks.

⬤ She could use the book’s STAR framework to identify high-performing clients and restructured her services to focus on these segments, thereby increasing her client retention by at least 25%.

⬤ With predictive insights and automation, Jane could optimize her marketing spend, cutting costs while increasing her revenue by at least 30%.

Jane doesn’t need to invest in expensive new tech or hire a massive team to make this transformation happen. 

She could actually just follow the practical, step-by-step approach that I share within The Data & AI Imperative to simplify her processes, scale efficiently, and most importantly — get results.

Don’t believe me? 

That’s fine… feel free to take the word of Joe Reis, the best-selling Author of Fundamentals of Data Engineering and a data practitioner.

Or how about tap into what’s been said about the book by Jim Harris, a digital innovation & AI consultant, as well as a distinguished speaker at the World Economic Forum…

Sounds familiar?

If Jane’s story sounds familiar, it’s because many business leaders, even technical ones, struggle with the same issues:

⬤ Feeling overwhelmed by data without a clear plan to use it effectively

⬤ Spending too much time on manual tasks that could be automated

⬤ Lacking a scalable system that grows with the business

The truth is, you don’t need the latest tech or a huge budget to implement the AI strategies in this book. The principles are tool-agnostic, meaning they can work with any system you currently use, whether it's a CRM, a spreadsheet, or nothing at all.

Imagine what your business could look like if you had more time, fewer bottlenecks, and data-driven clarity guiding your decisions. That’s what The Data & AI Imperative offers — a method for building practical, scalable strategies that drive real growth.

A quick win for you today

If you can relate to the client onboarding inefficiencies that Jane is facing, here’s a quick win approach you could take for now:

1. Collect Onboarding Data - Gather all relevant client data from the onboarding process, such as interactions, timelines, form submissions, and any behavioral metrics that might indicate client engagement.

2. Upload Data to DataRobot - Upload the dataset into DataRobot. The platform automatically processes and prepares the data, identifying key features that could impact client success or churn predictions.

3. Train AI Models - Use DataRobot’s automated machine learning (AutoML) feature to build and train predictive models that forecast client success or churn, based on the uploaded data.

4. Review Predictive Insights - Analyze the model's predictions to identify clients who are likely to churn vs those who are likely to stick around. DataRobot ranks the importance of different factors that influence these outcomes, and provides you the actionable insights you need..

5. Optimize Onboarding - Use these insights to proactively address issues for at-risk clients. Adjust their onboarding journey to improve engagement and retention.

This process will help you to tailor client experiences and reduce risk of churn.

Next steps

Right now, the book is available for pre-order at a discounted price, but only for a limited time. Once the launch period ends, the price goes up.

➡️ Pre-order your copy here

Don’t wait until your business hits a plateau like Jane’s did. Get ahead of the game with strategies that work, no matter your budget or technical skills.

To your success,

Lillian Pierson & Team

Fractional CMO & Founder, Data-Mania

P.S. This is your chance to secure The Data & AI Imperative at the best possible price before it’s gone. Pre-order now.

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