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  • The brief
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  • Idea portfolio
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  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 3
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Generated Oct 23, 2026
  1. Programmable
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  3. WisdomAI
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growth playbook · Oct 23, 2026

wisdom.ai (opens in a new tab)

WisdomAI growth playbook

Diagnosis

WisdomAI (Series A, $73 million raised, about 30 people) has a sharp story, that accuracy is the hard part of enterprise AI analytics, and a benchmark against Claude Code to prove it.

Its hiring shows the next step: a technical product marketer to own messaging, comparisons, solutions pages and demos; a head of alliances and marketplaces; call-first SDRs; enterprise AEs who co-sell with SIs; and field engineers who run workshops and bake-offs.

The quickest gains are in the proof itself: the site quotes the benchmark four different ways, the method is hidden behind a form, and comparisons, solutions and pricing pages are missing. This playbook makes the proof consistent and open first, then builds marketplace, assistant-directory and SI channels, a standard bake-off, and a certification that creates champions.

Growth Score

7/10

Biggest Opportunity

Turn the accuracy benchmark into a consistent, open, repeatable proof that every page, SDR call, bake-off and partner uses.

Biggest Risk

ThoughtSpot, Hex, Sigma and the warehouse-native assistants from Snowflake and Databricks all now claim agentic, context-aware analytics, so WisdomAI must win on proof rather than on category language.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    One benchmark, one set of numbers: the site quotes the same Claude Code test four different ways

    Put the four pages side by side and list every number that differs.

    High impact First result in 2 weeks
  2. 2

    Publish the benchmark method and question set openly, and keep the full report gated

    Choose five benchmark questions that can be shown publicly.

    High impact First result in 1 month
  3. 3

    Turn the eight "alternatives" guides into "WisdomAI vs" comparison pages

    Rank the eight rivals by how often they appear in lost or open deals.

    High impact First result in 1 month

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    3 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 11Fill-ins · 5Reconsider · 2
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    WisdomAI's pitch is that accuracy and consistency are the hard part, and the benchmark is its main proof. But the homepage says "95%+", the comparison page says "95%+ vs. 73%" and "3.7x faster", the report page says "93%" and "3x faster", and the newsroom's summary of the press release says "4x cheaper" where every other page says 3.4x. A data architect reading two pages will see a vendor whose own numbers do not agree, which is the exact objection WisdomAI sells against.

    High impactLow effort First result in 2 weeks Technical Product Marketing M…

    First action

    Put the four pages side by side and list every number that differs.

    How to measure it

    Homepage-to-report conversion

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      List every claim

      Accuracy, speed, cost and token figures on the homepage, comparison pages, report, newsroom and AI-assistant page.

      Technical Product Marketing Manager 1 day

    2. 2

      Choose the canonical set

      One number per measure, with the benchmark stage it comes from.

      Technical Product Marketing Manager 1 day

    3. 3

      Agree with research

      Confirm each figure against the raw results.

      Research Engineer / Applied Scientist 1 day

    4. 4

      Update the pages

      Homepage banner and stats, Claude comparison, report page, newsroom summary.

      Web and marketing operations 2 days

    5. 5

      Write the fact sheet

      One internal page every deck and script cites.

      Technical Product Marketing Manager 1 day

    6. 6

      Update sales material

      Decks, SDR openers and objection guides.

      Technical Product Marketing Manager 2 days

    7. 7

      Check the AI answers

      Ask ChatGPT, Claude and Perplexity about the benchmark and note which number they repeat.

      Technical Product Marketing Manager 1 hour

    8. 8

      Set a rule

      New benchmark numbers go to the fact sheet before any page.

      Technical Product Marketing Manager ongoing

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Technical Product Marketing Manager

    Smallest test

    Fix the homepage banner and the newsroom summary to the report's numbers today.

    Why it works

    Pick one canonical result set from the report (accuracy at each stage, cost per question, time per answer, tokens) and one sentence that names the stage behind each number ("93% after automated learning, zero human intervention"). Update the homepage banner and stats, the Claude comparison page, the report page and the newsroom summary to match, and keep a single benchmark fact sheet that sales decks, the SDR scripts and AI-assistant pages all cite.

    Technical buyers check numbers. A consistent, clearly labelled result is more believable than a higher one, and it gives the new product marketer a messaging hierarchy to build on from day one.

    Ready to use

    ChecklistBenchmark consistency check

    [ ] Homepage banner: accuracy figure and stage named
    [ ] Homepage stats: faster / cheaper match the report
    [ ] Claude comparison page: same accuracy, speed and cost
    [ ] Report page: headline matches the FAQ and charts
    [ ] Newsroom summary: 3.4x, not 4x, unless the report changes
    [ ] Information-for-AI page carries the same figures
    [ ] Sales deck and SDR scripts cite the fact sheet
    [ ] One owner signs off any new number

    Risks and how to handle them

    • A lower headline number looks weaker

      Show the stage clearly: "93% with zero human intervention" is a stronger claim than an unlabelled 95%.

    • Press copies cannot be changed

      Correct the newsroom summary and the fact sheet; future releases quote the fact sheet.

    Evidence

    • Your websiteHomepage: banner "95%+ answer accuracy in production enterprise analytics"; H1 "Accuracy is the hard part of enterprise AI analytics"; Analytics Harness stats "3x Faster", "3.4x Cheaper", "95%+ More Accurate"; calls to action "Request a Demo" and "Get our 2026 Benchmark Report"; ChatGPT Co-work and Claude Co-work integrations; embedding by iFrame, React SDK or GraphQL API; SOC 2 Type II, HIPAA and GDPR; SaaS, VPC or on-prem. There is no pricing page and no free trial.Source
    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
    • Your websiteWisdomAI vs Claude comparison page, citing "WisdomAI's July 2026 benchmark study": "95%+ vs. 73%" accuracy ("95%+ after learning and optimization"), "3.4x cheaper" ($0.13 vs $0.44 per question), "3.7x faster" (19 seconds vs 70 seconds), 94k vs 212k tokens per question.Source
    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
  • 02

    The benchmark is 30 questions on one live compliance warehouse, and the report sits behind a form. Data engineers, the audience the new product marketer must win, trust tests they can inspect and rerun more than results they have to request.

    High impactLow effort First result in 1 month Technical Product Marketing M…

    First action

    Choose five benchmark questions that can be shown publicly.

    How to measure it

    Bake-off requests

    Now
    –
    Target
    15 a quarter
    By
    1 quarter

    Steps

    1. 1

      Pick the examples

      Five questions that reveal no customer data.

      Research Engineer / Applied Scientist 2 days

    2. 2

      Write the method

      Stages, scoring, models, cost per question.

      Research Engineer / Applied Scientist 3 days

    3. 3

      Edit for practitioners

      Plain explanations and diagrams.

      Technical Product Marketing Manager 2 days

    4. 4

      Publish the page

      Linked from the report and the comparison pages.

      Web and marketing operations 1 day

    5. 5

      Add the offer

      "Run this method on your warehouse" form.

      Technical Product Marketing Manager 1 day

    6. 6

      Share in communities

      dbt, data engineering and analytics forums.

      Technical Product Marketing Manager 1 week

    7. 7

      Track

      Requests and their win rate.

      Chief Revenue Officer monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Technical Product Marketing Manager

    Smallest test

    Post the five example questions with scores in one blog post.

    Build the monitor. A live page fed by the public registries and re-checked every day. Usually live within days.

    Book a working session

    Why it works

    Publish an open methods page: the question types, scoring rules, the three stages, the models used and the cost method, with five example questions and answers. Keep the full report gated for leads, and offer "run the same method on your warehouse" as the call to action.

    An open method turns a marketing claim into something a practitioner can check, earns links from data communities, and gives sales a ready-made proof of concept.

    Risks and how to handle them

    • Competitors copy or attack the method

      Invite reruns; a public method shows confidence.

    Evidence

    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
    • HiringField and product roles: an Agentic Context Engineer who will "Conduct workshop sessions to identify opportunities", "Build reusable context models, solution patterns, and deployment frameworks" and understands "evaluation sets"; a Product Manager post says the company is "currently ~30 people and growing"; also a Research Engineer / Applied Scientist (posted October 21), a Staff Product Designer and a Design Lead.Source
  • 03

    WisdomAI already writes guides on Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData alternatives, but has comparison pages only for Claude, Databricks Genie and Snowflake. ThoughtSpot now uses the same "Agentic Analytics Platform" label, and the product marketer is hired to build "Why Wisdom vs. X" narratives.

    High impactMedium effort First result in 1 month Technical Product Marketing M…

    First action

    Rank the eight rivals by how often they appear in lost or open deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    25 a month
    By
    90 days

    Steps

    1. 1

      Rank rivals

      From CRM deal notes.

      Technical Product Marketing Manager 2 days

    2. 2

      Test each rival

      Hands-on teardown on a sample dataset.

      Technical Product Marketing Manager 1 week

    3. 3

      Write the pages

      Same table structure as the Claude page.

      Technical Product Marketing Manager 2 weeks

    4. 4

      Legal review

      Claims and trademarks.

      Legal counsel 3 days

    5. 5

      Publish and link

      From the alternatives guides and the footer "Compare" menu.

      Web and marketing operations 1 day

    6. 6

      Make competitor comparisons

      One per rival for sales.

      Technical Product Marketing Manager 1 week

    7. 7

      Refresh

      Quarterly, with a dated "last checked".

      Technical Product Marketing Manager quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Technical Product Marketing Manager

    Smallest test

    Publish the ThoughtSpot comparison first.

    Why it works

    Build comparison pages for ThoughtSpot, Sigma, Hex and Power BI Copilot first, using the existing comparison template: purpose, context layer, governance, accuracy evaluation, deployment, embedding and model choice. Link each from the matching alternatives guide, and turn each into a sales competitor comparison.

    People who search for alternatives are already shopping. A direct comparison catches them at the decision, and AI assistants use these pages to explain how vendors differ.

    Risks and how to handle them

    • Out-of-date rival claims

      Date each page and cite the rival's own documentation.

    Evidence

    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
    • Competitor researchRivals' own homepages: ThoughtSpot, "Agentic Analytics Platform"; Hex, "The Analytics platform for humans and agents" with "Context management for the agentic era"; Sigma, "The AI runtime for business"; Dot, "the AI data analyst". Snowflake Cortex and Databricks Genie are warehouse-native options.Source
    • Your websiteWisdomAI vs Claude comparison page, citing "WisdomAI's July 2026 benchmark study": "95%+ vs. 73%" accuracy ("95%+ after learning and optimization"), "3.4x cheaper" ($0.13 vs $0.44 per question), "3.7x faster" (19 seconds vs 70 seconds), 94k vs 212k tokens per question.Source
  • 04

    WisdomAI's SDRs are call-first and cold calling is the main pipeline source. Most data leaders already try general AI tools on their data, and WisdomAI's own survey says fewer than 20% fully trust the answers.

    High impactLow effort First result in 1 month Sales Development Rep

    First action

    Write the opener and test it on 50 calls.

    How to measure it

    Call-to-meeting rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Write the opener

      Survey gap, benchmark, ten-question offer.

      Technical Product Marketing Manager 1 day

    2. 2

      Define the test

      What WisdomAI needs and what the prospect gets.

      Agentic Context Engineer 2 days

    3. 3

      Load sequences

      Orum call scripts and Amplemarket emails.

      Sales Development Rep 1 day

    4. 4

      Role-play

      Objections from data teams.

      Sales Development Rep 1 day

    5. 5

      Run 50 calls

      Compare with the current opener.

      Sales Development Rep 1 week

    6. 6

      Hand over

      AE runs the review meeting.

      Enterprise Account Executive ongoing

    7. 7

      Measure

      Meetings and pipeline in HubSpot.

      Chief Revenue Officer weekly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Sales Development Rep

    Smallest test

    Use the opener on one day's calls.

    Why it works

    Write a 30-second opener around that gap and offer a short scored test: the prospect sends ten real questions, WisdomAI answers them on a sample or their sandbox, and the AE reviews both sets of answers with them. Load it into Orum and Amplemarket sequences with the benchmark fact sheet.

    A concrete test gives a busy data leader a reason to take a meeting, and it moves the first call straight to proof.

    Risks and how to handle them

    • Too many small tests

      Qualify on data stack and team size before offering.

    Evidence

    • HiringSales Development Rep (in office): "a call-first organization" where cold calling is "your primary pipeline generation channel"; SDRs "Support marketing campaigns, webinars, executive events, and conference follow-up" and work in HubSpot, Orum and Amplemarket, using Claude and WisdomAI for account research and call preparation.Source
    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
    • HiringEnterprise Account Executive (NYC, Boston, San Francisco): selling into "Fortune 2000 companies"; owning "qualification, discovery, demo/pilot coordination, proposal development, negotiations, and closing"; "Experience in co-selling with technology and SI partners"; background selling BI platforms (Tableau, Power BI, Looker, Sigma) or warehouses (Snowflake, Redshift, BigQuery).Source
  • 05

    The site's videos library has product demos, a five-minute domain setup tutorial and podcast episodes, but the YouTube channel shows one public video and 43 subscribers. Practitioners search YouTube for "how it works" before they talk to sales.

    Medium impactLow effort First result in 1 month Technical Product Marketing M…

    First action

    Upload the 8-minute product demo today.

    How to measure it

    Monthly YouTube views

    Now
    –
    Target
    5,000
    By
    90 days

    Steps

    1. 1

      List the videos

      All demos and tutorials on the site.

      Technical Product Marketing Manager 1 hour

    2. 2

      Retitle

      Search phrases data teams use.

      Technical Product Marketing Manager 1 day

    3. 3

      Add chapters

      And links to the demo page.

      Technical Product Marketing Manager 1 day

    4. 4

      Upload

      One per day for two weeks.

      Technical Product Marketing Manager 2 weeks

    5. 5

      Embed

      YouTube versions on site pages.

      Web and marketing operations 1 day

    6. 6

      Cut clips

      Short versions for comparison pages.

      Technical Product Marketing Manager 1 week

    7. 7

      Track

      Views and clicks to the demo page.

      Technical Product Marketing Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Technical Product Marketing Manager

    Smallest test

    Upload one demo and one tutorial this week.

    Why it works

    Upload the existing demos and tutorials with searchable titles ("Text-to-SQL accuracy on a governed warehouse", "Set up an enterprise context layer in five minutes"), chapters and links back to the demo page. Embed the YouTube versions on the site and add one short clip per comparison page.

    YouTube and Google video results reach technical buyers who never fill a form, at no extra production cost.

    Risks and how to handle them

    • Old demos show an older interface

      Upload the newest first and retire outdated ones.

    Evidence

    • YouTubeThe WisdomAI YouTube channel has 43 subscribers, 1 public video and about 3,500 views, while the site's videos library holds product demos, tutorials and podcast episodes.Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
  • 06

    WisdomAI has written pricing guides for Snowflake Cortex and Databricks Genie, but has no pricing page of its own. The comparison pages lead on cost per question, so buyers will search for WisdomAI's own price next and find nothing.

    Medium impactLow effort First result in 1 month Technical Product Marketing M…

    First action

    Write down the three pricing questions sales hears most.

    How to measure it

    Pricing-page demos

    Now
    –
    Target
    10 a month
    By
    90 days

    Steps

    1. 1

      Collect questions

      From sales calls.

      Enterprise Account Executive 2 days

    2. 2

      Agree what to show

      Model, pilot and deployment options.

      Chief Revenue Officer 2 days

    3. 3

      Write the page

      Plain explanation and FAQs.

      Technical Product Marketing Manager 2 days

    4. 4

      Add the form

      Quote request routed to AEs.

      Web and marketing operations 1 day

    5. 5

      Link it

      Navigation and comparison pages.

      Web and marketing operations 1 hour

    6. 6

      Measure

      Visits and demos.

      Technical Product Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Technical Product Marketing Manager

    Smallest test

    Add a pricing FAQ section to the demo page.

    Why it works

    Publish a page that explains how pricing works (what it is based on, what a pilot includes, deployment options and what affects cost), with the $0.13 cost-per-question benchmark as context and a "get a quote" form. Exact prices can stay with sales.

    Buyers who understand the pricing model arrive at the first call qualified, and AI assistants stop guessing the price.

    Risks and how to handle them

    • Rivals use it against WisdomAI

      Explain the model, not a price list.

    Evidence

    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • Your websiteWisdomAI vs Claude comparison page, citing "WisdomAI's July 2026 benchmark study": "95%+ vs. 73%" accuracy ("95%+ after learning and optimization"), "3.4x cheaper" ($0.13 vs $0.44 per question), "3.7x faster" (19 seconds vs 70 seconds), 94k vs 212k tokens per question.Source
    • Your websiteHomepage: banner "95%+ answer accuracy in production enterprise analytics"; H1 "Accuracy is the hard part of enterprise AI analytics"; Analytics Harness stats "3x Faster", "3.4x Cheaper", "95%+ More Accurate"; calls to action "Request a Demo" and "Get our 2026 Benchmark Report"; ChatGPT Co-work and Claude Co-work integrations; embedding by iFrame, React SDK or GraphQL API; SOC 2 Type II, HIPAA and GDPR; SaaS, VPC or on-prem. There is no pricing page and no free trial.Source

This quarter 10

The core plays for the next three months.

  • 07

    The product marketing role covers "website content (product, solutions, industry)" and personas from analytics leaders to RevOps and FP&A, but the site has no solutions or industry pages. Case studies already span finance and procurement (Arm), sales (Property Finder), mortgage (Blend) and creators (Patreon).

    High impactMedium effort First result in 1 quarter Technical Product Marketing M…

    First action

    Pick the two teams with the most closed deals.

    How to measure it

    Solution-page demos

    Now
    –
    Target
    30 a month
    By
    2 quarters

    Steps

    1. 1

      Rank teams and industries

      From closed deals.

      Technical Product Marketing Manager 1 week

    2. 2

      Draft personas

      Questions, tools and objections.

      Technical Product Marketing Manager 2 weeks

    3. 3

      Match proof

      Case study and Live App per page.

      Technical Product Marketing Manager 1 week

    4. 4

      Design the template

      One layout for all pages.

      Staff Product Designer 1 week

    5. 5

      Write and publish

      Six pages.

      Technical Product Marketing Manager 1 month

    6. 6

      Route demos

      Tag the source team.

      Web and marketing operations 1 day

    7. 7

      Measure

      Traffic and demos per page.

      Technical Product Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Technical Product Marketing Manager

    Smallest test

    Publish the FP&A page first.

    Why it works

    Create pages for the three strongest buyer teams (FP&A, RevOps, data and BI teams) and three industries with customer proof (financial services, B2B technology, mortgage). Each page has the questions that team asks, a Live App example, a case study and a demo path.

    Buyers look for "for my team" proof, and solution pages rank for the use-case searches the product pages miss.

    Risks and how to handle them

    • Thin pages

      Publish only where a customer story exists.

    Evidence

    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • Your websiteCustomer proof: case studies for Arm ("cut contract review time 50%"), Property Finder ("beats target by 25%"), Rubrik, Patreon and Blend (embedded); "$53M projected savings", "80% questions self-served"; the demo page promises a reply "within 1 business day" and cites "$50M+" projected spend optimization.Source
    • Your websiteLive Apps gallery: 19 example apps (for example an LLM FinOps Command Center, a Campaign Investment Allocator, a Customer Health Command Center) shown as offline copies with "Build your Live App"; "Bring your own data and ship a working app in minutes".Source
  • 08

    The partners page promises co-selling on AWS, Azure, GCP, Snowflake and Databricks marketplaces, and the new Head of Strategic Alliances will own marketplace listings. But the site links to no listing, and enterprise buyers increasingly buy through committed cloud spend.

    High impactHigh effort First result in 2 quarters Head of Strategic Alliances &…

    First action

    Ask the last ten customers which cloud and warehouse they buy through.

    How to measure it

    Marketplace-transacted deals

    Now
    –
    Target
    5 in two quarters
    By
    2 quarters

    Steps

    1. 1

      Survey customers

      Warehouse and cloud spend.

      Head of Strategic Alliances & Marketplaces 1 week

    2. 2

      Pick three listings

      Snowflake, Databricks, AWS.

      Head of Strategic Alliances & Marketplaces 1 week

    3. 3

      Prepare listings

      Pricing, legal terms, private offers.

      Head of Strategic Alliances & Marketplaces 1 month

    4. 4

      Join co-sell programs

      Partner tiers and field contacts.

      Head of Strategic Alliances & Marketplaces 1 quarter

    5. 5

      Add site links

      Partners and pricing pages.

      Web and marketing operations 1 day

    6. 6

      Train AEs

      When to offer marketplace purchase.

      Head of Strategic Alliances & Marketplaces 1 week

    7. 7

      Track

      Deals and cycle time.

      Chief Revenue Officer monthly

    First result
    2 quarters
    Cost
    Listing fees and staff time
    Owner
    Head of Strategic Alliances & Marketplaces

    Smallest test

    Publish one listing on the warehouse most customers use.

    Why it works

    Publish listings on the two warehouses where most customers run (Snowflake and Databricks) and one cloud marketplace (AWS), with private offers. Add "Buy on marketplace" links to the partners and pricing pages, and train AEs to offer marketplace purchase when procurement stalls.

    Marketplace purchases draw on budgets customers have already committed, which shortens procurement for Fortune 2000 deals.

    Risks and how to handle them

    • Marketplace fees cut margin

      Use private offers and count the faster close.

    Evidence

    • HiringHead of Strategic Alliances & Marketplaces (remote): "a single strategic alliance can unlock entirely new enterprise channels"; "Own marketplace strategy across leading cloud and data platforms, driving listings, co-selling motions, and revenue growth"; "Build scalable partner enablement programs spanning onboarding, training, joint marketing, and pipeline management".Source
    • Your websitePartner program page: three tracks (Channel, Product, Cloud & AI); "Co-sell on AWS, Azure, GCP, Snowflake, and Databricks marketplaces"; deal registration with "First response within two business days"; a "Find a WisdomAI partner" directory section. The site links to no marketplace listing.Source
    • HiringEnterprise Account Executive (NYC, Boston, San Francisco): selling into "Fortune 2000 companies"; owning "qualification, discovery, demo/pilot coordination, proposal development, negotiations, and closing"; "Experience in co-selling with technology and SI partners"; background selling BI platforms (Tableau, Power BI, Looker, Sigma) or warehouses (Snowflake, Redshift, BigQuery).Source
  • 09

    WisdomAI already works inside ChatGPT and Claude through its plug-in and MCP server, and calls itself the "enterprise data harness" for them. The same assistants it benchmarks against are where data and business users now start their questions.

    High impactMedium effort First result in 1 quarter Head of Strategic Alliances &…

    First action

    Check each directory's submission rules this week.

    How to measure it

    Directory sign-ups

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      Check rules

      Requirements for each directory.

      Head of Strategic Alliances & Marketplaces 2 days

    2. 2

      Prepare the connector

      Security review and documentation.

      Product Manager 1 month

    3. 3

      Write listings

      Lead with governed answers.

      Technical Product Marketing Manager 1 week

    4. 4

      Build the landing page

      Sandbox data and a demo path.

      Web and marketing operations 2 weeks

    5. 5

      Submit

      Both directories.

      Head of Strategic Alliances & Marketplaces 1 week

    6. 6

      Follow up

      SDR contact for enterprise domains.

      Sales Development Rep ongoing

    7. 7

      Measure

      Installs and pipeline.

      Chief Revenue Officer monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Head of Strategic Alliances & Marketplaces

    Smallest test

    Submit to one directory.

    Why it works

    Submit the ChatGPT plug-in and the Claude MCP connector to each assistant's directory, write a listing that leads with governed, consistent answers, and build a landing page for users who arrive from them with a sandbox dataset.

    Directories put WisdomAI in front of people already asking data questions in an assistant, which is a low-cost new channel.

    Risks and how to handle them

    • Rejection or long review

      Start with the directory with clearer rules.

    Evidence

    • Your websiteHomepage: banner "95%+ answer accuracy in production enterprise analytics"; H1 "Accuracy is the hard part of enterprise AI analytics"; Analytics Harness stats "3x Faster", "3.4x Cheaper", "95%+ More Accurate"; calls to action "Request a Demo" and "Get our 2026 Benchmark Report"; ChatGPT Co-work and Claude Co-work integrations; embedding by iFrame, React SDK or GraphQL API; SOC 2 Type II, HIPAA and GDPR; SaaS, VPC or on-prem. There is no pricing page and no free trial.Source
    • HiringHead of Strategic Alliances & Marketplaces (remote): "a single strategic alliance can unlock entirely new enterprise channels"; "Own marketplace strategy across leading cloud and data platforms, driving listings, co-selling motions, and revenue growth"; "Build scalable partner enablement programs spanning onboarding, training, joint marketing, and pipeline management".Source
    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
  • 10

    The field team runs workshops and builds reusable context models, and the product marketer must understand "what happens inside a POC or bake-off". Enterprise buyers compare vendors, and a standard bake-off makes WisdomAI's accuracy claim testable on their data.

    High impactMedium effort First result in 1 quarter Agentic Context Engineer

    First action

    Write the bake-off scorecard from the benchmark method.

    How to measure it

    Bake-off to closed-won

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Define the package

      Scope, timeline, success criteria.

      Agentic Context Engineer 1 week

    2. 2

      Build the scorecard

      From the benchmark method.

      Research Engineer / Applied Scientist 1 week

    3. 3

      Reuse context

      Starter models by domain.

      Agentic Context Engineer 1 month

    4. 4

      Train AEs

      When to offer it.

      Enterprise Account Executive 1 week

    5. 5

      Run the first five

      With target accounts.

      Agentic Context Engineer 1 quarter

    6. 6

      Publish results

      Anonymised, with permission.

      Technical Product Marketing Manager quarterly

    7. 7

      Measure

      Win rate and cycle length.

      Chief Revenue Officer monthly

    First result
    1 quarter
    Cost
    Field engineering time
    Owner
    Agentic Context Engineer

    Smallest test

    Run one bake-off with the new scorecard.

    Why it works

    Package a two-week proof of value: the customer brings 30 questions, WisdomAI connects one domain, and both sides score answers on accuracy, consistency and time, using the public benchmark method. Reuse context models from earlier deployments to start fast.

    A repeatable test shortens enterprise evaluations and gives the AE a scored result for the business case.

    Risks and how to handle them

    • Unpaid pilots drain the team

      Require an executive sponsor and agreed success criteria.

    Evidence

    • HiringField and product roles: an Agentic Context Engineer who will "Conduct workshop sessions to identify opportunities", "Build reusable context models, solution patterns, and deployment frameworks" and understands "evaluation sets"; a Product Manager post says the company is "currently ~30 people and growing"; also a Research Engineer / Applied Scientist (posted October 21), a Staff Product Designer and a Design Lead.Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
    • HiringEnterprise Account Executive (NYC, Boston, San Francisco): selling into "Fortune 2000 companies"; owning "qualification, discovery, demo/pilot coordination, proposal development, negotiations, and closing"; "Experience in co-selling with technology and SI partners"; background selling BI platforms (Tableau, Power BI, Looker, Sigma) or warehouses (Snowflake, Redshift, BigQuery).Source
  • 11

    The certification is "Available Fall 2026" with early-access sign-ups, and its second level includes a free WisdomAI trial. Every certified analyst is a likely champion inside a target account.

    High impactMedium effort First result in 2 quarters Technical Product Marketing M…

    First action

    Count early-access sign-ups by company.

    How to measure it

    Certifications from target accounts

    Now
    –
    Target
    200
    By
    2 quarters

    Steps

    1. 1

      Count sign-ups

      By company and title.

      Technical Product Marketing Manager 1 day

    2. 2

      Release Level 1

      On demand.

      Technical Product Marketing Manager 1 month

    3. 3

      Set up trial workspaces

      For Level 2.

      Product Manager 1 month

    4. 4

      Alert sales

      Target-account completions.

      Sales Development Rep 1 week

    5. 5

      Add certificates

      Shareable on LinkedIn.

      Staff Product Designer 1 week

    6. 6

      Promote

      Data communities and partners.

      Technical Product Marketing Manager ongoing

    7. 7

      Measure

      Pipeline from certified users.

      Chief Revenue Officer monthly

    First result
    2 quarters
    Cost
    Course production time
    Owner
    Technical Product Marketing Manager

    Smallest test

    Email early-access sign-ups with a release date and first module.

    Why it works

    Open Level 1 free and on demand, give Level 2 a hands-on trial workspace, and alert the account's SDR and AE when someone from a target account completes it. Add a shareable certificate for LinkedIn.

    Training creates practitioners who already know the product, and their employers become warm accounts.

    Risks and how to handle them

    • Students outside the market

      Score leads by company before routing.

    Evidence

    • Your websiteAI Context Engineer Certification: "Available Fall 2026", "Register for Early Access"; "the first AI Context Engineer certification built for the data team"; Level 2 "Includes free trial and hands-on training with WisdomAI"; aimed at data analysts, scientists, architects, engineers, BI and analytics engineers.Source
    • HiringSales Development Rep (in office): "a call-first organization" where cold calling is "your primary pipeline generation channel"; SDRs "Support marketing campaigns, webinars, executive events, and conference follow-up" and work in HubSpot, Orum and Amplemarket, using Claude and WisdomAI for account research and call preparation.Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
  • 12

    The gallery has 19 example Live Apps shown as offline copies with one "Build your Live App" button. Each app is a ready-made use case (LLM FinOps, campaign budgets, customer health) that a visitor could want for their own data.

    Medium impactMedium effort First result in 1 quarter Staff Product Designer

    First action

    Rewrite titles for the five most visited apps.

    How to measure it

    Gallery build requests

    Now
    –
    Target
    20 a month
    By
    1 quarter

    Steps

    1. 1

      Rank apps

      By visits.

      Technical Product Marketing Manager 1 day

    2. 2

      Rewrite titles

      Use-case search phrases.

      Technical Product Marketing Manager 2 days

    3. 3

      Add data needs

      Which sources each app uses.

      Agentic Context Engineer 1 week

    4. 4

      Record videos

      Two minutes each.

      Technical Product Marketing Manager 2 weeks

    5. 5

      Add the form

      "Build this on my data".

      Staff Product Designer 1 week

    6. 6

      Route requests

      To field engineering.

      Sales Development Rep ongoing

    7. 7

      Measure

      Requests by app.

      Technical Product Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Staff Product Designer

    Smallest test

    Add the form to the five top apps.

    Build the monitor. A live page fed by the public registries and re-checked every day. Usually live within days.

    Book a working session

    Why it works

    Give each app a page title that matches the job ("LLM cost monitoring dashboard"), a short description of the data it needs, a two-minute video, and a form that books a session to build it on the visitor's own data.

    Concrete templates rank for use-case searches and turn browsing into a specific request sales can act on.

    Risks and how to handle them

    • Requests from small companies

      Qualify on data stack in the form.

    Evidence

    • Your websiteLive Apps gallery: 19 example apps (for example an LLM FinOps Command Center, a Campaign Investment Allocator, a Customer Health Command Center) shown as offline copies with "Build your Live App"; "Bring your own data and ship a working app in minutes".Source
    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
  • 13

    WisdomAI exhibits at Snowflake Summit, Databricks Summit, Gartner IT Symposium, Ai4 and dbt Summit, and SDRs are asked to handle conference follow-up. Attendees of warehouse conferences are the exact buyers.

    High impactLow effort First result in 1 quarter Sales Development Rep

    First action

    List next year's events and pick target accounts for each.

    How to measure it

    Meetings booked per event

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      List events

      Next year's calendar.

      Technical Product Marketing Manager 1 day

    2. 2

      Pick accounts

      Attending target accounts.

      Sales Development Rep 1 week

    3. 3

      Book in advance

      Meetings before the event.

      Sales Development Rep 2 weeks

    4. 4

      Booth offer

      Ten-question test.

      Technical Product Marketing Manager 1 week

    5. 5

      Follow-up sequence

      Five days after.

      Sales Development Rep 1 week

    6. 6

      Report

      Cost per meeting.

      Chief Revenue Officer per event

    First result
    1 quarter
    Cost
    Existing event budget
    Owner
    Sales Development Rep

    Smallest test

    Run the sequence after the next event.

    Why it works

    For each event, prepare a pre-booked meeting push to target accounts, a booth offer (the ten-question test), and a five-day follow-up sequence with the benchmark fact sheet and a relevant Live App. Report cost per meeting per event.

    Event leads go cold within days; a set sequence turns booth scans into meetings and shows which events pay back.

    Risks and how to handle them

    • Badge scans with no intent

      Prioritise booked meetings over scans.

    Evidence

    • HiringSales Development Rep (in office): "a call-first organization" where cold calling is "your primary pipeline generation channel"; SDRs "Support marketing campaigns, webinars, executive events, and conference follow-up" and work in HubSpot, Orum and Amplemarket, using Claude and WisdomAI for account research and call preparation.Source
    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
  • 14

    The partners page has a directory section and deal registration, and enterprise AEs are expected to co-sell with SI partners, but the site has partner pages only for Teradata and OpenAI.

    High impactMedium effort First result in 2 quarters Head of Strategic Alliances &…

    First action

    List ten consultancies with Snowflake or Databricks practices.

    How to measure it

    Partner-sourced opportunities

    Now
    –
    Target
    15 in two quarters
    By
    2 quarters

    Steps

    1. 1

      Shortlist SIs

      Warehouse practices.

      Head of Strategic Alliances & Marketplaces 1 week

    2. 2

      Pitch

      Margins and deal protection.

      Head of Strategic Alliances & Marketplaces 1 month

    3. 3

      Train

      Certification for partner staff.

      Agentic Context Engineer 1 month

    4. 4

      List

      Directory profiles.

      Web and marketing operations 1 week

    5. 5

      Map accounts

      Named targets per partner.

      Enterprise Account Executive 2 weeks

    6. 6

      Joint marketing

      One webinar each.

      Technical Product Marketing Manager quarterly

    7. 7

      Review

      Pipeline by partner.

      Chief Revenue Officer monthly

    First result
    2 quarters
    Cost
    Partner margins
    Owner
    Head of Strategic Alliances & Marketplaces

    Smallest test

    Sign one consultancy.

    Why it works

    Sign three data consultancies that already deliver Snowflake or Databricks projects, train their teams through the certification, list them in the directory, and agree named target accounts with each.

    SIs are already inside Fortune 2000 data teams and can bring WisdomAI into modernisation projects.

    Risks and how to handle them

    • Partners favour bigger vendors

      Give them services work on each deal.

    Evidence

    • Your websitePartner program page: three tracks (Channel, Product, Cloud & AI); "Co-sell on AWS, Azure, GCP, Snowflake, and Databricks marketplaces"; deal registration with "First response within two business days"; a "Find a WisdomAI partner" directory section. The site links to no marketplace listing.Source
    • HiringEnterprise Account Executive (NYC, Boston, San Francisco): selling into "Fortune 2000 companies"; owning "qualification, discovery, demo/pilot coordination, proposal development, negotiations, and closing"; "Experience in co-selling with technology and SI partners"; background selling BI platforms (Tableau, Power BI, Looker, Sigma) or warehouses (Snowflake, Redshift, BigQuery).Source
    • HiringHead of Strategic Alliances & Marketplaces (remote): "a single strategic alliance can unlock entirely new enterprise channels"; "Own marketplace strategy across leading cloud and data platforms, driving listings, co-selling motions, and revenue growth"; "Build scalable partner enablement programs spanning onboarding, training, joint marketing, and pipeline management".Source
    • Your websiteAI Context Engineer Certification: "Available Fall 2026", "Register for Early Access"; "the first AI Context Engineer certification built for the data team"; Level 2 "Includes free trial and hands-on training with WisdomAI"; aimed at data analysts, scientists, architects, engineers, BI and analytics engineers.Source
  • 15

    WisdomAI offers embedding by iFrame, React SDK or GraphQL with full white-labelling, and Blend uses it for mortgage lenders. Software companies that need customer-facing AI analytics buy a product line, not a tool.

    High impactMedium effort First result in 2 quarters Enterprise Account Executive

    First action

    List 50 vertical software companies with reporting modules.

    How to measure it

    Embedded pipeline

    Now
    –
    Target
    10 opportunities
    By
    2 quarters

    Steps

    1. 1

      Build the list

      Vertical software with reporting.

      Sales Development Rep 2 weeks

    2. 2

      Sharpen the story

      Blend results and architecture.

      Technical Product Marketing Manager 1 week

    3. 3

      Demo kit

      Embedded sandbox.

      Agentic Context Engineer 2 weeks

    4. 4

      Outreach

      Product leaders.

      Enterprise Account Executive ongoing

    5. 5

      Co-marketing offer

      Launch for their customers.

      Technical Product Marketing Manager 1 week

    6. 6

      Measure

      Pipeline and close rate.

      Chief Revenue Officer monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Enterprise Account Executive

    Smallest test

    Pitch five companies with the Blend story.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build a target list of vertical software companies with reporting features, lead with the Blend story and a "ship in days" demo, and offer a co-marketing launch for their customers.

    Embedded deals grow with the partner's customer base and are hard to replace.

    Risks and how to handle them

    • Long product cycles at partners

      Start with a pilot module.

    Evidence

    • Your websiteHomepage: banner "95%+ answer accuracy in production enterprise analytics"; H1 "Accuracy is the hard part of enterprise AI analytics"; Analytics Harness stats "3x Faster", "3.4x Cheaper", "95%+ More Accurate"; calls to action "Request a Demo" and "Get our 2026 Benchmark Report"; ChatGPT Co-work and Claude Co-work integrations; embedding by iFrame, React SDK or GraphQL API; SOC 2 Type II, HIPAA and GDPR; SaaS, VPC or on-prem. There is no pricing page and no free trial.Source
    • Your websiteCustomer proof: case studies for Arm ("cut contract review time 50%"), Property Finder ("beats target by 25%"), Rubrik, Patreon and Blend (embedded); "$53M projected savings", "80% questions self-served"; the demo page promises a reply "within 1 business day" and cites "$50M+" projected spend optimization.Source
    • Your websitePartner program page: three tracks (Channel, Product, Cloud & AI); "Co-sell on AWS, Azure, GCP, Snowflake, and Databricks marketplaces"; deal registration with "First response within two business days"; a "Find a WisdomAI partner" directory section. The site links to no marketplace listing.Source
  • 16

    Owls let a user delegate a goal such as closing a revenue gap and report progress in Slack or Teams. The waitlist is a list of people who want outcomes, which is the clearest expansion signal WisdomAI has.

    Medium impactMedium effort First result in 1 quarter Product Manager

    First action

    Sort the waitlist by existing customers and target accounts.

    How to measure it

    Customers using Owls

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      Sort the waitlist

      Customers first.

      Product Manager 1 day

    2. 2

      Write templates

      Three goals.

      Product Manager 2 weeks

    3. 3

      Onboard

      Weekly cohorts.

      Agentic Context Engineer weekly

    4. 4

      Track impact

      Projected vs actual.

      Product Manager monthly

    5. 5

      Write stories

      With permission.

      Technical Product Marketing Manager quarterly

    6. 6

      Offer expansion

      Through account teams.

      Enterprise Account Executive ongoing

    First result
    1 quarter
    Cost
    Product time
    Owner
    Product Manager

    Smallest test

    Onboard five existing customers.

    Why it works

    Offer three goal templates (revenue gap, churn, working capital), start existing customers first, and track each Owl's projected vs actual impact. Use the results as case studies and expansion offers.

    Measured outcomes justify a larger contract and make new case studies.

    Risks and how to handle them

    • Projections overstate results

      Report actuals beside projections.

    Evidence

    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
    • Your websiteCustomer proof: case studies for Arm ("cut contract review time 50%"), Property Finder ("beats target by 25%"), Rubrik, Patreon and Blend (embedded); "$53M projected savings", "80% questions self-served"; the demo page promises a reply "within 1 business day" and cites "$50M+" projected spend optimization.Source
    • HiringField and product roles: an Agentic Context Engineer who will "Conduct workshop sessions to identify opportunities", "Build reusable context models, solution patterns, and deployment frameworks" and understands "evaluation sets"; a Product Manager post says the company is "currently ~30 people and growing"; also a Research Engineer / Applied Scientist (posted October 21), a Staff Product Designer and a Design Lead.Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    WisdomAI already runs a benchmark and calls accuracy the hard part. A one-off test ages as models change; a recurring public index makes WisdomAI the reference for the whole category.

    High impactHigh effort First result in 3 quarters Research Engineer / Applied S…

    First action

    Agree what stays fixed between runs.

    How to measure it

    Quarterly report downloads

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Fix the method

      Questions, scoring, data.

      Research Engineer / Applied Scientist 1 month

    2. 2

      Add systems

      Models and rival assistants.

      Research Engineer / Applied Scientist 1 month

    3. 3

      Run quarterly

      Same data each time.

      Research Engineer / Applied Scientist quarterly

    4. 4

      Review

      External advisor checks.

      Co-founder & CPO quarterly

    5. 5

      Publish

      Report and data.

      Technical Product Marketing Manager quarterly

    6. 6

      Promote

      Press and communities.

      Technical Product Marketing Manager quarterly

    7. 7

      Use in sales

      Fact sheet updates.

      Technical Product Marketing Manager quarterly

    First result
    3 quarters
    Cost
    Research time and compute
    Owner
    Research Engineer / Applied Scientist

    Smallest test

    Rerun the current benchmark on one new model.

    Why it works

    Publish the method, run it every quarter against new frontier models, warehouse-native assistants and WisdomAI, and show results by stage and question type. Invite vendors and customers to submit runs.

    A trusted index earns press and links each quarter and makes "accuracy" a measure buyers ask every vendor about.

    Risks and how to handle them

    • WisdomAI does not always win

      Report honestly; credibility is the asset.

    Evidence

    • Your websiteBenchmark report page (gated download): "93% accuracy with zero human intervention, compared to Claude Code's 73%"; "20 points higher accuracy, answering questions 3x faster at a 3.4x lower cost per question"; method "30 real analytics questions, 1 live compliance data warehouse", three stages (cold start, identical documentation, after learning); Claude Code ran claude-opus-4-8 and WisdomAI's primary model came from OpenAI's GPT-5.6 line.Source
    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
    • Competitor researchRivals' own homepages: ThoughtSpot, "Agentic Analytics Platform"; Hex, "The Analytics platform for humans and agents" with "Context management for the agentic era"; Sigma, "The AI runtime for business"; Dot, "the AI data analyst". Snowflake Cortex and Databricks Genie are warehouse-native options.Source
  • 18

    WisdomAI is defining a new job, the AI Context Engineer, through a certification and podcast. Categories grow when the people who do the work have a title, a community and job listings.

    High impactMedium effort First result in 1 year Technical Product Marketing M…

    First action

    Count job posts that already use the title.

    How to measure it

    Community members

    Now
    –
    Target
    2,000
    By
    1 year

    Steps

    1. 1

      Track the title

      Job posts using it.

      Technical Product Marketing Manager 1 week

    2. 2

      Launch community

      Slack or Discord.

      Technical Product Marketing Manager 1 month

    3. 3

      Job board

      Free postings.

      Web and marketing operations 1 month

    4. 4

      Survey

      Salary and skills.

      Technical Product Marketing Manager 1 quarter

    5. 5

      Events

      Monthly sessions.

      Technical Product Marketing Manager monthly

    6. 6

      Link to sales

      Hiring companies as leads.

      Sales Development Rep ongoing

    First result
    1 year
    Cost
    Community time
    Owner
    Technical Product Marketing Manager

    Smallest test

    Post the sample job description publicly.

    Why it works

    Run a free community for context engineers, publish a yearly salary and skills survey, and host a job board where companies post the role, with the sample job description WisdomAI already gives away.

    Every company that hires the role becomes a likely WisdomAI buyer, and the community gives a direct line to practitioners.

    Risks and how to handle them

    • Seen as vendor marketing

      Keep it vendor-neutral with outside moderators.

    Evidence

    • Your websiteAI Context Engineer Certification: "Available Fall 2026", "Register for Early Access"; "the first AI Context Engineer certification built for the data team"; Level 2 "Includes free trial and hands-on training with WisdomAI"; aimed at data analysts, scientists, architects, engineers, BI and analytics engineers.Source
    • Your websiteNewsroom: the October 15, 2026 benchmark release says WisdomAI ran "3x faster and 4x cheaper" and reached "more than 93%"; Owls, always-on AI analysts, announced October 19; Live Apps launched September 23 ("One customer already cut 15% of its dashboard estate in five weeks"); a CDO Magazine piece cites WisdomAI's survey: "93% of enterprise data leaders use or explore AI for analytics but fewer than 20% fully trust its answers".Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
  • 19

    Every path on the site leads to a demo request answered "within 1 business day", and there is no free trial outside the certification. Hex, Sigma and Dot let practitioners try before talking to sales.

    High impactHigh effort First result in 3 quarters Co founder & CPO

    First action

    Define the smallest safe sandbox scope.

    How to measure it

    Sandbox-to-meeting rate

    Now
    –
    Target
    20%
    By
    3 quarters

    Steps

    1. 1

      Define scope

      Read-only, one domain, time limit.

      Co-founder & CPO 1 month

    2. 2

      Security review

      Data handling.

      Product Manager 1 month

    3. 3

      Build

      Sign-up and setup flow.

      Product Manager 1 quarter

    4. 4

      Sample data

      For users without access.

      Agentic Context Engineer 1 month

    5. 5

      Route leads

      Target accounts to SDRs.

      Sales Development Rep 1 week

    6. 6

      Measure

      Activation and meetings.

      Chief Revenue Officer monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Co founder & CPO

    Smallest test

    Offer a sample-data sandbox to certification sign-ups.

    Why it works

    Build a time-limited sandbox for data teams: connect a read-only warehouse connection or use sample data, set up one domain with the context engine, and ask ten questions. Route sandbox users from target accounts to SDRs.

    Practitioners who see accurate answers on their own data become champions before the first meeting.

    Risks and how to handle them

    • Security concerns

      Sample data first; warehouse connection by request.

    Evidence

    • Your websiteHomepage: banner "95%+ answer accuracy in production enterprise analytics"; H1 "Accuracy is the hard part of enterprise AI analytics"; Analytics Harness stats "3x Faster", "3.4x Cheaper", "95%+ More Accurate"; calls to action "Request a Demo" and "Get our 2026 Benchmark Report"; ChatGPT Co-work and Claude Co-work integrations; embedding by iFrame, React SDK or GraphQL API; SOC 2 Type II, HIPAA and GDPR; SaaS, VPC or on-prem. There is no pricing page and no free trial.Source
    • Your websiteCustomer proof: case studies for Arm ("cut contract review time 50%"), Property Finder ("beats target by 25%"), Rubrik, Patreon and Blend (embedded); "$53M projected savings", "80% questions self-served"; the demo page promises a reply "within 1 business day" and cites "$50M+" projected spend optimization.Source
    • Competitor researchRivals' own homepages: ThoughtSpot, "Agentic Analytics Platform"; Hex, "The Analytics platform for humans and agents" with "Context management for the agentic era"; Sigma, "The AI runtime for business"; Dot, "the AI data analyst". Snowflake Cortex and Databricks Genie are warehouse-native options.Source
    • Your websiteAI Context Engineer Certification: "Available Fall 2026", "Register for Early Access"; "the first AI Context Engineer certification built for the data team"; Level 2 "Includes free trial and hands-on training with WisdomAI"; aimed at data analysts, scientists, architects, engineers, BI and analytics engineers.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Field engineers "Build reusable context models", and WisdomAI argues the value is in context, not the model. Definitions such as ARR, net revenue retention and churn are common across companies.

    Medium impactLow effort First result in 1 quarter Agentic Context Engineer

    First action

    Pick 20 metrics from customer deployments.

    How to measure it

    Imports into WisdomAI

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Pick metrics

      Twenty common ones.

      Agentic Context Engineer 1 week

    2. 2

      Write definitions

      With edge cases.

      Agentic Context Engineer 1 month

    3. 3

      Review

      No customer details.

      Product Manager 1 week

    4. 4

      Publish

      Public repository.

      Technical Product Marketing Manager 1 day

    5. 5

      Add import

      Into WisdomAI.

      Product Manager 1 month

    6. 6

      Promote

      Data communities.

      Technical Product Marketing Manager ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Agentic Context Engineer

    Smallest test

    Publish five metric definitions.

    Why it works

    Publish a public repository of starter definitions for 20 common business metrics in an open format, with notes on edge cases, and an import into WisdomAI.

    Practitioners reuse and share open definitions, and every import starts a WisdomAI setup.

    Risks and how to handle them

    • Rivals reuse it

      That spreads WisdomAI's definitions.

    Evidence

    • HiringField and product roles: an Agentic Context Engineer who will "Conduct workshop sessions to identify opportunities", "Build reusable context models, solution patterns, and deployment frameworks" and understands "evaluation sets"; a Product Manager post says the company is "currently ~30 people and growing"; also a Research Engineer / Applied Scientist (posted October 21), a Staff Product Designer and a Design Lead.Source
    • Your websiteInformation for AI assistants page (updated September 1, 2026): founded 2023 by four engineers who built Rubrik's data platform; $23 million seed led by Coatue (May 2025) and $50 million Series A led by Kleiner Perkins (November 2025), $73 million in total, with NVentures participating; a Chief Revenue Officer and a Chief Business Officer on the team.Source
  • 21

    The ThoughtSpot guide's title promises seven alternatives and its text promises eight. Small errors on pages about accuracy undercut the brand promise.

    Medium impactLow effort First result in 2 weeks Technical Product Marketing M…

    First action

    Fix the ThoughtSpot guide title.

    How to measure it

    Guides passing QA

    Now
    –
    Target
    100%
    By
    1 month

    Steps

    1. 1

      List guides

      All guide pages.

      Technical Product Marketing Manager 1 day

    2. 2

      Check counts

      Titles vs lists.

      Technical Product Marketing Manager 2 days

    3. 3

      Check facts

      Rival names and features.

      Technical Product Marketing Manager 1 week

    4. 4

      Add dates

      Updated dates.

      Web and marketing operations 1 day

    5. 5

      Write checklist

      For new guides.

      Technical Product Marketing Manager 1 day

    6. 6

      Repeat

      Quarterly.

      Technical Product Marketing Manager quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Technical Product Marketing Manager

    Smallest test

    Fix the ThoughtSpot guide today.

    Why it works

    Check every guide for title and body mismatches, outdated product names, and missing "updated" dates; add a checklist for new guides.

    Clean pages read as more expert to people and to search and AI systems.

    Risks and how to handle them

    • Time spent on low-traffic pages

      Start with the top 20.

    Evidence

    • Your websiteSitemap (207 URLs, checked October 22, 2026): three comparison pages (Claude, Databricks Genie, Snowflake); "alternatives" guides for Tableau, Power BI, Looker, Sigma, ThoughtSpot, Qlik, Hex and GoodData, plus pricing guides for Snowflake Cortex and Databricks Genie; no /solutions or industry pages; no pricing page; 12 case studies; 19 Live Apps gallery pages; 11 videos; partner pages for Teradata and OpenAI only. The ThoughtSpot guide is titled "7 ThoughtSpot alternatives" but its text says "These eight ThoughtSpot alternatives".Source
    • HiringTechnical Product Marketing Manager (San Mateo, posted September 16, 2026): "Maintain the messaging hierarchy that keeps product, sales, and marketing telling one consistent story"; produce "benchmark and evaluation write-ups"; build "'Why Wisdom vs. X' narratives grounded in architecture, workflow, and outcomes"; own "website content (product, solutions, industry)"; "Build and maintain personas and best-fit customer profile definitions (analytics leaders, BI/platform owners, data engineering, RevOps, FP&A, product teams)"; "Build and maintain the video demo assets"; be the expert on "what happens inside a POC or bake-off". WisdomAI calls itself "a Series A company moving fast".Source
  • 22

    Real visitors pass Core Web Vitals, but in Google's phone test the homepage loads 2.5 MB, 2.1 MB of it JavaScript, with 2.4 MB from 14 third parties and 662 KB from the tag manager alone.

    Low impactLow effort First result in 1 month Web and marketing operations

    First action

    Export the list of tags in the tag manager.

    How to measure it

    Homepage JavaScript

    Now
    –
    Target
    -30%
    By
    1 month

    Steps

    1. 1

      Export tags

      All tags and triggers.

      Web and marketing operations 1 day

    2. 2

      Assign owners

      One per tag.

      Web and marketing operations 1 day

    3. 3

      Remove unused

      Duplicates and old tools.

      Web and marketing operations 1 day

    4. 4

      Delay the rest

      After interaction.

      Web and marketing operations 1 day

    5. 5

      Test tracking

      Demo and report forms.

      Web and marketing operations 1 day

    6. 6

      Retest

      PageSpeed.

      Web and marketing operations 1 day

    First result
    1 month
    Cost
    $0
    Owner
    Web and marketing operations

    Smallest test

    Remove one unused tag.

    Why it works

    Review every tag in the tag manager, remove duplicates and unused tools, and load the rest after the page is interactive. Check that analytics still records demo requests.

    A lighter page helps visitors on slower connections and keeps tools owned and accounted for.

    Risks and how to handle them

    • Broken attribution

      Test conversions before and after.

    Evidence

    • Google PageSpeedHomepage on mobile: performance 78/100, lab largest content paint 3.3s (the H1), but real Chrome visitors pass Core Web Vitals (LCP 1.7s, INP 111ms, CLS 0.01). The page downloads 2.5 MB, 2.1 MB of it JavaScript, with 2.4 MB from 14 third parties; Google Tag Manager alone is 662 KB.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

3 of the 22 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

Monitors2A live page fed by the public registries and re-checked every day.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
More example playbooks and reviews

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Other companies we have researched, each read from what they are hiring for.

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  • Anduril Industries growth strategyA defense technology company building autonomous systems across air, land, sea and space, all connected by Lattice, its AI-powered command…21 growth ideas
  • Delinea growth strategyAn identity security platform for privileged access: secrets vaulting (Secret Server), server and cloud privilege control, remote access…21 growth ideas
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  • Mejuri growth strategyA Toronto-founded fine jewelry brand selling everyday gold, silver and diamond pieces online, in its app and in 60+ stores with piercing…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. WisdomAI did not commission, review or endorse it, and Programmable is not affiliated with WisdomAI. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how WisdomAI runs its business.

Something wrong, or do you represent WisdomAI? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    One set of benchmark numbers, the open method, comparison pages, the SDR opener, demos on YouTube and a pricing explainer; fix guide errors.

    Programmable can ship 1 of these in days.

  2. Days 31 to 6012 ideas

    Solutions pages, marketplace and assistant-directory listings, the standard bake-off, the certification, Live App build pages, event follow-up, SI partners, embedded push and the Owls cohort; open-source metric definitions and a lighter homepage.

  3. Days 61 to 903 ideas

    Commit to the big bets: a quarterly accuracy index, the context engineer community and a self-serve sandbox.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value accurate, consistent answers on governed data. The most cited problem: general AI tools give answers that cannot be trusted.

  • Self-service that cuts the data team's backlog
  • Dashboard sprawl and ticket backlogs
  • In their words: “trusted answers”

Market

Competitive landscape

5 competitors compared: ThoughtSpot, Hex, Sigma, Snowflake Cortex and Databricks Genie and 1 more.

  • Gap to exploit: An open, repeatable accuracy standard for AI analytics
  • ThoughtSpot: Depends on modelled data for answers
  • Hex: Notebook-first for business users

Hiring signals

WisdomAI is building its first full go-to-market team.

  • Technical Product Marketing Manager: One consistent story, benchmark write-ups, "Why Wisdom vs. X". Ideas 1, 2, 3, 7.
  • Head of Strategic Alliances & Marketplaces: Marketplace listings and co-selling. Ideas 8, 9, 14.
  • Sales Development Rep: Call-first outbound and conference follow-up. Ideas 4, 13.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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