Client: Late-stage EdTech startup. Marketing, Sales and Implementation functions.

Challenge: Multiple AI subscriptions were provided, but adoption was inconsistent and inefficient. Teams lacked shared workflows, data relevance, and clarity on “safe and useful” usage.

What Coucal did:

• Ran leadership alignment sessions on AI value, guardrails, and role expectations

• Designed bespoke role-based learning (leaders and teams) with practical exercises from real work

• Implemented workflow patterns enhanced by Retrieval-Augmented Generation (RAG): analysis, drafting, QA, and review norms

• Established adoption rhythm and metrics (usage, quality, time saved)

Outcomes:

• Reduced cycle time for selected workflows in Sales and Implementation by 50%+

• Improved perceived usefulness and confidence substantially

• RAG hugely enhanced analysis capabilities across Marketing and Sales

Capability built:

• Internal enablement playbook

• Role-based training kit

• Measurement model