Pick The Loop Everyone Complains About
Look for the process with high volume, low variance, and high visibility—summarising tickets, drafting renewal briefs, triaging inbound leads. The pain is obvious, the data already exists, and the audience is desperate for relief.
Score each candidate by minutes saved per instance, sensitivity of the data, and the executive who will sponsor the change. Select the loop with low risk and loud advocates.
- Quantify current effort: touches, minutes, error rate.
- Name the leader who owns the metric this loop influences.
- Confirm you have at least 4 weeks of clean historical data to prime the copilot.
Prototype The Copilot With Human Approval
Embed the copilot where the work already happens. Have it draft summaries, fill forms, or propose next actions, then let the operator approve or reject.
Make it painless to provide feedback—one-click accept, reject with reason code. Review that telemetry daily with the pod so improvements ship continuously.
- Require citations with every response to prove the source.
- Trigger alerts when rejection rate spikes so you can adjust quickly.
- Publish weekly metrics: acceptance rate, minutes saved, sentiment.
Amplify The Story So Momentum Spreads
After the first 2-3 weeks, share the before/after story. A single chart showing cycle time reduction paired with two frontline quotes does more than any slide deck.
Close with the backlog of the next three loops you will automate. When stakeholders see tangible ROI plus a roadmap, the quick win becomes the opening chapter—not the whole story.
- Record a 2-minute Loom demo for leadership.
- Bundle the metrics, feedback, and backlog into one weekly update.
- Invite the early adopters to co-present the win during the QBR.