Case shape

How Billy Grace embedded AI across the entire team

People Process
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Team-led
The team proposed its next four AI projects itself
Built in
AI is part of daily work in CS and Sales, with less manual work
In-house
The knowledge stays in the team after we stepped back

Client

Billy Grace

Sector

SaaS

IMO

People
Process

Young man in white textured short-sleeve shirt standing on tree-lined street with bicycles and buildings.
Where does AI stall in your team?

Jesse van der Plas
Strategy Lead

[email protected]

Every company has AI. Few teams use it in a structured way.

The licenses are running, the board expects results, and a few colleagues are already well ahead. Yet it often stays at isolated initiatives. Everyone works their own way, the knowledge sits with a handful of people, and what AI produces doesn’t always match how your brand thinks and communicates. For many CEOs and founders, the question has shifted from “should we start using AI?” to “how do we make it part of the way we work?”

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Billy Grace: ahead in the product, now also in the team

Billy Grace helps brands measure what drives growth, and AI runs deep in their product. Inside the team, AI was already part of daily work, in CS and Sales as much as anywhere. With that foundation in place, Billy Grace wanted to move into the next phase: from individual use to a shared way of working that scales with the company. They chose to take that step deliberately, with a partner who could help shape how to set it up.

The question behind the question

The request to CroudX was to automate presentations. During discovery, a bigger opportunity emerged: setting up the processes so the team works faster and more efficiently with AI, with shared tools that move the whole organization forward.

“The client asked for a solution. We asked the question first.“

How to implement AI across a team
  • Discovery before we build
    We first mapped which work takes the most time, where the biggest gains are, and what the team needs to take the next step. That turned the assignment from a single tool into a team-wide way of working.
  • A clear starting point
    For each team member, we looked at where they stood and what would help them move forward. That shaped the content and direction of the program.
  • Ten sessions built on real work
    Every session focused on use cases from the daily work of CS and Sales, tested on their own client cases. The team saw right away what AI delivers in their own work.
  • Ambassadors who anchor it
    Most people want to direct AI without building it themselves. So we appointed five AI Innovation Ambassadors from within the team. They gather needs, build alongside their colleagues, and keep the knowledge in-house.
  • A skill library that fits the brand
    We built Claude skills around the work processes and communication style of CS and Sales. The Ambassadors keep expanding the library themselves.
  • The team shapes what comes next
    The sessions produced four projects the team proposed on its own: a design system for Sales and one for CS, operations support, and MCP testing.
The result: AI as a fixed part of how the team works

CS and Sales work with AI in a structured way, because the tools fit how they work. Output is more consistent, manual work has gone down, and knowledge is spread across the team. CroudX has phased out its support while adoption continues: the Ambassadors decide what comes next. A question about presentations became the foundation for scalable AI capability.

Sound familiar? Your team has access to AI, but it isn’t part of how you work yet. CroudX helps you pinpoint where AI delivers the most and builds it into your team, together with you. Book a call.

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