Client Name

AI Strategy & Consulting, Implementation & Training

Industry:
B2B Technology
Duration:
1-2 Weeks
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Where They Started

ForgeX was experimenting with AI across the business, but adoption was inconsistent, workflows were fragmented, and there was no clear strategy for scaling usage effectively.

What We Did

We developed an AI adoption roadmap, identified high-impact use cases, introduced practical workflows, and trained teams to confidently integrate AI into their day-to-day work

What Changed

AI became a structured part of operations, improving team adoption, reducing manual effort, and helping ForgeX move faster with greater consistency across key workflows.

Where They Started

ForgeX had already started experimenting with AI internally, but like a lot of fast-moving teams, their usage was scattered. A few people were using ChatGPT for ad hoc tasks, others were trialling different tools in silos, and leadership could see the potential, but there wasn’t a clear plan for how AI should support the business in a way that was practical, secure, and scalable.

The result was a lot of curiosity, but not much consistency. Time was being lost to duplicated effort, prompt guesswork, and uncertainty around what was actually worth adopting versus what was just noise.

What We Did

We worked with ForgeX to create a focused AI adoption roadmap built around real business needs, not hype. That started with identifying the highest-value use cases across content, go-to-market support, and internal workflows, then narrowing those into a practical implementation plan the team could actually run with.

From there, we introduced a lightweight AI operating system for the team: approved tools, clear use cases, prompt frameworks, and internal training sessions designed to make adoption feel simple and useful rather than overwhelming.

What Changed

Within weeks, the team had gone from inconsistent experimentation to confident, repeatable usage across day-to-day work. AI became less of a novelty and more of a reliable layer inside the workflow.

Teams were able to move faster on content ideation, research, and internal drafting, while leadership gained a much clearer view of where AI was driving value and where it wasn’t.

Where They Are Now

ForgeX now has a much clearer internal AI foundation, with adoption embedded across core marketing and go-to-market workflows. What started as a tactical engagement has become part of how the team works, and they’re now exploring additional use cases with far more confidence and far less friction.

What They Said

“JI Marketing is one of the first AI-native service businesses that truly delivers, giving your GTM org a competitive edge in a fast-changing landscape.”

Davis Potter, CEO, ForgeX

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