AI Knowhow Working with AI: What Does an AI-Driven Operating System Look Like?
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May 12, 2025 Pete Buer, CEO of NordLight, and his partner Courtney Baker dive into the world of AI-driven commercial management systems. They discuss how these systems turn scattered data into actionable insights, enhancing client success in professional services. The conversation covers the crucial elements for implementing an AI-powered operating system and the transformative potential of AI in managing client relationships. They also react to breaking news regarding OpenAI's shift towards nonprofit control, reflecting on its implications for the future of AI.
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Client Management OS Components
- A client management operating system includes goals, roles, incentives, work orchestration, and data-driven decision-making.
- When these components work well together, they drive client retention and growth effectively.
Evaluate Your Goal Alignment
- Assess your goals by checking if they cascade from company strategy to client-level plans.
- Missing clear goals or low employee engagement signals a need to revisit your operating system.
Check Meeting Effectiveness
- Evaluate meeting cadences to ensure they drive client success outcomes.
- If you dread attending meetings or look to reschedule, it's time to revisit their structure.