AI Operation Service
2025-12-12 00:32:38

PLAN-B Launches AI Operation Service to Enhance Sales and Marketing Productivity

Introduction


In a significant move to optimize the efficiency of sales and marketing teams, PLAN-B, based in Shinagawa, Tokyo, has launched its AI Operation Construction Service. This innovative service aims to redesign existing operational processes with AI agents, transforming cumbersome manual tasks into automated workflows. The service is specifically targeted at revitalizing teams by enhancing productivity and accelerating revenue generation through structured operations.

Background of Service Development


Recent years have seen numerous companies incorporating generative AI tools like ChatGPT. However, the reality is that many organizations focus solely on individual proficiency with these tools, leaving the broader sales and marketing processes and related KPIs neglected. This has resulted in notable challenges:
  • - Variability in AI tool usage among team members, leading to results tied to individual performance rather than team cohesion.
  • - Unclear guidelines on how and where to integrate AI into daily operations.
  • - Dependence on a select few individuals skilled in AI, without any substantial effects on overall team productivity.
  • - A noticeable gap between the expectations of leadership and the practical experience of AI application at ground level.

Marketing and sales leaders express their frustrations clearly: despite training and tool adoption, actual operational changes seem stagnant and progress is unsatisfactory. Consequently, PLAN-B seeks to bridge this gap by creating team-oriented operations that leverage AI for business process redesign rather than focusing solely on individual capabilities.

Overview of the Service


  • - Service Name: AI Operation Construction Service
  • - Target Audience: Inside Sales, Field Sales, Marketing, Revenue Operations, Business Development teams, leaders, managers, and business heads.
  • - Objective: Transition from a model where humans perform tasks and AI supports, to one where AI performs tasks and humans make judgments.
  • - Outcomes Expected:
- A customized blueprint for AI operations tailored to the client's sales and marketing workflows.
- A suite of operational AI agents that deliver value immediately upon implementation.
- Content creation AI agent
- Automated marketing report generation AI agent
- Sales lead creation AI agent
- Pre-meeting preparation automation AI agent

Key Features of the Service


1. Automating Tedious Tasks: The service focuses on automating labor-intensive, personalized tasks that recur daily or weekly in sales and marketing processes. AI agents will take over vital operations like market research, content drafting, and lead generation, allowing team members to save time and improve productivity significantly.

2. Designing Workflow-Level AI Operations: Rather than providing simple prompt suggestions, this service executes workflow-based AI operations utilizing no-code tools like n8n. This involves partially automating the marketing processes, from planning and executing to measuring and reporting, creating a seamless workflow that integrates AI.

3. Custom AI Operation Infrastructure: Unlike traditional consulting which often results in generic advice, this service offers customized, actionable outputs specific to the client's operational needs, ensuring lasting impacts on day-to-day activities.

Examples of AI Agents Offered


The service includes four primary AI agents that provide substantial immediate value and can be tailored to fit individual businesses' workflows:
1. Content Creation AI Agent: Automates key stages of content production which speeds up the process by 3-5 times and ensures consistent quality.
2. Automated Marketing Report Generation AI Agent: Automatically collects data and generates insights, allowing for real-time performance tracking without extra report generation work.
3. Sales Lead Generation AI Agent: Automates the entire lead generation process, enhancing outreach effectiveness and reducing unnecessary costs.
4. Pre-meeting Preparation Automation AI Agent: Prepares all necessary background information for meetings, streamlining the process and equipping less experienced team members with critical insights.

Implementation Flow


The service involves a systematic approach starting from current workflow assessment to implementation:
1. Assess Current Workflow: Identify bottlenecks affecting productivity.
2. Redesign Workflows: Develop optimized workflows that balance AI and human tasks efficiently.
3. Logic Verification: Validate use cases for AI agent implementation.
4. AI Agent Construction: Build AI agents and workflows using no-code tools.
5. Test Operations: Conduct trial runs to ensure accuracy and workflow integration.
6. Final Implementation: Refine based on test results and transition to full operational use.

Conclusion


PLAN-B’s AI Operation Construction Service is crafted based on extensive experience in digital marketing and leverages best practices derived from successful case studies in sales and marketing productivity enhancement. By integrating AI-based operational functions, PLAN-B aims to support Japanese companies in realizing significant productivity increases and transitioning towards an AI-driven operational model.

For more details on the service, visit PLAN-B's official website. For inquiries, you can reach out directly through this contact page.


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Topics Business Technology)

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