Phil used to explain each part comparison to AI. Now he's built his own part search.
Teams ask us what people actually do after the training. Phil, at CTI, brought a real part request to a coaching call, and we built a part match report around it, live.
Outcome: A part match report built live from Phil's part, and a scorecard for what the first report missed.
“I built out my little part comparison search and I'm continuing just to give it new things to look for and it's accurate. So it's doing its job.”
Before
Each comparison meant explaining the job again.
Customers ask Phil whether CTI has a product that matches theirs. He used to run his own searches across the web. Then he started asking conversational AI for a side-by-side comparison, with a rule to say when it can't verify something. But each time, he had to explain what he needed.
What he built
He brought a real part request to a coaching call.
On a B43 coaching call, Phil brought a real part request. The advice: make it repeatable. Our coach built a part match report right there, using Phil's part.
What changed
A scorecard fixed what the first report missed.
The first report missed the part number and the wiring requirements. So our coach had Phil add a scorecard that checks each report for the customer part number, the CTI product name and the wiring requirements. By the end of the call, Phil said he had built his own part comparison search and was still giving it new things to look for. The time it saves isn't measured.
What's next
Where it goes from here.
Our coach's advice was to turn a comparison he does more than once into a skill. Whether Phil has saved his search as one, and how it does on real customer requests, isn't in this story yet.
Read the video transcript
Customers ask Phil if he has a product that matches theirs. That meant running his own searches across the web. He started asking conversational AI for a side-by-side comparison. He told it to say when it can't verify something. But each time, he had to explain what he needed. On a B43 coaching call, he brought a real part request. Make it repeatable. The coach built it right there, using Phil's part. The first report missed the part number and the wiring requirements. So the coach had Phil add a scorecard. By the end of the call, Phil had built his own part search. In Phil's words: "I built out my little part comparison search and I'm continuing just to give it new things to look for and it's accurate. So it's doing its job."
