AI-Powered CUSTOMER VALUE Delivered

AI-Powered Customer Value & Risk Heatmap

Why this one?

  • Shows how AI makes decisions visible: which accounts, products, or contracts create the most value, and which ones carry hidden risk.
  • Easy to grasp in seconds (green vs. red zones).
  • Moves the conversation from finance-only → to customer-centric strategy, which is where AI shines.

AI-Powered Customer Value & Risk — At a Glance

Industrial B2B • Prioritize growth, protect value, exit smart

Accounts Assessed
500
last 12 months
High-Value Accounts
20%
top contribution
At-Risk Accounts
15%
credit, churn, margin
EBITDA from Top 20%
65%
power-law concentration

👉 AI instantly shows where to Grow, Protect, Automate, and Exit.

Value vs Risk Heatmap

X: Value ↑ → • Y: Risk ↑ →
Low V / Low R → Automate
High V / Low R → Keep & Grow
Low V / High R → Exit
High V / High R → Protect
Keep & Grow
Protect
Automate
Exit

Power Decision Request (Board)

  1. Approve AI rollout to top 500 accounts in 100 days.
  2. Link insights to action: incentives, guardrails, terms.
  3. Governance: monthly dashboard review, quarterly update.

🚀 We want to be AI Leaders — don’t we?

Sharing is Caring! Thanks!

Josef David

Thriving Leadership / Owner RapidKnowHow.com /

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