Your client asks for an update on an open role. Before introducing an AI tool, agree what a useful answer should contain: progress, outstanding decisions and what happens next.
Use that question to shape a small service pilot. The aim is to learn whether a change helps the client and the consultant, with evidence you can both discuss.
Agree the service question with the client
Choose a client willing to give specific feedback. Ask which part of the service needs attention and what they would like to understand more clearly.
An update on an open role is one possible test. Agree its contents, recipient and timing. Record the questions it should answer, such as which decisions are outstanding and who owns the next action. This is a suggested pilot, not a customer case study.
Use what you know about the account. Check the hiring contacts, current jobs and previous conversations in the recruitment CRM, and ask the client to confirm anything that affects the brief.
Prepare an update the consultant can stand behind
If you use AI to help draft an update, define the information it may use. Check each statement against the underlying records before sending it. Keep sensitive candidate information within your agency's agreed sharing process.
During the training period, the consultant checks messages and feeds back corrections. Once that feedback is incorporated and the team is confident, automate the agreed updates. Keep an account owner available for questions and exceptions.
Where the update includes reporting, agree what each measure means. Talisman's Dashman reporting supports reusable reports and inspection of supporting records. Confirm the exact fields and access needed for your pilot; this example is not a claim that an automatic client-update feature is already configured.
Ask what changed for the client
After trying the update, ask whether it answered the agreed questions. Which part was useful? What still needed a call? What should be clearer next time?
Record the consultant's experience too: preparation, checking, corrections and follow-up. Compare it with the starting process. Agree in advance how long the pilot will run and when you will review it.
Keep the conclusions proportionate to the evidence. Useful feedback from one account gives you a reason to refine the approach and test it further. Wider claims about retention, revenue or market differentiation need their own evidence.
Turn the finding into a service commitment
Decide what to keep, change or stop. If the client values the revised update, document the owner, inputs, training feedback and agreed delivery pattern before extending it.
Describe the service in terms the client can verify. A clear update with an accountable next action is a specific commitment. Obtain written permission before using the client's name, feedback or results in public marketing.
For the internal responsibilities behind the pilot, see our AI-adoption guide. Let the service evidence shape the proposition.