GenAI Quick-Win Playbook for Personalization - Concord eBook

Tips:

Use conservative and aggressive scenarios. Have AI calculate ROI across a range (worst-case, expected, best-case) to

show the full risk/reward profile.

If your initiative has secondary benefits – such as time savings for content creators or improved customer satisfaction

scores – include those in the prompt. The AI will factor them in, adding weight to your business case.

Keep terminology clear. When presenting ROI, AI might use terms like “uplift” or “incremental value.” Make sure your

audience understands them – or ask the AI to define them. You can also have it format the output as a min-report with

bullet points for easy reading.

Validate AI’s math with an independent method, especially when making large budget decisions. AI is great for drafting,

but you should confirm the figures.

Leverage AI to continuously update ROI. After each quarter, plug in the latest numbers and ask: “How is our ROI tracking

now?” This allows you to identify underperforming areas or over-delivering efforts and adjust strategy in real time.

GenAI Quick-Win Playbook for Personalization

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