Working sample
AI assessment example for an executive search firm.
Follow an example executive search firm from an initial brief to a clear first build. See which opportunities come first, which ideas we set aside and what the partners need to decide.
The executive search workflow brief
A three-partner executive search firm receives mandates through referrals. Partners still turn every mandate into a search brief, prepare candidate conversations and chase quiet client decisions. They want to protect judgement and reduce the work that waits between meetings.
Source material for the AI assessment
- Two recent mandate briefs, with sensitive names removed.
- One example of a partner-edited shortlist or client update.
- The current source of truth for contacts, notes and status.
- The approval owner and the point where external messages must stop.
Working assumption: the firm will share representative examples only after the access boundary and retention period are agreed.
The workflow map during the assessment
This diagram shows the first proposed workflow in this example. In your interview, the agent builds and revises the map from your answers, your tools and the people responsible.
Interview snapshot
Draft - 2026-10-24
Process
From mandate to approved brief
An example scenario: tools and access permissions are confirmed during the interview.
Scroll horizontally to read the full diagram.
Ranked AI workflow opportunities
Mandate brief to partner-ready search brief
Why: It repeats at the start of every mandate and keeps the partner in document assembly before the search judgement begins.
First build: Extract the stated need, open questions, constraints and decision criteria into a draft brief that the partner can correct.
Guard: The partner approves the brief before it becomes working context. Unsupported details stay marked as questions.
Quiet client decision to follow-up queue
Why: The next action is usually clear from the last approved exchange, but it is easy to lose while a partner is in interviews.
First build: Prepare a small queue of follow-up drafts tied to the last approved note and the next decision needed.
Guard: Nothing sends automatically. The relationship owner edits or approves each draft and can reject the suggestion.
Meeting notes to partner preparation
Why: Preparation is knowledge-heavy and recurring, while missing evidence is often discovered too late.
First build: Turn an approved meeting record into a one-page brief with confirmed facts, open questions and a suggested agenda.
Guard: Every fact links back to the approved record. The partner decides what belongs in the client conversation.
AI workflow options rejected at this stage
- Autonomous outreach. The sample has no evidence that a safe send rule or a complete relationship record exists.
- A general firm chatbot. It would answer broadly without proving one repeatable handover.
- Automatic proposal or shortlist generation. Those outputs carry judgement and need a named reviewer first.
Unknowns that change the AI workflow scope
- Which contact and notes systems are authoritative?
- How long may approved examples remain in the working environment?
- Who is the reviewer when the relationship owner is unavailable?
- What baseline shows that preparation time fell without lowering quality?
The scope of the first AI workflow build
Start with mandate brief to partner-ready search brief. It is narrow enough to test and close enough to the firm’s judgement to expose the real transfer work.
- Inputs: two redacted briefs and one partner-corrected example.
- Output: one inspectable draft with evidence, gaps and open questions.
- Approval: the partner edits and accepts the brief before it becomes working context.
- Out of scope: CRM writes, candidate decisions, client sends and autonomous actions.
Success measure: After a short shadow run, the partner compares preparation time and correction quality against the agreed baseline.
The decision after the workflow assessment
If the shadow run shows a repeatable handover with acceptable corrections, build this workflow first. If the inputs are too inconsistent or the approval owner is unclear, stop and resolve that before adding another agent.
A free session can sketch this provisional map. The full assessment tests the assumptions with your examples and leaves a decision brief with alternatives and a next-test plan, reviewed by a human consultant.
$0
A free provisional AI workflow map
Baibot helps you describe one workflow and returns an exploratory recommendation. It reads no client system and commits you to nothing; the consultant-reviewed report comes with the Assessment.
Start the free assessment$999
The complete AI assessment with human review
Standard includes one consultant, two 45-minute sessions and a report between them. Department adds a two-week review of each department before the second session. Onsite adds on-site demonstration and training. The human booking route confirms scope before payment; each paid assessment is credited toward Build.
See the assessment levels