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An OpenAI-partnered consulting firm

Closing deals 3× faster and at 2× the scope

Overview

Selling AI transformation without understanding the work is very hard. The discovery cycle took weeks and this startup firm was always losing to the big incumbents — by the time it had a real read on a prospect’s operations, the deal had cooled or moved to a competitor with a faster, more specific answer. Generic frameworks weren’t closing engagements anymore, and bespoke diligence didn’t scale across the pipeline.

Task ran the diagnostic on hundreds of target prospects before the firm’s sales conversations, identifying the specific workflows where the firm’s AI-transformation engagement would create the most leverage. As deals gained more context, Task improved its recommendations. Diagnostic-led deals closed in days rather than weeks, at meaningfully higher ACV than cold-pitch engagements. Every Task-run prospect became a warm platform lead for the firm’s follow-on work — and the firm could run the same diagnostic across every prospect in its pipeline, not just the top one or two.

Key Metrics

  • Diagnostic-led deals close 3× faster than cold pitches — discovery compressed from weeks to days.
  • Engagements land at 2× the scope — buyers commit to deeper work when the leverage is specific to their workflow.
  • Hundreds of target prospects diagnosed before sales conversations.
  • Same diagnostic runs across every account in the pipeline — not just the top one or two.
“We were trying to sell AI transformation into businesses we didn’t understand, without a big brand. Task gave us a diagnostic we could walk into the next meeting with — and the conversation changed overnight.”
— Chief Revenue Officer
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Published May 2026 · Task Engineering

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