Resources · Playbooks
Playbooks for running enterprise AI
Step-by-step guides for business, technology, finance, legal, risk and audit leaders. Each one names the problem, the steps, who signs off and what good looks like.
From AI pilot to production in 90 days
Most AI pilots stall between the demo and the first real customer. A 90-day plan to take one workflow into production with owners, controls and a number the board will recognise.
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Building an AI business case your CFO will sign
Vendor ROI claims do not survive a finance review. How to build a business case from your own baseline, include the run cost, and show payback the CFO can test.
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Agent-ready architecture: a playbook for technology owners
Agents need access, context and controls, not another platform. How CIOs, CTOs and architects decide where agents run, what they can touch and how to operate them, without rebuilding the stack.
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Buying enterprise AI services: a playbook for procurement
AI engagements break the usual statement of work. How procurement can buy in phases, tie payment to measured outcomes, cap the run cost, protect data and IP, and keep the right to stop at every gate.
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Fix the record before you add agents
Every AI agent reads your systems of record. If the record is wrong, the agent is confidently wrong at scale. How to fix the data one workflow at a time, before any agent goes live.
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Build or partner for AI: a guide for business and technology leaders
Revenue wants results this quarter. Technology wants something it can secure and maintain. How to decide what to build, what to buy and where a partner fits, without a six-month standoff.
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Why volume-first AI SDRs churn, and what books meetings instead
AI SDRs that blast volume burn domains and book few meetings. What works: account-based agents with real signals, approved messaging and clear guardrails.
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Why your renewals keep surprising you
Most churn is visible months before the renewal date. It just lives in four systems nobody reads together. How to see it coming, and walk into every renewal prepared.
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What your competitors changed this month, and why nobody noticed
Competitors change pricing, messaging and products every month. Most revenue teams find out from a lost deal. How to track it without a full-time analyst.
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Signal-led outbound: eight signals worth acting on
The best outbound starts with a reason. The buying signals that most often mean an account is worth a conversation now, how to score and route them, and what to say.
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AI transformation for the agentic engine era
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.