Partner AI Workspace Demo

BizDXAI Partner Program

Partner AI Advisor

AI workspace supporting client analysis, proposals, and referrals

Sample data — decision support demo

AI proposal ideas

9
2%
This week

Priority clients

4
1%
Follow-up suggested

Referral prospects

6
1%
New candidates

Renewal alerts

3
0%
Needs review

Inquiry summaries

5
2%
Awaiting action

Est. revenue opportunity

~¥2.4M
/ quarter
8%
Referral & renewal estimate

AI customer insights

A建設

Priority: High
Issue trend
Need for cost and schedule visibility
Proposal idea
Project dashboard + cost alerts
Recommended action
Show progress demo in next meeting

B工業

Priority: Medium
Issue trend
Excess inventory and planning variance
Proposal idea
Inventory KPI + light demand forecast
Recommended action
Propose sharing ABC inventory results

C商店

Priority: Medium
Issue trend
Store sales leveling and follow-up
Proposal idea
Sales trend + customer segments
Recommended action
Use retail demo workspace

D士業事務所

Priority: High
Issue trend
Matter hours siloed; profitability unclear
Proposal idea
Matter pipeline + utilization view
Recommended action
Guide to professional services demo

AI referral opportunities

SMB manufacturing

Estimated issue
Paper-based production and inventory errors

Proposal theme
Production & inventory dashboard

Next material
Manufacturing demo + executive brief

Expected effect
Helps qualify referral opportunities

Regional construction

Estimated issue
Limited real-time job costing

Proposal theme
Job costing and cash visibility

Next material
Construction demo + DX diagnosis

Expected effect
Shortens first-meeting prep

Retail chain

Estimated issue
Manual cross-store sales comparison

Proposal theme
Store KPI dashboard

Next material
Retail demo + case overview

Expected effect
Clarifies proposal theme

Client communication support

Sample inquiry

Subsidy schedule and how to run DX diagnosis

AI summary

Wants to complete DX diagnosis before subsidy deadline. Asks about flow from diagnosis to proposal and partner prep materials.

Suggested reply

Thank you for your inquiry. Diagnosis takes about 15 minutes; we share a draft improvement plan based on results. We will send a timeline aligned with your subsidy schedule today.

Cautions

  • Subsidy deadlines vary by program — confirm individually
  • Diagnosis output is a draft; final decisions remain with the client

Next action

Send diagnosis URL and prep checklist

Partner alerts

Revenue opportunity forecast

Referral revenue forecast
Opportunity by client
Forecast by stage

Use AI-assisted workspace as a BizDX AI partner?

This screen uses sample data only. Actual recommendations, forecasts, and alerts vary by diagnosis and implementation.