STEP 05 — REDESIGN & RESKILLING

Where AI creates capacity — and what to do with it

Go through each person: what they can do more of, the skills to build for it, and the AI tools to add. The team summary is its own page and builds itself from these plans. AI suggestions only ever see roles, skills and scores — never names.

0 of 6 people have a plan

Team summary →

Each person's plan

CM

Chloe Martin — Customer Success Manager

No plan yet

Freed up to do more of

Strategic account reviews and renewals.

Skills to build

AI tools

None in use yet

Could add

Gap — 70% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
HW

Hannah Weber — Head of Customer Support

No plan yet

Freed up to do more of

Coaching the team and fixing the root causes of repeat issues.

Skills to build

AI tools

ChatGPT

Could add

Tool in use for this work.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
IC

Ines Costa — Customer Support Specialist

No plan yet

Freed up to do more of

Proactive outreach to at-risk customers.

Skills to build

AI tools

None in use yet

Could add

Gap — 85% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
LB

Luca Bianchi — Support Team Lead

No plan yet

Freed up to do more of

Coaching specialists on complex cases.

Skills to build

AI tools

None in use yet

Could add

Gap — 75% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
OH

Omar Haddad — Customer Support Specialist

No plan yet

Freed up to do more of

Writing and improving help-centre content.

Skills to build

AI tools

Zendesk AI

Could add

Tool in use for this work.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
PN

Pavel Novak — Support Operations Analyst

No plan yet

Freed up to do more of

Root-cause analysis and process improvement.

Skills to build

AI tools

ChatGPT

Could add

Tool in use for this work.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.

0 of 6 plans ready. The team summary updates as you go.

See team summary →