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Example Journeys

See how real businesses use AIBMM Ascent. Each journey shows a complete 90-day quarter with specific workflows, Lifts, friction, and outcomes.

Note: These are sample avatars representing typical SMB journeys. Names and details are illustrative.

Sarah M.

CPA Firm Owner

Professional Services

12 employees

2.7

AIBMM

Current Level: Agent Builder

Follow Sarah's journey from manual transaction categorization to AI-powered bookkeeping that saves 40+ hours per month.

KEY LIFTS

AI Bank Feed Categorization

Automated Receipt Collection

Month-End Close Automation

Read full journey

Marcus T.

Software Agency Owner

Technology

15 developers

3.4

AIBMM

Current Level: Agent Builder

See how Marcus deployed AI agents for code review, documentation, and bug triage—freeing senior developers for high-value work.

KEY LIFTS

AI Code Review Agent

Auto-Generate Docs

AI Bug Triage

Read full journey

Bill K.

CNC Shop Owner

Manufacturing

22 employees

2.3

AIBMM

Current Level: Prompted Operator

Watch Bill transform his machine shop with AI-assisted quoting and real-time inventory monitoring.

KEY LIFTS

AI-Assisted Quote Generation

Real-Time Inventory Monitoring

Read full journey

Elena R.

Insurance Broker

Financial Services

8 agents

3.1

AIBMM

Current Level: Agent Builder

Learn how Elena's AI voice agent now handles lead intake 24/7, qualifying prospects while her team sleeps.

KEY LIFTS

AI Voice Agent for Lead Intake

Automated Renewal Pipeline

Read full journey

Chloe W.

D2C Brand Founder

E-Commerce

6 team members

2.9

AIBMM

Current Level: Agent Builder

Discover how Chloe eliminated weekend support backlogs with AI support agents and predictive inventory.

KEY LIFTS

AI Support Agent

Predictive Inventory Alerts

Product Copy Generation

Read full journey

David L.

HVAC Company Owner

Home Services

18 technicians

2.5

AIBMM

Current Level: Agent Builder

See David's dispatchers go from overwhelmed to optimized with AI call screening and smart scheduling.

KEY LIFTS

AI Call Screening and Booking

Smart Scheduling Optimization

Read full journey

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