K.A.P.S. Deck

Data is King. Own it. Don’t rent it.

The Value of Early AI Adoption

Owning your information keeps one clear source of truth and avoids costly mix‑ups.
Every customer touch builds value when you keep clean, connected records.
Starting early means faster learning and less rework later.
Lower cost of experiments — test headlines, pricing, and segments without agency retainers.
Faster iteration loops — AI shortens create → measure → learn so you pivot sooner.
Day‑zero scalability — workflows designed with AI scale cleanly as customers grow.
Enterprise‑grade capability for solos — CFO/CMO/CHRO‑level help without full‑time hires.

Adoption Curve

Competitors

AI Startups

Early adopters capture exponential gains

Time →Growth / Market Share ↑

Put this into action

Five quick tools to check where you are today and what to do next.

Data Ownership Scorecard

0% ready

Walk through the checklist. This shows where you stand today and where to focus first.

We know where our key data comes from
List your main sources (website, app, payments, support).
We capture clear permission from customers
Explain what you collect and why; allow opt‑out.
We can trace how data moves between tools
Know which tools touch it and for what purpose.
We keep data only as long as needed
Have a simple rule for how long you store data.
We control who can see what
Limit sensitive info to the people who need it.
We can export our data without friction
Avoid lock‑in; be able to take your data with you.
We have a clear owner for data quality
Name a responsible owner for accuracy and fixes.

First‑Party Data Map

Where core information lives today, and quick fixes to make it clearer and easier to use.

Leads / Prospects

CRM or spreadsheet

Issue: Scattered lists and duplicate contacts

Fix: Keep one list; set clear stages

Marketing Campaigns

Email + ads platforms

Issue: Spend not tied to signups or sales

Fix: Track a campaign ID through to outcome

Customers

Website forms, billing

Issue: Emails split across tools

Fix: Use one contact list

Product Usage

App events

Issue: Not linked to accounts

Fix: Add a shared ID

Analytics / KPIs

Dashboard or reports

Issue: Too many metrics, no weekly focus

Fix: Pick 5 must‑know numbers

Customer Feedback / NPS

Surveys and in‑app prompts

Issue: Notes not grouped by theme

Fix: Tag themes and assign an owner

Support

Help desk

Issue: Tickets not tagged

Fix: Add simple categories

Payments

Processor

Issue: No notes on failed charges

Fix: Capture reason + follow‑up

Consent & Policy Ledger

Clear permission builds trust. Make it easy to see what you collect, where it lives, and how long you keep it.

Source	What we collect	Where it lives	Gap
Signup form	Email + terms agreed	CRM	No date stamp
Checkout	Marketing opt‑in	Billing	Hard to export
Support	Troubleshooting details	Help desk	No clear time limit

Next best moves

Add a simple date/time stamp to each permission.
Set a time limit for sensitive details and clean up on schedule.
Make exports one click so you can switch tools without pain.

Readiness to Automate

50%

Move the sliders to match where you are today. This shows how ready your data is to power smart helpers.

Accuracy

Is the information correct and up to date?

Recency

How fresh is it?

Labels

Is it organized with clear names or tags?

Context

Do we store useful notes and details?

Access

Can the right people and tools use it when needed?

Compounding ROI Modeler

Adjust the sliders. See how ownership and early automation can move sales and save time.

Weekly visitors

1,000

Conversion lift (%)

10%

Automation coverage (%)

15%

Baseline weekly sales

Improved weekly sales

Hours saved per week