This is a general product-use workflow, not a named customer success story. It shows how a sales or field team can adapt one product source to different reading situations.
Where does the workflow apply?
Marketing manages a detailed PDF, while sales meets a buyer on a phone, an executive before a meeting, and a visitor who needs a brief introduction. Sending the same attachment places the navigation burden on each reader.
Create one shared source baseline
Verify product names, descriptions, figures, sources, and the latest revision in the original. Mobile, slides, and video should not change that baseline or introduce stronger performance and support claims.
Match the format to the moment
- On the move: a mobile reading format with direct section navigation
- Before a meeting: a slide summary connecting problem, evidence, choice, and next action
- First introduction: one short message with a route to the source
Feat AI publicly presents these transformation directions. The workflow does not guarantee an output length or sales result.
Ask a format-specific follow-up
After mobile sharing, ask whether the reader could find the relevant product family. After a summary, ask which choice needs more evidence. Do not infer purchase intent or approval from a view.
Team checklist
- Every format uses the same current source and figures.
- The reader’s decision can be stated for each contact moment.
- Tables and charts remain accurate after transformation.
- The source and contact route remain available.
- Observed events and customer answers are recorded separately.
The goal is not more content. It is access to the same evidence at the right level for the reader’s situation.