More business, same team
American Dental Institute · Implant-dentistry continuing education · Orlando, FL
An embedded AI transformation for the American Dental Institute — the premier implant-dentistry continuing-education organization — turning a growth engine that ran on manual effort into one augmented by 22 AI systems.
The challenge
ADI was growing, but growth was capped by manual operations. A single person was the operational single point of failure. Dozens of leads arriving after hours went unanswered every month. The funnel was measured on the wrong signals, finance was spread across multiple spreadsheets, and a base of alumni was going unmarketed-to.
What we built
We deployed 22 AI systems on a governed data foundation — a nighttime SDR agent that answers and qualifies leads around the clock, a daily sales copilot, an alumni journey engine, a RAG-based course advisor, lookalike-audience automation, and natural-language analytics. The stack runs on the ADAM data lakehouse with Crossbot and Vault underneath.
How we delivered
A dedicated AI Transformation Engineer was embedded with ADI for a six-month engagement — scoping, building, and operating the systems in place rather than handing over a deck. The outcome we set out to engineer: the same team, running materially more business.
What we delivered
- 24/7 nighttime SDR & lead qualification (sub-5-minute coverage)
- Daily sales copilot
- Alumni journey & re-engagement engine
- RAG course advisor
- Lookalike-audience automation
- Natural-language analytics
- Built on the ADAM lakehouse + Crossbot + Vault