Selling with AI 2 · Consulting Playbook|INEMA.CLUB-PRO

Lesson 6 · 16 min

Truly understanding AI: which technology, and what not to use

Your bank's credit approval doesn't go through a chat assistant, and that's not a delay: it's engineering. Almost everything that runs at scale is still classical AI. Someone who knows how to choose between generative, classical, hybrid, or no AI stops being a vendor and becomes an advisor.

Start the lesson
A person arranges sticky notes in four columns on a glass wall.

In this lesson you will

  1. 1Why scale and auditing call for classical AI
  2. 2Use the decision board on the client's whiteboard
  3. 3Recommend one tool per category, not fifty
  4. 4Say what not to use, and why

Goal: choose between generative AI, classical AI, hybrid, or no AI for a case, stating the reason and what stays out.

01The decision board

Four outcomes. None of the questions is "which technology is trending."

Click each block in the diagram to see what it does.

Below a certain volume, generative is great. Above it, cost per operation and predictability decide on their own.

02Scenarios decided in practice

Answering on the spot, with the reason, is what changes the way the client sees you.

1. Classical

Fraud detection, price optimization, demand forecasting and inventory optimization.

A mistake costs money directly, the decision has to be reproducible, and nobody wants a hallucinated price in the storefront.

03One pick per category

For an overloaded client, a list of twenty tools creates paralysis.

1. Four doors

Recommend four things, one per category: a chat assistant, a model for deeper analysis, an automation tool and an assisted-coding environment.

Each one opens weeks of learning, and the client's curiosity turns into a meeting agenda.

04Templates to copy

The board is for drawing with the client; you run the prompts before the scoping meeting.

Decision board (one case per block)
CASE: <client's request in one sentence>
Volume: <operations per day>      Cost of an error: <what happens>
Data: <structured / loose text / mixed>

DECISION: [ ] generative  [ ] classic  [ ] hybrid  [ ] no AI
REASON: <the criterion that decided it>
WHAT STAYS OUT: <tool or approach we won't use, and why>
QUESTION TO CONFIRM: <one question for the client>
Prompt · case classifier
You are an AI solutions architect. Classify each case below as
GENERATIVE, CLASSIC, HYBRID or NO AI, using these criteria and nothing else:
- generative: creates content, converses, unstructured data, creative
  output, tolerates an error of a few percent;
- classic: predicts something, demands high precision, numeric and highly
  structured data, money at scale involved;
- hybrid: multi-step flow, where the classic calculates and the
  generative interprets and communicates;
- no AI: a fixed step solves it, or the problem is a messy process/data.

Client cases:
"""<paste the list of requests here, one per line>"""
Estimated volume per case: <operations per day, if known>
Error tolerance: <what happens when the system gets it wrong>

For each case return: classification · the criterion that decided it ·
what breaks if I pick another family · one question to confirm
with the client. When volume or error tolerance is missing,
write "undefined" instead of guessing.
Prompt · tool stack audit
You are a solutions architect. I want an audit with an opinion, not a
neutral summary.
Tools in use (name, what it's for, monthly cost, number of users):
"""<paste the list here>"""
Context: <industry, size, what the team does day to day>
Constraints: <data that can't leave, legacy systems, who approves>

Return three blocks:
1. KEEP, and the exact function that justifies the subscription.
2. CUT, what another tool on the list already covers, with the estimated
   monthly savings and the risk of cutting.
3. REPLACE, with which alternative, the effort and what is lost.
Always prefer the solution with FEWER tools. Mark every cost estimate
as an assumption when I haven't given the number.

05Practice

Think of real requests from your niche.

1 · Three scenarios on the board

30 min

Pick 3 common requests in your niche and fill in the decision board for each one. At least one must end in "no AI" or in hybrid.

Done when: the 3 boards have the decision, the reason and what is left out filled in, with no "it depends".

2 · Lean stack

20 min

List a client's paid tools (or the ones in your own routine) and run the stack audit.

Done when: the list has at least one item under CUT with the savings and the risk stated.

06Quick quiz

4 questions. The explanation appears after your attempt.

Question 1 of 4

An insurance company wants to automatically decide thousands of claims a day, with high accuracy and an audit trail. What do you recommend?

07Summary

Scale chooses the technologyIn millions of operations, cost and predictability matter more than capability.
Four outcomesGenerative, classic, hybrid or no AI, always with the reason.
Four doors, not fiftyOne tool per category, known in depth.
What not to use is also a deliverableA lean stack and a stated opinion on what doesn't survive.
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