In this third LinkedIn Live AI chat, Kelsey and Todd discuss how to define and prove AI ROI, arguing many AI projects fail due to poorly defined returns beyond simple time-savings. They distinguish AI activity from AI value, stressing goal-driven, iterative adoption and measurable milestones executives and CFOs can trust—typically cost savings (growth without headcount) or revenue impact (more leads, faster launches, higher win rates). They walk through ROI approaches for practical scenarios including SOP creation and searchable copilots, marketing email HTML generation, new-hire self-serve process help, AI-assisted RFP drafting, job descriptions and onboarding templates, automated revenue-report narratives, customer success call recaps, contract review prep, and meeting-to-action-item pipelines, emphasizing reduced rework, fewer dropped tasks, better decisions, improved customer satisfaction and retention, and lowered legal and operational costs.

00:00 Live Chat Kickoff

00:14 Defining AI ROI

01:39 Activity Versus Value

02:33 Proving ROI to CFOs

04:19 Measuring After the Fact

06:04 ROI Scenario Challenge

06:42 SOPs and Process Consistency

09:36 Marketing Email Automation

10:49 Onboarding and New Hire Support

12:53 Sales RFP Drafting

13:58 HR Docs and Consistency

15:44 Finance Reporting Summaries

18:55 Customer Success Recaps

20:27 Legal Contract Review

22:06 Meeting Actions and Accountability

24:00 Todd’s ROI Tips

26:02 Wrap Up and Next Episode