Case Study: x.ai achieves clear, shared B2B and B2C funnel mapping and faster onboarding with Lucidchart

x.ai - Customer Case Study

x.ai, the startup behind AI scheduling assistants Amy and Andrew, needed a way to capture and communicate the complex B2C and B2B customer funnels that senior director of customer acquisition Seiya Vogt managed. The challenge was turning the many touchpoints, triggers, and marketing-automation details floating in his head into a simple, shareable format that could align sales, product, and marketing teams and speed new-hire onboarding.

Seiya used Lucidchart to build a company-wide overview plus granular flowcharts for specific teams, collaborating in real time and laying out current and future funnel states. The visual maps improved cross-team understanding and buy-in, streamlined onboarding, clarified marketing automation and sales processes, enabled faster iteration and approvals, and saved him substantial time.

X.ai

Seiya Vogt

Senior Director of Customer Acquisition