Allie K. Miller
@alliekmiller
Financial models are about to get an overhaul.
Company GTM today has baked in forgetfulness, bandwidth, and friction.
Agents change all 3.
Companies issue rebates for products, because they know well over half of their customers will forget to send them in.
Companies with monthly subscribers assume that many of those accounts are inactive and will just keep paying.
Companies make refunds harder so people will just give up and eat the cost.
But over a billion people use AI assistants. And many will start to adopt proactive agents that will work to completely erase that slippage.
Your human-run systems are not ready for a near-term 10x increase in the number of pricing negotiations or a 10x jump in the number of refund requests.
CFOs who are my clients, I told you this in 2024.
CFOs who are not, time to change your planning.
