The 30-second version to read before a call. The conversation line to use naturally mid-meeting. The email copy to drop into outreach. Pick the story that matches your prospect — use the format that fits the moment.
Before the call
30-second card
Situation, what ADAPT did, outcome, when to use it. Read it on your phone on the way in.
In the room
Conversation line
Say it naturally — not "let me share a case study." Drop it into the flow of conversation.
In writing
Email copy
One paragraph, no ADAPT branding, no client names. Paste into any email — feels personal not promotional.
A lean NFP with big AI ambitions but limited internal capability — spending $120K on two Gartner licences and not getting enough value from either.
PainHow do we use AI to modernise our operations and compete for donor dollars — and how do we do it in an Australian context, with a team that hasn't done this before?
ADAPT didDelivered AI governance foundations, then connected the CIO with Brett Wilson — former Red Cross CIO who had just delivered AI initiatives — who came in to present to the RSPCA team and exec.
OutcomeWon the deal despite being slightly more expensive than Gartner's renewal offer. The client's reason: "You're local and you can enable multiple members of my team." AI policies live, team enabled, COO signed off.
Use this story whenProspect is NFP or charity · They have Gartner but aren't getting full value · The whole team needs support, not just the CIO · Budget is tight but the ambition is real
Say this naturally in conversation
"Actually, we worked with a not-for-profit recently — very similar situation. They had Gartner, two seats, but the analysts kept missing because they had no real Australian context. What they actually needed was someone who'd done the role here, who could help them think through AI in an Australian NFP environment. We ended up connecting them with a former Red Cross CIO who'd just delivered AI initiatives — and he came in to present to their whole exec. That's not something Gartner can do."
Don't name RSPCA unless the prospect asks. Let the story land first.
If they ask "what organisation?""RSPCA Australia — happy to share more detail. The thing that made it stick was the local peer connection. You can't replicate that with a global analyst call."
Drop this into any email — no branding, no client name needed
One of the organisations we work with is a national NFP that came to us because they wanted to understand how to use AI to modernise their operations — but they had a lean IT team with limited AI experience and no one internally who'd navigated this before.
We started with the governance foundations, then connected their CIO with a former peer who had delivered AI programs in a similar environment. That peer ended up presenting directly to their executive team.
The reason they chose us over their existing global research provider — even though we were slightly more expensive — was that we could enable their whole team, not just the most senior person. Sometimes that's the difference that matters.
Works well in: cold outreach to NFP CIOs · follow-up after an event · response to "we already use Gartner"
A CIO halfway through a major cloud migration who had a strong instinct about where his organisation stood — but no local data to back it up when the board asked hard questions.
Pain"I've got a good idea of where we sit — but it's all sentiment. I don't have any data to back it up, and no local data anyway."
ADAPT didProvided A/NZ peer benchmarks across cloud, data maturity and modernisation for board presentations, and allocated three seats to the CIO's GMs as an emerging leader development pathway.
OutcomeCloud strategy approved at board with local evidence behind it. Seven GMs on a development pathway, with an ADAPT analyst keynote to 200 staff in planning.
Use this story whenProspect is FSI or insurance · CIO is preparing for board or exec conversations · "We have Gartner but the data isn't local" · Prospect wants to develop their next layer of leaders
Say this naturally in conversation
"The CIO at a major Australian life insurer said something to me that I hear a lot — 'I have a good sense of where we sit, but it's all sentiment. I don't have any local data to back it up.' He was going through a big cloud transformation and kept getting asked in board meetings: how do you know this is the right decision? He needed something he could actually put in front of the board, not global benchmarks that don't reflect Australian conditions."
This works especially well when a prospect says "we already have data from Gartner" — the pivot is: does that data hold up in an Australian board conversation?
If they say "we already have benchmarks""The question I'd ask is: when your board asks how you compare to Australian organisations your size, can you answer it? That's the gap TAL had — and it's the gap most of our members have before they join."
Drop this into any email
The CIO at one of Australia's major life insurers described his situation to me clearly: he knew where his organisation sat on data maturity and cloud readiness, but it was all instinct. He had no local data to back it up in board and executive conversations.
He was partway through a major cloud migration and kept being asked: how do you know this was the right decision? He needed evidence that was specific to Australian organisations — not benchmarks built from companies in the US and Europe.
We provided the A/NZ peer data he needed. He used it directly in board presentations, and it changed the quality of those conversations. He also used the membership to put three of his GMs on a development pathway — which is often as valuable as the benchmarks themselves.
Works well in: FSI CIO outreach · "we already use Gartner" objection · CFO conversations about IT investment justification
03
National Law Firm (name withheld)
🤖 Scale AI📊 Communicate ValueRepeat benchmarkingAI riskLegal / Professional Services
30 seconds
Conversation
Email copy
A Head of Technology at a national law firm whose team had delivered 12 months of real transformation work — but had no way to show it to the business just as a new Chief AI Officer arrived.
PainGood progress had been made but it was invisible to non-technical leaders, the new CAO needed to assess the function, and the internal legal team was blocking AI tooling without really understanding the risk.
ADAPT didRan a baseline benchmark then re-ran it 12 months later to show track change. Mark Pesce addressed the AI risk concerns with the legal team. Claudine Ogilvie reframed a difficult data retention decision as a business risk call, not an IT one.
OutcomeThe IT team received public praise from the new Chief AI Officer for work that had previously been invisible. The legal team moved from blocking to informed partners, and team morale lifted noticeably.
Use this story whenProspect is in legal or professional services · The IT team has done good work but can't prove it · A new CAIO or CAO has just joined · Legal or risk teams are blocking AI tooling · "How do I show the business what IT is actually delivering?"
Say this naturally in conversation
"We worked with a national law firm where the IT team had done genuinely good transformation work over 12 months — but the business couldn't see it. When a new Chief AI Officer joined and started assessing the function, the Head of Technology needed to prove what had happened. We re-ran benchmarks she'd done at the start of the year and showed the track change. The CAO gave the IT team public recognition for work that had been completely invisible until that point. That's not a technology outcome — that's a people outcome."
The team morale angle resonates strongly with CIOs who feel their team is undervalued. Use it when you sense that frustration.
If they have Copilot or AI risk concerns"We also brought in one of our advisors who had worked with another law firm on the same Copilot risk questions their internal legal team was raising. Turned the legal team from blockers into informed risk managers — in one session."
Drop this into any email
A technology leader at a national law firm came to us with a familiar problem: her team had done significant transformation work over the past year, but there was no way to demonstrate it to non-technical business leaders.
We benchmarked the function at the start of their transformation journey, then re-ran the same benchmarks twelve months later. The results showed clear, measurable progress across data maturity, modernisation, and AI readiness.
When she presented the results to a newly appointed Chief AI Officer and the wider leadership team, the IT team received public recognition for work that had been invisible until that point. Her feedback: it wasn't just about justifying the spend. It genuinely lifted team morale.
We also supported her on the AI governance questions her internal legal team was raising — turning what had been a blocking conversation into a productive one.
Works well in: professional services CIO outreach · "how do I show IT value?" conversations · any organisation with a new CAIO or CAO · Copilot and AI risk objections from legal
A government IT leader asked to build a modern technology strategy — and determined not to let budget constraints produce a small-thinking result.
PainHe wanted a genuinely forward-thinking strategy, not one limited by legacy government assumptions — but he needed an experienced practitioner to help him structure the approach and know where to start.
ADAPT didMatched him with Dylan Naidoo — an advisor who had built and implemented strategies in regulated, resource-constrained environments, not a big-firm strategist who'd never worked without infinite budget.
OutcomeClear structure and direction established in one session. The leader left knowing how to approach the build and feeling confident to proceed — with a follow-up session planned once the budget cycle cleared.
Use this story whenProspect is in government or a regulated sector · "Our environment is too constrained / unique for advisors to help" objection · CIO has been asked to build a strategy and doesn't know where to start · Prospect needs a practitioner, not a theorist
Say this naturally in conversation
"We had a government IT leader come to us — asked to build a modern tech strategy, limited budget, very regulated environment. The thing he didn't need was a big-firm strategist who'd never operated without infinite resources. So we matched him with an advisor who had specifically built and implemented strategies in constrained, regulated environments. One session and he had a structure to work from. Sometimes the most valuable thing isn't the most senior advisor — it's the most relevant one."
The "right fit, not most senior" angle is powerful for government and regulated sector prospects who assume advisory firms will send them someone too theoretical.
Drop this into any email
A government technology leader was asked to build a modern technology strategy for his organisation. He knew what he wanted to achieve — something genuinely forward-thinking, not constrained by the legacy thinking that often limits government IT. The challenge was knowing how to structure the approach and where to start.
We matched him with an advisor who had specifically built and implemented strategies in regulated, resource-constrained environments — someone who understood the reality of limited budget and heavy governance, not just the theory of good strategy.
One advisory session gave him a clear structure and enough direction to get started. The most valuable thing we did was find the right person for the problem — not the most senior advisor, but the most relevant one.
Works well in: government and public sector outreach · "our environment is too unique" objection · prospects who've had poor advisory experiences before
05
Mission Australia
📊 Communicate ValueCustom benchmarkingBoard approval wonCyberNFP / Social Services
30 seconds
Conversation
Email copy
A CIO at a social services NFP trying to win board approval for a two-year cyber program — while Gartner's global benchmarks were being used to argue they were already overspending on IT.
PainThe board wanted lower risk, but the CIO's investment case was being undermined by global benchmarks that didn't reflect the organisation's actual risk profile or sector context.
ADAPT didClaudine Ogilvie validated the risk score and coached the board narrative. Custom benchmarks run against both NFP and healthcare peers showed the investment was appropriate — directly countering Gartner's advice.
OutcomeBoard approved the full two-year cyber program. Gartner's advice was overturned with local Australian data — and the CIO is now exploring executive coaching through ADAPT.
Use this story whenProspect's board is challenging IT spend · A global firm has given advice that doesn't feel right for the local context · CIO needs local data to defend or justify investment · NFP, healthcare or any sector where peer benchmarking is genuinely sensitive
Say this naturally in conversation
"We had a CIO in an interesting position — their board had been told by a global research firm that they were overspending on IT and security. The CIO knew that didn't feel right given the sensitivity of their data, but they had nothing local to argue against it. We ran benchmarks specifically against their actual peer sector — a hybrid of NFP and healthcare organisations in Australia. The data showed they were right in line with comparable local organisations. The board approved their full security program. One of our advisors who sits on boards herself helped them frame it correctly. That's not something global data can do."
The "Gartner was wrong" angle is powerful but use it carefully — frame it as "global data didn't reflect local reality" rather than "Gartner is bad."
Drop this into any email
A CIO at a not-for-profit organisation came to us after a global research firm told their board they were overspending on IT and security. The board took it seriously and started questioning the investment.
The problem was that the global benchmarks didn't reflect the organisation's actual risk profile or peer group. They work with highly vulnerable populations and hold sensitive data that a breach could genuinely endanger.
We ran custom benchmarks against their specific peer sectors — Australian NFP and healthcare organisations — and the data told a different story. Their investment was appropriate for their risk context.
The board approved a two-year program to reduce risk exposure. Local data made the difference. Global averages hadn't.
Works well in: NFP and healthcare outreach · "the board is challenging our IT spend" conversations · response to "we use Gartner and they say X" · cyber security investment justification
One of Australia's most advanced digital health organisations, where the Executive Director's brief to ADAPT was simply: "The best way you can support me is to support my team."
PainFive senior leaders, each with genuinely different challenges — from AI governance and clinical data legislation to team coaching and data platform strategy — and no single solution that could address all of them.
ADAPT didMatched each leader to the right advisor: Simon Kriss on AI governance, Andy Foster on team coaching, Mark Pesce on clinical AI and Australian data law, Sheridan Ware and John Whittle on data platform insourcing strategy.
OutcomeADAPT's largest client and biggest upsell — Gartner dropped entirely. Executive Director: "Every individual feels their department is being supported." A critical data legislation conflict in clinical AI tools was identified before it became a real problem.
Use this story whenProspect has multiple stakeholders with different needs · "Support the team, not just me" is the mandate · Healthcare sector · "ADAPT is just for the CIO" objection · Showing what the multi-seat model actually looks like in practice
Say this naturally in conversation
"One of our largest healthcare clients has five people on the membership — and every single one of them is using it completely differently. One is working on AI governance, one needed team coaching after losing her middle management layer, the Chief Medical Officer needed to understand Australian data legislation for clinical AI tools he'd built — and it turned out one of those tools was hosting patient data with a US company in a way that conflicted with Australian law. One session caught that before it became a real problem."
The clinical AI legislation issue is a powerful attention-getter for healthcare CIOs and CMOs — use it specifically when they mention AI tools or clinical data.
The multi-seat angle"Their Executive Director's brief to us was simple: 'Support my team.' That's the mandate a lot of our best accounts come from — not 'support the CIO,' but 'support the people who are doing the work.'"
Drop this into any email
One of our healthcare clients uses five seats on their membership — and each of those five people is getting completely different support.
One is working on AI governance and market direction with a data expert. One had lost her middle management layer and needed team coaching to bridge the gap. The Chief Medical Officer had built AI tools for clinical scheduling and came to us to check the governance. In that conversation, we identified that one of the tools was hosting patient data with a US company in a way that conflicted with Australian healthcare data legislation — an issue that would have been very costly to discover later.
The Executive Director's instruction at the start was simple: "The best way you can support me is to support my team." That's the mandate we work to — and it's why the multi-seat model matters. One CIO with one licence doesn't build an organisation. Five leaders with five types of support does.
Works well in: healthcare CIO and CDO outreach · organisations with complex multi-stakeholder technology functions · "ADAPT is just for the CIO" objection · clinical AI and data governance conversations
A major construction company about to take a new decentralisation strategy to the board — and smart enough to want someone to find the problems before the board did.
PainThe strategy needed independent review from someone who understood the building sector — because discovering gaps after board approval is far more costly than finding them beforehand.
ADAPT didSheridan Ware — former CIO at Charter Hall — reviewed the full strategy and identified critical risk areas including change resistance from long-tenured staff. Simon Kriss then helped translate the AI governance piece into language a non-technical board could engage with.
OutcomeStrategy strengthened before board submission. Pitfalls addressed that would have derailed the rollout. The board's questions were about execution — not whether the direction was right.
Use this story whenProspect has a major strategy or program heading to board · "We need someone who actually knows our industry" · Non-technical board needs a technology narrative · Industrials, construction or property sector · Any "de-risk before you commit" conversation
Say this naturally in conversation
"A construction company came to us with a new decentralisation strategy that was about to go to the board. They wanted someone to review it before they submitted — not to validate that it was good, but to find what was wrong before the board did. We matched them with a former CIO from one of Australia's largest property companies who understood the building sector. She found three significant risk areas, including a change resistance issue in the team that would have derailed the rollout. They fixed it before the board ever saw it. That's the kind of thing that saves months."
The "find problems before the board does" framing works well for any prospect preparing a major strategy or business case.
Drop this into any email
A technology leader at a major building company was about to take a new strategy to the board. Before submitting it, they wanted someone to review it — not to validate the direction, but to identify what could go wrong.
We matched them with an advisor who had been CIO at one of Australia's largest property and construction companies. She reviewed the full strategy and identified several risk areas, including a significant change resistance issue related to long-tenured staff that would have derailed the implementation.
They addressed those issues before the board saw the strategy. The version that went to the board was materially stronger — and the questions they got were about execution, not about whether the direction was right.
Finding problems before you're committed to them is almost always cheaper than finding them during delivery.
Works well in: industrials, construction, property CIO outreach · any organisation preparing a major strategy for board · "we need industry-specific experience" · pre-board validation conversations
Australia's only civilian airspace authority — genuinely unique, no direct comparators, multiple unprecedented programs running at once, and one key stakeholder who had flatly refused to engage with ADAPT.
PainHow do you find advisors for problems no one has ever solved before? The organisation was running a transformation program that had never been attempted, managing critical infrastructure that couldn't be switched off, rebuilding a team in crisis, and building an AI strategy — all simultaneously.
ADAPT didMatched five completely different stakeholders to five different advisors. Recovered a hostile relationship through persistence. Reframed a team headcount problem as a program delivery risk — which finally got leadership attention where it was needed.
OutcomeADAPT's largest client and biggest upsell — Gartner dropped entirely. Executive Director: "I feel like you guys really listen to us. You're not telling us what to do — you're asking what we're trying to solve."
Use this story when"We're too unique for an advisory firm to help us" · Government or regulated sector · Large-scale transformation with no existing playbook · Prospect has had a bad experience with ADAPT or another advisory firm previously
Say this naturally in conversation
"The line I use for this account is: unique organisation, universal challenges. They are genuinely unique — there is literally no other organisation that does what they do. But when I looked at the actual problems — large-scale change management, critical infrastructure risk, team capability gaps, AI strategy — every one of those problems has been solved before, just not in that exact context. We found advisors who had the closest relevant experience and adapted it. Their Executive Director told us: 'You guys really listen. Gartner told us what to do. You ask what we're trying to solve.'"
This is the definitive answer to "we are unique." Have it ready for any prospect who leads with that. Air Services is the extreme version — if it works for them, it works for anyone.
The one-liner version"Unique organisation. Universal challenges. We've never been unable to help — we just have to find the right angle."
Drop this into any email
One of the objections we hear most often is: "Our organisation is too unique for an advisory firm to really help us." I understand the instinct. But in my experience, what's unique is the context — the problems underneath are usually recognisable.
The organisation I think of when I hear that is one of our government clients that manages a genuinely one-of-a-kind national infrastructure program. There is no direct comparator anywhere. But the challenges — managing large-scale change, communicating strategy to a complex stakeholder environment, building a team capable of executing something that's never been done — those exist everywhere.
We matched each of their leaders with the closest relevant experience we had, even when that meant finding someone who had managed a 40,000-person merger and applying those lessons to a different context entirely.
Their senior leader's feedback: "I feel like you guys really listen to us. You're not going, 'Here's what you need to do.' It's, 'Let's see how we can help you.'" That's the difference between a service that prescribes and one that adapts.
Works well in: any "we are unique" objection · government and regulated sector · large-scale transformation programs · prospects who've had poor advisory experiences · Gartner displacement conversations
A global consumer goods company with Copilot licences that senior leaders weren't using — and a technology team that needed internal champions credible enough to actually change behaviour.
PainAI tool adoption had stalled because the problem wasn't the technology — it was that the internal champions lacked the personal brand and communication skills to influence the people around them, and senior leaders had no shared baseline of AI understanding to work from.
ADAPT didSheridan Ware ran an interactive workshop with 30 digital influencers on personal brand and communication — not tech training. Gabby Fredkin delivered a live on-site AI research keynote to launch the reverse mentoring program, giving both senior leaders and junior champions a shared starting point.
OutcomeThose 30 people visibly changed how they showed up within weeks. Senior leaders engaged in structured AI upskilling, and the reverse mentoring program launched with genuine momentum — because everyone started from the same baseline.
Use this story whenProspect has AI tools but adoption is stalling · "We need practical delivery, not just advisory" · Large enterprise building internal AI capability · FMCG, manufacturing or consumer goods · When the real problem is communication and culture, not technology
Say this naturally in conversation
"A global consumer goods company came to us with a Copilot rollout problem — licences bought, senior leaders not using them. What they needed wasn't more training on the technology. They needed their internal champions to have the credibility and communication skills to actually influence the people around them. We ran a personal branding workshop with thirty of those digital influencers — led by a former CIO who started her career in marketing. Within a few weeks, those thirty people had visibly changed how they showed up. That kind of behaviour change is what actually drives adoption."
Works well when a prospect has a Copilot rollout, any AI adoption challenge, or is struggling to get senior leadership to engage with technology tools.
Drop this into any email
A large organisation rolling out Microsoft Copilot came to us with a common problem: the licences existed, but senior business leaders weren't using them, and the people meant to drive adoption internally didn't have the credibility or communication skills to make it stick.
We helped in two ways. First, we ran a workshop with thirty of their internal digital champions — focused not on technology upskilling, but on personal brand, communication, and how to position themselves as credible subject matter experts within the organisation. In the weeks that followed, those thirty people visibly changed how they showed up and communicated.
Second, we brought in one of our research analysts to deliver a live keynote on-site to launch a reverse mentoring program — pairing junior digital-savvy staff with senior leaders. The goal was to make sure everyone started from a shared baseline of understanding about AI before the mentoring began.
When AI adoption stalls, it's usually not a technology problem. It's a communication and credibility problem.
Works well in: Copilot or AI adoption challenges · large enterprise outreach · "we need practical delivery" objection · FMCG, manufacturing, or consumer goods sector · digital transformation programs stalling on culture/adoption