Live Demo: New Client Onboarding

A few weeks ago, Natalia Quintero wouldn’t have called herself technical. But since the beginning of January, she has woken up at 6 a.m. to vibe code with Claude. The AI project manager she built saved her 14 hours a week. 

Getting there meant scrapping the system three times and starting over. But the result handles everything from onboarding new clients to generating weekly updates across all projects.

Natalia is the head of AI consulting at Every. As part of the role, she's spoken with over 100 organizations in the past year and worked with a select two dozen, including hedge funds, private equity firms, and Fortune 500 companies. She’s seen what separates companies thriving with AI from those floundering, and it comes down to patterns that have nothing to do with having the most resources or the fanciest tools.

Dan Shipper had her on AI & I to share what she’s learned from this front-row seat to AI adoption. Quintero reveals how a private equity firm cut investment memo creation from three weeks to 30 minutes, why AI adoption needs to come from the top down, and what happened when she learned from her early morning experiments.

She also explains why the companies going furthest with AI are the ones that give employees permission to fail—and how that counterintuitive approach is revolutionary.

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Timestamps:  

00:00:00 - Introduction

00:01:30 - Why successful AI adoption requires coordinated, top-down effort

00:07:05 - How a private equity firm reduced investment memo creation from weeks to 30 minutes

00:13:30 - The benefits of connecting AI to proprietary context

00:15:20 - The plan-delegate-assess-compound framework for engineering teams

00:17:55 - How non-technical team members are becoming vibe coding addicts

00:20:50 - Building Claudie: an AI project manager from scratch

00:23:00 - Why creative exploration time outside the 9-to-5 is essential

00:27:50 - Live demo: How Claudie automates client onboarding and tracking

00:38:40 - The human side of AI: spending less time in spreadsheets, more time with people

Links to resources mentioned in the episode:

• Natalia Quintero: Natalia Quintero (@NataliaZarina)
• What Natalia learned from working with companies on AI adoption: https://every.to/on-every/the-next-chapter-of-every-consulting

Every’s compound engineering plugin: https://github.com/EveryInc/compound-engineering-plugin