Product thinking / Case study

Counsellor Tool Adoption - GTM & Change Management

Company: AECC Global | Role: PM - AI & Growth | Year: 2024

Drove 1.5× adoption of counsellor tooling suite across India and South Asia through a structured GTM and change management program.


The Problem

AECC had invested significantly in building counsellor tools (Smart Recommender, Document Intelligence, Meeting Insights, CRM dashboards). But a great product is worthless if no one uses it. Adoption baseline:

  • Daily active usage: ~35% of counsellors using the core tools
  • Tool awareness among counsellors: <60%
  • Most active markets: Bangalore, Hyderabad
  • Underperforming markets: Colombo, Dhaka, Kathmandu The deeper problem: Low adoption wasn’t a product quality issue - it was a trust, training, and workflow integration issue.

Discovery: Diagnosing Adoption Blockers

I ran a structured diagnostic across all 5 markets:

Methods:

  • Counsellor interviews (n=25) - focused on “tell me about your last 3 student sessions” (behavioural, not attitudinal)
  • Usage analytics - which features had lowest engagement? where did drop-offs happen?
  • Manager interviews - how are tools introduced to new counsellors?
  • Shadow sessions in 1 offices - observe actual workflow

Adoption Blocker Taxonomy

Blocker TypeFrequencyExample
AwarenessHigh“I didn’t know the recommender could do that”
TrustHigh“I’m not sure the AI suggestions are accurate”
Workflow frictionMedium“Switching to the tool breaks my flow”
Training gapsMedium“I was shown it once during onboarding, then forgot”
Manager enablementLowManagers weren’t reinforcing tool usage

GTM & Adoption Program

1. Market-by-Market Rollout Plan

Each market got a phased rollout:

  • Week 1–2: Team lead briefing + demo (30 min, live use cases from their market)
  • Week 3–4: Office champion identified and trained (peer-to-peer adoption is 3× more effective than top-down)
  • Week 5–6: Live coaching sessions for individual counsellors (30 min, in their actual workflow)
  • Week 7+: Performance dashboards live, manager check-ins on adoption

2. Trust-Building Features

Worked with the team to add “adoption accelerator” features:

  • Accuracy feedback on recommendations (“was this recommendation useful?”) - counsellors felt heard
  • Success stories: “In Bangalore, counsellors using the recommender convert 23% higher” - social proof

3. Manager Enablement

  • Created a manager dashboard showing team adoption rates
  • Included tool adoption as a metric in counsellor performance conversations
  • Trained managers to recognise and reinforce correct tool usage in team meetings

4. Onboarding Redesign

Old: 1-hour tool demo during first week New: Progressive onboarding - one tool per week for 3 weeks, with practice cases

Results

  • Daily active usage: 35% → 53% (1.5× adoption)
  • All 5 markets above 45% daily adoption (vs. 2 markets previously)
  • Trust score (counsellor survey): 5.8/10 → 7.9/10

What I Learned

  • Adoption is a product problem, not a training problem - if people aren’t using your tool, first ask what’s blocking them, not what’s wrong with them
  • Office champions > top-down mandates - peer adoption is dramatically more effective
  • Measuring adoption created its own forcing function - once managers could see their team’s usage, they naturally became advocates
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