Castorama
Castorama: hand the customer over without losing half the project
An AI sales-training concept for transferring consultations between departments with clear requirements, open questions and accountable next steps.
A substantial home project often involves several people. One knows materials, another plans the space, a third handles installation. Sensible enough, until the customer becomes the courier between their expertise. They repeat dimensions, budget and preferences, eventually discovering that each colleague has heard a slightly different project.
Transfer the decisions and the uncertainties
In the exercise, an associate finishes an initial conversation and prepares a short handoff for a colleague. It includes the goal, confirmed requirements, unresolved questions, commitments and next owner. Not several pages of transcript. The recipient should quickly understand both what is settled and what nobody yet knows.
AI plays the receiving colleague and challenges missing information. If the note says the customer wants a good kitchen, the exercise continues: that is an aspiration, not a brief. If it contains measurements, the simulator asks how they were confirmed. The skill is accurate transfer, not writing an impressive summary.
The next round introduces a change in budget or timing. The learner must update the record and notify the relevant person. An old agreement cannot remain unnoticed in another department. Small competing versions of reality have a habit of combining into one very large surprise when the project reaches delivery.
Do not let the model promise on someone's behalf
Training scenarios must reflect the actual workflow and responsibilities. AI cannot promise an installation date or approve a technical decision without the authorised specialist. Fictional projects are sufficient for practice. Where a real case is useful, remove names, addresses and other personal information that contributes nothing to the lesson.
Start with one handoff, such as general advice to project planning. Both teams first agree on the minimum useful brief, then practise varied scenarios with AI. Managers from both sides review the results. Otherwise one department will celebrate brevity while the other spends its morning reconstructing missing details.
A successful handoff should change repeated questions about previously agreed requirements, briefs returned for clarification, and time to the next substantive action. Projects need comparable complexity. Transfer speed alone is a poor objective: an empty note can be sent almost instantly, but calling that efficient requires considerable imagination.
Castorama describes project services, planning tools and installation. That is the documented setting for my independent AI training concept, not a report about the company's internal system. The skill sounds modest: hand over a consultation properly. Its absence can become surprisingly expensive.
The commercial opportunity is fewer customers stranded between the retailer's areas of expertise. Every colleague does not need to know everything. Knowledge needs to travel correctly with the request. AI can serve as the patient practice partner who asks, before the real handoff: will the next person actually understand what we promised?
Sources and context
What would you test in your business?
Start with one problem: where customers lose patience, staff lose time and the business loses the outcome.
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