FOR PRINCIPAL — FREE 1:1 SESSION — LIMITED SPOTS

A lot has changedA lot has changedSee what Principal can do now

Since we last worked together, the gap between teams running AI agents and teams that aren’t has become very real.

Principal has the program depth and the enrollment journeys to make AI agents count — this session turns your next leadership conversation from a roadmap pitch into a concrete build plan.

Book your AI fitness session

50+ programs benchmarked - Free - No pitch

A plan, not a pep talk.A plan, not a pep talk.

This isn’t a generic AI intro. We map Principal’s actual experimentation workflow — across retirement plan enrollment, participant self-service, and benefits journeys — identify where you sit on the AI maturity curve, and tell you exactly what to build next, using the same diagnostic process we’ve used with some of the biggest financial services experimentation programs in the world.

Your AI maturity score

We score Principal’s program across five dimensions — AI awareness, executive buy-in, tool adoption, process integration, and agent deployment readiness. You see exactly where you sit against the leading financial services experimentation teams, and get a gap analysis showing what it takes to move to the next stage.

Your enrollment and servicing flows, mapped

We dig into Principal’s highest-stakes digital journeys — retirement plan enrollment, participant portal interactions, and benefits sign-up flows. Where does manual work slow the cycle? Where is your team doing what an agent could own? We map every stage and identify where AI can make a measurable difference specific to how Principal works.

Three agents for Principal, ranked

Every opportunity gets scored by impact and effort. For Principal’s scale and journeys, the strongest candidates are typically an enrollment funnel optimization agent, a participant re-engagement agent, and an advisor portal personalization agent — each with a breakdown of what it automates, what it replaces, and the cycle time it returns to your team.

Your training plan

Once you know what to build, we tell you how to build it. You leave with a personalized plan and priority access to Opal University — Optimizely’s free AI experimentation cohort where you build your agents with expert guidance and community support.

Your session host

You’re in good hands

I’m Darcey Lachtman, and I’ll be leading your AI fitness workshop.

I’ve spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I’m Optimizely’s expert on agentic experimentation, and I’ll show you exactly where AI agents fit into your program.

Wherever you’re starting, there’s a seat here for you.

What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.

Used by the biggest experimentation programs in the world.

Salesforce

ebay

Alaska Airlines

American Express

Dolby

Fjällräven

New Era

We mapped our standard experimentation workflow, identified where Optimizely’s AI agents plug into current gaps, and scoped out what we could build custom. The sky’s the limit.

Brandon Brackett

Head of Growth Experimentation, Salesforce

We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.

Shaun Dolan

Group Optimisation Manager, Kingfisher plc

Workshop bonus

Track your real fitness too.

We’re tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You’ll get a free Apple Watch SE 3—shipped to you after your session.

USA

You’ll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.

Europe or the U.K.

You’ll receive an Apple gift card for the equivalent value—same idea, your choice of model.

One per workshop

One Apple Watch per workshop.


* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.

Is this for you?

If you’re the Principal leader who gets asked “what’s our AI experimentation plan for enrollment and servicing?” — this is built for you. If you’re still getting the basics of experimentation in place, start there first.

This is for you if...

You’re a Head, VP, or Director of Experimentation at Principal responsible for AI strategy across retirement plan and benefits journeys

Principal runs experiments, but AI agents aren’t yet part of the workflow in a structured, repeatable way

You need to show Principal’s leadership a clear ROI case — a concrete build plan, not another pilot proposal

You’re ready to leave with a specific agent shortlist ranked for Principal’s enrollment and servicing journeys, not a framework deck

Not quite yet if ...

Principal’s experimentation program is still getting off the ground — get the basics bedded in first

You’re looking for a general AI overview — this session is applied and specific to your program

You can’t commit 60 focused minutes — this only works if you’re fully in it

Free. Private. No pitch.Free. Private. No pitch.

Fill in your details and we’ll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to Principal’s enrollment and servicing program, not a generic overview
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop

Book your session

A lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedA lot has changedSee what Principal can do now

A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.A plan, not a pep talk.