Matt’s upcoming third book. 

Interviewee: Matt Slonaker, Author of The AI Ledger: Unleashing Revenue Mastery with Agentic Intelligence, Founder & CEO of M. Allen LLC, Global Client Strategy Leader at Sourcepoint (a Firstsource company)

Q1: What inspired you to write The AI Ledger, and how does it reflect your career?

After 30+ years driving revenue at firms like Morgan Stanley and Firstsource, I saw Agentic AI reshape business these last few years. The AI Ledger captures this through FinPulse’s $50M pipeline turnaround, mirroring my work building $200M pipelines at M. Allen LLC and global firms. It’s a playbook for leaders to harness AI for growth.

Q2: Can you explain the AI Ledger framework’s core components?

The AI Ledger is a five-phase roadmap: assess, enable, unify, scale, optimize. It integrates Agentic AI to align sales, marketing, and client success, as seen in FinPulse’s 40% faster sales cycles and $5M deal. It’s practical, blending tech and human ingenuity for sustainable revenue mastery.

Q3: How does your role at Sourcepoint tie into the book’s vision?

At Sourcepoint, I focus on leading client strategy and our UnBPO™, an AI-first model that drives outcomes, not just tasks. Using tools like Agentic AI Studio, we’ve cut client costs by 25%, echoing The AI Ledger’s focus on precision and alignment. It’s about transforming revenue operations with AI, just like FinPulse’s success.

Q4: Your military background and leadership at M. Allen, JP Morgan Chase and H&R Block stand out. How do these shape the book?

My leadership and fintech experience taught resilience, while managing $1B in revenue at various B2B companies and $80B portfolios at H&R Block honed strategic precision. These inform The AI Ledger’s disciplined approach to AI-driven growth, ensuring leaders balance innovation with operational excellence.

Q5: Why use Marcus Hale’s narrative in the book, and who is it for?

Marcus Hale’s FinPulse journey makes AI relatable, showing leaders how to overcome silos and skepticism. It’s for CEOs, CROs, and practitioners in finance, tech, and corporates who want actionable strategies to boost pipeline value, like FinPulse’s $2M gain, with a human-centric focus.

Q6: How does your recent Berkeley Haas executive AI certification influence the book’s insights?

My Berkeley Haas Executive Certification in AI Business Strategy grounds The AI Ledger in cutting-edge knowledge. It informed the framework’s ethical AI focus and practical tools, like Prospector’s lead scoring, ensuring leaders can implement AI with confidence and measurable impact.

Q7: Resistance to AI is a challenge. How does the book address this?

Chapter Seven shows FinPulse overcoming resistance through workshops, achieving 90% adoption. Transparency and pilots—like a 30% time reduction—build trust. Leaders can apply this by showing clear wins and aligning AI with their culture, as I’ve done at Sourcepoint and others over decades.

Q8: How does The AI Ledger differ from other AI business books?

Unlike tech-heavy books, The AI Ledger blends storytelling with a hands-on framework. It’s not just theory—it offers use cases, like 12% client ROI boosts, for leaders seeking practical AI strategies. It stands out like Good to Great for its actionable, narrative-driven approach.

Q9: Your career includes managing $500M in listings at REDC. How does this experience inform the book?

Managing $500M in listings at REDC and $68.4M in loss mitigation at H&R Block taught me to turn challenges into opportunities. The AI Ledger applies this to AI, showing how to optimize pipelines and client outcomes, as FinPulse did with its $1.5M referral boost.

Q10: What’s your vision for the book’s impact, and how does it align with your mission?

I want The AI Ledger to empower leaders to dominate with AI, just as Sourcepoint’s UnBPO™ transforms client operations. My mission—through M. Allen LLC and Firstsource—is to drive growth via tech and human synergy. Ask yourself: Are you ready to lead the AI-driven future?

UnBPO™ Explained: Redefining Business Process Outsourcing with AI-First Innovation

UnBPO™, developed by Sourcepoint, a Firstsource company, is a transformative approach to business process outsourcing (BPO) that prioritizes outcomes over traditional task-based services. Unlike conventional BPO, which often focuses on cost reduction through standardized processes, UnBPO™ leverages Agentic AI, advanced analytics, and human expertise to deliver measurable business impact, aligning with the principles in my book, The AI Ledger: Unleashing Revenue Mastery with Agentic Intelligence. As Matt Slonaker, my work as Global Client Strategy Leader at Sourcepoint and my 30+ years of experience in revenue growth inform this explanation, connecting UnBPO™ to the book’s vision of AI-driven transformation.

Core Components of UnBPO™

1. AI-First Strategy: UnBPO™ integrates Agentic AI—systems that think, adapt, and act autonomously—to optimize workflows. Tools like Firstsource’s Agentic AI Studio analyze data in real-time, akin to The AI Ledger’s Prospector agent, which boosted FinPulse’s lead conversion by 20%. This enables dynamic decision-making, such as prioritizing high-value clients or streamlining loan processing.
2. Outcome-Driven Model: Traditional BPO delivers tasks; UnBPO™ focuses on results like revenue growth or cost efficiency. For example, Sourcepoint has cut operational costs for Fortune 500 clients by 25%, mirroring the book’s 40% sales cycle reduction at FinPulse.
3. Human-AI Synergy: UnBPO™ combines AI precision with human creativity, ensuring client-centric solutions. Protocols like A2A (AI-to-AI) and MCP (Multi-Channel Processing) enhance workflows while preserving empathy, as seen in The AI Ledger’s emphasis on maintaining FinPulse’s client-first ethos.
4. End-to-End Integration: UnBPO™ breaks silos by unifying processes across sales, customer service, and operations, similar to the book’s Orchestrator agent, which aligned FinPulse’s triad for a $5M deal.
5. Scalability and Agility: Powered by predictive analytics and platforms like Salesforce, UnBPO™ enables rapid scaling, as demonstrated by Sourcepoint’s support for global clients, paralleling The AI Ledger’s Scaler agent adding $2M to FinPulse’s pipeline.

Alignment with The AI Ledger

In The AI Ledger, the AI Ledger framework (assess, enable, unify, scale, optimize) transforms revenue operations through Agentic AI, much like UnBPO™ redefines outsourcing. For instance, Chapter Six’s unification of BD, sales, and marketing reflects UnBPO™’s integrated approach, while Chapter Nine’s Optimizer, boosting client ROI by 12%, aligns with UnBPO™’s focus on measurable outcomes. My experience at Sourcepoint, driving $1B in revenue and managing $80B portfolios at firms like H&R Block, shapes both UnBPO™ and the book’s practical strategies.

Real-World Impact

UnBPO™ has delivered tangible results:

• Efficiency Gains: Reduced operational costs by 25% for clients, comparable to FinPulse’s 30% lead qualification time cut.
• Revenue Growth: Enabled clients to expand pipelines, like the $200M opportunities I built at M. Allen LLC.
• Client Trust: Transparent AI adoption, as in Chapter Seven’s workshops, achieves 90% team buy-in, ensuring sustainable transformation.

Why It Matters

UnBPO™ moves beyond cost-cutting to strategic growth, empowering businesses to navigate 2025’s dynamic markets. It’s the real-world embodiment of The AI Ledger’s call to blend AI with human ingenuity. Ask yourself: Are your operations ready to evolve with an AI-first, outcome-driven model like UnBPO™?