Costco white-label digital sales funnel
Transformed a call-center-heavy enrollment model into a 24/7 self-service travel insurance experience for Costco members.
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David Li
Senior Product Manager ยท AI-enabled product execution
I use AI, data, and product systems thinking to turn messy workflows, business rules, and stakeholder ambiguity into clear decisions, trusted automation, and measurable outcomes.
Selected work
Transformed a call-center-heavy enrollment model into a 24/7 self-service travel insurance experience for Costco members.
Read case studyReframed migration as product modernization across content, validation, partner configuration, compliance, QA, and API-owned business rules.
Read case studyDesigned a prototype workflow that turns broker conversations into summaries, extracted fields, quote recommendations, and underwriter review.
Read case studyBuilt a public Cloudflare prototype that turns vague local-service requests into structured, owner-ready lead handoffs across five workflows.
Built a preview-first service offer for small businesses: website, lead capture, reporting, and Notion-backed follow-up workflow.
Improved a high-volume document platform used by thousands of employees to generate compliant policy output.
Read case studyLed a wearable IoT dashboard from concept to field-tested MVP for real-time firefighter health monitoring.
Read case studyHow I think
I look for where rules should live: API, configuration, content, front end, or operations process.
I frame AI as a workflow layer that summarizes, extracts, recommends, and escalates while keeping people accountable.
I make privacy, legal, and compliance constraints measurable so teams can make tradeoffs with evidence.
AI direction
I am exploring assistants that read operational signals, infer intent, recommend next actions, and make product teams faster at discovery, refinement, QA, and decision-making while preserving trust and reviewability.
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