AI CRM & RAG Sales Knowledge Base AI 客户管理与销售知识库
Client workflow for 2C / 2B — lead intake, discovery, quotation, contracts, document preparation, submission, delivery — productised end-to-end.
覆盖 2C/2B 客户从线索、需求确认、报价、合同、材料准备到交付的完整流程，端到端产品化。
AI Applications · Growth · Business Systems
AI workflows
that actually ship.
把复杂业务流程、内容运营和市场信号，做成能跑起来的 AI 系统。
金融经济出身 · CS/AI 训练背景 · 落地过的 AI 应用从 CRM、内容增长到市场情报。
Di Xu · 徐迪 — Co-founder, AI Content Lead, 内容创作者。
金融经济 → 企业级产品 → AI 应用与增长系统。
1M+
Pinterest impressions in 2 months for an overseas furniture brand.
两个月冷启动 100 万 +。
400+
AI-assisted content assets shipped per week — image, script, cover, copy.
每周 400 + 内容资产稳定产出。
2h → 20m
Client document prep, cut via CRM + RAG knowledge workflows.
客户材料从 2 小时压缩到 20 分钟。
30K+
Followers across 5 platforms in 5 months — the AI content lab.
五个月跨五平台 3 万 + 粉丝。
Selected Work精选案例
Three systems I built, tested, and scaled. 三个从 0 到 1 跑通、并真正放大规模的系统。
Overseas Furniture AI Content Growth 海外家居 AI 内容增长系统
A repeatable system: competitor benchmarking, AI content generation, asset management, Pinterest / Instagram distribution, weekly data review.
竞品对标、AI 内容生产、素材管理、社媒分发、周度复盘——可复用的海外增长工作流。
AI Market Intelligence Tooling AI 市场情报工具
Amazon VOC, competitor / new-product monitoring, brand research — reviews, ASINs, and market activity turned into weekly decision inputs.
Amazon VOC、竞品/新品监控、品牌策略研究——把评论、ASIN 和市场动态转成每周决策依据。
AI Content LabAI 内容实验室
A real-account experiment in AI tools, content & growth. 用真实账号验证 AI 工具、内容表达和商业转化。
迪迪碎碎念
A personal AI content lab where I test tools, workflows, market shifts, and user-education formats with a real audience. The signal that comes back shapes the case studies above.
用真实账号验证 AI 工具、内容表达、用户需求和商业转化。所有 skills 开源在 GitHub。
- 30K+followers across 5 platforms in 5 months
- 100K+views on top content, 2,900+ likes, 2,900+ saves
- 5–8open-source AI content-production skills on GitHub
- 6–7monthly sponsorships + recurring consulting inquiries
Background背景
Finance, data, enterprise product — then AI. 金融 → 数据 → 企业产品 → AI 应用，一条完整的路径。
Experience
工作经历
工作经历
Five years across capital markets, enterprise AI, and operator roles. 资本市场 / 企业级 AI / 创业。
2024.10 — present
至今
至今
Co-founder 联合创始人
Shanghai Cangshizhili · Built an AI CRM + RAG sales knowledge base productising the full 2C/2B sales-to-delivery workflow. 10 internal users, 50+ clients/month, 3,000+ knowledge assets.
上海仓实之礼文化交流有限公司 · 从 0 到 1 搭建 AI 客户 CRM 与 RAG 销售知识库系统，覆盖 2C/2B 从线索到交付的全流程，10 人内部使用、月度 50+ 客户。
Shanghai · 上海
2025.11 — present
至今
至今
AI Content Project Lead AI 内容项目负责人
Shenzhen Xinbeidi Tech · Built the overseas content growth system for home furniture — 400+ AI assets/week, 0 to 1M+ Pinterest impressions in two months. Also built Amazon VOC + competitor monitoring tools.
深圳鑫贝帝科技 · 海外家居 AI 内容增长系统负责人，每周 400+ 资产产出，Pinterest 两个月从 0 增长到 100 万+曝光；同时搭建 Amazon VOC 与竞品监控工具。
Shenzhen · 深圳
2021.07 — 2024.10
Information Developer · IBM
Contributed to watsonx chatbot and AI-assisted documentation workflows. Translated enterprise product knowledge into structured content and conversational support experiences.
参与 watsonx chatbot 与 AI 辅助文档工作流，将企业级产品知识转化为结构化内容与对话式支持体验。
Shanghai · 上海
2020.10 — 2021.06
Investment Banking Analyst, IBD · Minsheng Securities
Supported Zhejiang regional capital-markets projects across initiation, due diligence, filing, and issuance; industry research, strategic materials, and client presentations.
民生证券投行部 · 浙江区域资本市场项目，覆盖立项、尽调、申报、发行流程，并负责行业研究、策略材料与客户汇报文件。
Shanghai · 上海
2019.05 — 2020.10
Senior Equity Analyst · Bloomberg
Built customised analytical solutions using Bloomberg data and terminal functions; delivered client training, thematic webinars, and company/industry research across buy-side and sell-side clients.
彭博 · 基于彭博数据与终端功能定制分析解决方案，面向买方和卖方客户交付培训、主题研讨会、公司研究与行业分析支持。
London · 伦敦
Education
教育背景
教育背景
Cambridge, UCL, Georgia Tech. 剑桥 · UCL · 佐治亚理工。
2026 — 2028
预计
预计
M.S. Computer Science, AI · Georgia Institute of Technology
Online programme — adding formal CS/AI foundations on top of a finance and economics background.
佐治亚理工学院 · 计算机科学硕士（AI 方向），线上项目，在金融与经济背景之上补足 CS/AI 学术基础。
Atlanta · online
2017 — 2019
MPhil Finance and Economics · University of Cambridge
Graduate research in finance and economics at Cambridge Judge & Faculty of Economics.
剑桥大学 · 金融与经济学硕士。
Cambridge · 英国剑桥
2014 — 2017
BSc Economics and Statistics, First Class Honours · University College London
Undergraduate in economics and statistics with First Class Honours.
伦敦大学学院 · 经济与统计学学士（一等荣誉学位）。
London · 英国伦敦
Let's build the system
behind the growth.
© Di Xu · 徐迪
Set in Fraunces & Inter Tight
2026