Build 1–2 AI workflows that move H2 revenue and operations now.
Who: Heads of Sales, Strategy, and Operations
Format: Hands-on build lab (vendor-agnostic)
Investment: $550 per person · 8 hours · Includes templates, checklists, and a rollout roadmap

The Core Question

“How do we apply AI now to drive H2 sales and operations?”

What You’ll Get

• 1–2 working workflows, built in-session (e.g., lead triage → AE brief; proposal drafts; ticket routing).

• A plug-and-play prompt + template pack for emails, proposals, handoffs, and QA.

• Guardrails you can trust (approval loops, data handling, human-in-the-loop).

• A simple ROI model (time saved, error reduction, adoption targets).

• A 30/60/90 rollout plan with owners, milestones, and success metrics.

• Follow-up notes capturing decisions, configs, and next steps.

How It Works (8-Hour Agenda)

• Context & Goals – where AI can remove friction in your team

• Use-Case Triage – pick the 1–2 highest-leverage workflows for today

• Design the Flow – inputs → prompts → logic → approvals → outputs

• Build #1 – implement the first workflow and connect to your tools

• Test & Tighten – edge cases, exceptions, failure paths

• Build #2 (or Deepen #1) – second workflow or advanced v2 with analytics

• Guardrails – policy, security, and audit trail without slowing work

• Rollout Plan – enablement checklist, scorecard, communication plan

• Readout – decisions, risks, and your first-week actions

Who It’s For

Leaders who want shipped, safe-to-use AI in sales and operations—without tool sprawl or endless pilots.

Deliverables You Leave With

• Workflow playbooks (configs, prompts, exceptions, failure modes)

• Template bundle (prompts, SOPs, checklists)

• 30/60/90 plan with adoption cadence and a simple scorecard

• Notes pack with screenshots and policy starter

Capacity & Booking

Small, hands-on cohort. $550 pp · 8 hours. Bring a laptop and sandbox/data access.
Reserve your seat or request a private company cohort.

Short Listing Version

AI Excellence Pop-Up — Become Your Own CTO (Full Day) — Heads of Sales/Strategy/Ops. Build 1–2 AI workflows in-session; leave with templates, guardrails, and a 30/60/90 roadmap. $550 pp · 8 hours.

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What We Can Achieve In-Room

• 1 core AI workflow fully live (e.g., lead triage → AE brief → CRM update) plus a second workflow at MVP or advanced v2 with exception handling.

• Template pack you can reuse (prompts, emails, proposals, handoffs, QA).

• Guardrails (approval steps, data handling, audit trail) so Ops and Legal are comfortable.

• 30/60/90 rollout plan with owners, milestones, and success metrics.

Depth trade-off: pick two tracks to focus on — Sales Ops, GTM/Marketing, Operations. The third gets a starter kit and build guide.

What Moves to Pre-Work (submitted 72h prior)

• Data pack: a few redacted examples or sandbox access for CRM/CS/ticketing.

• Tool stack list: CRM, docs, chat, automation (Zapier/Make), LLM access (any).

• Constraints: security/PII rules, approval paths, any vendor restrictions.

• Targets: time currently spent, SLA pain points, error rates to reduce.

We compress this into a short read-in so we start building faster.

What Follows Post-Session (within 48 hours)

• Workflow playbooks (configs, prompts, variations, exception paths).

• Template bundle (prompts, SOPs, checklists) ready to drop into your stack.

• 30/60/90 plan with adoption cadence and a simple scorecard.

• Decision log with owners and dates.

Time-Boxed Agenda (8 Hours Total)

• 00:00–00:20 Context & success test (goals, constraints, “done” definition)

• 00:20–01:00 Use-case triage & stack review (pick your top 1–2)

• 01:00–02:15 Design Lab (inputs → prompts → logic → outputs → approvals)

• 02:15–03:15 Build Sprint #1 (implement workflow #1)

• 03:15–03:45 Test & tighten (edge cases, failure paths, logging)

• 03:45–04:15 Working lunch: risks, policy, human-in-the-loop guardrails

• 04:15–05:30 Build Sprint #2 or deepen #1 (exceptions, analytics)

• 05:30–06:00 Enablement kit (SOPs, talk tracks, quickstart)

• 06:00–06:30 Scorecard & ROI model (time saved, quality, adoption)

• 06:30–07:30 Rollout planning (30/60/90, owners, comms)

• 07:30–08:00 Readout & commitments (first-week actions)

Plenty of discussion built into triage, design, testing, and readout.

Success Targets You’ll Set In-Room (examples)

• Proposal turnaround: −40–60% time to first draft

• Rep time saved: ≥ 2 hours/week via automation

• Ops cycle time: −15–30% on chosen process

• Data hygiene: > 90% completion on key CRM fields

• Adoption: ≥ 75% weekly active use within 30 days

Policies & Logistics

• Cohort: hands-on; bring a laptop with sandbox/test data access

• Confidentiality: Chatham House Rule; NDA available

• Data safety: no PII without prior approval; redacted/sandbox preferred

• Follow-up: one consolidation call; notes delivered within 48h

Optional Upgrades

• Implementation sprint (2–4 weeks): production-hardening, monitoring, scale-out

• Enablement pack: role-based playbooks, video walkthroughs, LMS upload

• RevOps/Analytics build: dashboards, alerts, QA checks

• Security review: policy, vendor mapping, DPIA template

Where This Improves Results

• Moves from exploration → shipped workflows with real guardrails

• Prioritizes time-to-value and adoption over tool novelty

• Leaves teams with artifacts they can extend immediately