01 · Welcome

Welcome + what you told me

240 minutes. Two of those four hours are yours to build in. This isn't AI 101 — it starts from the work you already know.

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Now: Welcome + What You Told Me (0:00–0:15) · next: What Changed in 9, 6 and 3 Months?

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Today's agenda

Exactly how the four hours run

  1. 0:00–0:15

    01Welcome + What You Told Me

    Why this isn't AI 101, and how the survey you filled out shaped every section of today.

    15 minOpen
  2. 0:15–0:35

    02What Changed in 9, 6 and 3 Months?

    Capability changes that made real business processes practical — not an AI news dump.

    20 minOpen
  3. 0:35–0:50

    03Models, Policy, Guardrails + Logic Sphere

    Same question, different brains. What your people may put into AI, and the right level of human control.

    15 minOpen
  4. 0:50–1:30

    04AI for Sales

    The sales lifecycle stage by stage, with prospect research as the centerpiece.

    40 minOpen
  5. 1:30–2:15

    05Sales Build Lab

    No more slides. Pick a real sales bottleneck and build something.

    45 minOpen
  6. 2:15–2:25

    Break

    Ten minutes. Come back with one marketing task you rebuild from scratch every time.

    10 min
  7. 2:25–3:05

    06AI for Marketing + AEO

    Marketing capacity, thought leadership, company content agents, and answer engine optimization.

    40 minOpen
  8. 3:05–3:50

    07Marketing Build Lab

    Your turn again. Build the content or AEO system you keep wishing you had.

    45 minOpen
  9. 3:50–4:00

    08What Did We Build? + What Happens Monday?

    Don't leave with 47 ideas. Leave with three, written down.

    10 minOpen
Framing

Most workshops end at “go home.”

Old workshop
  • Learn
  • Learn
  • Learn
  • Learn
  • Go home
  • Maybe try something
Today
  • Learn
  • See
  • Build
  • Break
  • Improve
  • Use
Your survey

What CSC members said they wanted

Sell more consistently

Answered in: AI for Sales + Sales Build Lab

  • Prospect research
  • Prospecting
  • Lead generation
  • Appointments
  • Better follow-up
  • Sales consistency
  • Sales training
  • Sales coaching
  • Competitive differentiation

Get time back

Answered in: Workflows, assistants and background research

  • Too many hats
  • Repetitive work
  • Administration
  • Implementation burden
  • Research
  • Communication
  • Busy work

Do more with the team we have

Answered in: Company content agent + workflow design

  • Automation
  • Productivity
  • Streamlining
  • Limited staffing
  • Marketing bandwidth
  • Implementation capacity

Use our information better

Answered in: Pipeline intelligence + retention use cases

  • CRM data
  • Account intelligence
  • Customer history
  • Sales activity
  • Customer retention
  • Opportunity prioritization

Make marketing easier

Answered in: AI for Marketing + AEO + Marketing Build Lab

  • Content
  • Email
  • Social
  • Lead generation
  • Strategy
  • Execution
  • Thought leadership
  • Differentiation

And you asked specifically for

  • AI policies
  • Guardrails
  • Differences between LLM outputs
  • Prospect research
  • Practical workflows
Room polls

Two questions we answer out loud

What is the #1 thing you want AI to help fix?

  • Sales
  • Prospecting
  • Time
  • Marketing
  • Content
  • Data
  • Automation
  • Training
  • Other

What did you build?

  • Prompt
  • Assistant
  • Workflow
  • Agent
  • Application
  • Strategy
  • Still working
The thesis

Four sentences to hold onto

  • 01We already know the work. Now it's our job to train AI to do it right.
  • 02Start with the work. Not the tool.
  • 03Add AI to the workflow. Don't build a separate universe called “AI.”
  • 04The goal isn't to know every AI tool. The goal is to change how the work gets done.