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.
0:00
Now: Welcome + What You Told Me (0:00–0:15) · next: What Changed in 9, 6 and 3 Months?
4:00:00 of the four hours left
Exactly how the four hours run
- 0:00–0:1515 minOpen
01 — Welcome + What You Told Me
Why this isn't AI 101, and how the survey you filled out shaped every section of today.
- 0:15–0:3520 minOpen
02 — What Changed in 9, 6 and 3 Months?
Capability changes that made real business processes practical — not an AI news dump.
- 0:35–0:5015 minOpen
03 — Models, Policy, Guardrails + Logic Sphere
Same question, different brains. What your people may put into AI, and the right level of human control.
- 0:50–1:3040 minOpen
04 — AI for Sales
The sales lifecycle stage by stage, with prospect research as the centerpiece.
- 1:30–2:1545 minOpen
05 — Sales Build Lab
No more slides. Pick a real sales bottleneck and build something.
- 2:15–2:2510 min
— — Break
Ten minutes. Come back with one marketing task you rebuild from scratch every time.
- 2:25–3:0540 minOpen
06 — AI for Marketing + AEO
Marketing capacity, thought leadership, company content agents, and answer engine optimization.
- 3:05–3:5045 minOpen
07 — Marketing Build Lab
Your turn again. Build the content or AEO system you keep wishing you had.
- 3:50–4:0010 minOpen
08 — What Did We Build? + What Happens Monday?
Don't leave with 47 ideas. Leave with three, written down.
Most workshops end at “go home.”
- Learn
- Learn
- Learn
- Learn
- Go home
- Maybe try something
- Learn
- See
- Build
- Break
- Improve
- Use
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
- Social
- Lead generation
- Strategy
- Execution
- Thought leadership
- Differentiation
And you asked specifically for
- —AI policies
- —Guardrails
- —Differences between LLM outputs
- —Prospect research
- —Practical workflows
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
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.
