Offering 01 · AI adoption
Always-On Planning
AI built into your sellers' weekly account work, so the plan stays current without extra effort.
For sales teams where sellers lose hours every week to research, prep, and plan upkeep, and the AI tools you've bought haven't changed that.
Built from the program I ran at Adobe. Each seller gets an AI setup that handles account research, meeting prep, and plan updates, and tells them what to change in the CRM. Managers can pull a live recap on any account. It works in the AI tool your team already uses: Claude, ChatGPT, Copilot, or Gemini.
Focus
I build and audit your prioritized account list.
- Accounts scored and mapped to the real buying entity
- Leadership readout, with your team's input before it's locked
Deliverable: Focus accounts and a leadership readout
Prep
I set up every focus account with research and prompts, so no seller walks in cold.
- An account setup for each seller's focus accounts
- Research prompt library
- Short setup session with each seller
- Time baseline for each seller
Deliverable: Seller account setups and your time baseline
Activate
I run the weekly prep and recap, with visibility for leadership from week one.
- Weekly recaps and account plan checks for every focus account
- Human review before anything customer-facing goes out
- Manager roll-up with coaching ideas
Deliverable: Live weekly cadence and manager roll-up
Sustain
Your sellers take over the weekly run while I measure time back against your baseline.
- Sellers and managers run the cadence; I review and coach
- Adoption tracked seller by seller
- Prompts tuned to what your team actually uses
Deliverable: Seller runbook, manager guide, and prompt library
Handoff
I train your owners and show results in your own numbers.
- Named owners for the weekly roll-up and the prompt library
- Train-the-trainer session
- Results readout: adoption, time back, and plan trend
Deliverable: Train-the-trainer session and results readout