Revenue Optim
PROGRAMME · AI

AI Transformation for Sales Teams: from theory to workflows the team uses every day

In twelve weeks we identify where AI genuinely improves sales execution, decide what to buy and what to build, implement it inside the workflow you already use and train the team until they use it on their own. Use cases in production, not a demo.

The situation

If any of these sounds familiar

[01]

Tools get tried, but not adopted

You're paying for licences and there's a Slack channel full of prompts. Three months in, almost nobody opens the tools.

[02]

There are use cases, but no priority

Everyone has an idea of where to put AI, and nobody has measured which one moves the number.

[03]

The result depends on who writes the prompt

Without shared criteria, the output is inconsistent, it can't be reviewed and so it can't be improved.

[04]

The team doesn't know where AI fits into their day

It's seen as a separate tool, not as part of preparing a call, qualifying or reviewing the pipeline.

[05]

You're asking AI to analyse a CRM that's half empty

It confidently returns conclusions about data that doesn't exist, and the team stops trusting the tool after the first meeting.

There's activity. There's just no impact yet.

What it is

An implementation, not an experiment.

We're not here to explore AI for the sake of it. In twelve weeks we work with you to identify where AI genuinely improves how the team sells, decide what to buy and what to build, and implement it inside the tools and workflows you already use: account research before every conversation, qualification filled in from the transcripts, outbound drafted from the signal, pipeline review with the at-risk opportunities already flagged. At the end you won't have a list of ideas. You'll have use cases in production and a team that uses them.

What we deliver

✓Map of use cases across the whole sales process, prioritised by impact, feasibility and speed
✓Decision on what to buy and what to build for each case, based on your stack and your data policies
✓Process redesign with AI built in, not as a separate layer
✓At least three use cases in production, with agents and automations that are logged and have an owner
✓Adoption training with your real cases, and an internal usage guide
✓Measurement framework: what has to change for the investment to pay off
Projects and programmes

Who it's for, and who it isn't

✓Someone on the team already uses AI on their own, with uneven results and no shared criteria.
✓You record calls and nobody uses them: the insight stays in the audio.
✓You want extra capacity without growing headcount, inside the process you already have.
✓You've tried an AI tool and it was dropped within a month, because it was rolled out without training, or the team was trained on something that was never rolled out.
×This is not for you if there's no defined sales process: automating a process that doesn't exist just creates chaos faster. Start with the RevOps & GTM Diagnostic, or with the project that defines the process.
×This is not for you if you're looking to replace someone on the sales team. This takes repetitive admin off the people who sell; it doesn't sell for them.
The process

How it works: three phases

  1. [01]

    Where it adds value

    We go through how the team works today and how much of their time goes on mechanical work: research, notes, drafts, reading the CRM out loud. From that come the use cases that move the number, each with a buy-or-build decision.

    • Deliverable: prioritised use cases and a buy / build recommendation for each case
    • Duration: first month
  2. [02]

    Build and integrate

    The highest-impact cases are built or configured inside your CRM and your calling tools, with the process redesigned so that AI improves how the work is done rather than adding one more tab.

    • Deliverable: use cases in production, integrated and with an execution log
    • Duration: second month
  3. [03]

    Adopt and measure

    Hands-on sessions with your real cases until the team uses it on their own, and a measurement framework to know what has changed and decide with data where to keep investing.

    • Deliverable: adoption sessions, internal guide and measurement framework
    • Duration: third month
The result

What you walk away with

✓The team shows up to every conversation prepared, without spending half an hour on each one.
✓The CRM reflects what was said on the call, without anyone having to remember.
✓There are shared criteria for how AI is used, so it can be improved instead of depending on who uses it.
✓You know what has changed, with data, and you can make the case for the next investment to leadership.
✓The system is documented and it's yours: if we stop working together, it keeps working.
Investment

What it costs, up front

Quoted per project

We fix the figure with the scope, in writing, before we start. If you've done the RevOps & GTM Diagnostic, it comes straight from it. What drives it: the number of use cases to implement, the number of people to train and their starting levels, the integrations needed with the CRM and the calling tools and how much has to be custom-built versus configured on existing tools.

Frequently asked questions

Before you ask

The programme is quoted according to the number of use cases, the people to train and what has to be custom-built, and the figure is agreed with the scope, before starting and in writing (if you're coming from the Diagnostic, it comes out of it). We don't publish a "from" price here: three cases configured on existing tools and three custom agents are very different programmes.

Bring AI into your team's real workflow

Tell us how your pipeline works today and we'll tell you honestly where we'd start, or whether we're the right fit.

Book a call

30 minutes, no sales pressure.

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