AI Sales
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How it works

A three-week program, on site with your team.

Each week builds on the last: agree the scope, understand the real work, then decide what to change.

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Week 1

Immersion and planning

We agree what success looks like and who will be involved.

Objective setting

  • Kick-off meeting on your goals, challenges and expectations
  • Scope agreed across operations, sales and marketing, and IT

Team formation

  • Joint project team from both organizations
  • Clear roles and responsibilities for the three weeks
Week 2

Process mapping and analysis

We see how work really happens, then map and measure it.

Data collection

  • Observation of day-to-day work
  • Interviews with employees at all levels
  • Review of SOPs, guidelines and reports

Process mapping

  • High-level workflow diagrams
  • Detailed maps of specific processes
  • Flowcharts and swimlane diagrams

Analysis

  • Bottlenecks, delays and redundancy
  • How people and technology are used
  • Comparison with industry practices
Week 3

Findings and recommendations

You see the evidence, the recommendations and the order to act on them.

Unbiased assessment

  • Findings based on objective data and observation
  • An impartial view of your business processes

Presentation of findings

  • Detailed report across all three areas
  • Charts, graphs and process maps
  • Executive summary for stakeholders

Recommendations

  • Actions to improve efficiency and reduce cost
  • Priorities based on impact and feasibility
  • Roadmap with clear steps and timelines
Before and after

Designed around your business.

Minimal disruption

Observations and meetings are arranged around your schedule.

Support after the workshop

Follow-up meetings, progress reviews and additional guidance are available as you implement.

Start with a conversation.

We will talk through your goals and whether three weeks is the right fit.

Request the workshop