Sales Transformation
AI That Sticks
The Problem With Most AI Investments
Your team has access to AI tools. But adoption is low, behaviors haven’t changed, and you can’t point to revenue impact.
Why? Because tools without change management become shelfware.
Our approach is different. Every engagement includes building the tools, enabling managers to reinforce them, training the team, and running reinforcement sessions until new behaviors stick.
Start With Clarity
Sales AI Readiness Diagnostic
Before building anything, we analyze your sales operation to identify where AI can have the highest impact—and build the roadmap to capture it.
What we analyze:
- 50-100 recorded sales calls using AI pattern recognition
- CRM and pipeline data (stage definitions, conversion rates, forecast accuracy)
- Manager coaching patterns (frequency, quality, reinforcement)
- Performance variance across reps and teams
What you get:
| Deliverable | What It Tells You |
|---|---|
| Revenue Lift Blueprint | Top 3-5 opportunities ranked by impact and feasibility |
| Use Case Prioritization | Which AI tools to build first and why |
| ROI Projections | Expected impact on pipeline, win rate, cycle time |
| Transformation Roadmap | Quarterly sprint plan for 12-24 months |
| Executive Presentation | Board-ready findings and recommendations |
Our guarantee: If we don’t identify at least $3M in addressable revenue opportunities, the diagnostic is free.
Best for:
- Organizations unsure where to start with AI
- Leaders needing business case for larger investment
- Teams that have tried AI tools without adoption success
- PE portfolio companies requiring rapid assessment
Transform With Structure
Quarterly Sprint
Each quarter, we implement 1-2 AI use cases with full change management—build the tools, enable managers, train the team, and reinforce until it sticks.
The 12-Week Sprint:
| Weeks | Phase | What Happens |
|---|---|---|
| 1-2 | Discovery + Design | Stakeholder interviews, success metrics, use case scoping |
| 3-5 | Build | Develop AI tools (agents, bots, automations, custom GPTs) |
| 5-7 | Manager Enablement | Train managers on tools and reinforcement techniques |
| 8-9 | Team Rollout | Training sessions with hands-on practice |
| 10-12 | Reinforcement | Coaching labs, deal reviews, friction removal |
Every sprint delivers:
- Production-Used AI Tools — 1-2 use cases integrated where your team works
- Manager Enablement Package — Coaching frameworks and inspection routines
- Team Training + Materials — Role-based sessions with practice on real deals
- Reinforcement Sessions — 3-4 coaching labs to lock in behavior change
- Impact Dashboard — Adoption, behavior, and business outcome metrics
Best for:
- Organizations with 10-50 reps ready for real transformation
- Head of Sales or VP Sales as buyer
- Teams with CRM hygiene and call recording in place
Annual Transformation
For organizations committed to sustained, compounding improvement. Four sprints, 4-8 use cases fully implemented, with strategic planning and quarterly optimization.
What’s included:
- Year 1 roadmap based on diagnostic findings
- 4 quarterly sprints with full implementation cycle
- Quarterly business reviews and roadmap adjustments
- Strategic advisory on AI tools and change management
- Priority support between sprints
Typical progression:
| Quarter | Focus | Example Use Cases |
|---|---|---|
| Q1 | Foundation | Manager 1:1 Copilot, CRM Hygiene Agent |
| Q2 | Pipeline Quality | Deal Review Copilot, Qualification Scoring |
| Q3 | Rep Productivity | Call Prep Assistant, Follow-Up Automation |
| Q4 | Scale | Additional teams, advanced use cases |
Best for:
- Organizations with 25-100+ reps
- CRO or Enablement leader as executive sponsor
- Companies wanting sustained competitive advantage
Build the Foundation First
Some organizations need prerequisites before transformation. These standalone engagements solve specific gaps.
Revenue Data Foundation
AI trained on bad data produces bad coaching. This engagement builds the data infrastructure AI requires.
- Stage definition audit and standardization
- Field hygiene assessment and cleanup plan
- Activity capture instrumentation
- Forecasting methodology alignment
- Dashboard rebuild with trusted metrics
- Governance framework
Best for: Organizations where “the data is a mess” and everyone knows it.
Manager Operating System
Install the manager cadence, coaching frameworks, and inspection routines that drive consistent execution—before adding AI.
- Manager effectiveness assessment
- Cadence design (1:1s, deal reviews, call coaching, team meetings)
- Coaching framework training
- Inspection routines and accountability systems
- Manager playbook with templates and question banks
Best for: Organizations with new managers or inconsistent coaching infrastructure.
What We Build
Every engagement includes custom AI tools for your specific process.
For Leadership
- Manager 1:1 Copilot
- Deal Review Copilot
- Pipeline Intelligence
For Reps
- Account Research Assistant
- Call Prep Assistant
- Qualification Scoring
- Proposal Generator
For Operations
- CRM Hygiene Agent
- Handoff Automation
- Activity Capture
The Results
CirrusLED
Digital Signage
3x performance variance across 25-rep team. AI diagnostic revealed $2.84M revenue opportunity from SPICED execution gaps.
Projected ROI: 1,472% on 10% improvement
CM Labs
Industrial Simulation
Multi-vertical BDR team with inconsistent messaging. Built AI-personalized outreach by industry and automated qualification frameworks.
80% win rate improvement in construction vertical
Route
Logistics SaaS
165x performance gap between top and bottom reps. AI analysis traced difference to single behavioral pattern.
Prescriptive coaching playbook driving adoption
How Engagements Connect
Most clients follow this path:
Diagnostic → Quarterly Sprint → Annual Transformation
— or —
Workshop → Diagnostic → Quarterly Sprint
Entry Points
Workshop ($10-25K)
Fast proof of value
Diagnostic ($15-25K)
Comprehensive analysis
Transformation
Quarterly Sprint ($35-50K)
1-2 use cases, full change mgmt
Annual (varies)
4 sprints, sustained improvement
Foundations
Data Foundation ($15-25K)
Get CRM ready for AI
Manager OS ($20-30K)
Install coaching infrastructure
Our Guarantee
10% improvement in at least one critical metric (win rate, cycle time, deal size, pipeline) within 90 days—or we continue working at no additional cost until you see results.
Next Step
Start with a 30-minute discovery conversation. We’ll tell you honestly whether we can help—and if so, which engagement makes sense.
Schedule Discovery CallPrefer to start smaller? Our AI Workshops let you walk away with working tools in 2-7 hours.