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AI in sales

AI for your sales team, once the basics work.

AI only pays when the numbers are clean and the reps use the system. I sort those first, then build AI on top.

01 · Half a day

The AI workshop

The problem
Everyone has an AI idea and nobody knows which one is worth doing.
How I fix it
I spend half a day with your sales director, MD and operations lead. We find the three jobs that eat the most time and sort every idea by what it’s worth against the effort.
What you get
A ranked list of what to build first, and what another year of doing it by hand costs. On site or remote.

02 · Two weeks

The AI audit

The problem
You know the team loses time, but not where, or what each fix is worth.
How I fix it
I shadow the team, sit in on pipeline reviews, pull your CRM data and map every manual task that eats selling time.
What you get
Every idea ranked by what it’s worth and how fast it goes live, with a 90-day plan for the board.

03 · Six weeks

AI build and integration

The problem
A pilot that works in a demo and never reaches the reps.
How I fix it
I build the highest-value item from the audit into the CRM or ERP you already run: voice-to-CRM, quote drafts, document extraction, or asking your own numbers questions in plain English.
What you get
Something the reps use, with the before and after measured. You own the code and the IP.

Most clients start with the workshop. If you already know what you want built, start with the audit. I price each one with you on the call. If your numbers aren’t clean yet, start with the reports.

Why AI comes last

Most AI pilots never reach the reps.

They work in the demo and stall on messy data and a process nobody follows. I fix those first. Why AI projects fail.

Book a 15-minute call.

On the call I tell you which one fits.