AI-DRIVEN PROFESSIONAL EXCELLENCE

AI-DRIVEN PROFESSIONAL EXCELLENCE

Agentic AI for Sales, Services and Marketing

A Two-Day Executive Program

Sales pipelines stall in the same places they stalled five years ago. Service queues fill faster than they empty. Marketing teams produce more content than ever and still cannot personalize at the speed customers expect. The tools changed; the chokepoints did not.

Agentic AI is the first technology that can plan, act, use tools, and iterate toward goals. This program is designed for professionals who own revenue, retention, or reputation and need clarity on where AI truly helps.

Sales: Account executives, sales managers, SDR leaders, inside sales heads, key-account managers, channel managers.
Customer Service: CSM leaders, support managers, contact-centre heads, customer experience leads, account managers on the renewal side.
Marketing: Campaign managers, demand-gen leads, brand managers, content leads, marketing operations, account-based marketing managers.

No AI engineering background required.

A working prototype — An agentic AI workflow you build during the program, tailored to a real problem from your own desk.
A 30/60/90 day plan — A peer-reviewed adoption roadmap you can bring to your line manager on Monday.
A working vocabulary — Enough language and judgement to evaluate vendor pitches, ask the right questions, and avoid being sold the wrong things.
A network — A peer cohort across sales, services, and marketing dealing with the same shift.

Sales — Pre-meeting account briefings built from CRM, email, news, LinkedIn, and prior tickets. Stale opportunity revival. Inbound lead triage and routing. Post-call CRM updates and follow-up drafting. Renewal-risk early warning. Proposal and quote drafting against past wins.
Customer Service — Ticket triage and intelligent routing. SLA-breach prediction. QBR preparation from usage data, ticket history, and contract terms. Customer health scoring across signals. Onboarding sequence design. Sentiment and effort detection on live cases.
Marketing — Segment-aware variant generation for email, landing pages, and ads. Campaign performance synthesis across multiple tools. Win-back and re-engagement of cooled audiences. Account-based marketing dossiers. Brand-voice consistency across many writers. Event follow-up at scale.

Readings:

What is agentic AI? — NVIDIA https://blogs.nvidia.com/blog/what-is-agentic-ai/
Agentic vs. Generative AI — IBM https://www.ibm.com/think/topics/agentic-ai-vs-generative-ai
Agentic AI and the business revolution — World Economic Forum https://www.weforum.org/stories/2025/06/cognitive-enterprise-agentic-business-revolution/
MANDATORY TASK — Come prepared with one recurring problem from your sales, service, or marketing world — something that eats your week, leaks revenue, frustrates a customer, or never gets done well. You will sharpen this on Day 1 and build for it on Day 2.

Program At A Glance

Day 1 — From Misperception to Mastery

Time	Session
09:00 – 10:30	The Mindset Shift: most professionals either underestimate AI or overestimate it. We will name both.
10:45 – 12:30	Live Demo + Group Reflection: an Account Intelligence & Pre-Meeting Briefing Agent.
13:30 – 15:00	Guided Build: a Stale Pipeline & Cooled-Customer Re-engagement Agent.
15:15 – 17:00	Integration, Strategic Implications, and Personal Problem Definition (Day 1 task).

Day 2 — From Personal Pilot to Organizational Strategy

Time	Session
09:00 – 10:30	Multi-Agent Orchestration: an end-to-end Cross-Sell Campaign across sales, services, and marketing.
10:45 – 12:30	Build-Your-Own: implement YOUR Day 1 problem as an agentic workflow.
13:30 – 15:00	Strategic Planning & Change Readiness — your 30/60/90 day adoption plan.
15:15 – 17:00	Wrap-up, Showcases & Commitments.

AI-DRIVEN PROFESSIONAL EXCELLENCE