AI for Your Function · 1–2 days, then 4 days
Your sales team prepares and follows through with AI; commitments stay human
AI for Sales and BD gets the team using AI on its own workflows; the Advanced program has it build agents, with governance built in.
AI for Sales and BD
Who it is forYour Sales and BD team
Format1–2 days, then 4 days
Who designs and delivers our programs
Two programs
Use AI first, then build agents on your processes
Use AI · 1–2 days
AI for Sales and BD
What it coversAccount research, outreach and meeting preparation, checked against your proposals and pricing rules.
Typical starting workflows, chosen in discoveryAccount research briefs before a meetingFirst drafts of proposals and compliance matricesMeeting notes turned into follow-ups the same day
OutputTested workflows, each with a human-approval point, and a ranked list of next opportunities.
See the program
Build with AI · 4 days
AI for Sales and BD: Advanced
Example buildAn account research assistant, or CRM-connected outreach.
Entry requirementTeams already using AI: after AI at Work or AI for Sales and BD, or a readiness check.
OutputA function build, a governance checklist and a rollout plan with named owners.
See the program
One sequenceContract AI for Sales and BD and AI for Sales and BD: Advanced together; the sequence costs less than both bought separately.Talk to our team
The four depths
In Advanced, one real process goes through all four depths
01
Knowledge assistantsAnswers from your proposals, product sheets and pricing rules, with sources.02
Multi-agent workflowsBids: research, first draft and compliance check passed between agents.03
Agent controls and governanceNo price or commitment leaves without a named person who signs.04
Automation and integrationOutreach and meeting notes logged straight into your CRM.What stays humanPricing and commitments to clients stay with people.
Every Advanced program ends with a governance checklist signed by the process owner, and a rollout plan with named owners.
