FUNCTION CONSULTING
Sales AI Stack Consulting
Design a sales AI stack and workflows that speed up prospecting, personalization, and proposals.
2-week engagement
Sales leadership, Revenue operations, Account executives, SDR managers
What your team gets
Define sales use cases and guardrails
Select tools for prospecting and enablement
Design outreach workflows and QA steps
Create a CRM integration plan
Set adoption metrics for revenue teams
Engagement Plan
Week 1
Pipeline & Data Review
Use-case mapping and data quality audit
Week 1
Tool Landscape
Evaluate tools for prospecting and outreach
Week 2
Workflow Design
Sequencing, personalization, and QA checkpoints
Week 2
Rollout Plan
Pilot scope, metrics, and enablement plan
What's Included
Sales workflow map
Tool scorecard
Prompt standards for sales
CRM integration plan
Pilot checklist
Tools Considered
ChatGPT
LinkedIn Sales Navigator
Gong
Outreach
HubSpot AI
Requirements
Access to CRM and pipeline data
Sales leadership alignment
Current outreach sequences and assets
Frequently Asked Questions
Get Started
Questions about this engagement?
Contact usRelated Engagements
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Ready to scope your engagement?
Let's discuss goals, constraints, and timing.