From AI interest to a 6-month plan for sales leadership

The challenge

Sales leadership knew AI mattered for the function, but the team had no shared view of where it fit, what it would take, or how to sequence adoption. Interest was real. Direction was not. They needed a structured way to move from “we should be doing something” to a plan the team could actually run.

What we delivered

• A series of strategic planning sessions with sales leadership.
• An end-to-end map of the sales workflow with the current baseline established.
• A clear view of where people and AI fit together across the workflow.
• A shortlist of candidate use cases and the tools to support them.
• A flagged readiness picture, with data readiness identified as the primary gap.
• A sequenced 6-month adoption plan.

Outcomes and decisions

Sales leadership moved from a general interest in AI to a mapped workflow, an honest baseline, and a clear view of where AI fits. They left with a prioritized 6-month plan, candidate tools, and readiness gaps named before any implementation began. That sequencing is the difference between an experiment and a rollout the team will actually execute.