Practical AI and sales tools for teams that sell.
Three ways we help B2B sales teams spend less time on admin and more time closing.
AI Kickstart Workshop
Get your whole team using AI the same day.
A hands-on workshop — half-day or full-day, virtual or on-site — that teaches your reps specific, repeatable ways to use AI for real sales tasks. No hype, no theory. We use your actual products, customers, and sales process.
What it covers
- Prospect and account research in minutes instead of hours
- Writing personalized outreach emails and LinkedIn messages
- Follow-up emails after calls, demos, and meetings
- Call prep: talking points, likely questions, and objections
- Turning call notes into clean summaries and next steps
- What is and isn't safe to put into AI tools
What's included
- Live, hands-on session using real examples from your business
- Custom prompt library built for your products, customers, and sales process
- One-page AI cheat sheets reps can keep at their desk
- Simple AI usage guidelines to keep your data safe
- Before-and-after baseline so you can measure results
Sales Tool Build-Out
Clean, reliable sales tools built in Excel or Google Sheets.
We build custom sales tools designed around your sales process — tools reps can update daily and managers can trust. No new software, no new logins, no long learning curve.
What it covers
- Pipeline trackers: every deal, every stage, every next step in one place
- Sales dashboards: pipeline, activity, and performance at a glance
- Commission calculators: accurate, transparent payouts reps can check themselves
- Forecasting sheets: weighted pipeline forecasts you can actually trust
- Activity reports: calls, emails, meetings, and follow-ups by rep and by week
What's included
- Discovery session to understand your process and what you need to see
- Tool built in Excel or Google Sheets — your choice
- Dropdowns, protected formulas, and clean layouts so reps can't easily break it
- Short user guide so your team can maintain it on its own
- Walkthrough training session for reps and managers
- Post-launch support for questions and fixes
Monthly AI Coach Retainer
Keep AI use growing after the workshop.
Ongoing coaching that turns AI into a lasting habit — not a one-time training. We keep adding to your prompt library, updating your tools, and tracking results every month.
What it covers
- New AI use cases as tools and best practices evolve
- Prompt refinement based on what's working for your team
- Tool improvements as your sales process changes
- Adoption tracking so you know who's using AI and who needs help
What's included
- Monthly or twice-monthly team coaching sessions on new AI skills
- New prompts added to your library as your needs change
- Office hours or 1:1 sessions for reps who want extra help
- Updates and improvements to your sales tools
- Monthly results tracking: time saved, activity, pipeline, and adoption
- Short monthly results summary for leadership
How we work
Six principles that shape everything we build and teach.
Practical Over Flashy
We teach AI skills reps will use every day. No hype, no theory, no 40-tool tech stack.
Built in Tools You Already Use
Excel and Google Sheets. No new logins, no new subscriptions, no long learning curve.
Simple, Clean, Hard to Break
Dropdowns instead of free typing, protected formulas, and clear layouts. Every tool comes with a user guide.
Results You Can Measure
We record your baseline before we start, then track what changes: time saved, response rates, meetings booked, deals closed.
Safe and Responsible AI Use
Every engagement includes AI usage guidelines that protect your customer data, pricing, and confidential information.
Built by a Sales Rep, for Sales Reps
We're not an IT firm that learned sales vocabulary. Everything we build is designed for how reps actually work.
Not sure which service is right for your team?
Book a free 30-minute discovery call. We'll listen to where time is being lost and recommend the right starting point.
Book a Free Discovery Call