03 / Intermediate practitioner

AI for CRM and RevOps

IntermediateModule 16

Your CRM should be an engine, not a filing cabinet. Drawing on years in RevOps, I show you how to use AI to cross-compare data, surface insight, and do in minutes what used to take an analyst a week. This is AI aimed squarely at revenue work.

What you will be able to do

Using AI to cross-compare and interrogate CRM data
Turning scattered records into decisions and next actions
Where AI belongs in a RevOps workflow, and where it does not
Practical prompts and patterns for revenue teams

Coming soon

The interactive version of this module is being built

The format is live in Your First Real Prompt, free start to finish, so you can feel exactly how these work. If you want this module's material now, that is what the 1:1 training covers, live, on your own business.