Agent.ai

Turn Sales Meetings into Momentum with AI

Fathom

Arlo Hill

Product Manager at Fathom.ai

Use Fathom to auto-generate CRM notes, deal signals, and next steps you can push into your workflow.

Automate CRM Updates from Calls

Apply Fathom’s call search and analysis to find risks, competitors, and trends across all buyer calls.

Surface Account Insights at Scale

Use Fathom to spot rep strengths, gaps, and patterns and apply them to coaching and onboarding.

Coach Reps with Real Call Data

Master Claude AI prompts to automate revenue reporting, surface pipeline insights, and present data that drives decisions and earns trust.

AI Consultant Revenue Automation Expert

Wells Fargo

Delta

Gogo

Dennis Meinecke

15+ years leading AI, cloud & transformation at Wells Fargo, APS, Gogo, Delta.

Learn to use Claude AI to turn raw sales data into executive reports — in minutes, not hours.

Claude for Business 

Revenue leaders are drowning in a painful irony: you have more data than ever, and less time than ever to turn it into decisions.Your CRM is full of gold — pipeline trends, lost deal patterns, forecast signals, rep performance gaps. But extracting that story takes hours of manual work every week. Hours spent formatting, writing, and rebuilding the same reports instead of actually leading.The problem isn't your data. It's the gap between raw numbers and the narrative your VP, your board, or your team actually needs to act on.Claude closes that gap.This course teaches you exactly how to use Claude AI to transform exports, call notes, and spreadsheet data into polished executive reports, pipeline narratives, and QBR decks — in minutes, not hours. No coding. No new software. No data science degree required.You'll build a real, repeatable AI reporting system tuned to your stack and your audience. The kind of system that turns a Sunday-night reporting grind into a 20-minute Monday morning workflow.If you're a revenue leader, sales ops pro, or analyst who's tired of spending your best thinking hours on documentation — this course was built for you.

AI Consultant · Revenue Automation Expert

Produce QBR decks and board updates in a fraction of the time

Generate executive-ready revenue reports from raw data in under 20 minutes

Build a pipeline narrative system your leadership team will actually trust

Extract win/loss patterns from CRM data that manual review would never find

Boost rep productivity with AI-generated coaching and outreach tools

Deploy a documented AI reporting system your whole team can run without you

The Overwhelmed Revenue Operator Sales ops manager or RevOps lead at a 50–500 person company. Owns the weekly pipeline report.

The Data-Rich Sales Leader VP of Sales or Sales Director who has Salesforce full of deal notes, call transcripts, and lost opportunity's.

The Founder or GTM Executive Doing It All Early-to-mid stage founder or Head of Growth who is the reporting function. No dedicated ops team.

A four-hour, hands-on workshop for building YOUR AI-powered sales engine

GTM Leader & Coach |€130M+ Career Sales

Vodafone

RUCKUS Networks

Nokia

Globe Telecom

Ren Saguil

Revenue Leader | 30+ Years Enterprise Sales | Built €130M+ Sales Across Tech Giants

AI Automation | AI Governance

Asia-Europe Foundation

AI Forum NZ

Benny Pan

Turning AI Confusion into Clarity | AI Consulting and Governance 

Cohort 1

Most sellers don't lose deals because they lack product knowledge. They lose because they weren't prepared enough, didn't understand the politics, or couldn't build a credible case fast enough.AI doesn't fix that automatically. But used well, it removes the friction, time and information.The research that used to take half a day. The discovery questions you should have thought through before the call. The business case you need to draft before the meeting. AI can do the heavy lifting on all of it, so you can spend your time on the thing that actually closes deals: the conversation.This isn't about replacing your capability or your relationships. It's about showing up better. More prepared. More calibrated. With a sharper POV and fewer assumptions. The sellers who figure this out first aren't going to be slightly better, they're going to be a different category.We'll work through a complete enterprise sales motion — research, qualification, committee mapping, opportunity validation — using Claude as a working partner on your live deals. Not hypotheticals. Your actual pipeline.The client still needs a human in the room. This just makes sure you're the best-prepared one there.

Enterprise AE or KAM running complex 6–7-figure deals. Already uses Claude for emails — wants to operate it across the full deal motion.

Fractional sales leader or consulting GTM lead building an AI-augmented motion for clients. The motion you sell is the motion you ship.

Sales manager or revenue leader making the team AI-fluent on real deals. Wants reusable plays + a personal Style the team can hand down.

Shift from "Hero Manager" burnout to high-impact coaching with AI.

Accredited Sales Leadership Coach

Google

Indeed

Linda Scotti 

Executive Coach Driving Measurable Leadership Effectiveness and Behaviour

<h3>​Most sales managers were promoted because they were great at developing people. But between pipeline reviews and firefighting, that purpose often gets lost. You end up in "Hero Mode"—solving everyone's problems while your team becomes dependent on you for answers. This cycle creates a ceiling on performance and leads to burnout. This workshop is a leadership transformation designed to break that cycle.</h3>​The Preparation GapWe tackle the friction of leadership by moving you from stress-led improvisation to structured coaching. You will learn to manage the Emotional Tax of leadership by using AI to remove reactivity from difficult feedback, allowing for objective and calm dialogue.​The Ownership ProblemWe shift the burden of growth from your shoulders back to your reps. You will learn to use AI as a strategic thinking partner that surfaces the critical questions you aren't asking. By the end, you will have a repeatable coaching workflow and a complete AI-assisted playbook.​The TransformationStop being the person with all the answers and start being the coach who builds independent teams. Give yourself back the tools and confidence to lead the way you always intended.

Move from "Hero Manager" burnout to high-impact coaching. Use AI as a thinking partner to build rep ownership and drive performance. 

🦸‍♂️ Exit "Hero Mode" and Burnout

🤖 Master AI as a Thinking Partner

⚖️ Navigating High-Stakes 1:1s

📈 Driving Rep Ownership

📋 Build a Repeatable Coaching System

The Hero Leader, exhausted from "rescuing" the team. Stop being the answer machine and start building a team that thinks for itself.

Frontline Managers and Team Leads ready to run more effective 1:1s, pipeline reviews, and rep development conversations in less time.

Sales and Enablement Leaders who want to elevate coaching from intuition to insight using AI, without losing the human touch.

Build AI workflows that eliminate repetitive work, impress leadership, and make you the most valuable person in the room.


CEO of Addo AI | Founder of Amplify 

InterContinental Hotels Group

FedEx

S&P Global

Thomson Reuters

Dr. Ayesha Khanna

CEO of Addo AI and Amplify. Global expert on AI powered transformation.

CEO @ Symplehost.ai, Claude Ambassador

MoneySmart

Claude

Max Del Vita

Claude Ambassador. CEO of Symplehost.ai.

You’ve tried ChatGPT. Maybe you use Claude for emails or brainstorming. But you’re still doing everything manually — copying data between tools, writing the same reports, chasing the same updates. Meanwhile, the people getting promoted are the ones who figured out how to make AI do the repetitive work for them.This course teaches you to go from “I use AI sometimes” to “I built systems that run without me.”Most AI courses would teach you more tools. This one starts somewhere different: actual business problems.Every week, we identify a typical real workflow that's costing your team time, quality, or sanity — then you build a working AI system that fixes it. Not a demo. Not a hypothetical. A system you'll use on Monday.That's the difference between learning AI and deploying it.In 6 weeks, you won't just know more about AI — you'll have built automations your team depends on, using a method (ARISE) you can repeat on any process you touch.

Stop using AI for one-off tasks. Build automated workflows that save you time.

Reclaim 10+ hours a week by automating the work that drains you. 

Produce in 1 hour what used to take you all day. 

Make Claude work inside the tools your team already lives in. 

Build AI systems that are accurate, safe, and team-ready.

Walk into any leadership meeting and prove AI is working.

Become the person your company turns to for AI — starting Week 1. 

Team Leads &amp; Business Managers in departments like HR, Marketing, Sales, Finance, etc. who want a method for automating processes with AI.

Founders &amp; Consultants running lean teams who need to operate like a team of more than 10 with a team of 2 using AI to handle operations.

AI Workflows for Everyday Productivity

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Introduction to AI in Sales Meetings

The Untapped Potential of Customer Conversations

Workflow 1: Automating Clean CRM Data

Workflow 2: Surfacing Insights Across All Accounts

Workflow 3: Data-Driven Sales Coaching with AI

Getting Started: Implementing AI Workflows

Marketers who drive brand awareness, customer acquisition, and growth across channels.

Sales professionals who drive revenue through client engagement and pipeline management.

Applying AI tools and techniques to professional workflows — assign alongside more specific AI topics.

Turn Sales Meetings into Momentum with AI

What you'll learn

Why this topic matters

You'll learn from

Arlo Hill