Guide · Technology & RevOps
Use AI on work you can already judge.
A plain method for choosing where AI belongs in your marketing and sales, who checks it, and how you know it paid.
Free guide
Your copy opens the moment you send this.
Six short chapters and a printable worksheet. Free, in a PDF you can keep.
Thank you. We have your details.
The team will send you the guide as soon as it is ready.
What you will learn
AI earns its place on repeated work with a clear standard
Learn the two tests that decide where AI can be judged fairly.
Sort your revenue work into four kinds before you pick a tool
Decide, task by task, where AI helps, drafts or stays out.
Pick one first use case and set the baseline before you start
Score the candidates, record today's result and write the pass line.
Put a person where a mistake would cost you
Place review points, approval rules and limits on what the system may do.
Protect your data and your buyers with one page of rules
Ask vendors the right questions and write a plain internal policy.
Measure against the baseline, then widen one step at a time
Compare results, log errors, retire what fails and extend what works.
Who it is for
Written for the people who own the result.
You are asked about AI weekly and want a sensible way to choose.
CEOs and founders of growing B2B companies
Get the guideYou own results across teams and need AI adopted without new risk.
Chief revenue officers and commercial leads
Get the guideYou will run the pilot and need review points, rules and measures.
Heads of marketing, sales or operations
Get the guide
Questions
-
Six short chapters on choosing, testing and governing AI in revenue work, plus a worksheet that ends in a pilot plan with pass and fail lines.
-
Leaders of B2B companies who are being pressed to adopt AI in marketing and sales and want a sound way to decide where it belongs.
-
No. It teaches you how to choose a use case, test it against your own results and put the right checks around it.
-
No. The chapters use plain language, and the worksheet asks about your work, your people and your data, not code.
Get the guide
Six chapters and one worksheet. Then decide what to fix first.
By the last page you will be able to sort your revenue work into four kinds, choose one first use case with a baseline, set review points and a one-page policy, and write a pilot plan with clear pass and fail lines.
Send me the guide