Assessed opportunities
Up to ten use cases assessed against expected benefits, feasibility, data requirements and organisational risks.
ASSESSMENT · SALES × AI × LEADERSHIP
Assess AI opportunities. Choose the applications that matter.
Many AI ideas compete for time and budget. We assess which sales tasks are suitable, which foundations are missing and which pilot can help you evaluate business value.
For CEOs, sales leaders and digital transformation managers.
YOUR CHALLENGE
When this format is right for you.
- You want to use AI but do not yet have a clear order of priorities.
- Individual employees are experimenting without a shared direction.
- You need a reasoned decision before making a larger investment.
YOUR OUTCOMES
What you take away from our work.
Three prioritised use cases
A reasoned shortlist with benefit assumptions and transparently documented prerequisites.
Pilot proposal
A bounded pilot with a defined process, accountable owner, baselines and criteria for continuing or adapting the approach.
WITH MARIO PUFAHL
Sales experience meets proven methods.
Strategy, metrics and AI become effective when your team can use them in practice.
As a sales expert, Springer Gabler author and podcaster, I connect management experience with methods for sales performance and digital customer management.
About Mario Pufahl ↗THE PROCESS
A clear framework for your next steps.
- Clarify the starting pointA 60-minute kick-off and a structured questionnaire covering goals, processes, data and existing tools.
- Connect perspectivesThree 45-minute interviews with sales, IT and leadership.
- Assess opportunitiesAssessment of up to ten jointly selected tasks. Time savings and expected benefits are explicitly labelled as assumptions.
- Choose a pilotA 90-minute findings session and a written decision brief for the three prioritised applications.
How we assess progress.
Suitable criteria include preparation time per customer meeting, the quality of meeting briefs or time spent on follow-up. We establish how to measure these before and during a pilot.
The agreed scope.
The package covers one sales unit, up to ten use cases and three interviews. Technical implementation, software licences and legal reviews are separate services. Existing tools are taken into account.
All services are offered to businesses. Fees exclude applicable VAT. Travel and, where needed, accommodation costs are agreed in advance and charged separately. You receive a written proposal after we have agreed on the goal, scope and timing. An enquiry is non-binding and does not create a paid engagement.
Frequently asked questions.
What should I prepare for an enquiry?
A short description of your company, your goal and your main challenge is enough. Please mention the service you are interested in. Confidential customer information is not needed for the initial enquiry.
How is an engagement agreed?
All services are offered to businesses. Fees exclude applicable VAT. Travel and, where needed, accommodation costs are agreed in advance and charged separately. You receive a written proposal after we have agreed on the goal, scope and timing. An enquiry is non-binding and does not create a paid engagement.
How do we handle company data?
We agree in advance which documents are needed. Please use anonymised or aggregated data wherever possible. Confidentiality and any additional requirements are agreed before documents are shared.
Can the format be adapted?
Yes. Additional participants, further sales units or supplementary services receive a separately agreed scope and fee. The working language and delivery arrangements are confirmed before commissioning.
A POSSIBLE NEXT STEP
AI Sales Roadmap Workshop
Turn AI ideas into a roadmap your team can act on.
Explore this service ↗