Three prioritised applications
A joint selection from up to ten prepared ideas, based on benefits, effort and prerequisites.
WORKSHOP · SALES × AI × LEADERSHIP
Turn AI ideas into a roadmap your team can act on.
You want to use AI in sales and need a shared plan. We prioritise specific applications and establish who decides, how a pilot starts and how you will evaluate its value.
For Sales leaders, executive teams and IT managers.
YOUR CHALLENGE
When this format is right for you.
- Sales and IT assess AI opportunities differently.
- There are many proposals but no shared implementation decision.
- You want to launch a pilot with clear responsibilities.
YOUR OUTCOMES
What you take away from our work.
Defined pilot
The target process, project owner, required data, approvals and measurable success criteria.
90-day roadmap
Work packages, milestones and decision points for launching and evaluating your pilot.
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.
- PrepareA 60-minute preparation call and a short questionnaire. An existing AI Readiness Check can serve as input.
- Set prioritiesA shared target state and assessment of the prepared applications.
- Define responsibilitiesDecision rights for people and AI, approvals, escalation paths and quality controls for the chosen process.
- Agree the launchA documented roadmap and a 45-minute follow-up after four weeks.
How we assess progress.
The pilot receives at least one benefit metric and one quality criterion. For example, you can compare time spent and the quality of customer meeting preparation against your existing process.
The agreed scope.
Preparation, the workshop, the roadmap and one follow-up are included. Relevant sales and IT perspectives must be represented. Technical implementation and legal assessment are agreed separately.
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
Sales Transformation – 90 Days
Set priorities. Embed better sales routines.
Explore this service ↗