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AI for Sales and Revenue Teams

AI for sales teams, built by someone who carried a number

Fifteen years in B2B sales enablement and revenue operations taught us where the hours actually go in a sales day: research, first drafts, call prep, CRM updates, and the proposal that starts from the last proposal. AI handles every one of those well, as long as the rep still owns the conversation.

We build the pilot inside your CRM and the tools your team already pays for, with brand-voice and customer-data rules written first, and we measure it in pipeline and hours back.

15+

Years of experience

125+

Projects completed

4.8/5

Customer satisfaction

Sound Familiar?

Your reps are selling in the gaps between admin.

  • Prospecting takes a full morning and most of it is reading and copying.
  • Call notes get into the CRM on Friday, if at all, and the follow-up goes out Monday.
  • Every proposal starts from the last one, and the last one took a day.
  • One rep is quietly faster with AI and the manager does not know how.

The teams that turned AI into pipeline picked one stage of the process, gave AI their best past work to learn from, and kept the rep on every send. That is a 30-day pilot per stage.

Where AI Pays Off

Where AI pays off in a sales process

Three places we look first, because they move fastest and keep the rep on the relationship.

Prospect research and first-touch drafts

Account and contact research assembled in minutes, and personalized outreach drafts in the rep's own voice, built from the messages that have actually worked for your team.

The human keeps: the rep hits send, owns the relationship, and decides who is worth the time.

Call prep and follow-up

A pre-call brief pulled from the CRM, and after the call, the notes turned into a CRM update, a follow-up email, and next steps, before the rep gets to the parking lot.

The human keeps: the conversation, and every promise made in it.

Proposals and pipeline work

Proposal first drafts from past wins, deal summaries for the pipeline review, and forecast prep that does not eat the last day of the month.

The human keeps: the price, the promise, and the forecast call.

Every one of these runs with a person in the loop, built in the tools you already pay for. That is how the AI for ROI™ Framework keeps the ROI real.

Governance First

Customer data and brand voice, protected before the first prompt

A sales team's AI rule is short and specific: what customer data can go into which tool, what the brand voice sounds like in writing, and the one line that matters most, nothing goes to a prospect without a person reading it first. We write that rule with you before any workflow is built, so the reps have a clear yes instead of a vague maybe.

Every workflow keeps the rep in the loop. AI drafts, the rep reviews and sends, and the CRM stays clean because the update is drafted for them rather than left for Friday. That is the AI for ROI™ Framework's governance step applied to a revenue team.

Abigail Merrill giving an AI safety and governance talk in a lecture hall

Client Results

What happens when strategy turns to action

$6M

"In pipeline from one piloted workflow."

Regional Sales Manager, pharmaceutical manufacturing

19x

"One 60-minute AI session saved me four hours every week."

Sales Director, pharma B2B

Prospecting cut in half

"The training GrowthUP provided was great and I feel very comfortable using the new tools. The customized workflow cut my weekly prospecting process in half."

Tom H., Regional Sales Director

Your First Step

Two doors in. Pick the one that sounds like you.

Both start small, the audit fee credits toward whatever comes next, and both end in the same place: a team that actually works differently on Monday.

Where most sales teams start

"We're paying for tools nobody uses, and I can't tell where AI would actually pay off."

Start with the AI Opportunity Audit

$495

A short intake, an hour together on your workflows, and within 48 hours your AI Opportunity Report naming the three highest-ROI first moves for your team. The fee credits toward anything you book within 30 days.

"Half my team is all in and half won't touch it. Nothing is going to stick until that changes."

Start with the free AI Personality Assessment

Free

Your team takes a 10-minute assessment and you see how everyone is wired for AI, who is driving and who is hesitating. That becomes your AI Team Map, and the starting point for AI Adoption for Teams.

Both lead to the same place: a team workshop built around your work, and if you want it, a senior AI voice in the room every month. See every offer and price.

How We Work

The AI for ROI™ Framework

Three phases. Built on proven Big 5 consulting frameworks, run at the speed of AI, with your people in charge the whole way.

Phase 1: Align

Phase 1: Align

Define the business problem and the outcome metric before any tool. Align goals, people, and governance to pinpoint the highest-impact opportunities for your team.

Phase 2: Integrate

Phase 2: Integrate

Run a structured pilot inside the real workflow, with role-based training, one accountable owner, and human oversight, for 14 or 30 days.

Phase 3: Scale

Phase 3: Scale

Measure the lift, keep what proves out, and expand only what earns it. Embed continuous learning so the gains compound.

Questions

What sales leaders ask us

Will AI outreach sound like spam?

It does when it is generic. It does not when it is built from your team's best past messages and the rep edits and sends every one. We set it up the second way, and the response rates show the difference.

Does this work with HubSpot, Salesforce, or our CRM?

Yes. Most CRMs already have AI features nobody has turned on, and the rest can be connected. We start with what you already pay for. The rep who is already faster on your team is usually doing this; we make it the team's method instead of one person's secret.

What about sales kickoffs and national meetings?

The AI for ROI™ Workshop runs well as a kickoff session, in person or virtual, and the AI for ROI in 3 Steps talk fits a national meeting. Check availability for your event.

What does this cost?

The AI Opportunity Audit is $495 and credits toward anything you book within 30 days. Workshops run $1,500 to $3,000. Every price is on one page.

Turn the admin hours back into selling hours.

The audit names your three highest-ROI moves within 48 hours, and the fee comes off whatever you book next.

Book Your AI Opportunity Audit

Want to talk it through first? Book a free 30-minute discovery call.