The Four-Stage AI Implementation Framework: Taskmaster to Orchestration for Revenue Teams

Speaker A: How are you doing today? I wanted to give you a little bit of a different episode today. I effectively went through and gave a private presentation for a group of Chief Revenue Officers at University of Chicago. Booth, um, really appreciated the opportunity. It's a pretty laid back conversation. I walked through some core concepts and frameworks of uh, AI implementation and how to access it and then throughout the way field of different questions went through it and answered it. And I thought it'd be highly valuable to get kind of see what it's like, be a fly on the wall and have access to that. So that's what this episode's about today. I hope you enjoy. It's a little bit different than normal and we will see you later in the video.

Speaker B: This is like a 60 day plan. You could leverage what I would say is phase rollout, governance, key roles for success. These are the core areas. And so um, there's really easy ways that you could execute this, right? Step one is identifying use cases by department. I wouldn't try and do all these at one time. I guess you could if you have the resources, rehab leaders that are hungry. But what I'm seeing is folks think they have a solution rolled out and taken um, care of, but they haven't even done this first step which is like, hey, what's our priorities? And then what I do is I always look at like, all right, how can this align with either the top KPI I'm chasing or the biggest constraints on the business right now, the biggest problems. Those are kind of two ways to look at it. Um, and then what I would do is pass through this. These are just some examples of what's possible. But what you're going to see here is like this is an implementation plan. So identify three to five hand raisers, identify outcome metrics, select the tool and then just keep it as a small scope. Then really have them go at it and test it out. And what you'll find is you probably have people on your staff that are actually really good at this. But the way you can approach is have them either create prompts or create a custom GPT. Have them other rest of the members of your team try it out and basically give feedback on a weekly basis. And then you keep refining it, right? That'll get you most of the way there to start the AI adoption that conversations going and then like obviously share the outcomes and expand, right? Have the people that are part of this specialized group SWAT team, if you will present to the team, start sharing and present not just to you but other go to market executives or other executives and present. And then what that'll do is that'll kick off some momentum on it. And the core element, though, I would say, is, like, you really gotta focus on having those people deliver good results with what you're doing, because otherwise you're gonna run into some barriers. Right. Of saying, oh, well, the model can't do this, or it's not possible, so you need persistent people. Um, and then, like, I mean, that's usually what I would do with a program called the Cyborg, with folks. And typically, the way I do it is this is a little more advanced. So if you have a ton of resources, you could do this or you could leverage someone outside. I'll do what's called a training and then a hackathon, and I'll have the use cases, jobs to be done, prompts, all those areas nailed for the exact use cases or outcome the organization wants. And that's another way to do it. That's a lot more advanced. Right. And that's pretty much it. Right. So, um, if you want any details from me or find out how I help companies do this, here's my email address. It's good seeing y'. All. Thanks for having me on. Yeah, I'll jump. And, um, feel free to hit me up if you haven't connected with me on LinkedIn. Definitely do that. Like, I put tons of content out there and love connecting with folks. Um, but it was great being part of it. And, uh, thanks for having me.