Equip your business with the tools and insights to successfully integrate AI into your sales and marketing workflows. This hands-on program helps you assess your current AI readiness with a clear, calculated AI Readiness Score. You will also learn how to increase your score and leverage AI to boost your sales performance, customer acquisition, and marketing effectiveness. You’ll explore essential AI tools, learn how to secure internal buy-in, and craft strategies that maximize revenue opportunities through AI-driven sales and marketing solutions.

Led by industry experts, this results-driven program combines practical demonstrations, AI discovery exercises, and personalized guidance to help you identify AI tools to address your organization’s sales and marketing challenges. By the end of the program, you’ll leave with an actionable plan, an improved AI Readiness Score, and the ability to monetize your AI initiatives.

NOTE: You will need access to paid versions of AI tools such as ChatGPT Plus, Claude, and other relevant SaaS tools, to complete the exercises.

Who Should Attend?

This program is ideal for businesses at any stage of AI adoption, whether you’re just beginning to explore AI’s potential or looking to refine your current strategy. It is designed for sales and marketing professionals, business leaders, and decision-makers who want to monetize AI-driven strategies. If you’re looking to drive customer growth, improve lead generation, streamline sales funnels, and enhance marketing ROI, this program is for you.

Program Benefits

• Maximize Sales Efficiency: Evaluate and enhance your AI Readiness Score to identify key areas where AI can drive faster lead generation, automate customer engagement, and increase conversion rates.
• Increase Marketing ROI: Leverage AI tools to optimize marketing campaigns, target customer segments more precisely, and make data-driven decisions that improve profitability.
• Secure Internal Buy-In: Develop a business case for AI adoption that demonstrates clear financial returns, aligning your strategy with internal stakeholders’ goals and securing budget approval.
• Implement a Scalable AI Strategy: Apply AI best practices to build scalable sales and marketing processes that evolve with your business, ensuring long-term growth and success.
• Track Progress with AI Readiness Score: Measure your organization’s AI readiness at every stage of the program, leaving with a final score and an actionable plan to further improve your implementation strategy.

Program Outcomes

• Comprehensive AI Readiness Score that provides a clear metric of your preparedness for AI implementation.
• Practical tools and best practices for integrating AI into your sales and marketing workflows to drive measurable business growth.
• An actionable business case that highlights the financial impact of AI on your sales and marketing strategy, ensuring buy-in and budget approval from key stakeholders.
• A tailored implementation plan that you can directly apply to your organization, setting you on the path to AI-driven success.

Program Format & Materials

• Duration
  • Four weeks, with weekly 2-hour live sessions plus homework and self-assessment tasks.
• Delivery
  • Live interactive sessions.
  • Practical demonstrations.
  • AI-assisted discovery exercises.
  • Open office hours for personalized support.
• Learning Materials
  • Sales and marketing AI tools.
  • Self-assessment questionnaires.
  • AI Readiness Scorecard to track your progress.
  • Tool selection guides, workflow templates, and checklists.
  • Access to recordings of all sessions and demo exercises.
• Required Access
  • Access to the paid versions of tools like ChatGPT Plus and Claude for the duration of the course.
  • Sign up information for these tools will be provided prior to the course.
• Follow-Up Resources
  • Additional resources for staying current with AI tools.
  • Analytics guides for tracking sales and marketing activities.

Program Modules

• Module 1:
  ​Assessing Your AI Readiness
  • Complete a comprehensive self-assessment to evaluate your current processes, maturity, and readiness for AI adoption.
  • Identify key sales and marketing processes where AI can provide immediate value and enhance efficiency.
  • Receive your initial AI Readiness Score, giving you a clear benchmark to track improvement.
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• Module 2:
  ​Unlocking AI Tools for Sales and Marketing
  • Analyze the most impactful AI tools for optimizing lead generation, sales funnels, and customer engagement.
  • Apply best practices for incorporating AI into your workflows to enhance marketing ROI and revenue generation.
  • Demonstrate AI's potential through live examples tailored to real-world business scenarios.
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• Module 3:
  ​AI Discovery and Strategic Planning
  • Engage in an AI-driven interview process to refine your business goals, challenges, and budget for AI integration.
  • Synthesize personalized strategies and expert feedback to improve your AI Readiness Score.
  • Develop a strategic roadmap for AI adoption aligned with your organization’s objectives and monetization goals.
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• Module 4:
  ​Crafting a Business Case for AI Success
  • Collaborate during open office hours to refine your AI strategy and construct a persuasive business case.
  • Articulate the financial benefits of AI to secure internal stakeholder support and budget approvals.
  • Finalize your AI Readiness Score and implement a comprehensive action plan for successful AI integration.

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Instructors

Rochelle Grayson
​Co-Founder, Circles of AI​

Rochelle Grayson is an Industry Chair, Program Advisor, and Adjunct Professor at the University of British Columbia's Sauder School of Business, where she has developed and taught programs in AI, Digital Transformation, Data and Marketing Analytics, and Social Media. She has authored two marketing textbooks, Applied Marketing (Wiley) and Foundations in Digital Marketing (BCcampus), and has held academic leadership roles at Langara College, the British Columbia Institute of Technology (BCIT), and Simon Fraser University. Rochelle's teaching excellence was recognized with UBC's John K. Friesen Excellence in Teaching Award.

Beyond academia, Rochelle is the founder of Mosaic Accelerator and a Sales & Marketing Executive-in-Residence with New Ventures BC, advising 150+ early and growth-stage technology companies on business, sales, and marketing strategies. Named one of Canada's Top 100 Most Powerful Women by the Women's Executive Network and awarded as one of Vancouver's Top Forty Under 40 by Business in Vancouver, Rochelle combines her academic expertise and industry experience to offer a global, innovative perspective. She holds an MBA in Finance and Business Policy from the University of Chicago and Six Sigma (Black Belt) Master Certifications in Product Development Management and Business Facilitation.

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James Rowe
​Co-Founder, Circles of AI​

James Rowe is a seasoned business and technology strategist with over two decades of experience in sectors like cleantech, aerospace, healthcare, and manufacturing. As the co-founder of Circles of AI, he empowers non-technical business leaders to leverage generative AI through practical learning experiences, simplifying complex technologies into accessible, actionable strategies. With a track record of developing training programs for sectors such as cleantech and healthcare, James has served as an Executive in Residence at Foresight Canada, delivering courses on market validation, technology commercialization, and IP strategy.

As President of Insightful Innovation, James provides strategic guidance on AI adoption and process automation, ensuring businesses remain competitive in a rapidly evolving landscape. His work with startups through programs like Spring Activator and FoodMesh showcases his ability to guide market assessment, business strategy, and product-market fit. Known for his strategic vision and hands-on approach, James excels at translating intricate technologies into valuable learning experiences, enabling business leaders to confidently implement AI strategies that drive growth and innovation.