Become an AI-Powered Leader in the Age of Intelligence

The Challenge Facing Revenue Leaders Today

AI is rapidly reshaping how organisations engage buyers, generate leads, and drive revenue. But for many leaders, separating practical opportunity from noise has become its own challenge.

You’re being asked to make strategic decisions about tools, processes, and people - often without clarity, benchmarks, or a roadmap.

And without a solid grasp of how AI fits into your tech stack and operating model, your team risks falling behind.

A woman on her mobile phone in the office

The Outcome This Workshop Supports

This workshop won’t turn you into a technical expert in a day, but it will give you the clarity and strategic footing you need to lead informed conversations, evaluate opportunities with confidence, and move AI adoption forward in your organisation.

By the end of the day, you’ll:

Understand how and where AI is currently delivering value across marketing, sales and customer success.

Be able to speak clearly about AI's role in revenue operations with peers, boards, and teams.

Know what to assess internally - your data, systems, and processes - to make AI implementation feasible.

Have identified areas within your organisation that could benefit from AI support or automation.

Leave with a structured outline of the next steps you need to take to progress adoption in a way that aligns with your business.

Why It’s Been Hard to Make Progress

Most leaders aren't lacking intent, they’re lacking clarity.

Too many AI discussions are either vague and abstract, or overly technical and inaccessible. Meanwhile, your business reality requires practical steps, considered investment, and internal alignment.

That’s why this workshop is designed specifically for senior commercial leaders, not developers, not data scientists. You’ll get a balanced, real-world understanding of what’s possible, what’s not, and what needs to happen next.

A Better Way Forward

This in-person workshop combines expert guidance, peer discussion and hands-on exercises to give you a practical, strategic foundation.

What we’ll cover:

How AI is being applied today in marketing, sales and customer success

What ‘AI readiness’ actually means for your business

Common tools and models - what they’re good for, and what they’re not

A clear breakdown of use cases that drive commercial value

What to look for in your data, tech stack and processes before adopting AI

How to identify automation opportunities without over-engineering

Governance, risk and ethical considerations that matter to leaders

How to confidently frame AI in your organisation and take the next step

This isn’t about tech demos or theory. It’s about real understanding, peer validation, and progress.

The Agenda for the Day

Time	Session	Description
09:00–09:15	Arrival & Framing: Why AI Now?	Welcome and framing of AI in marketing and sales. Overview of current trends in AI, customer expectations, and why revenue teams need to lead transformation, not follow it.
Part 1 — Understanding AI (1 hour)
09:15	Understanding and speaking AI	Understand and be able to talk about AI, from tokens to context. Learn the core concepts and the language to help you lead conversations about tools and use cases.
09:45	Common AI tools and why you might use them	A rapid run-through of common AI models and tools, what they’re good for and where they fall short (Claude, Gemini Gems, voice agents, embedded tools).
10:00	Agents vs Assistants	Learn the difference between AI Agents and AI Assistants, plus the grey areas in between and an introduction to deterministic agent patterns.
Part 2 — Foundations (1 hour)
10:15	Foundations of Successful AI use	The process of implementing AI: data, process understanding, human–machine collaboration, measuring and optimisation. Includes a practical AI Readiness self-assessment provided by IV.
10:45	Data Readiness: Fixing the Foundation	What’s needed to make AI work: data cleanliness, CRM setup and systems integrations.
11:15	Coffee Break	Refreshments and networking.
Part 3 — People & Process (1.5 hours)
11:30	Workshop / Exercise: Process Mapping	Guided by the Innovation Visual team, map a core process (e.g. marketing→sales hand-off, new client onboarding or renewals) to uncover automation opportunities.
12:00	Strategic AI Use Cases Across Revenue Functions	The case for hybrid teams, a breakdown of proven, high-value AI applications across marketing, sales and customer success.
12:30	People	How to take people with you, maximising adoption by upskilling existing teams and embedding new ways of working.
13:00	Lunch	Buffet lunch provided.
Part 4 — Practical Takeaways for Leaders (1.5 hours)
13:45	Hands-on exercise: how to prompt	A practical run-through of why good prompts matter and examples of effective prompt construction.
14:15	Hands-on with technology	Build custom GPT / Gemini Gems step-by-step. Practical exercises to create tools you can use daily.
14:45	AI Governance & Risk Management for Leaders	Ethical, legal and operational considerations. How to govern AI use, manage risk and set internal policy. Includes Innovation Visual’s “AI Governance Starter Framework.”
15:00	Content, Conversations & Conversions with AI	How to scale quality content, personalise outreach and improve pipeline velocity using AI, without sounding robotic. Includes prompt engineering examples.
15:15	Coffee Break	Refreshments and networking.
Part 5 — Finding Opportunities in Your Organisation (1.5 hours)
15:30	Identifying Opportunities for Agents	How to find opportunities to use agents in marketing and sales, and steps to scope and plan successful automation.
15:45	Mapping the Opportunity: Your AI Action Plan	Guided working session to map where AI could deliver value using your earlier process map as a starting point, with expert facilitation and feedback from IV.
16:30	Wrap-Up & What Next?	Group debrief, next steps and an outline of Innovation Visual’s AI consultancy & enablement support. Option to book follow-up readiness assessments.

Why Innovation Visual?

As a marketing and sales technology implementation consultancy at the intersection of strategy, data and technology, we help B2B organisations make AI adoption commercially effective. We don’t sell hype, we enable action.

This workshop is a reflection of our work in the field, supporting marketing and sales leaders in understanding, implementing and governing AI within real-world environments.

Take the First Step Towards Leading AI in Your Organisation

By attending, you’ll remove guesswork, gain confidence, and be equipped to lead informed, effective next steps.

Avoid the risk of delays, missed opportunities, and poorly scoped projects and instead, start building a practical, tailored roadmap for your business.

You don’t need to be an expert in AI. You need to be a leader who understands it.

We’ll help you get there.

Download Your Workshop Overview

AI Workshop for Leaders