Ten lessons that move your leaders from scattered AI pilots to a governed architecture they can defend to the board.
Your teams aren't short on AI tools. They're short on architecture. We teach your leaders to design the system, not chase the model.
Built for the two executives who own the revenue engine and the brand. The CRO and CMO learn to architect agentic workflows across their departments, safeguard IP and compliance, and prove the margin impact. Vendor-agnostic by design, so the judgment outlasts the tool.
Seven lessons run shared, so the CRO and CMO build a common language and see both sides of the revenue engine. Three lessons split into role-specific breakouts where the stakes genuinely diverge: how you design the agents, how you guard the brand and the pipeline, and how you measure the return.
Reframe the executive's job from buying tools to architecting an operating system for the department. Set the outcome lens: velocity, margin, retention, brand integrity.
Inventory the workflows across pipeline, campaigns, content and customer success. Separate judgment-light from judgment-heavy, and decide where AI belongs and where it does not.
The building blocks: assistants, scripted workflows, autonomous agents, and the difference between deterministic and probabilistic systems. The vocabulary to architect and to challenge a vendor.
Treat agents as roles with defined skills, handoffs and oversight. Architected separately for the revenue org and the marketing org. See breakout below.
Your GTM AI is only as good as the CRM hygiene, attribution and voice-of-customer behind it. Diagnose garbage-in before it becomes an expensive mistake.
The insurance policy. Auditability and human-in-the-loop as the default, mapped to NIST AI RMF and ISO 42001. See breakout below.
What the team does once agents absorb the rote work. Redeploy talent toward higher-judgment work, defeat shadow IT, and bring people along rather than threatening them.
A decision framework for a crowded, churning vendor landscape. Point solution versus platform versus build, with lock-in risk and optionality kept in plain view.
Instrument the bottom-line case and separate real impact from vanity metrics. Tuned to the metrics each leader is accountable for. See breakout below.
Synthesis and capstone. Each leader designs a phased plan: pilot, scale, govern. Run against the F3i Corporate Simulation Pack, so they leave with a real blueprint, not a notebook of concepts.
At three points the room splits. Same framework, different stakes. The CRO architects for pipeline and revenue integrity. The CMO architects for brand and demand. They reconvene to compare blueprints.
Run the series as a private cohort for your revenue and marketing leadership, tuned to your stack and your market. Then continue past the room. Our advisory team can architect and stand up the systems your leaders designed, under the same governance posture taught in the lessons.
Ten lessons, shared spine, CRO and CMO breakouts. Your leaders leave fluent in architecture and governance, with a draft blueprint in hand.
The series delivered to your team alone, calibrated to your CRM, your content stack, your compliance reality and your market. Worked against your context, not a generic template.
An optional advisory engagement to architect, build and govern the agentic workflows your leaders designed. The classroom blueprint becomes a running system, with auditability intact.
The advisory and the implementation are distinct products. We teach the architecture first, then build it only if it earns its place. No lock-in, no vendor allegiance, no system you cannot audit.
A tightly packed session on ROI, risk and data governance, then a clear read on which lessons your leaders need first.