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Workshops · for revenue teams

One day. Your team ships a working revenue agent — and your CISO signs off on it.

Workshops

For CMOs and CROs whose teams are stuck at "we know we should be using AI, but our security team won't approve a single workflow." We bring the agents, the guardrails, and the policy templates. Your team leaves with a deployed loop and a doc your CISO actually signs.

Hands-on, build-the-thing sessions for sales & marketing teams. Walk in with a problem, walk out with a deployed agent — and the guardrails to trust it.

Workshop H1 rewrite logic → Original "Build your team's first agent" is team-led but doesn't address the procurement/security veto that kills most enterprise AI workshops at the buying stage. New headline names both stakeholders at once — the team that builds and the CISO that approves. For a CMO/CRO buying this, the security sign-off is the harder problem; leading with it changes the entire pitch.
▣ live · cohort

Build a loop your team owns. Ship it before you fly home.

Build your team's first agent. ↘ in 1 day

Most teams don't fail at agents because the model is wrong. They fail because nobody scoped the loop, set the guardrails, or wired the rollback. We fix all three, together, on real data from your CRM.

Most teams don't fail at agents because the model is wrong — they fail because nobody scoped the loop or set the guardrails. We fix both, together, on real data from your CRM.

Book a workshop →
⏱
Duration1 day · 6.5 hrs
👥
Cohort size8–16 builders · max 4 per team
📍
FormatOn-site · virtual · private team

Pick a track — or run both.

Pick a track

Sales · Marketing · Combined ↙ or mix & match
🎯

Sales Agents

track A

For CROs, AEs, SDR leaders, RevOps. Build agents that protect rep time, kill busywork, and surface the right account at the right moment.

  • ▸
    Account Prioritization AgentScore & rank accounts daily using intent + fit + engagement.
  • ▸
    Inbound Triage & RoutingEnrich, qualify, assign — before the form fires a Slack ping.
  • ▸
    Call-Prep Brief AgentAuto-generated talk tracks 30 min before every meeting.
  • ▸
    Pipeline Hygiene LoopStale-stage detection, next-step nudges, AE confirmation.
  • ▸
    Renewal & Expansion WatcherRisk signals → CSM playbook → human-in-the-loop save.
CRM: SFDC / HubSpot Tools: Slack · Gong · Outreach Guardrails: built-in
📣

Marketing Agents

track B

For CMOs, PMM, demand-gen, content, lifecycle. Build agents that close the loop between brand work and attributed pipe.

  • ▸
    ICP Sharpening AgentCluster won/lost deals → propose & test new ICP segments weekly.
  • ▸
    Campaign Brief → Asset AgentBrief in, draft assets out, with brand-voice + legal guardrails.
  • ▸
    Lifecycle & Nurture LoopBehaviour-triggered sequences that learn from open/click/reply.
  • ▸
    Brand-to-ROI LoopMap share-of-voice & share-of-search to pipeline lift.
  • ▸
    Content Refresh AgentAudit, rewrite, re-syndicate stale top-of-funnel pages.
MAP: Marketo / HubSpot Tools: GA4 · Iterable · Webflow Brand voice: trained

Sample agenda

1 day · build-along ↙ ~30% lecture · 70% hands-on

One day — scope, guard & ship

10:00 — 16:30
10:00
talkWhy agents fail (and how loops fix it)

The difference between a workflow and a loop. The two metrics every agent must close on.

10:45
talkAnatomy of a Pipelinestack loop

Triggers · context · actions · returning signal. The brick stack, then the live build template.

11:30
guardrailsThe 7 guardrails every agent loop needs

Scope · data · output · brand · escalation · cost · audit. Why each one breaks & what to instrument.

12:15
breakLunch + 1:1 loop reviews

Catered. Coaches sit with each team during the break.

13:15
hands-onAdd policy & output filters

Brand-voice constraints, PII redaction, max-spend caps, allow/deny tool lists. Red-team your own agent.

14:00
guardrailsHuman-in-the-loop patterns

When to interrupt, when to confirm, when to just log. The 4 escalation shapes that actually work.

14:45
labMeasure the loop

Wire the returning signal. Build the dashboard, set the SLO.

15:15
hands-onBuild v1 of your agent

Pick from 8 starter bricks. Wire it up. See it run on your real data inside an hour.

16:00
reviewShow & tell · readout

Each team presents the v1 agent + the loop it closes. Coaches mark up the rough edges.

What you leave with — not just slides.

Key takeaways

artifacts
01

A deployed agent on your data

Not a demo. A real agent running against your CRM, in shadow or pilot mode, with the rollback switch you wrote yourself.

02

Two scoped loops

One shipped, one queued for Q+1. Each with a returning ROI signal, an owner, and a kill switch.

03

Your team's guardrail doc

A 1-pager covering 7 guardrails — scope, data, output, brand, escalation, cost, audit — co-signed by RevOps + legal.

04

Loop-mapping canvas

The whiteboard artifact from the morning: every handoff in your funnel, every dropped signal, ranked by closeable ROI.

05

Red-team playbook

The exact prompts and adversarial inputs we used to break your own agent. Run it before every release.

06

90-day rollout plan

Cohort → expansion → fleet. Who owns what, which metrics gate each phase, when to bring in the next team.

Guardrails — half the workshop is this.

Guardrails on agentic workflows

what most courses skip ↙ the part your CISO cares about

The 7 guardrails we drill into

Every brick in your stack passes through these. We cover failure modes, instrumentation, and policy templates you can paste into your repo on Monday.

✓
Scope & intentWhat the agent decides vs. recommends.
✓
Data accessPII rules, field allow-lists, sandbox vs. prod.
✓
Output safetyBrand voice, legal review, prompt-injection defense.
✓
Tool useAllow/deny lists, rate limits, idempotency on writes.
✓
Human-in-the-loopWhen to interrupt, confirm, log, or block. 4 shapes.
✓
Cost & budgetPer-run, per-day, per-team caps with auto-pause.
✓
Audit & rollbackEvery action logged, every decision attributable, every rollout reversible — including the data writes.
↘ the stack

Guardrail stack

🎯
Scope policydeclarative intent
↓
🔐
Data & tool gatesallow-list · PII redaction
↓
🧠
Agent reasoningbrand-voice constrained
↓
👤
Human reviewshape: interrupt · confirm · log
↓
📊
Audit + ROI signalcloses the loop · feeds back up

Four ways to run it

pick your format
🏢

On-site · private

1 day · your office

We bring coaches + catering. Best for cross-functional teams of 8–24 ready to ship in one push.

💻

Virtual cohort

1 day · Zoom + Slack

Mixed cohorts of 4–6 teams. Live build, shared lab env. Same syllabus, smaller bites.

🌅

Hybrid intensive

3 weeks · 6 sessions

3 hours / week, async homework between. For teams that can't take a full day off the floor.

🛠

Build-along clinic

half-day · monthly

Customers only. Drop in with whatever you're stuck on. First Friday of every month.

Who should send the team — and who should sit in.

Who should attend

Sales · Marketing · CRO · CMO
🎯 Sales teamAEs, SDRs & sales leaders. Bring the field reality — validate which loops save rep time and lift win rate.
📣 Marketing teamPMM, demand-gen, content & lifecycle. Own brand-to-ROI — wire the returning signal back into pipeline.
💼 CRO & teamCRO + RevOps leadership. Sets the north-star metric, signs off on guardrails, owns the 90-day rollout.
📈 CMO & teamCMO + MarOps leadership. Aligns brand & performance loops, approves agent voice and budget caps.
Before you arrive → CRM admin access · sandbox preferred 2 candidate loops · we'll pick one A real pain · no toy problems A teammate from ops · sales or marketing ↗ we send a 20-min prep call calendar link
"
In one day we mapped 11 loops we didn't know we had — and shipped one. The guardrail doc is the artifact I show to our CISO every quarter — it's why agents got the green light at all.
— J. Okafor · VP RevOps, Tier-1 SaaS · attended Cohort 11

Ship an agent your team will trust. ↘ & legal will sign

Ship an agent your team will actually trust. ↘ in 1 day

Bring a real problem. Leave with a deployed loop and the guardrails to defend it.

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