Do · How to win
09.Automation and AI in the workflow
Where AI and automation are actually embedded in the day-to-day seller, marketer and CS workflow — lead routing, account research, next-best-action, content generation, forecasting — and how much manual work it removes from the week.
Sufficient when: Sufficient when sellers spend <30% of their week on admin tasks.
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Sub-processes
8 processes in this dimension
- Account research and meeting prep agent
- Agentic pipeline and deal management
- AI assisted prospecting and outreach
- AI CRM update and follow up
- Lead routing and qualification automation
- Next best action recommendation
- Proposal and quote generation
- Service and success automation