Your AI Sales Team
A role map for a qualification agent, sales collateral agent, follow-up agent, and sales operations agent.
For Founders, Sales Teams & Revenue Operators
Build Your AI Team
For Sales And GTM
Turn interested leads into a repeatable sales process.
Build an AI sales team around lead conversion: connect your CRM, qualify opportunities, prepare follow-ups, and create one-pagers, pitch decks, and other sales collateral.
- Hands-on workshop
- Up to 12 attendees
- Date TBD
Join the waitlist$1,999 USD
Ship AIWorkshopsLead → Conversation → Next stepWhat You’ll Build
A Sales Team With A Clear Next Move.
A Connected Deal Workflow
A CRM workflow linking contacts, opportunities, deal stages, owners, and next actions.
One-Pagers & Pitch Decks
A draft sales one-pager and pitch deck tailored to a sample opportunity using your approved offer and proof points.
A Tested Sales Handoff
A tested lead-to-next-step workflow with review checkpoints, follow-up drafts, and a deal handoff checklist.
Hands-On Curriculum
Your Build Plan.
Work through each stage on your own project, with guidance as you go.
01Design Your AI Sales Team
Map the steps from an interested lead to a clear next action. Give qualification, collateral, follow-up, and sales operations agents distinct jobs and handoff rules.
02Connect Your CRM And Deal Context
Work with a supported CRM such as HubSpot or a sample dataset. Map contacts, companies, deals, stages, owners, and activity so your agents work from a consistent source of truth.
03Qualify And Prepare The Next Conversation
Use lead context, discovery notes, and fit criteria to draft a qualification brief. Identify unanswered questions, likely objections, and the next useful conversation.
04Build Sales Collateral
Turn your approved offer, evidence, and customer context into a one-pager, pitch deck, and proposal outline. Review every claim and tailor the message to the opportunity.
05Draft Follow-Ups And Update The Pipeline
Generate relevant follow-up drafts and next-step tasks from the deal record or meeting notes. Review external messages and CRM changes before they are sent or applied.
06Test Conversion Workflows And Handoffs
Run a sample opportunity through the team. Test missing context, stale deal stages, duplicate tasks, and a human handoff. Define a few pipeline measures so you can see where the process needs work.
Come Ready To Build
Is This Your Next Step?
A Good Fit For
Founders, sales teams, consultants, and revenue operators who already have leads or opportunities and want a more consistent process for moving them forward.
What To Bring
Bring a laptop, your offer and sales process, and a sample lead or deal. Access to your CRM and approved sales materials is useful. Some familiarity with AI assistants is ideal; we can work with a sample CRM dataset.
Included With Your Ticket
Built With You. Yours To Keep.
A Blueprint To Build From
Codebases preloaded with skills and best practices, designed to eliminate 80% of the friction.
Help While You Build
Hands-on expert guidance and feedback on your own project.
Everything To Revisit
Recordings, blueprints, slides, templates, prompts, checklists, and code emailed after the workshop.
FAQ
A Few Things To Know.
When And Where Will It Take Place?
This is a hands-on workshop capped at 12 attendees. The date, daily schedule, and venue will be announced before paid registration opens. Join the free waitlist to receive the details.
Which Tools And Accounts Do I Need?
Bring your preferred AI assistant and access to a CRM such as HubSpot, plus a presentation or document tool for collateral. Connectors, API permissions, and automation features vary by account. We’ll use sample deal records when a live CRM connection is unavailable.
Are Software Subscriptions Included?
CRM subscriptions, AI tools, presentation software, and API usage are separate from workshop admission. Bring the tools your team already uses; you do not need to purchase every example tool.
Does Joining The Waitlist Reserve A Seat?
No. Waitlist signup is free. We’ll email you when the schedule and paid registration are ready, so you can decide whether to book. No payment is collected now.
What Is The Refund Policy?
Once paid registration opens, tickets will be refundable until the day of the event. If the event is cancelled, you will receive a full refund. Email hi@shipai.club with questions.
Something else on your mind? Ask us.
Your Workshop Pathway
From Prospect Research To Sales Handoff
Source and enrich prospects, evaluate fit, and connect qualified opportunities to a useful next sales action.
Find your starting point with the AI assessment →
A suggested route, not a required bundle. Choose the workshops that fit your experience and project; each ticket is separate.
- Step 1
Agentic Lead Generation & Enrichment
$1,999 USD - Step 2
AI For Lead Qualification & Evaluation
$999 USD - You Are Here
Build Your AI Sales And GTM Team
$1,999 USD
Suggested PreparationAI For Lead Qualification & Evaluation
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