AI Workshop Series 3/4: Sales & Customer Service

AI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.
About this Event

AI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.

AI is no longer a future conversation.

It’s showing up in proposals, forecasting, hiring, customer communication, operational efficiency — and in the questions your team is already asking.

But for family and private businesses, this isn’t just about technology.

It’s about:

· Driving profitable growth

· Increasing efficiency and reducing unnecessary costs

· Expanding capacity without simply adding headcount

· Strengthening strategic decision-making with better insight

· And implementing responsibly — without disrupting culture or trust

This four-part workshop series was built specifically for family and privately held businesses navigating AI thoughtfully — not reactively.

This is not theory. This is not hype. This is not vendor-driven.

This is peer-driven.

You’ll hear directly from family and private business leaders who:

• Have implemented AI in parts of their organization
• Are actively piloting use cases
• Have learned lessons the hard way
• Can speak candidly about risk, resistance, ROI, and cultural impact

Alongside them, subject matter experts will provide guardrails, frameworks, and perspective — but the heartbeat of this series is real business application.

How the Series Works

This is a hybrid structure:

Start Here (Strongly Encouraged for All)

Roadmap & The Human Side of AI

Then, based on your priorities, send the right leaders to the functional workshops:

• Sales & Customer Service
• Finance & HR
• Operations

We strongly encourage organizations to send cross-functional representation. AI decisions cannot live in one department.

Senior leadership buy-in is critical — but execution requires alignment.

Workshop 3: August 20, 2026

AI in Sales & Customer Service

Protecting Relationships While Increasing Capacity

AI is changing the way sales, business development, and customer service teams work — but the real opportunity is not simply doing more, faster. It is helping teams become more prepared, more consistent, more responsive, and more intentional in how they serve customers and grow relationships.
In this practical, workshop-style session led by Alan Lindeman (Anavo Growth Partners), and featuring Kevin Lawson (Lighthouse Sales Advisors) and Sean O'Shaughnessey (New Sales Expert LLC), participants will explore how AI can support real sales and customer service challenges, from messy follow-up notes and inconsistent CRM documentation to customer complaints, proposal support, account planning, retention risk, and service escalation.
Rather than focusing on one specific tool, this session will use a shared fictional case study, live demonstrations, actual prompts, and realistic AI outputs — including imperfect ones — to help leaders see both the potential and the limitations of AI in action.
Participants will not just watch what AI can do. They will learn how to evaluate outputs, identify where human judgment is still essential, and think through what must be true inside their organization for AI to be used responsibly and effectively.

The final hour will guide participants through the AI Opportunity Matrix, helping them identify one or two potential opportunities within their own business and walk away with a tangible use case to explore.
This session is designed for leaders responsible for sales, business development, customer service, customer relationships, and revenue growth who are ready to move beyond theory and begin identifying practical, responsible ways AI can create value.

Featured Session: The AI Opportunity Matrix

As part of this workshop, Matt Strippelhoff of Red Hawk Technologies will lead a one-hour working session using their AI Opportunity Matrix — a structured, seven-step framework that helps leaders identify one real, decision-ready AI opportunity in their sales and service operations. This isn't a presentation — it's a hands-on exercise. Participants leave with a completed worksheet and take-home materials, so they can run the same framework internally with other departments and teams, long after the workshop ends.

Who Should Attend

This series is ideal for:

• CEOs / Presidents
• Owners / Founders
• Next-Generation Leaders
• CFOs / Finance Leaders
• HR Leaders
• COOs / Operations Leaders
• Sales Leaders

We strongly encourage sending multiple leaders across sessions.

AI adoption is not a one-person decision. It is an organizational alignment strategy.

Why This Series Is Different

Most AI conversations are:

• Tool-heavy
• Vendor-driven
• Fear-based
• Or disconnected from family and privately held business realities

This series is:

• Peer-centered
• Strategy-first
• Culture-aware
• Risk-conscious
• Action-oriented

You will leave each workshop with:

• Practical next steps
• Clarity on where to begin (or refine)
• Confidence to lead the conversation inside your organization

Registration Options

☑️ Attend the full four-part series

☑️ Begin with Roadmap & Human Side, then select functional sessions

☑️ Send different leaders to different workshops

Your competitive advantage will not come from adopting AI the fastest.

It will come from adopting it responsibly, strategically, and aligned with your values.