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.

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.

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.

The Roadmap & The Human Side of AI

Where Senior Leadership Must Begin

Before tools, before pilots, before automation — there must be clarity.

This session is designed for CEOs, Presidents, and senior leaders who need to:

• Identify responsible starting points
• Understand real AI risk (and what is overstated)
• Protect culture and trust
• Establish governance and guardrails
• Lead with confidence rather than hesitation

You’ll hear from business owners who:

• Started cautiously
• Faced internal resistance
• Navigated data and compliance concerns
• Learned how to get buy-in around AI Adoption

You’ll walk away with:

• A practical starting framework
• Clear next-step options
• Language for leading internal conversations
• A roadmap you can tailor to your business

This session sets the tone for everything that follows.

AI in Finance and HR

Risk, Data, and People Strategy

Finance and HR leaders must weigh:

• Data privacy
• Policy compliance
• Workforce anxiety
• Accuracy and oversight
• Regulatory exposure

Hear directly from organizations using AI in:

• Forecast modeling
• Reporting
• Policy drafting
• Recruiting and onboarding support

You’ll gain:

• A clearer view of what’s responsible vs reckless
• Governance best practices
• Internal communication strategies
• Guardrails you can implement immediately

AI in Sales & Customer Service

Protecting Relationships While Increasing Capacity

In family and private businesses, relationships are everything.

This session explores real-world use cases in:

• Proposal/RFP drafting
• Follow-up automation
• Customer support

From leaders who have:

• Reduced administrative burden without sacrificing personal touch
• Increased responsiveness without adding headcount
• Used AI to enhance — not replace — human connection

You’ll leave understanding:

• Where AI improves speed and consistency of messaging, communication, etc.
• Where it should never replace human interaction
• How to measure impact without damaging trust

AI in Operations

Efficiency Without Chaos

Operations is often where AI delivers visible ROI — but also where disruption risk is highest.

Explore peer use cases in:

• Process documentation
• Workflow optimization
• Knowledge capture

From leaders who:

• Piloted before scaling
• Avoided cultural backlash
• Documented measurable gains

You’ll walk away with:

• Real operational examples
• Measured ROI insights
• Clarity on what not to automate

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.

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

☑️ 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.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Goering Center for Family & Private Business