AI with Michal

Team workshops

Workshop on AI in Marketing & Sales

Private cohort workshop for marketing, sales, and RevOps leaders. These pages spell out format, sample GTM exercises, tooling, logistics, optional post-workshop engineering, and how to book.

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Agenda & samples

Example agenda and sample exercises

Timings shift with cohort size and depth. Most of the time is spent rebuilding real artifacts (anonymized) and writing guardrails your team can reuse next week.

Modules (typical half-day / full-day)

  1. 1

    Operating model: draft versus decide for GTM

    ~20 to 30 min

    Outcome: Shared vocabulary for assisted steps versus steps that need a named reviewer before anything customer-facing.

  2. 2

    ICP and pain table sales can use

    ~30 to 45 min

    Outcome: Falsifiable pains, explicit unknowns, and three angles per segment that marketing and sales co-sign.

  3. 3

    Account research brief with receipts

    ~30 to 45 min

    Outcome: One-page briefs with evidence, gaps, and next research tasks instead of generic logos.

  4. 4

    Content and landing variants with brand pass

    ~25 to 40 min

    Outcome: Two variants with proof slots and a red-team list before publish or paid traffic.

  5. 5

    Outbound skeletons and policy flags

    ~30 to 45 min

    Outcome: Three-touch skeletons reps can adapt with one proof line per touch and visible flags.

  6. 6

    CRM handoff fields that sales trust

    ~20 to 35 min

    Outcome: Field-level rules and a five-bullet recap format marketing files weekly.

  7. 7

    Weekly GTM experiment retro

    ~20 to 30 min

    Outcome: A retro format that ties tests to owners and next steps without vanity metrics.

  8. 8

    Playbook handoff

    ~15 to 25 min

    Outcome: What to standardize Monday, what to spot-check lightly, what to revisit in 30 days.

Sample moments (marketing-safe)

Prompt frames are teaching scaffolding. Your team adapts them to your policies and templates. Do not paste regulated or customer-identifiable data into a live classroom unless your security team signs off.

Account plan one-pager

Context

Marketing and sales disagree on the same enterprise logo. You need a single page: pains you can defend, landmines, likely blockers, and three angles for the first meeting.

Prompt frame (template)

Given [redacted account notes], produce: (1) five-bullet account snapshot, (2) top three pains with evidence or explicit unknown, (3) three meeting angles that avoid unverifiable superlatives, (4) three risks or landmines. Do not invent revenue or tech stack facts.

Quality checks

  • Unknowns are explicit when research is thin.
  • Angles avoid hype adjectives without proof.
  • Risks are named even when the deal looks hot.

Before

A generic battlecard copied from a vendor site with no owner for claims.

After

A one-pager reps and marketers can align on in fifteen minutes with visible gaps and next research tasks.

Persona-grounded sequence skeleton

Context

SDRs need a three-touch skeleton that matches a real persona without creepy personalization or fake stats.

Prompt frame (template)

Given [persona name], [industry], [product wedge], produce a three-touch outbound skeleton: subject lines, body under 90 words each, one proof slot, one CTA, and a policy flag list. No salary promises, no guaranteed outcomes.

Quality checks

  • Proof slots demand a verifiable fact or say TBD.
  • CTA is one ask per touch.
  • Flags list sensitive topics even if copy looks safe.

Before

A six-touch blast with six links and a fake stat about market share.

After

A tight skeleton reps can adapt per account with one proof line and visible flags before send.

Competitive snapshot with unknowns

Context

Product marketing needs a same-day snapshot before a pricing call. Speed cannot erase what you do not know.

Prompt frame (template)

Given [redacted competitor mentions from calls and site], produce: positioning summary, feature overlap table with unknowns, three customer questions to validate claims, and what would change your story if false.

Quality checks

  • Overlap table marks unknowns instead of guessing.
  • Questions are customer-askable in one sentence.
  • Story-change line keeps the team honest.

Before

Confident paragraphs that read like a paid analyst report without sources.

After

A short snapshot that shows what is evidenced, what is guessed, and what to verify on the call.

Weekly GTM retro on experiments

Context

Leaders want pipeline narrative, but the team cannot list what was tried. Build a retro that ties marketing experiments to sales feedback without vanity metrics.

Prompt frame (template)

Given [weekly bullets from marketing and sales], produce: (1) experiments run with owners, (2) top three blockers with suggested owner, (3) three next-week tests with success signals that are not vanity, (4) five bullets for leadership.

Quality checks

  • No invented funnel math.
  • Tests fit real hours and budget.
  • Leadership bullets are readable in under two minutes.

Before

Slide decks that hide whether the issue was targeting, message, or follow-up speed.

After

A short retro that names experiments, owners, and falsifiable next tests.

Manager rollout checklist for GTM norms

Context

After training, directors need a dated checklist: approved surfaces, exemplar prompts, and what to spot-check for two weeks on outbound and web claims.

Prompt frame (template)

Produce a manager rollout checklist for a GTM pod with sections: approved tools, banned pastes, three exemplar prompts for research and outbound, weekly office-hours plan, two lightweight behavior metrics.

Quality checks

  • Metrics are behaviors or minutes, not mystery scores.
  • Banned pastes reference HR or Security placeholders.
  • Exemplar prompts are short enough to reuse Monday.

Before

A policy PDF nobody opens.

After

A dated checklist with owners and exemplars the team can run without another deck.