Ai+ Training

What would it take to build a CRM around the way your team actually works?

In this session, we walk  through building an AI-powered CRM that brings together prospect sourcing, company research, qualification, personalized outreach and follow-ups, with human approval at key stages.

Using a working application, we’ll show how to approach your own build: map the workflow, define the information it needs, turn your team’s procedures into reusable AI skills, and use an AI coding assistant to build in manageable stages. We’ll also cover connecting existing tools, testing real scenarios and documenting how the system runs.

You’ll leave with a blueprint for your first version, an understanding of the tools involved, and a practical starting point for turning a recurring business process into an AI-powered application.

Designed for business practitioners, operations teams and leaders who want to build with AI. No coding experience is required to follow the session.