Artificial Intelligence (AI)

Automating The Revenue Lifecycle
Taft Love is the Founder and Principal Strategist for Iceberg, revenue operations agency for early-stage growth. Previously, Taft led Dropbox’s Commercial Strategy and Operations team and served as Director for the Sales Development and RevOps teams at SmartRecruiters and PandaDoc. In this guide, Taft explains the key drivers and quick wins of automating the revenue lifecycle, how to approach tooling based on company size and complexity, and best practices for implementing automations across each stage of the revenue lifecycle.
Building a Data Analytics Function
Adam Roderick is the CEO of Datateer, an information services company that has helped over 50 startups and publicly listed companies unlock the value of their data with optimized data stacks and customized analytics. Previously, Adam served as the VP of Product for HotQuant, a provider of enterprise data management solutions, and the CEO of Aspenware, a software development and product design company. In this guide, Adam explains how Data Analytics teams should prioritize projects, how to right-size investments in data-focused initiatives, and how Data Analytics teams can work effectively with their cross-functional colleagues.

Building a Modular AI Agent for Prospect Qualification
Shreesh Naik is the founder of RevPipes, a firm that helps GTM leaders at VC/PE-backed portcos rethink their operations infrastructure through an AI-native lens. Previously, he built operational infrastructure for scaling sales and marketing teams. In this guide, Shreesh shows how to build modular AI agents to power intelligent, reusable GTM workflows—using account qualification, enrichment, and targeting as a practical example.

Building an AI Chatbot
Crafted is a product development consultancy that partners with growth-stage companies to deliver custom software. Their radical approach to continuous collaboration helps teams see tangible outcomes within 30 days and impacts aggressive growth targets. Crafted does this with experienced teams of engineers, product managers, and designers who believe in transparency and trust. In this guide, the team from Crafted walks through building an AI chatbot, including choosing use cases, deciding on a training approach, and managing deployment risks.

Building Applied AI Use Cases In Your Product
Vignesh Mohankumar is the founder of Nila, an AI engineering firm that partners with technical leaders to ship production AI systems. He specializes in implementing AI across the dev process and training technical teams to work more efficiently by leveraging AI. Previously, Vignesh led the growth engineering team at Drift, a conversational AI company that was acquired by Vista Equity Partners for $1.2B. In this guide, Vignesh explains how to scope your first AI use case, identify applications based on risk profile and feasibility, and approach building and training your solution.

Building Customer Success Playbooks & Incorporating AI Tools into Customer Success
Rob Zambito is the Founder & CEO of Success Scaled Consulting, a customer success consulting firm that helps early-stage SaaS companies turn CS into a revenue expansion function. Previously, Rob served as Vice President of Customer Success at Qualia, Reggora, and Tradewing. In this guide, Rob explains how and why Customer Success organizations develop Customer Success playbooks, how to incorporate AI tools into Customer Success processes, and best practices for improving and measuring playbook effectiveness.

Building Customized CS/CX Solutions With AI and Automation
Parth Madhubhai is the founder of no code nexus, an advisory that helps clients build modular CS/CX solutions to simplify tech stacks with a focus on user experience, AI, and automation. Previously, he was the Customer Success Manager at Airtable where he specialized in 5000+ FTE organizations. In this guide, Parth walks through AI and automation tools that can help Customer Success organizations, including sample use cases.

Climbing The AI Maturity Model
Kevin Ascher is the Managing Director at AcousticSelling, a RevOps consultancy for Salesforce-centered B2B SaaS startups. Previously, Kevin worked in B2B Sales for Microsoft and Yahoo! and assisted McKinsey with sales and technology products for pre-IPO companies. In this guide, Kevin explains how companies progress through the 5 levels of AI maturity, the key value and operational unlocks that occur at each level, and how to decide which level is right for your business.

Creating Customer Insights With AI
Sean King is the Founder of HumanContext.ai and a member of the Optimizing for Impact consulting collective. Previously, he led customer experience initiatives at Spectrum Enterprise, where he built enterprise-scale customer data systems. In this guide, Sean explains what context engineering is, and how to use it to create a customer data index that enables AI-powered insights across sales, customer success, and product teams.

Discovering and Enabling AI Use Cases
Tal Goldhamer is the founder of Find The Tailwind, an AI strategy consulting firm. Previously, he was a Partner and Chief Learning Officer at EY, responsible for EY’s learning initiatives around AI. In this guide, Tal explains how business leaders should think about AI as intelligence rather than software, provides frameworks for identifying use cases, and outlines practical approaches for scaling AI adoption across organizations.