Session 1
The Revenue Workflow Scorecard
Fill it in and send it back, and Atul will review it with you.
Free live series · 4 Thursdays in October · 6:00–7:00 PM IST · Zoho Webinar
AI Workflows for Revenue Teams
For business owners and heads of sales, marketing and customer support. Four one-hour sessions on where AI fits in your revenue work, what a working system looks like, and what it takes to run one in your team.
Want to talk about your own business first? Book a free 30-minute AI Workflow Review
Can't make it live? Register anyway and the recording will be emailed to you.
Cost
Free admission
Platform
Live on Zoho Webinar
Access
Recording emailed
Duration
4 × 60-minute sessions
What you'll leave with
A clear picture of where AI helps your business, and what it takes
- which two or three workflows in your business would pay back first and why
- working examples for sales, marketing and customer support shown end to end with the data and rules each one needs
- a one-page blueprint after every session that you can share with your team
- an honest view of what it takes to run these in your business, with a free review call if you want one
You take home
One page after every session, ready to use with your team
Session 2
Sales Workflow Blueprint
One page. Share it with your team.
Session 3
Marketing Content Workflow Blueprint
One page. Share it with your team.
Session 4
Customer Support Workflow Blueprint
One page, plus a pilot planning checklist.
The four sessions
Each session stands alone. Session 1 gives you the frame for the rest.
Where AI fits in your sales, marketing and support
Thu, 8 Oct 2026 · 6:00–7:00 PM ISTCompletedThis one has already run. Watch the recording.
Leave knowing the two or three workflows in your business that would pay back first, and what each one needs to work.
- why buying AI tools before naming the problem wastes money and team goodwill
- a simple sequence find the gap, decide where AI fits, then implement
- which repetitive work in sales, marketing and support suits AI and which does not
- how to judge a workflow by time saved, errors avoided and speed of response
You take home: The Revenue Workflow Scorecard. Fill it in and send it back, and Atul will review it with you.
Sales, from new lead to proposal
Thu, 15 Oct 2026 · 6:00–7:00 PM ISTCompletedThis one has already run. Watch the recording.
See a working sales workflow from end to end, and what it would take to run one in your team.
- finding and researching leads that match your ideal customer
- qualifying and routing leads so the right person follows up quickly
- follow-up drafts and proposal preparation built on your own offer and past deals
- what the system needs from you (data, tools, rules) and what stays with your salespeople
You take home: A one-page Sales Workflow Blueprint.
Marketing, one idea turned into many pieces of content in your own voice
Thu, 22 Oct 2026 · 6:00–7:00 PM ISTSee how one idea, video or article becomes a week of content without losing the way your business sounds.
- why generic AI content hurts trust, and how to build on your own expertise and examples
- a live case study: the content system that runs the blog on this website
- approval steps so nothing is published without a person checking it
- simple reporting that shows which content is working
You take home: A one-page Marketing Content Workflow Blueprint.
Customer support, faster answers with a person still in charge
Thu, 29 Oct 2026 · 6:00–7:00 PM ISTSee how support requests can be sorted and answered from your own documents, and how to roll AI out with your team on board.
- sorting incoming email and WhatsApp requests by type and urgency
- drafting replies from your own FAQs, policies and product documents
- handing over to a person when it matters, and keeping the customer informed
- rolling it out: why teams resist, how to train them, and how a small pilot works
You take home: A one-page Customer Support Workflow Blueprint and a pilot planning checklist.
Who it's for
- founders and owners of small and mid-sized businesses
- heads of sales, marketing and customer support
- L&D, HR and operations leaders planning AI adoption for their teams
No coding needed and no hype. You will see real systems working and understand the decisions behind them.
Want to learn to build workflows yourself in n8n? The September series recordings cover that.
See real systems working, and decide where they fit in your business.
Past series
Build Your Own AI Workflows (September 2026)
Three sessions on building workflows yourself in n8n: finding the work worth automating, building one live, and making it reliable.
FAQ
Quick questions before you register.
Answered by Atul Singh, AI Training & Adoption Partner · Last reviewed
Questions before you register? Learn more about me.