AI Upgrade
In Progress
A hands-on, two-week program that transforms your sales team from AI-curious to AI-capable — with custom agents, a personalized playbook, and the confidence to keep building.
Sales Leaders
VPs, Directors, and Player-Coaches who need their team selling smarter — not just harder.
Sales Teams
BDRs, Field Reps, Customer Success, and Product Specialists — built for how each role actually sells.
Any Stack
Salesforce, HubSpot, Outreach, or something homegrown — we build around the tools your team already uses.
The Program: Two Weeks. Three Phases.
Built on our Triple A Approach — Aim, Architecture, and Accountability — every session is designed to produce results your team can use the next day.
Discovery & Planning
Before we build anything, we align on what winning looks like. DTN works directly with your sales leadership to audit your team's current workflow, map the tools in your stack, and pinpoint the two or three AI opportunities that will move the needle fastest.
- ✓ Deep-dive with sales leadership on goals and gaps
- ✓ Full audit of tools, CRM, and current workflows
- ✓ Identify highest-ROI AI opportunities for your specific team
- ✓ Define success metrics before Day 2 begins
- ✓ Custom training blueprint delivered to leadership
The Team Workshop
This is where the upgrade begins. The full team comes together — in-person or virtual — and builds real AI agents for real workflows. Not demos. Not theory. Reps leave with something that works the next morning.
- ✓ Hands-on agent building for lead research, outreach, and CRM logging
- ✓ Call prep, objection handling, and follow-up automation
- ✓ Prompt engineering basics — reps learn to think in AI, not just use it
- ✓ Available in-person or virtually, based on your team's needs
1-on-1 Agent Setup
Every rep sells differently. These individual sessions dial in each person's AI workflow to their specific territory, tools, and selling style. No one gets left behind, and no one is stuck with a generic setup.
- ✓ Personal sessions with each team member
- ✓ Agents configured to individual workflow, territory, and tools
- ✓ Each rep ends the week with a fully working AI setup
Accountability Coaching
Real adoption happens in week two. We return for individual coaching sessions to troubleshoot what's not working, refine what is, and layer in new agents as confidence grows. This is where most training programs stop — we're just getting started.
- ✓ Follow-up 1-on-1 sessions with each rep
- ✓ Troubleshoot friction points and fix what isn't working
- ✓ Expand agent capabilities as team confidence grows
- ✓ Leader check-in to report on progress and adoption
Review & Playbook Handoff
The upgrade is complete. Reps demonstrate what they've built. Leadership receives a fully custom AI Playbook — built specifically for their team's role, tools, and sales motion — and a clear path forward to keep momentum going.
- ✓ Team showcase — reps demo their AI agents live
- ✓ Custom AI Playbook delivered to sales leadership
- ✓ Ongoing support options reviewed
Your Team's Custom AI Playbook
Every team is different. A BDR team prospecting into enterprise accounts needs different AI agents than a Customer Success team managing renewals. Every engagement ends with a playbook built for exactly how your team sells — not a generic template.
AI agents designed for your team's specific role — outbound, field, CS, or product-focused selling.
Built around the CRM and tools your team already uses. No ripping and replacing.
A documented system your sales leader can manage, measure, and build on long after the program ends.
Ready to Start the Upgrade?
Book a strategy call. We'll learn about your team, your tools, and your goals — and tell you exactly what the program looks like for you.
This program is designed for sales teams. For larger organizations, we design the right engagement to fit your structure — whether by region, vertical, product group, or role. Let's talk.