MODULE 07

Roll Out AI Across Your Sales & Marketing Team

What it is

The rules, guardrails, and timeline for rolling out AI across the organisation responsibly — from day one.

Why it matters

Without governance, AI adoption stalls or creates risk. These three non-negotiable rules and a clear 30-day plan ensure the team moves fast and stays safe.

Workshop

3 Non-Negotiable Rules

Rule 1

Never paste client-confidential data (contracts, personal data, financials of clients) into anything outside the ChatGPT Business/Team workspace — Business/Team accounts don't train on your data by default, but always sanitize identifying details when in doubt.

Rule 2

No fully autonomous client-facing sends — every AI-drafted email/proposal/ticket response to a client gets a human review before it goes out, at least for the first 90 days.

Rule 3

One shared home for prompts and GPTs — every useful prompt goes on the Prompt Wall; every useful Custom GPT gets published to the Team workspace, not kept personal — otherwise you rebuild the same wheel 4 times.

30-Day Rollout Plan

Week 1

Each sales/marketing team member finishes and publishes their Custom GPT (Cold Outreach Writer, Marketing Plan Builder, or SEO Blog Writer) to the team workspace.

Week 2

Each runs a "show and tell" with the sales or marketing team, demoing their GPT on a real prospect or campaign.

Week 3

Sales/marketing lead reviews Automation Blueprints and picks 1–2 to build — e.g., daily SEO content agent, lead enrichment flow, or automated follow-up sequencer.

Week 4

Quick retro — which outreach improved, which content performed, what's next (candidates: scaling to more product lines, connecting more CRM workflows, expanding content calendar).

Hands-on exercise

My 30-Day Action Plan

Keep this visible — revisit it at each weekly check-in.

My rollout lane / owner this month

The ONE sales/marketing GPT I finished and will use this week

The ONE sales/marketing automation I will push to build in the next 2 weeks

Who on my team I will personally show this to first

This is now a leadership expectation, not an optional experiment. If the sales and marketing team models AI-enabled behavior, pipeline velocity and content output follow.

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