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Simulation Programme · 4 days

CRM Simulation

Build the CRM your commercial team will actually use — enriched with AI assistants.

A revenue-operations simulation. You configure the system, load real accounts, run the pipeline through a full quarter and report the result to the board. AI co-pilots draft follow-ups, score leads and narrate the forecast narrative.

4 evenings · 4 hours eachPipeline operationsAutomation labsAI co-pilots: Claude · ChatGPT · Gemini

Simulation Game

Pick a character. Start as a sales rep. Finish as CEO.

Every programme runs as a career simulation game — four characters, six ranks, and a USD 10,000,000 investment to allocate in the final round.

Session by session

01
Session 1

CRM Data Model & Setup Accounts, contacts, deals

Structure first, features later.

Design the object model and load your account base. AI helps deduplicate and enrich account records.

  • Leads vs contacts vs accounts vs deals
  • Fields, ownership and data hygiene rules
  • Import and de-duplication
  • AI lab: data-enrichment and dedupe prompts
  • Deliverable: configured CRM with 30 loaded accounts
02
Session 2

Pipeline Design & Stage Discipline One definition of 'qualified'

If two reps read a stage differently, the forecast is fiction.

Define stages, exit criteria and the activities that move a deal. AI scores deal health and suggests next-best actions.

  • Stage definitions and exit criteria
  • Activity logging and next-step rules
  • Conversion-rate benchmarks
  • AI lab: deal-health scoring and next-best-action prompts
  • Deliverable: pipeline playbook
03
Session 3

Automation & Customer Lifecycle Let the system do the chasing

Follow-up should not depend on memory.

Build sequences, tasks and lifecycle automations across the customer journey. AI drafts personal outreach at every stage.

  • Lead routing and scoring
  • Email sequences and task automation
  • Onboarding, retention and win-back flows
  • AI lab: lifecycle message generation
  • Deliverable: automation blueprint
04
Session 4

Reporting, Forecasting & Governance The board view

A dashboard nobody trusts is worse than no dashboard.

Build the reporting layer and the governance that keeps data clean. AI generates the forecast commentary and variance explanations.

  • Funnel, velocity and cohort reporting
  • Forecast categories and commit discipline
  • Adoption, permissions and audit
  • AI lab: forecast narrative and variance summary
  • Deliverable: revenue dashboard + governance charter

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