Revenue Drivers: Go from Chat to Copilot to Agents

Jody Geiger

Revenue Exec and AI Coach

Most sellers are stuck at chat. This moves you to copilot, then to agents.

54% of sellers consider themselves AI-proficient. Only 10% actually are.

Most sellers use AI personally. Nothing transfers to the job. Meanwhile, 70% of the workweek goes to non-selling tasks: prep, research, admin, follow-up.

There are three levels of AI in revenue work: Chat: you ask, it answers. Copilot: AI works inside your actual workflows. Agents: AI runs repeatable tasks on your behalf.

Most sellers never get past level one. Staying there has a cost. The quota gap between sellers with AI systems and those without is measurable and widening.

Revenue Drivers moves you through all three.

This isn't a module to watch, it's a live build workshop. You leave with a working Revenue AI Vault, deployed workflows built around your actual role and accounts and a live Agent.

Sellers who make this shift are 3.7x more likely to hit quota and 2x more likely to exceed targets. AI-enabled teams see 30%+ higher win rates.

Revenue Drivers participants have cut prep time from 10 hours to 10 minutes and outbound effort by 90%. AI expertise doesn't happen organically. It has to be engineered.

(Sources: Section AI Proficiency Report 2025 | Salesforce State of Sales 2024 | Gartner | Bain 2025)

What you’ll learn

Map recurring revenue tasks, design AI workflows, and deploy live agents — built around your role in three hands-on sessions.

  • Identify the recurring tasks that drain your time and pinpoint exactly where AI should be carrying that load.

  • Learn to see your work as inputs, processes, and outputs - the foundation every AI workflow and agent you build runs on.

  • Leave with a prioritized workflow inventory and your first working prompt, ready to use right after session one.

  • Create four personal context documents that give AI what it needs to work inside your specific role, your accounts, and your deals.

  • Stop rebuilding context from scratch every time. Your Vault holds everything AI needs to produce useful, accurate output on demand

  • This is the foundation the entire system runs on, and the asset you keep and use long after the workshop ends.

  • Learn the five-node chain - a universal framework for designing AI workflows that produce consistent, usable output every time.

  • Move from ad hoc AI use to designed workflows built around your highest friction recurring revenue tasks.

  • Leave with a deployment-ready workflow design, not a concept to build later. This is something that runs your actual work.

  • Learn the difference between prompting and delegating? Only one produces output you can trust, act on, and repeat.

  • Build delegation frameworks that give AI clear inputs and return outputs that are reliable, and don't need to be rewritten each time.

  • Apply to your highest value, and most time-consuming revenue tasks: - meeting prep - follow-up - pipeline reviews - account planning

  • Build a working agent alongside Jody and other students.

  • Test the agent, activate it, and leave with something running.

  • Tool Agnostic. Works with any AI tool you already have; no technical background required.

  • Leave this workshop with a Revenue AI Vault deployed workflows and a live agent.

  • Most learning fades because there's no plan to embed it. These workflows are live, so you're ready to use them the very same day.

  • This is a system you build, not a course you take and forget.

Learn directly from Jody

Jody Geiger

Jody Geiger

Revenue Exec with real experience building and leading AI-first Revenue Orgs.

Diligent
Apple
Klue
Rogers
ICF

Who this course is for

  • Quota Carrier (sellers, partner mgrs, biz dev): Want to use AI for more than writing emails, but don't know how to get started.

  • System Orchestrator: (Enablement, PMM, Rev Ops) Wondering where AI can help with messaging, coaching, and reporting.

  • Manager (sales leaders, team leads): Wanting to use AI to coach reps faster, inspect deals with clarity, and improve forecast accuracy.

What's included

Jody Geiger

Live sessions

Learn directly from Jody Geiger in a real-time, interactive format.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

3 live sessions • 3 lessons

Week 1

Mar 3—Mar 8

    Mar

    3

    Session 1

    Tue 3/35:30 PM—7:00 PM (UTC)

    See the Revenue System

    1 item

Week 2

Mar 9—Mar 15

    Mar

    10

    Session 2

    Tue 3/104:30 PM—6:00 PM (UTC)

    Design the Workflow

    1 item

Free resource

Proven AI Workflows from a Seller Who Uses Them Every Day cover image

Proven AI Workflows from a Seller Who Uses Them Every Day

Walk away with proven AI plays you can use tomorrow.

In 30 minutes, learn 2 of the exact AI workflows a real AE relies on to prepare for meetings and follow up to win deals.

How AI is Transforming Sales Today

Why adopting AI isn’t optional anymore for sellers and how it impacts quota, productivity, and customer outcomes.

First Steps for Sellers

How a frontline AE got started with AI in his workflow, and the low-lift, high-impact actions you can take right away.

Schedule

Live sessions

3 hrs / week

    • Tue, Mar 3

      5:30 PM—7:00 PM (UTC)

    • Tue, Mar 10

      4:30 PM—6:00 PM (UTC)

    • Tue, Mar 17

      4:30 PM—6:00 PM (UTC)

Testimonials

  • Strategic selling looks very different today. AI has opened a world where we can do more of what we love—connecting with clients and closing deals—and less of what we don’t, like repetitive admin work. Jody has tested and evaluated hundreds of AI tools and prompts, and distilled the best concepts so that any seller can go from 0 to 1.
    Testimonial author image

    Pablo Landa

    MBA Candidate at Kellogg School of Management, Previous Enterprise AE @Klue
  • Was focused on the techniques that matter most in real sales scenarios. Jody provides clear, actionable feedback and involves practice in a way that’s immediately applicable. Her sessions gave me and my team the tools to close deals more effectively, all while reinforcing a mindset of confidence and continuous improvement.
    Testimonial author image

    Leigh Quinlan

    Director of Sales @CoPilot AI
  • Jody's teaching style is both engaging and practical. She not only dives deep into sales concepts but also ensures you walk away with actionable strategies that you can apply immediately. Jody brings unique energy and clarity that makes complex topics accessible.
    Testimonial author image

    Erin Neal

    Senior Manager, Key Accounts @Yotpo
  • A top seller and elite coach, Jody elevated my discovery skills. It’s shown up on the scoreboard; by building buyer trust and uncovering priorities that get deals done. It's shown up in how I work with my teammates, handle feedback and show up for loved ones in my personal life. Jody leaves a mark on people. I hope you get to have that experience.
    Testimonial author image

    Jacob Gebrewold

    Senior Account Executive @Sprout Social, Inc.
  • Owe a lot of the seller and manager I am today to Jody's coaching. She adapts to your style, helps you understand the why, and ensures you have tactical action items that you can put in practice fast. She's a no bull**** coach that doesn't let you dodge difficult conversations. Show up committed to getting better and you'll learn while having fun.
    Testimonial author image

    Alex Cook

    Account Executive, Large Enterprise

Frequently asked questions

$750

USD

·

3 days left to enroll