Google

Amazon Web Services

Suncorp Group

Great Eastern

Jason Tan

Bootstrapped AI Founder | Author & Speaker | AI Product & Business Advisor 

How to Build an AI Sales Agent to Process 500 Leads per Day

Gather and enrich raw contact and company data automatically. Feed the AI agent exact context to process data accurately

Collect and enrich lead data automatically

Build an engine to review headcount and growth metrics. The AI agent evaluates contacts to verify decision makers.

Build an evaluation engine for prospects

Run evaluations continuously to process hundreds of leads daily. A 10-person team can execute like a 100-person one.

Scale your top of funnel capacity

Leave with a working agentic analytics system on your machine, a polished analysis, and the patterns and frameworks to make it all yours.

Principal Data Scientist @ Ontra 

Shane Butler

Principal Data Scientist @ Ontra | Ex-Stripe, Nextdoor, PwC, Appfolio

Data Science Leader |Ex-Microsoft

Sravya Madipalli

Data Science Leader@Superhuman (Prev. Grammarly)| Ex-Microsoft, eBay, Nextdoor

Head of Data @ Ontra AI | Ex-LinkedIn

Hai Guan

Head of Data @ Ontra | Ex-Nextdoor, LinkedIn, Pinterest, Meta

Bootcamp 4

Cohort 5

Anyone can get AI to produce analysis now. The hard part is knowing whether it is right.This is a five week, hands on course where you build an agentic analytics system in Claude Code, and then do the thing almost nobody teaches: prove it works.Weeks 1 and 2 you build. You set up your own environment, write your first skill, design and build a multi agent system, integrate it into a production repo, and connect it to your team's tools through MCP.Weeks 3 and 4 you make it trustworthy. You measure reliability across repeated runs, triangulate a question across independent methods of analysis, build ground truth, align an LLM judge to human labels, trace every answer back to the query that produced it, and engineer the context that makes the system correct on your company's metrics.Week 5 you put it to work. You swap the model underneath it, cross check one model against another, and turn the system into value your company can see.Ten live sessions, two hours each, with three instructors in the room. Every recording is yours to keep. Free course retake. Private AI Builders alumni community. No coding background required, no Python or SQL is ever written by you.

Build AI Analysts that do the work and prove the numbers are reliable. No code.

Build a multi agent AI analyst system from scratch

Integrate your system into a production analytics repo

Build an eval suite that proves your analyst is right

Align an LLM judge for work that has no right answer

Engineer the context that makes the system correct

Swap to open source models and triangulate across them

Product managers who are tired of waiting in the data team's queue. Stop waiting. Analyze it yourself.

Data scientists who want to multiply their output. You know how to do the analysis manually. Now automate it.

Engineers who want to make data-driven decisions without hiring a data team.

Future-proof your finance career by mastering AI tools, predictive modeling, and autonomous agents that handle real finance workflows.

Professor & AI Expert (1M+ Students)

Microsoft

General Motors

Samsung

HSBC

Dr. Ryan Ahmed

Professor, AI expert, & YouTuber who has taught 1M+ learners worldwide.

Director of Engineering @Launchpad.AI

Nike

Levi's

Mr. Cooper

Launchpad

Kukesh Kodess

Director of Engineering with 7+ years building cutting-edge AI/ML systems

Cohort 3

Cohort 4

⭐Over 1 million students taught across 160 countries. Has trained teams inside RBC, HSBC, TD Bank, BNY Mellon, Jefferies &amp; Barclays. Capped at 50 seats. 90+ alumni rated it 4.8/5: Bank of America, American Express, UBS &amp; The LEGO Group. 📩 Questions? Email Ryan: <a target="_blank" rel="noopener noreferrer nofollow" class="underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="mailto:ryan.ahmed@stemplicityschool.com">ryan.ahmed@stemplicityschool.com</a>You already use AI. It still hasn't taken one recurring task off your plate.93% of finance teams use AI. Only 21% say it changed how they work. The gap isn't better prompts. It's that nobody taught you to build an AI Agent: something that opens your files, runs your process and hands you a finished deliverable while you're in a meeting.Four weeks from now, the work still gets done. You just stop being the one doing it.<ul><li>Finance: close, variance commentary, reconciliations, forecasts, board packs</li><li>Marketing: campaign reporting, competitor monitoring, content ops, attribution</li><li>Sales: prospect research, CRM hygiene, call follow-ups, RFPs, pipeline forecasts</li></ul>Built live on your own files in Cowork, Claude Code, Codex and Copilot. You leave with 8 working agents, a capstone you can demo and a certification. No coding or technical experience needed.

Build AI Agents That Run Your Finance, Marketing & Sales & Get Certified

Build your first AI agent in week 1 with Claude Cowork, with zero coding

Turn messy files into branded PowerPoint, Word and PDF deliverables

Build Excel models and financial analysis with AI agents, not formulas

Forecast revenue, cash flow and risk with AI agents, no stats degree needed

Connect agents to HubSpot and your systems with MCP, then run them nightly

Ship a real end-to-end agent system and earn your certification

If you can use Excel and write an email, you can build Agents. Most alumni are CFOs, controllers, FP&A managers & marketers, not engineers.

No coding or technical experience required

You build your own AI agents starting in week 1. Sample workflow and data are provided if you can't bring your own.

A real workflow that you want to automate

<blockquote>CFOs, Controllers &amp; FP&amp;A Teams who want to automate the close, variance commentary, reconciliations, forecasts and board-ready reporting.</blockquote>

Financial Analysts &amp; Accounting Teams who want to automate reconciliations, transaction reviews, tie-outs and recurring monthly reporting.

<blockquote>Marketing &amp; Sales Leaders who want to automate campaign reporting, competitor monitoring, prospect research, CRM hygiene and RFP responses.</blockquote>

In this course, you'll build real AI systems for your actual work - the kind you open on Monday morning and use.

Marketing Consultant. Founder. Teacher.

Silvi Specter

Marketing consultant. Founder. AI systems builder. Previously: Early Lemonade.

Cohort 2

AI is supposed to save you time. So why does it still feel like you're doing everything yourself?That's the difference between "using AI" and having AI systems. This course gets you there.In five weeks, you'll build custom voices, AI projects, and automation workflows you'll use every day. I used these systems to go from 40 to 20 hours/week on marketing work while growing from $18k to $25k MRR.Here's what you'll gain from this course:→ Know exactly when to use Claude, ChatGPT, and Gemini - and which other tools are worth your time→ Stop rewriting AI drafts - get content that sounds like you out of the gate→ Create content and campaigns faster with AI projects that have your briefs, audience research, and brand guidelines→ Stop losing afternoons to follow-ups, meeting notes, and reporting - build workflows that handle repetitive stuff automatically→ Turn transcripts and research into clear customer insights in under 1 hour→ Give your team an AI system to work from so you're not fixing everything yourselfYour AI tools will know your brand, audience, and how you like to work. What used to take half a day will take an hour. And the time you lost to execution will finally be free.

Stop drowning in execution. Build AI systems that save you 5-10 hours per week.

Reclaim 5-10 hours weekly by systematizing the executional work that drowns you

Stop wondering if you're using AI the right way - and get ahead of it

Finally cut through AI tool FOMO and build your focused tech stack

Ship customer-centric content that actually sounds like your brand (not ChatGPT)

Get customer insights & strategy feedback you couldn't get on your own

Build delegation systems so others execute at your quality level

You should be able to apply your projects to the day-to-day work you need to save time on

Active work to apply AI systems to

In-House Startup Marketerswho are doing the work of a full team, and leadership assumes AI can fix that. You need systems to make it true.

Consultants &amp; Fractional Executiveswith clients who want faster &amp; cheaper work because "AI can do it." You need systems to make it happen.

Solo Operators Wearing Multiple Hatswho handle everything with no team to hand off to. You need infrastructure that works when you're not.

Build two AI agents that remember for you, safely, in 120 minutes, no code.

AI product builder, ex-BBC and Newsela

Samira Sohail

Shipped products reaching millions at BBC, Newsela, and now Luxo Beta

AI strategist, cybersecurity ex-SANS

Kate Marshall

18 years in Cybersecurity Training, now AI Strategist and Fractional CAIO

Cohort 1

Cohort 2 Sept 2026

Most AI advice is about doing more, faster: emails quicker, decks sooner, code shipped in less time. But what's breaking in your life isn't slow. It's forgotten. The birthday you meant to remember. The friend you meant to check on. The habit you keep meaning to start.You've tried the usual fixes: reminders that fire too late, habit trackers that ask more than they give back. None of them hold, because none do anything with the information. They notify. They don't help.What you'll leave with By the end of a single 120-minute session, you'll have two working AI agents, not a slide deck.Agent 1: Connection and Belonging. It pulls birthdays, anniversaries, and milestones from your calendar and contacts, then reminds you early enough to act. Each reminder comes with real options: a message to send, a gift to pick, a dinner to book.Agent 2: Personal Accountability. You set the goals you're working towards. The agent checks in daily with a short reflection prompt and tracks your answers over time, so you have an honest record of your own patterns.Both agents run on tools you already have. No code, no developer, and your card details never enter the process.

Build agents that remember for you, so you follow through on the people and goals you care about.

Build an agent that remembers birthdays and milestones

Build a daily accountability agent for your own goals

Scope agent access so it earns your trust, not just your data

Extend your agents so they get more useful over time

Apply the data and memory rules that govern every AI tool you use

Ship two working agents without writing a line of code

Senior professionals whose careers run smoothly while birthdays, old friends, and family moments quietly slip through the cracks.

People who set real goals each year, health, projects, relationships, and have a drawer of trackers that lasted three weeks each.

AI-curious professionals who use Claude daily but have never built an agent, and want one working agent to show for it.

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

The Full Stack Career

Operations professionals who optimize processes and manage day-to-day business functions.

Marketers who drive brand awareness, customer acquisition, and growth across channels.

Sales professionals who drive revenue through client engagement and pipeline management.

Applying AI tools and techniques to professional workflows — assign alongside more specific AI topics.

Building autonomous AI agent systems that take actions, use tools, and orchestrate multi-step workflows.

Marketing to business buyers — account-based marketing, demand generation, and enterprise sales cycles.

Automating professional workflows with AI tools — productivity, operations, and task automation.

Generating qualified pipeline through inbound and outbound programs — lead scoring, nurture campaigns, and conversion optimization.

How to Build an AI Sales Agent to Process 500 Leads per Day

What you'll learn

Why this topic matters

You'll learn from

Jason Tan