In Short
The AI-Assisted Experience is a 2 day onsite strategy workshop where George B. Thomas helps your leadership and RevOps team design the AI-assisted customer experience across your full lifecycle. You map where AI agents assist, where humans lead, and how the handoffs feel, then leave with a phased, executable roadmap. It's leadership strategy grounded in what HubSpot and modern AI can do today, not a vendor pitch about someday.
The Outcome
Your leadership and RevOps team leaves with a blueprint for the AI-assisted experience your company can provide across the full lifecycle, from first touch to loyal customer.
Most companies are bolting AI onto the edges of a journey nobody zoomed out to see. A chatbot on the website, a writing tool for marketing, an agent your sales team half-trusts. Each one might be fine on its own, but stitched together they create a jarring, disconnected experience, because no one designed how the pieces hand off to each other or to a human. The winners aren't adding more AI features. They're designing a coherent experience, end to end. This strategic workshop zooms out and asks the real question: across your entire customer lifecycle, where does AI assist, where do humans lead, and what does the handoff feel like? We map your journey from prospecting agent to customer agent, identify where AI creates real value versus where it creates friction, and build a phased blueprint your team can actually execute. This is leadership-level strategy, grounded in what HubSpot and modern AI can genuinely do today, not a vendor pitch about someday. You leave with a roadmap, owners, and the first moves your team makes next week.
You'll Walk Out With
- Map your full customer lifecycle, from first touch to loyal customer, and find the moments that shape the relationship.
- Build a blueprint of where AI agents assist and where humans lead, stage by stage.
- Design the handoff moments so AI-to-human feels seamless, not jarring.
- Turn the blueprint into a phased, executable roadmap your team leaves ready to run.
Before we arrive: Decision-makers in the room: leadership and RevOps who can commit to direction. Bring a rough picture of your current customer journey and tech stack.
Key Takeaway
Leadership leaves with a one-page lifecycle experience map and a phased, executable roadmap with owners and first moves, grounded in tools you can use today.
The Agenda
What Your Two Days Look Like
Day 1 · Morning
Map the Lifecycle
We chart your full journey, from first touch to loyal customer, and find the moments that actually shape the relationship instead of just moving the deal along.
Day 1 · Afternoon
Where Agents Assist
Prospecting agents that open relationships, customer agents that deepen them. We mark, stage by stage, where AI creates real value and where it quietly creates friction.
Day 2 · Morning
Design the Handoffs
The AI-to-human moments are where experiences win or break. We design them so they feel seamless and human, not robotic or abrupt.
Day 2 · Afternoon
Build the Roadmap
We turn the blueprint into a phased, executable plan with a build order, owners, and the first moves your team makes next week, not next year.
What's Included
Everything Your Team Gets
Lifecycle Experience Map
Your end-to-end journey with AI and human roles defined at every stage, on one page leadership can rally around.
The Phased Roadmap
A realistic build order so you start where the value is highest, not where the hype is loudest.
Executive Workbook
The frameworks and decisions documented for the team that wasn't in the room.
Two Follow-Up Calls
We check the roadmap at 30 and 60 days as execution begins.
What It's Worth
Add It Up Before You Look at the Price
Each piece of a live workshop would cost real money on its own. Together, in the room, on your data, they compound into something no slide deck can match.
- Two days onsite with George, leadership-level strategyThe reason you're here
- Your full lifecycle experience map (single source of truth)$3,000 on its own
- The phased, executable roadmap with owners and first moves$2,500
- The handoff designs (AI-to-human moments)$1,500
- Executive workbook for the broader team$1,000
- Two Follow-Up Calls at 30 and 60 days$1,000
Investment
Formats & Investment
Pick the format that fits your team. Travel is billed separately, and every workshop is custom-scoped on a discovery call.
2-Day Strategic Deep Dive
Two days of leadership-level strategy that ends with an executable roadmap.
- Lifecycle experience map
- AI + human role design
- Handoff design
- Phased roadmap
- Two follow-up calls
Travel billed separately. Every workshop is custom-scoped on a discovery call. No per-seat math: one price, bring the whole team.
“AI isn't a feature you add to the journey. It's an experience you design across the whole thing. The companies that get that will be the ones customers remember.”
Is This Right For You?
Is This Workshop Right for Your Team?
This Is For You If...
- You're a leader who sees AI as strategy, not just tooling.
- You want a coherent experience, not a pile of disconnected AI features.
- Your RevOps team can execute a roadmap once the strategy is clear.
This Isn't For You If...
- You want hands-on tool training (start with AI for HubSpot Teams instead).
- You're looking for a single quick win, not a lifecycle strategy.
- Your leadership isn't ready to make experience-level decisions in the room.
Your Host
Meet the Speaker
George B. Thomas
Founder, Sidekick Strategies
HubSpot Partner · 12+ Years a Certified HubSpot Trainer
George builds practical systems for humans who want to actually use HubSpot. A multi-time INBOUND speaker, co-host of the HubHeroes podcast, and the originator of the AI Content System and the Super Admin Operating System. He teaches so your team walks out with something they can apply the same week.
LinkedInReal Proof
What Humans Say After Working With George
George and his team are the first time in almost fifteen years that I've worked with a marketing professional where I actually feel like what we said we were going to do is getting done.
Chris Middleton
Make Taxes Fair
No matter what I throw at him or the crazy ideas I have, he's always able to distill it down to an actionable plan that results in great success. A priceless asset to our team.
Victoria Van-Horsen
Marketing Leader
We made more progress with George in a week than we did in 2 months with an agency. He has helped us get our marketing act together inside of HubSpot, and every hour he works for us moves us forward.
Joe Rando
LifeStarr
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AIAI for HubSpot Teams (Breeze)
Your revenue team leaves with practical Breeze workflows wired into their daily HubSpot work, and a clear, honest read on what's free versus gated.
Request a Date
Bring The AI-Assisted Experience to Your Team
In-person work starts with a conversation, not a checkout. Here's exactly how it goes, so there are no surprises and no pressure.
- 1
Tell Us About Your Team
Share your date window, location, team size, and what you want your humans to walk out with.
- 2
Book a Discovery Call
You'll grab time with George to talk through your goals. No pitch, just a real conversation about fit.
- 3
We Scope It and Send a Quote
George tailors the workshop to your portal and team, then we send a clear quote. No payment up front.
No payment up front. The deposit is handled after your discovery call, once the workshop is scoped to your team. Travel is billed separately and laid out plainly in your quote.
Common Questions