# Event Details - **Event Name**: AI Workshop Series 3/4: Sales & Customer Service - **Event Start and End Date**: Thu, 20 Aug, 2026 at 08:30 am – Thu, 20 Aug, 2026 at 12:00 pm - **Event Description**: AI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.About this EventAI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.AI is no longer a future conversation.It’s showing up in proposals, forecasting, hiring, customer communication, operational efficiency — and in the questions your team is already asking.But for family and private businesses, this isn’t just about technology.It’s about:· Driving profitable growth· Increasing efficiency and reducing unnecessary costs· Expanding capacity without simply adding headcount· Strengthening strategic decision-making with better insight· And implementing responsibly — without disrupting culture or trustThis four-part workshop series was built specifically for family and privately held businesses navigating AI thoughtfully — not reactively.This is not theory. This is not hype. This is not vendor-driven.This is peer-driven.You’ll hear directly from family and private business leaders who:Have implemented AI in parts of their organizationAre actively piloting use casesHave learned lessons the hard wayCan speak candidly about risk, resistance, ROI, and cultural impactAlongside them, subject matter experts will provide guardrails, frameworks, and perspective — but the heartbeat of this series is real business application.How the Series WorksThis is a hybrid structure:Start Here (Strongly Encouraged for All)Roadmap & The Human Side of AIThen, based on your priorities, send the right leaders to the functional workshops:Sales & Customer ServiceFinance & HROperationsWe strongly encourage organizations to send cross-functional representation. AI decisions cannot live in one department.Senior leadership buy-in is critical — but execution requires alignment.Workshop 3: August 20, 2026AI in Sales & Customer ServiceProtecting Relationships While Increasing CapacityAI is changing the way sales, business development, and customer service teams work — but the real opportunity is not simply doing more, faster. It is helping teams become more prepared, more consistent, more responsive, and more intentional in how they serve customers and grow relationships.In this practical, workshop-style session led by Alan Lindeman (Anavo Growth Partners), and featuring Kevin Lawson (Lighthouse Sales Advisors) and Sean O'Shaughnessey (New Sales Expert LLC), participants will explore how AI can support real sales and customer service challenges, from messy follow-up notes and inconsistent CRM documentation to customer complaints, proposal support, account planning, retention risk, and service escalation.Rather than focusing on one specific tool, this session will use a shared fictional case study, live demonstrations, actual prompts, and realistic AI outputs — including imperfect ones — to help leaders see both the potential and the limitations of AI in action.Participants will not just watch what AI can do. They will learn how to evaluate outputs, identify where human judgment is still essential, and think through what must be true inside their organization for AI to be used responsibly and effectively.The final hour will guide participants through the AI Opportunity Matrix, helping them identify one or two potential opportunities within their own business and walk away with a tangible use case to explore.This session is designed for leaders responsible for sales, business development, customer service, customer relationships, and revenue growth who are ready to move beyond theory and begin identifying practical, responsible ways AI can create value.Featured Session: The AI Opportunity MatrixAs part of this workshop, Matt Strippelhoff of Red Hawk Technologies will lead a one-hour working session using their AI Opportunity Matrix — a structured, seven-step framework that helps leaders identify one real, decision-ready AI opportunity in their sales and service operations. This isn't a presentation — it's a hands-on exercise. Participants leave with a completed worksheet and take-home materials, so they can run the same framework internally with other departments and teams, long after the workshop ends.Who Should AttendThis series is ideal for:CEOs / PresidentsOwners / FoundersNext-Generation LeadersCFOs / Finance LeadersHR LeadersCOOs / Operations LeadersSales LeadersWe strongly encourage sending multiple leaders across sessions.AI adoption is not a one-person decision. It is an organizational alignment strategy.Why This Series Is DifferentMost AI conversations are:Tool-heavyVendor-drivenFear-basedOr disconnected from family and privately held business realitiesThis series is:Peer-centeredStrategy-firstCulture-awareRisk-consciousAction-orientedYou will leave each workshop with:Practical next stepsClarity on where to begin (or refine)Confidence to lead the conversation inside your organizationRegistration Options☑️ Attend the full four-part series☑️ Begin with Roadmap & Human Side, then select functional sessions☑️ Send different leaders to different workshopsYour competitive advantage will not come from adopting AI the fastest.It will come from adopting it responsibly, strategically, and aligned with your values. - **Event URL**: https://allevents.in/cincinnati/ai-workshop-series-3-4-sales-and-customer-service/100001988478459601 - **Event Categories**: workshops, business - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Duration: 3 hours 30 minutes - Location: 1819 Innovation Hub - Languages: English ## Ticket Details - **Ticket Price Range**: min: 529.5, max: 1141.76, currency: USD ## Event venue details - **city**: Cincinnati - **state**: OH - **country**: United States - **location**: 1819 Innovation Hub - **lat**: 39.1323675 - **long**: -84.4970142 - **full address**: 1819 Innovation Hub, 2900 Reading Rd, Cincinnati, United States ## Event gallery - **Alt text**: AI Workshop Series 3/4: Sales & Customer Service - **Image URL**: https://cdn-az.allevents.in/events9/banners/39e23cd0150bafaffa86b23e2d3ca6649d6bcf10ed0396f054fe506e806cec0c-rimg-w1200-h675-dc1d292b-gmir.jpg?v=1777498274 ## FAQs - **Q**: When and where is AI Workshop Series 3/4: Sales & Customer Service being held? - **A:** AI Workshop Series 3/4: Sales & Customer Service takes place on Thu, 20 Aug, 2026 at 08:30 am to Thu, 20 Aug, 2026 at 12:00 pm at 1819 Innovation Hub, 2900 Reading Rd, Cincinnati, United States. - **Q**: Who is organizing AI Workshop Series 3/4: Sales & Customer Service? - **A:** AI Workshop Series 3/4: Sales & Customer Service is organized by Goering Center for Family & Private Business. - **Q**: Who is this event for? Is it right for me? - **A:** AI Workshop Series 3/4: Sales & Customer Service is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Cincinnati, this event is thoughtfully curated to deliver a standout experience worth every moment. 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