The 30-60-90 Day Agentic AI Pilot Roadmap

Designed for CROs, RevOps Leaders, and Sales VPs who want results

First 30 Days: Foundation + Friction Finder

Goal: Understand your sales workflows and identify 1–2 areas to test automation with low risk, high impact.

Step 1 - Audit Sales Workflow: Map the steps your reps take from lead → meeting → deal → handoff.

Pick Your Test Lane: Choose 1 or 2 areas ripe for automation. Most common:

• Lead research & account enrichment

• Follow-up sequences

• CRM opportunity updates

Choose a Pilot Tool: Start with low-risk AI tools (e.g., Clay for enrichment, Smart-lead or Regie.ai for outbound, Uptics or Scratchpad for CRM updates).

Baseline Metrics: Track current rep output (meetings booked, time to first touch, % CRM data filled) to measure lift later.

Next 30 Days (Days 31–60): Launch + Learn

Goal: Go live with the pilot in your selected workflow and gather performance data + feedback.

Step 2 - Deploy with Guardrails: Let AI agents act but review outputs before sending (especially in outbound). You're building trust.

Record and Review: Use Gong, Fathom, or similar tools to see how AI-integrated workflows influence call quality, buyer response, and time saved.

Compare Results: Evaluate performance uplift vs. baseline:

• Did the reps book more meetings?

• Did CRM hygiene improve?

• Was time-to-reply faster?

Gather Rep Feedback: AI adoption will fail without seller buy-in. Ask:

"Did it actually help you sell faster or better?"

Final 30 Days (Days 61–90): Scale or Scrap

Goal: Decide whether to scale, pivot, or pause. Create a longer-term roadmap based on pilot performance.

Step 3 - Decide on Go-Forward Strategy:

• If ROI is clear: Expand to other workflows or teams

• If mixed: Optimize prompts, models, or workflows

• If there is no value: Cut the pilot and rethink the use case

Prep for Integration: Work with IT or ops to embed the winning AI agent into your CRM, email, and RevOps systems.

Executive Summary Report: Share learnings with leadership:

• Efficiency gains

• Cost/time savings

• Rep adoption sentiment

• Revenue impact (if measurable)

Don’t Wait for AI to Be “Perfect”

Agentic AI doesn’t need to be flawless to be a force multiplier. It just needs to be deployed with a strategy, measured with discipline, and optimized fast.

Want help designing your first Agentic AI pilot? TalentSync-AI has worked with growth-stage SaaS and enterprise teams to future-proof GTM motions using real AI—not LinkedIn buzzwords.

Send us an email RevIntell@TalentSync-AI.com The AI future doesn’t wait.