Fast Facts
Company: Help Scout, a customer support platform
Team: 20-person Revenue organization
Timeline: 4 training sessions over 6 weeks
The Challenge
Andrea Kayal, CRO at Help Scout, recognized that while the team had access to AI tools, usage was shallow and fragmented. The goal was to cultivate a cultural "Mindset Shift" for the entire Revenue organization, moving from simply executing tasks manually to asking, "How can AI make this better?" prior to starting work.
The Solution
A 4-part AI Enablement training program designed to establish a uniform baseline of competency across the 20-person Revenue team.
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Format: 4 60-minute live training sessions over 6 weeks
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Curriculum: AI Foundations & Responsible Use, Custom AI Assistants, Cloning Your Brand Voice with AI, and Advanced AI Workflow Automation
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Approach: Interactive sessions with hands-on builds tailored to Revenue team workflows
The Impact
Baseline Competency Achieved
100% of the team is now operating from the same foundational knowledge, including how to leverage AI in their work, create custom AI assistants, prompt effectively, and use it safely.
Real-World Applications
The team is now building AI solutions across their workflows, including:
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Custom AI assistants for sales
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Automated sales outreach personalization
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Content creation workflows
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And more - essentially any task now starts with the question: "Can AI help with this?"
AI Productivity Impact
Team members are now saving at least 30 minutes per day per person through AI-enhanced workflows.
“The mindset shift has taken place. AI is now imbued in every action we're taking. Our current workflows start with 'How can AI make me more efficient?' The training improved and validated their understanding, gave them confidence they were using the right prompting techniques, and the confidence sped up usage.”
Andrea Kayal, CRO at Help Scout