Improve what happens between a customer's first inquiry and their decision to buy. Explore how AI can help you qualify opportunities, prepare for conversations, produce clearer quotes, and maintain thoughtful follow-up.
You leave with
- An inquiry-to-sale process
- Draft messages for one offer
- Clear ownership of the next step
What we'll cover
What happens to a good inquiry when you're busy serving the customers you already have?
- The first five minutes: speed to lead
- Fewer tire-kickers: sorting and qualifying leads as they come in
- Your CRM, finally useful: what it's for, and how AI keeps it clean
- Walk in knowing the customer: raise your close rate
- Send the quote before they cool off
- The customers you already paid for: follow-up and old leads
- Teach your team to sell like you
What to bring: One service or offer · An anonymized inquiry · A quote template · Sample sales notes or a CRM export
Your teachers
Yaseen Arshad
Partner and Head of AI at LeanScale
Yaseen Arshad is a founder, investor, and educator. Over his career he has built and sold companies across four industries (retail, telehealth, service, and software), including ClientKit, which he grew to over a thousand customers before exiting in 2024. Today he is a partner and Head of AI at LeanScale, helping some of the fastest-growing companies on the planet implement AI and grow revenue, including businesses backed by Google Ventures and Goldman Sachs. Before business, he taught high school science. (Don't worry, no pop quizzes. Maybe.)
Meet YaseenPNPatrick Neyland
Founder, Neyland Solutions
Patrick Neyland is the founder of Neyland Solutions, an AI consulting firm helping small businesses identify where AI fits, automate high-value workflows, and train their teams to own what they build. His path runs from accounting and doctoral research into AI in tax enforcement to practical systems that create value before the sale.
Meet Patrick
