AI Agents on Your Team: From First Steps to a Working Revenue System
AI adoption doesn't have to start with a complete transformation. Take the first steps toward putting agents to work across your main revenue processes.
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An agent is only as reliable as the CRM underneath it. In most mid-market revenue orgs, stages are decorative, deal values live in a spreadsheet somewhere, and the person who actually signs is a name in someone's inbox. Automation on top of that just moves bad data faster.
Episode 101 covers the unglamorous part first. We define exactly what has to be true in monday — fields, stages, relationships, ownership — before an agent is allowed to touch a deal record.
Corey Peck and Brian Mosley demo real client setups in front of you, from an empty workspace to a working revenue system.
- Boards, objects and relationships, built live — accounts, contacts, deals and activity in one structure instead of four disconnected lists.
- A pipeline your reporting can survive — stages with entry criteria, plus products, values, terms and split logic on the deal itself.
- Stakeholder maps on every deal — champions, blockers and the person who signs, visible without opening someone's inbox.
- Dashboards leadership reads on Monday morning — built on fields that are enforced, so the numbers hold up in the meeting.
- Agents that maintain the record — stage, next step and close date updated from real activity, with no manager chasing reps for hygiene.
By the end you'll have the build order for your own environment — and a clear picture of which pieces have to be in place before a single agent gets switched on.
Information
One structure for accounts, contacts, deals and activity
Pipeline
Stages that are enforced, not suggested
Deal structure
Products, values, terms and split logic
Stakeholders
Champions, blockers and buyers mapped
Dashboards
Leadership views built on real structure
Agents
Keeping every field current automatically
Register
Live on the day, plus the recording and the written build steps.
“Our pipeline review used to start with twenty minutes of arguing about whether the data was real. Now it starts with decisions.”
VP Sales
B2B services, $60M revenue
“The stakeholder map alone changed how we forecast. We could finally see which deals had a champion and which had a single friendly contact.”
Chief Revenue Officer
Manufacturing, $110M revenue
“We stopped paying people to update a CRM. The agents do the updating and the team spends the time selling.”
CEO
Distribution, $35M revenue
Who is building it
Corey Peck
Founder & CEO, Fractional Ops Global
monday Channel Partner
Brian Mosley
Head of Agentic CRM Partners
monday.com
Questions we get
- Will I get the recording?
- Yes. The recording and the written build steps go out to every registrant within 24 hours.
- Do I have to be on monday CRM already?
- No. We build inside monday CRM, but the structure we build applies to any pipeline. If your team already uses monday Work Management, the interface will look familiar.
- Where does this sit in the series?
- It is the first of five sessions. Episode 101 builds the core. The sessions after it work through lead capture and attribution, stalled-deal logic, quoting and proposals, conversation-adjusted forecasting, and the handoff to delivery teams.
- How technical does it get?
- Everything we show is configuration, automation and agent setup in monday. There is no code, and your ops person can rebuild it without engineering help.
Register Today
The core gets built once. Every session after it — lead capture, stalled deals, quoting and proposals, conversation-adjusted forecasting, delivery handoff — builds on top of it.
Register
Live on the day, plus the recording and the written build steps.