Problem Statement Social Impact Sales has launched a beta-stage AI Sales Training platform that equips individuals with AI-powered outreach and content creation skills for real-world remote sales roles. Early cohorts show strong engagement but varied outcomes. To evolve this into a scalable, national platform, it must be validated and optimized.

How can Social Impact Sales refine its AI Sales Training system based on beta performance data and prepare a Version 1 launch strategy that integrates emerging technologies, aligns with funding opportunities, and enables widespread adoption?

Technology Assessment

Students will assess and document:

• Current Stack: GPT (sales prompts), Notion (dashboard), Smartlead & Apollo (CRM), Zapier (automation), Fireflies (meeting transcription), Motion (productivity tracking)
• Beta Delivery Process: Day 1 training, cohort leaderboard, test scoring, outreach actions
• Tool Integration & Gaps: Where automation, personalization, or UX can be improved
• Benchmarking: Comparison with similar AI upskilling programs and micro-job platforms

Solution Design Students will propose:

• A refined platform architecture for Version 1 (V1), covering:
• Module flow: onboarding, AI literacy, outreach, scoring, feedback
• Community layer: cohort-based learning, peer sharing
• Coach layer: oversight, intervention, and performance support
• AI enhancements: GPT agent for reminders, content suggestions, feedback

Implementation Plan

• GTM Timeline: 6–12 month rollout strategy
• Risk Identification: Attrition, tech complexity, engagement dips
• Deployment Phases: Beta > V1 pilot > Partner launch > National expansion
• Stakeholder Plan: Involvement of funders, training partners, brand clients

Data & Analytics Strategy

Beta Performance Review:

• Lead conversion, post engagement, and commissions
• Time-on-platform, training quiz scores
• Drop-off analysis and UX blockers
• V1 Tracking Dashboard: Real-time metrics for admins and coaches
• Impact Framework: Measurement of skill acquisition, income generated, job placement potential

Advanced Tech Integration Strategy

Recommend advanced tech solutions such as:

• Use of GPT agents for trainee support and post-generation
• Task analysis from Motion & Fireflies for behavioral insights
• Optional vision integration for video review or outreach authenticity checks
• Recommendation engine based on top-performing activity logs

Financial Feasibility

Revenue Projections:

• Direct: Commissions, licensing, enterprise cohorts
• Indirect: Sponsorship, workforce grants
• Cost Forecast: Per cohort, per user
• ROI Estimates: Based on job placements, outreach success, and client acquisition
• Tiered Pricing Model: Solo users, NGO programs, workforce agency licensing

Final Deliverables

• Validated Problem-Solution-Fit report
• GTM Roadmap for V1
• Beta Cohort Performance Audit (data visualization + recommendations)
• Financial and Sustainability Model
• Final Presentation and Executive Summary