This infographic is for demonstration purposes only, made using Google Gemini. Interactive AI features are enabled using a directly embedded API key, which is **NOT a secure practice for production environments.** For a functional and secure version, API keys would be managed on a backend server. The content or implied associations are not indicative of any actual affiliation with the mentioned companies or platforms.

Your Roadmap to AI Leadership

A personalized micro-learning plan for business leaders in Operations, Customer Success, and Salesforce.

The 3-Phase Journey

Phase 1

Fundamentals

2-4 Weeks

Phase 2

Domain Application

4-6 Weeks

Phase 3

Practical Projects

Ongoing

Phase 1: AI Fundamentals & Business Impact

The goal is to build a strong foundation. Understand core AI concepts, key terminology, and how AI creates tangible value in a business context. This phase is about learning the language of AI to inform strategic decisions.

Key Learning Modules

  • Differentiating AI, Machine Learning & Deep Learning
  • AI Use Cases in Sales, Marketing, and Operations
  • Data Governance and Quality for AI
  • Understanding AI Ethics and Bias

📊 Resource Mix for Phase 1

🎓 Domain-Specific Focus Areas

Phase 2: AI in Your Domain

This phase deepens your understanding of AI applications directly relevant to your expertise in RevOps, SalesOps, and Salesforce. The focus shifts from theory to practical, role-specific knowledge.

Critical Resources

Phase 3: Practical Application

Knowledge becomes power through application. This ongoing phase is about continuously applying what you've learned to solve real-world business problems, turning theoretical understanding into strategic impact.

The Application Cycle

Identify Pain Point
↓
Research Solutions
↓
Experiment w/ Tools
↓
Refine & Scale

💡 Essential AI Platform Categories

Your AI Leadership Arsenal

1. Salesforce Einstein AI

Paramount for your background. Master the native AI capabilities within the ecosystem you already command.

2. Generative AI Tools

Proficiency in ChatGPT, Gemini, and Claude for content, analysis, and communication is non-negotiable for modern leaders.

3. RevOps Platforms

Understand AI in Gong, Clari, and Outreach to grasp sales conversation intelligence and forecasting.

4. Customer Service AI

Familiarize with AI in Zendesk, Intercom, and Drift for ticketing, chatbots, and agent assistance.

5. Business Intelligence (BI)

Leverage AI features within Tableau and Power BI for natural language querying and deeper data insights.

6. Cloud AI Platforms

Grasp the business purpose of Google Vertex AI, Azure AI, and AWS SageMaker to understand deployment potential.

Experiment with AI Tools

✨ AI Concept Explainer: Clarify Complex Terms

Quickly get concise, business-focused explanations for any AI term. This feature demonstrates how AI can simplify complex jargon for leaders.

✨ General AI Use Case Idea Generator: Innovate Operations

Spark new ideas! This tool can brainstorm practical AI use cases to improve general business operations and customer engagement.

✨ Role-Specific AI Use Case Generator: Tailored Impact

Discover how AI can specifically benefit your role. Enter a job title to generate tailored AI use case ideas for your domain.

Marcie Ramirez CSM, CSPO