Using AI to Diagnose, Optimize & Accelerate Revenue Growth in Employee-Owned Companies

Revenue growth is rarely limited by a lack of marketing technology, as most companies have invested heavily in martech (marketing technology). More often, companies struggle to understand how leads and revenue move through their marketing funnel, where the process breaks down, and which problems are limiting growth. This session provides a practical framework for understanding the connections between marketing, sales, operations, data, and technology—and identifying the friction that prevents revenue from flowing efficiently. We’ll explore how AI can help organizations diagnose those breakdowns, uncover opportunities, prioritize the changes that matter most, and accelerate the path from insight to action. For employee-owned companies, this disciplined approach can help teams turn technology investments into measurable growth while building long-term value for employee owners.

Learning Objectives

1. Map and Understand the Revenue Funnel
Understand how prospects, leads, opportunities, customers, data, and technology move through the revenue process—and establish the visibility needed to see where value is created or lost.

2. Diagnose and Prioritize Revenue Friction
Learn how to identify the operational, data, process, and technology breakdowns that create lost opportunities or inefficiency, and determine which issues are most important to address first.

3. Use AI to Optimize and Accelerate Growth
Explore how AI can analyze funnel performance, uncover patterns and gaps, generate actionable insights, and help organizations move more quickly from diagnosing problems to implementing improvements that drive revenue.