- Bayview Yards, 7 Bayview Station Road
- Thursday, June 18, 9 AM – 11 AM
About the Workshop
In this practical and example-driven workshop, participants will learn how to use AI tools to strengthen business development, sales, and marketing efforts in ways that drive real results. Designed for organizational leaders, social entrepreneurs, and revenue-generating teams, the session will explore how AI can help identify and research prospects, personalize outreach, prepare stronger proposals and pitches, streamline follow-up, manage sales pipelines, and build more consistent business-development routines.
Why You Should Attend
Participants will leave the workshop with insights and actions that they can use immediately to accelerate their sales and revenue success.
About the Workshop Leader
Tim Ragan is a business engineer, advisor, and founder of C-View Strategies, where he helps owner-led and senior-led organizations improve execution, decision-making, and business performance.
For almost 40 years, Tim has worked with leadership teams across technology, professional services, manufacturing, and growth-stage business environments, helping them clarify priorities, strengthen accountability, and turn strategy into practical operating discipline.
Tim is currently leading the development of OptimizeNow!, an execution-system approach for mid-market organizations that need to improve decision velocity, leadership alignment, and follow-through. Alongside that work, he has been deeply integrating AI into his own business development, sales, research, writing, and operating routines. His current AI work includes prospect research, sales outreach support, call preparation, follow-up tracking, workshop design, executive writing, and structured decision support.
Rather than treating AI as a novelty or a generic writing tool, Tim focuses on how AI can be connected to real business processes. His interest is practical: how small teams and resource-constrained organizations can use AI to reduce friction, improve follow-through, and make better use of the effort they are already investing.
In this workshop, Tim will bring a hands-on, sales-oriented perspective to AI adoption, with a focus on practical use cases that social enterprises and social purpose businesses can begin applying immediately.
About the Practitioner Series
CSED’s Practitioner Series is a set of highly informative, small group workshops which take a deep dive into the critical business functions and concepts essential to business and impact success. Designed with a bias to action, the series will appeal to both experienced organizational leaders and social entrepreneurs as well as more junior practitioners looking to develop their understanding in a particular area.
Series Sponsor
CSED wishes to thank Tangram Consulting for their generous support of the 2026 Practitioner Series.