From Top of Funnel to Account Management - Executive Networking Lunch

​If you’re responsible for growing revenue within existing accounts, you’re balancing expansion targets, retention pressure, and increasing expectations around AI.

​This executive lunch is built for revenue leaders who want to:

​·      Learn how peers are using AI in account management and expansion

​·      Reduce manual follow-up and increase execution quality

​·      Turn customer conversations into clearer next steps

​·      Build simple, repeatable workflows their teams will actually adopt

​Who Should Come:

​·      VP / Head of Sales, Customer Success, Account Management

​·      CROs, COOs, and revenue-focused founders/executives

​·      Leaders responsible for expansion, retention, and revenue growth within existing accounts

​11:30 – Arrival & Networking Lunch

​12:00 – Welcome & Host Intros (5 minutes)

​12:05 – Practical AI Use Cases (15–20 minutes total)
Short, tactical walkthroughs including:

​·       A mobile meeting capture & transcription workflow for cleaner follow-up

​·       LinkedIn automation & revenue ops tactics that are working right now

​·       A simple AI Lead Magnet playbook leaders can apply immediately

​12:25 – Open Networking & Peer Discussion

​All attendees will receive access to try the tools demonstrated, but the focus of the event is peer connection and idea sharing.

​This is a curated, invite-only lunch for senior revenue leaders. Space is limited to keep the room high quality and discussion meaningful.