Business Intelligence & Sales Automation
Personal Mentorship Program on BI, AI Agents & Sales Automation for Marketers, Consultants & Startups
Learn what the brands have implemented
The Four Pillars
The one month AI & Automation training program covers the following four core areas
Industry Specific Strategies
Create strategies for each business industry
Industry Specific Strategies
Create strategies for each business industry
Industry Specific Strategies
Create strategies for each business industry
Building AI Agents
Deploy smart AI Agents for marketing & sales
Building AI Agents
Deploy smart AI Agents for marketing & sales
Building AI Agents
Deploy smart AI Agents for marketing & sales
Automate With Workflows
Automate business processes and tasks with logics
Automate With Workflows
Automate business processes and tasks with logics
Automate With Workflows
Automate business processes and tasks with logics
Business Intelligence
De-code data to derive on intelligent decisions
Business Intelligence
De-code data to derive on intelligent decisions
Business Intelligence
De-code data to derive on intelligent decisions
Detailed Curriculum
The detailed break-down of the program weekly basis
Week 1: Foundations & Systems Thinking (Business Intelligence Basics)
Objective: Understand BI, funnel logic, CRM structure & revenue leakages.
Day 1 — Orientation & Systems Thinking
Role of Business Intelligence in growth
Mapping current business workflows
Identifying gaps & bottlenecks
Day 2 — Fundamentals of Business Intelligence
What data matters in business?
Revenue drivers vs leak points
KPI pyramid — activity → funnel → revenue
Day 3 — Sales Funnel Intelligence Framework
Lead → Prospect → Opportunity → Customer → Evangelist
Conversion ratios & leakage mapping
Trust-based buying journey
Day 4 — CRM Architecture & Data Structuring
Pipelines, tags, segments, lifecycle stages
Custom fields for decision intelligence
Single Source of Truth (SSOT)
Day 5 — Lead Sources & Buyer Behaviour Analytics
Lead attribution & intent signals
Lead scoring framework
Ideal lead profile classification
Weekend Reflection (Self-Work)
Funnel audit assignment
CRM structuring worksheet
Week 1: Foundations & Systems Thinking (Business Intelligence Basics)
Objective: Understand BI, funnel logic, CRM structure & revenue leakages.
Day 1 — Orientation & Systems Thinking
Role of Business Intelligence in growth
Mapping current business workflows
Identifying gaps & bottlenecks
Day 2 — Fundamentals of Business Intelligence
What data matters in business?
Revenue drivers vs leak points
KPI pyramid — activity → funnel → revenue
Day 3 — Sales Funnel Intelligence Framework
Lead → Prospect → Opportunity → Customer → Evangelist
Conversion ratios & leakage mapping
Trust-based buying journey
Day 4 — CRM Architecture & Data Structuring
Pipelines, tags, segments, lifecycle stages
Custom fields for decision intelligence
Single Source of Truth (SSOT)
Day 5 — Lead Sources & Buyer Behaviour Analytics
Lead attribution & intent signals
Lead scoring framework
Ideal lead profile classification
Weekend Reflection (Self-Work)
Funnel audit assignment
CRM structuring worksheet
Week 1: Foundations & Systems Thinking (Business Intelligence Basics)
Objective: Understand BI, funnel logic, CRM structure & revenue leakages.
Day 1 — Orientation & Systems Thinking
Role of Business Intelligence in growth
Mapping current business workflows
Identifying gaps & bottlenecks
Day 2 — Fundamentals of Business Intelligence
What data matters in business?
Revenue drivers vs leak points
KPI pyramid — activity → funnel → revenue
Day 3 — Sales Funnel Intelligence Framework
Lead → Prospect → Opportunity → Customer → Evangelist
Conversion ratios & leakage mapping
Trust-based buying journey
Day 4 — CRM Architecture & Data Structuring
Pipelines, tags, segments, lifecycle stages
Custom fields for decision intelligence
Single Source of Truth (SSOT)
Day 5 — Lead Sources & Buyer Behaviour Analytics
Lead attribution & intent signals
Lead scoring framework
Ideal lead profile classification
Weekend Reflection (Self-Work)
Funnel audit assignment
CRM structuring worksheet
Week 2: Sales Automation & AI-Enabled Selling
Objective: Deploy automation workflows & human-assisted AI systems.
Day 6 — Automation Strategy & Process Mapping
What to automate vs retain manual
Human-in-loop automation model
ROI logic & cost-saving lens
Day 7 — Lead Capture & Instant Response Automation
WhatsApp autoresponder
Email acknowledgement flows
Click-to-call & conversation routing
Day 8 — Qualification & Segmentation Automation
Auto-qualification questions
Tag-driven segmentation
Lead warming workflows
Day 9 — AI Sales Assistant / Virtual SDR
Conversational sales workflows
Appointment & calendar automation
Context-aware engagement logic
Day 10 — Follow-ups, Proposals & Deal Automation
Multi-channel follow-ups
Proposal / quote automation
Deal-movement triggers
Weekend Reflection (Self-Work)
Implement 1 live automation workflow
Submit implementation report
Week 2: Sales Automation & AI-Enabled Selling
Objective: Deploy automation workflows & human-assisted AI systems.
Day 6 — Automation Strategy & Process Mapping
What to automate vs retain manual
Human-in-loop automation model
ROI logic & cost-saving lens
Day 7 — Lead Capture & Instant Response Automation
WhatsApp autoresponder
Email acknowledgement flows
Click-to-call & conversation routing
Day 8 — Qualification & Segmentation Automation
Auto-qualification questions
Tag-driven segmentation
Lead warming workflows
Day 9 — AI Sales Assistant / Virtual SDR
Conversational sales workflows
Appointment & calendar automation
Context-aware engagement logic
Day 10 — Follow-ups, Proposals & Deal Automation
Multi-channel follow-ups
Proposal / quote automation
Deal-movement triggers
Weekend Reflection (Self-Work)
Implement 1 live automation workflow
Submit implementation report
Week 2: Sales Automation & AI-Enabled Selling
Objective: Deploy automation workflows & human-assisted AI systems.
Day 6 — Automation Strategy & Process Mapping
What to automate vs retain manual
Human-in-loop automation model
ROI logic & cost-saving lens
Day 7 — Lead Capture & Instant Response Automation
WhatsApp autoresponder
Email acknowledgement flows
Click-to-call & conversation routing
Day 8 — Qualification & Segmentation Automation
Auto-qualification questions
Tag-driven segmentation
Lead warming workflows
Day 9 — AI Sales Assistant / Virtual SDR
Conversational sales workflows
Appointment & calendar automation
Context-aware engagement logic
Day 10 — Follow-ups, Proposals & Deal Automation
Multi-channel follow-ups
Proposal / quote automation
Deal-movement triggers
Weekend Reflection (Self-Work)
Implement 1 live automation workflow
Submit implementation report
Week 3: Business Intelligence Dashboards & Revenue Optimization
Objective: Convert sales data into actionable growth insights.
Day 11 — KPI & Revenue Intelligence Framework
Leading vs lagging indicators
Sales productivity analytics
Revenue forecasting logic
Day 12 — BI Dashboard Mapping
CEO dashboard
Sales manager dashboard
Campaign performance dashboard
Day 13 — Pipeline & Conversion Intelligence
Deal velocity
Sales cycle intelligence
Heat-map based conversions
Day 14 — Lead Source ROI & Profitability Analytics
CAC | LTV | ROI | Break-even logic
Channel-wise revenue mapping
Scaling profitable funnels
Day 15 — Team Activity & Retention Intelligence
Activity scoreboards
Talk-time vs closure ratios
Renewal & upsell intelligence
Weekend Reflection (Self-Work)
Dashboard-based insights report
Improvement recommendation sheet
Week 3: Business Intelligence Dashboards & Revenue Optimization
Objective: Convert sales data into actionable growth insights.
Day 11 — KPI & Revenue Intelligence Framework
Leading vs lagging indicators
Sales productivity analytics
Revenue forecasting logic
Day 12 — BI Dashboard Mapping
CEO dashboard
Sales manager dashboard
Campaign performance dashboard
Day 13 — Pipeline & Conversion Intelligence
Deal velocity
Sales cycle intelligence
Heat-map based conversions
Day 14 — Lead Source ROI & Profitability Analytics
CAC | LTV | ROI | Break-even logic
Channel-wise revenue mapping
Scaling profitable funnels
Day 15 — Team Activity & Retention Intelligence
Activity scoreboards
Talk-time vs closure ratios
Renewal & upsell intelligence
Weekend Reflection (Self-Work)
Dashboard-based insights report
Improvement recommendation sheet
Week 3: Business Intelligence Dashboards & Revenue Optimization
Objective: Convert sales data into actionable growth insights.
Day 11 — KPI & Revenue Intelligence Framework
Leading vs lagging indicators
Sales productivity analytics
Revenue forecasting logic
Day 12 — BI Dashboard Mapping
CEO dashboard
Sales manager dashboard
Campaign performance dashboard
Day 13 — Pipeline & Conversion Intelligence
Deal velocity
Sales cycle intelligence
Heat-map based conversions
Day 14 — Lead Source ROI & Profitability Analytics
CAC | LTV | ROI | Break-even logic
Channel-wise revenue mapping
Scaling profitable funnels
Day 15 — Team Activity & Retention Intelligence
Activity scoreboards
Talk-time vs closure ratios
Renewal & upsell intelligence
Weekend Reflection (Self-Work)
Dashboard-based insights report
Improvement recommendation sheet
Week 4: Scale, Personalization & Growth Flywheel
Objective: Systematize growth & build a BI-driven revenue engine.
Day 16 — Behaviour-Based Remarketing & Personalization
Segmented remarketing
WhatsApp / Email event triggers
Context-based nurturing
Day 17 — High-Ticket & Relationship Sales Automation
HNI workflows
Trust-authority frameworks
Education-driven nurturing
Day 18 — Sales SOPs, Playbooks & Governance
Roles & accountability mapping
Standard follow-up culture
Data hygiene & audit rules
Day 19 — Predictive & AI-Driven Sales Intelligence
Demand prediction indicators
Churn probability signals
Deal success probability scoring
Day 20 — Growth Flywheel Implementation
Marketing → Sales → Delivery → Advocacy loop
Referral & affiliate automation
Final system audit & roadmap
Weekend (Graduation & Submission)
KPI comparison — Before vs After
Implementation presentation
Growth blueprint handover
Week 4: Scale, Personalization & Growth Flywheel
Objective: Systematize growth & build a BI-driven revenue engine.
Day 16 — Behaviour-Based Remarketing & Personalization
Segmented remarketing
WhatsApp / Email event triggers
Context-based nurturing
Day 17 — High-Ticket & Relationship Sales Automation
HNI workflows
Trust-authority frameworks
Education-driven nurturing
Day 18 — Sales SOPs, Playbooks & Governance
Roles & accountability mapping
Standard follow-up culture
Data hygiene & audit rules
Day 19 — Predictive & AI-Driven Sales Intelligence
Demand prediction indicators
Churn probability signals
Deal success probability scoring
Day 20 — Growth Flywheel Implementation
Marketing → Sales → Delivery → Advocacy loop
Referral & affiliate automation
Final system audit & roadmap
Weekend (Graduation & Submission)
KPI comparison — Before vs After
Implementation presentation
Growth blueprint handover
Week 4: Scale, Personalization & Growth Flywheel
Objective: Systematize growth & build a BI-driven revenue engine.
Day 16 — Behaviour-Based Remarketing & Personalization
Segmented remarketing
WhatsApp / Email event triggers
Context-based nurturing
Day 17 — High-Ticket & Relationship Sales Automation
HNI workflows
Trust-authority frameworks
Education-driven nurturing
Day 18 — Sales SOPs, Playbooks & Governance
Roles & accountability mapping
Standard follow-up culture
Data hygiene & audit rules
Day 19 — Predictive & AI-Driven Sales Intelligence
Demand prediction indicators
Churn probability signals
Deal success probability scoring
Day 20 — Growth Flywheel Implementation
Marketing → Sales → Delivery → Advocacy loop
Referral & affiliate automation
Final system audit & roadmap
Weekend (Graduation & Submission)
KPI comparison — Before vs After
Implementation presentation
Growth blueprint handover
Bonus Gifts
Bonus 1
A premium HighLevel account for 03 months to practice.
Bonus 2
Access to the recoded courses on AI & Automation for 01 year.
The Benefits
The benefits of attending this program
Shift from intuition-based decisions to BI-driven execution
Shift from intuition-based decisions to BI-driven execution
Shift from intuition-based decisions to BI-driven execution
Improve sales productivity, win rate & deal velocity
Improve sales productivity, win rate & deal velocity
Improve sales productivity, win rate & deal velocity
Build automation that supports humans — not replaces them
Build automation that supports humans — not replaces them
Build automation that supports humans — not replaces them
Gain structured forecasting, probability & risk intelligence
Gain structured forecasting, probability & risk intelligence
Gain structured forecasting, probability & risk intelligence
Strengthen customer trust, retention & lifetime value
Strengthen customer trust, retention & lifetime value
Strengthen customer trust, retention & lifetime value
Build systems that make the organisation scalable
Build systems that make the organisation scalable
Build systems that make the organisation scalable
Mentor.
Mentor.
Mentor.
Subilal K
Founder & CEO
Business Automation Expert
Author
Digital Coach
Indian Navy Veteran
Subilal K
Founder & CEO
Business Automation Expert
Author
Digital Coach
Indian Navy Veteran
Program Fee
Program Fee
Online
Rs. 80,000.00
Classes via Zoom (80 Hours)
Classes via Zoom (80 Hours)
Recordings Available
Recordings Available
Contact Now
Offline
Rs. 1.2 Lakhs
Classes at IBARC on weekdays (20 Days)
Classes at IBARC on weekdays (20 Days)
Personal Monitoring
Personal Monitoring
Global Leaders Opinions
Discover firsthand experiences from our employees about growth, collaboration, and success at our company.
We are at the beginning of a revolution in business — powered by data, automation, and intelligent systems driving new growth models.
Jeff Bezos
Founder, Amazon
We are at the beginning of a revolution in business — powered by data, automation, and intelligent systems driving new growth models.
Jeff Bezos
Founder, Amazon
We are at the beginning of a revolution in business — powered by data, automation, and intelligent systems driving new growth models.
Jeff Bezos
Founder, Amazon
AI is more profound than electricity or fire in its potential impact on business growth, innovation and uplift across every industry.
Sundar Pichai
CEO, Alphabet (Google)
AI is more profound than electricity or fire in its potential impact on business growth, innovation and uplift across every industry.
Sundar Pichai
CEO, Alphabet (Google)
AI is more profound than electricity or fire in its potential impact on business growth, innovation and uplift across every industry.
Sundar Pichai
CEO, Alphabet (Google)
AI is one of the most transformative forces in business today — it’s not just about efficiency, it’s about enabling growth no company could achieve before
Satya Nadella
CEO, Microsoft
AI is one of the most transformative forces in business today — it’s not just about efficiency, it’s about enabling growth no company could achieve before
Satya Nadella
CEO, Microsoft
AI is one of the most transformative forces in business today — it’s not just about efficiency, it’s about enabling growth no company could achieve before
Satya Nadella
CEO, Microsoft
The businesses that leverage AI and automation strategically will grow faster, operate smarter, and lead the next wave of economic value.
Diane Greene
Former CEO, Google Cloud
The businesses that leverage AI and automation strategically will grow faster, operate smarter, and lead the next wave of economic value.
Diane Greene
Former CEO, Google Cloud
The businesses that leverage AI and automation strategically will grow faster, operate smarter, and lead the next wave of economic value.
Diane Greene
Former CEO, Google Cloud