AI sales implementation roadmap: the 90-day plan

The four phases

• Weeks 1-2 — data foundation, CRM cleanup, integration setup
• Weeks 3-4 — single segment pilot with 2 AEs
• Weeks 5-8 — segment expansion, playbook tuning
• Weeks 9-12 — full team rollout with change management

What ruins timelines

Underestimating the CRM cleanup. Skipping the pilot. Rolling out to the whole team on day 1.

The measurement plan

Baseline the four core metrics in week 0. Report weekly to leadership from week 4 onward.