Lisa Mulyk on AI Governance, Sales Fundamentals, and Human Judgment
About Lisa Mulyk
Lisa Mulyk is CRO at Emergence Sales Consulting, LLC powered by Sales Xceleration, where she helps small and midsize businesses evaluate sales performance, strengthen systems and processes, develop their teams, and drive sustainable growth.
Episode Notes
Key moments from this episode
Lisa Mulyk joins Tailwind for a practical conversation about adopting AI without abandoning the fundamentals that make sales leadership work. She explains where AI can save time in research and preparation, why people should verify sources and preserve their own voice, how companies can match tools to their maturity instead of chasing every new platform, and what responsible AI policies should cover across data, legal risk, security, outreach, leadership reinforcement, and workforce change.
Takeaways
- Use AI to automate repeatable work and accelerate research or preparation, while protecting the human conversations and judgment that technology cannot replace.
- Require citations, verify questionable sources, and rewrite AI-assisted work in the sender’s own voice before it represents the business.
- Match the AI stack to the company’s maturity, test tools before making long commitments, and resist chasing every new platform simply to say the business uses AI.
- Build AI policy from current and intended use, then address data rights, confidentiality, security, legal or regulatory exposure, partner obligations, and outreach limits.
- Socialize and refresh the policy, reinforce it through leadership, include different functional and generational viewpoints, and prepare people to upskill as work changes.
Key Moments
- 0:51
Keep sales fundamentals in the AI era
Lisa opens with the tension between embracing AI and preserving the soft skills, common sense, and human connection that sales teams still need.
Read transcript at this moment - 3:26
Avoid overreliance on the tool
The GPS analogy shows how dependence on technology can weaken basic skills and why people still need to think when the system is incomplete or wrong.
Read transcript at this moment - 8:31
Verify sources and preserve your voice
Austin and Lisa explain how citations, source checks, editing, and an authentic human voice make AI-assisted research and writing more trustworthy.
Read transcript at this moment - 9:52
Match AI tools to business maturity
Lisa recommends starting with the company’s current systems and stage, evaluating tools carefully, and avoiding shiny technology that exceeds the team’s readiness.
Read transcript at this moment - 14:48
Build and reinforce responsible AI policy
The conversation maps an AI-policy starting point across use cases, third-party data, confidentiality, security, legal exposure, outreach rules, employee sign-off, and ongoing leadership reinforcement.
Read transcript at this moment - 29:27
Lean in with clear-eyed judgment
Lisa closes by encouraging leaders to embrace the opportunity while understanding the risks, maintaining fundamentals, and knowing when specialist guidance is needed.
Read transcript at this moment
Transcript
0:02 All right, we have another episode of
0:03 Tailwind. Today we're joined by Lisa
0:05 Mullik. Lisa, tell us a little bit more
0:06 about yourself.
0:08 >> First of all, thanks for having me. Uh,
0:10 my name is Lisa Mullik and I'm a
0:11 fractional CRO, which basically means I
0:14 go in and I help companies with their
0:16 sales process. um you know, soup to
0:19 nuts, do a quick evaluation of what's
0:21 going well, what's not, and then um help
0:24 them develop systems and processes and
0:26 make sure they have the right people
0:27 working with them and they're properly
0:29 trained to drive sales.
0:32 >> Um and I work with small to medium-sized
0:33 businesses, but my background is with
0:36 some rather large companies for over the
0:38 last 30 years. Um had a lot of fun
0:41 learning a ton and being a sales leader
0:44 for a long period of time. So, it's
0:46 wonderful to be able to help some of
0:47 these smaller companies really see their
0:49 value and grow.
0:51 >> Yeah. Yeah. And that background is
0:52 perfect for the topic for today, which
0:54 is sticking to the fundamentals and AI.
0:56 Uh, tell me a little bit more about your
0:57 stance.
0:59 >> Uh, it's a lovehate.
1:02 >> I'm right there with you.
1:03 >> Yeah. I mean, I think everybody kind of
1:05 feels that way. I think there's a lot of
1:06 fear attached to it right now because
1:09 it's ah, it's going to take my job. Um,
1:11 but I also think it's very exciting and
1:13 I'm gonna date myself because I'm gonna
1:15 go back to when the internet started
1:18 >> and I remember being very young and
1:20 freaked out a little bit about that. You
1:22 know, what's that going to mean for us?
1:23 You know, what does it mean for privacy?
1:24 You know, how are we going to conduct
1:26 business? You know, all the things that
1:27 we're accustomed to doing, we're going
1:30 to change and we're at that point again,
1:32 right? So, we can either embrace the
1:34 change or we can run away from it. Um, I
1:36 think we're going to have to embrace the
1:37 change. I think we're going to have to
1:39 be very careful not to over rotate with
1:41 it because I think if you read the news
1:43 and all the layoffs and all the things
1:45 that companies are attributing to AI is
1:48 going to replace, you know, some of
1:49 these functions. Um I think they're also
1:51 discovering that it's not first of all
1:54 where it needs to be to do so. And you
1:57 still need humans. I mean, we have to
1:59 direct it. It's a tool. It's a GPS.
2:02 >> So, I think if we embrace the change,
2:05 we're willing to learn. those who are
2:07 going to do that are also going to
2:10 accelerate versus those that dig their
2:11 heels in because it's not going away.
2:14 >> Um, but I also think that those soft
2:17 skills that humans have are going to
2:19 become more and more important. So if
2:21 you don't know how to have a real
2:23 conversation and connect with people,
2:24 now is the time to really learn because
2:28 >> you know the machine can only do so much
2:31 and we have to use our insight and just
2:36 generally say okay does that really make
2:38 sense, right? Because there's a lot of
2:41 things that can go wrong with AI as
2:44 well. So automate the tasks that make
2:46 sense that we can repeat over and over
2:48 and over again. take that time back. I
2:51 always used to say, I don't know anyone
2:53 in business these days or even in a
2:55 personal life that doesn't feel like um
2:58 they could use some more time in a day.
3:00 >> Mhm.
3:01 >> To sit down and actually sharpen the saw
3:02 and think,
3:04 >> right?
3:04 >> So, if you look at it that way, it's
3:06 wonderful, right? But you also don't
3:08 know where it's going to work or not.
3:11 >> Yeah. Yeah. So, I I want to get to the
3:14 positives, but I feel like if we start
3:15 with the negatives, then we can build
3:16 them in on a happy note. So,
3:19 >> what are some of what are some of the uh
3:20 the negative things that you're seeing
3:22 with AI and maybe some of the over
3:24 rotations?
3:26 >> Um, I think that there's a point now
3:28 where some people are becoming over
3:30 overdependent on it,
3:31 >> right? They don't even want to check
3:33 their email anymore.
3:35 >> I mean, it's it's literally like, oh,
3:37 I'll just have it fire back, you know?
3:40 Thank you. Um,
3:43 if you become over reliant on anything,
3:46 you lose some basic skills. So, I'm
3:48 going to use that GPS example again.
3:50 >> Yeah.
3:51 >> Right. GPS was great and I remember when
3:54 it first launched and and there were
3:55 times when it literally brought you down
3:56 a dirt road and you were about to go off
3:58 a cliff because it just wasn't accurate.
4:00 >> Yeah.
4:00 >> We're in the same boat, right?
4:02 >> Um, so you have to use common sense,
4:04 right, with everything. Um, so I
4:08 purposely will shut off the GPS and not
4:11 use it just to make sure I still have a
4:14 sense of direction. And um, that's
4:17 actually something that I didn't have
4:18 when I was younger at all. I got a job
4:21 with a company car and they said,
4:22 "You're going to have to go see all
4:23 these people." And my parents were
4:25 panicked, right? She can't find her way
4:26 out of a shoe box, right? But I learned,
4:30 >> right? So you still have to have those
4:32 skills even with the tools that we're
4:35 using whether it's AI or anything else.
4:38 So just make sure that you still have
4:40 those tools that you can still think
4:42 that if your phone dies you can
4:44 function.
4:45 >> Yeah.
4:45 >> Right. So I think that that's that's one
4:48 important kind of note on the negatives.
4:52 But the positive if we're going to think
4:54 about that man can I get some time back
4:57 and I can research something really
4:59 really fast. Mhm.
5:01 >> And I become I can come into a meeting
5:03 much more prepared
5:05 um to knock through the things that need
5:07 to be covered and have a much more
5:10 intelligent conversation. And it didn't
5:12 take me a half a day to do it. So I love
5:14 that. I mean the efficiency gains are
5:17 huge. It's what we take from those
5:19 efficiency gains and what are we doing
5:22 in place of that
5:24 >> to get more done.
5:26 >> Yeah. Yeah. I mean, the whole having an
5:29 AI bot respond to my emails for me,
5:32 that's wild,
5:33 >> especially if I'm in a sales role
5:35 because it's like, hold on, that's when
5:36 my if like my clients or my prospects
5:38 are trying to talk to me and I'm
5:40 ignoring them. Like the the last thing I
5:43 want to do is not take that opportunity
5:44 to connect with them, you know, when
5:46 they're actually actively reaching out
5:48 to me at some point in time. Um, you
5:51 know, do you have any uh, you know,
5:53 you're talking about, you know, hey, it
5:55 can make me overreant, but then I can
5:57 also be have a superpower. Do you have
5:59 any like guidance on like kind of ways
6:01 to figure out how to draw the lines on
6:04 am I being overreliant or am I leaning
6:06 into the reliance zone versus like
6:08 leaning into the superpower zone?
6:11 >> I think you learn as you use it.
6:13 >> Yeah.
6:14 >> Right. Um, because it's changing every
6:16 day. Um, so things that you thought were
6:18 going to be really simple when you first
6:20 started
6:21 >> learning how to prompt properly,
6:23 >> um, you might do it again and it could
6:25 come back completely different because
6:28 it's learned and it's going to give you
6:29 something different. And I find there's
6:32 times when you're literally like I don't
6:34 know if you remember when like Alexa was
6:36 launched, you know, when Amazon, you
6:38 know, put the spy in your house.
6:39 >> Um,
6:40 >> that's why I don't have one, but that's
6:42 a whole conversation.
6:44 >> Yeah. My children got me one for for
6:46 Christmas one year. I'm like, "Thank you
6:47 for sending me another spy aside from
6:49 the phone. You know, they know
6:50 everything that I do now." Um, but I but
6:53 I joke around about it because there's
6:55 definitely frustration points where
6:57 there was a whole Saturday Night Live
6:58 skit that I remember watching with like
7:01 older people arguing with Alexa. I'm
7:04 finding that I'm arguing with chat GPT
7:06 sometimes going, "That's not what I
7:08 wanted. Was I not specific enough?" Um,
7:11 so you can waste a little bit of time
7:13 there. Um, you know, no joking aside,
7:16 but I I do think, like I said, it it's
7:18 fantastic for research. Um, I'm finding
7:20 that it's also if I think back through
7:23 my sales career, some of even the the
7:25 concepts and the training that I went
7:26 through, um, I couldn't remember all it,
7:29 but I'm like, "Yeah, that was really
7:30 useful." So, I can go back and reference
7:32 it and dig it up. It's almost like
7:34 having a superpowered librarian, you
7:36 know? Um, it's the next generation of,
7:40 you know, what we use Google for when
7:41 you think about it.
7:43 um just to go and dig and find some
7:45 things that that spur my brain to go,
7:47 "Oh, yeah. I kind of like that angle. I
7:48 I think I can especially with my clients
7:52 in some cases if they're just learning
7:54 um even sales concepts, it helps to kind
7:57 of rejigger my brain, go, "Oh, yeah. I
7:59 remember doing that and it's really
8:01 useful and let me go share it with
8:03 somebody." Right? So, that's just an
8:05 example of one way that I that I've used
8:07 it. Um,
8:10 and I just lost my train of thought.
8:12 >> It's all good. No, so as you were
8:14 talking through it, you know, one of the
8:16 big uses I have for it is research as
8:17 well. I think it's one of those
8:19 opportunities where if I'm going to go
8:21 into a conversation,
8:23 >> um, I can figure out a lot more in a
8:25 shorter period of time because I don't
8:27 have to spend a bunch of time googling,
8:29 taking notes, doing all that. And one of
8:31 the things that I found too is that if I
8:33 require whatever, you know, tool that
8:35 LLM tool that I'm using to provide
8:38 citations, that really makes it a little
8:40 bit more accurate, less likely to
8:41 hallucinate. And if anything looks
8:43 fishy, I can go, "Well, where'd you get
8:45 this from?" And I can go click on the
8:46 citation and go read it for myself. Uh,
8:49 which, you know, at times been like,
8:50 "Oh, no, that's legitimate." Or, "I
8:52 don't know if I trust this source. Like,
8:53 this is a Reddit thread. I'm not going
8:54 to I'm not going to run with this. Not
8:56 to say there's not good information
8:58 there, but I want to work from a little
9:00 bit more of a place of understanding and
9:02 uh, you know, reliability than some
9:04 people's opinions.
9:05 >> That is a great tip, by the way, which I
9:07 always use as well, is like, please
9:09 provide citations like where did you get
9:11 this from? Because then I can go back
9:13 and I can double check
9:15 >> and say that looks right. This
9:17 something's not sitting right with this
9:18 piece of it. And and sometimes even the
9:21 language, don't copy and paste
9:22 everything that you get. Like,
9:23 >> oh, please no. Yeah. use human language,
9:26 you know, think about what you're
9:27 saying. Um, it can definitely reward
9:30 some things in a beautiful way, but you
9:32 really need to have your own voice in
9:34 there.
9:35 >> Um, you know, if you're somebody that's
9:37 a little bit more direct, then you
9:38 probably want a little more direct. If
9:40 you're a little softer, it probably
9:41 should be said in a different way.
9:43 >> Yeah.
9:44 >> So, you know, again, great tool, but you
9:46 still have to spend the time to go look
9:49 at it. Um, the other thing that's been
9:52 interesting and I was actually just in a
9:53 round table meeting with a bunch of
9:54 other CRO and we were talking all about
9:57 all the different tech stacks and the
9:59 different pieces of AI that flow into
10:01 any process.
10:03 And one of the questions was, you know,
10:06 and and of course they they called on
10:08 me. I'm like, why'd you call on me
10:09 first? Um, was, you know, what
10:11 particular tech stack are you using
10:13 mainly with your clients right now? And
10:15 I just paused and I said it depends on
10:18 where they are,
10:19 >> right? So that's always another thing
10:21 that's really important is where are you
10:24 in the journey?
10:26 >> You know, if it's a bigger company
10:28 that's got some of the tools like CRM
10:30 systems in place and things like that
10:32 and they're just refining their
10:34 strategy, they might need different
10:36 components of AI to drive the system a
10:39 little bit faster, more accurate, etc.
10:41 But if they're just starting, like I've
10:44 got some some some little clients,
10:47 >> they're just starting. I'm like, you
10:49 can't sell them a Mercedes when they
10:51 don't even have understand how to key
10:52 like turn the key to the ignition. We
10:54 don't even have those anymore, right? We
10:56 have FOBs.
10:57 >> But, you know, that's precisely my point
10:59 is you just have to know where you are,
11:02 how much you know about it. I mean,
11:03 everybody wants to have say they're
11:05 doing AI, but do you really understand
11:07 where you are? Do you have an AI policy,
11:10 which is really important? Like, how are
11:12 you allowed to use it within your
11:13 business?
11:14 >> Very different from your personal life,
11:16 right? Um, there are probably some
11:18 things that you should be doing and some
11:20 things that you shouldn't be doing. And
11:21 you really need to think through that
11:24 along with the legal aspects of things,
11:26 particularly if you're in an industry
11:28 that's highly regulated.
11:29 >> You need to think about those things.
11:31 And you know, I think everybody wants to
11:34 dive first into it, but sometimes you
11:37 need to take a pause and say, "We're
11:38 going to slow down a little bit." The
11:40 other thing that's very tempting is to
11:42 chase the shiny new toy.
11:44 >> Yeah. Right.
11:45 >> Okay. And because there's so many
11:47 companies that are out there, and you
11:48 and I both know that it's going to
11:50 consolidate. There's, you know, the ones
11:51 that are going to do really well are
11:52 going to get gobbled up by some rather
11:54 large companies. And that's probably the
11:56 hope and the and the dream when you
11:58 start raising money to develop all these
11:59 tools. But there's this race, too. So,
12:04 um, some of the folks that I'm talking
12:05 to are saying, "Look, we're not telling
12:06 anybody to sign a contract for more than
12:08 like a month if they can do that because
12:11 there might be something that's better
12:12 that comes out later,
12:14 >> right? And then there's also a need for
12:17 evaluation. Um, I probably get 20
12:20 solicitations a day for perspective.
12:24 >> Probably a lot of them are AI driven
12:26 because I had one that hit me up 10
12:28 times in a day. Oh wow.
12:30 >> And I was very mad and frustrated like
12:32 stop it, you know, um you know, cut them
12:34 out of my inbox, but they still somehow
12:36 managed to weasle through again. And and
12:38 I will never do business with that
12:39 company because it's irritating.
12:41 >> Absolutely.
12:42 >> You know, so um I guess what I'm saying
12:44 is like you got to do the evaluation.
12:47 You got to try a little bit before you
12:50 you dive deep into it and make long-term
12:53 commitments because things are changing
12:55 rapidly. That said, it's also a
12:58 challenge, right? How much time do we
13:00 really have to play with all of these
13:03 new tools, right?
13:06 So, there's there's I don't know that
13:08 there's an authority yet
13:11 on evaluating these things, but
13:14 >> I'd agree with that. No, I think uh you
13:16 made really two interesting points that
13:18 I think go really well hand in hand in
13:20 there, which is um there was an AI bot
13:23 clearly harassing you and they're like,
13:25 "Well, I'm never working with that
13:26 company."
13:27 >> And I think there's that that risk,
13:29 which is it, you know, this idea of
13:31 having this AI SDR that's persistent,
13:33 that never takes a break, that can hit
13:35 up your entire TAM, your total
13:37 addressable market within a short period
13:39 of time.
13:41 >> Very tempting. And then on the exact
13:42 opposite side of that is and it could
13:43 burn every bridge within your
13:45 addressable market and you might have to
13:46 rename your company because some bot got
13:49 let loose and was just overhitting up
13:52 every single person. Um and you know so
13:56 it's like there's that temptation
13:58 there's that flip side and what you were
14:00 talking about is you know having like an
14:01 AI policy in place
14:03 >> and you know from an organization where
14:05 we kind of uh started natively as an AI
14:08 company we not we don't deliver AI but
14:11 we were natively delivering using AI
14:13 from the start we were always highly
14:16 aware of all the risks uh so we've kind
14:18 of had our internal one and like that's
14:20 been working for a small team that we
14:22 have now but as we grow we're going have
14:24 to have one in place, right? Like um so,
14:27 you know, from somebody who's, you know,
14:28 thought about this already, has put them
14:30 in place, you know, what are some of
14:31 your your you know, things that people
14:34 should take in consideration? What are
14:36 some guidances on, you know, putting
14:37 together a good AI policy and what does
14:40 it cover? Uh tell me somebody who
14:43 probably has put together one hopefully
14:44 as we grow a team, you know, what would
14:46 you say to me as like a starting point?
14:48 Um, I think you have to do an evaluation
14:51 of how you're using it to start
14:53 >> right now. Right? So, take some time to
14:56 take all that in. Um, think about where
14:59 you think you need to go.
15:01 >> Right? You also need to think about the
15:03 other companies that you're working
15:04 with, your partners. Are there other
15:06 pieces of data, you know, that you're
15:08 bringing in? I'll give you an example.
15:10 Um, I've got another person that I
15:12 talked to in a market research space.
15:16 Their business is is dependent upon
15:18 taking data from all different places,
15:22 cleaning that data, and then using it to
15:25 make some very intelligent business
15:26 decisions. But they have to depend on a
15:29 third party to work for whoever their
15:32 client is. They have to work with
15:34 whoever they're working with to bring
15:36 that data in,
15:37 >> which means there's going to be legal
15:38 documents relative to NDA's sharing and
15:41 everything else that that are going to
15:43 basically say you're allowed to have
15:45 this. this is the only way you're
15:46 allowed to use it.
15:49 >> And there are definitely some clauses
15:50 that are in there about generative AI
15:52 because everybody's very worried that
15:53 proprietary information is going to
15:55 somehow get behind the wall and then get
15:57 out again.
15:58 >> Yeah.
15:59 >> Right. So that's just a specific example
16:01 of understanding where it works in your
16:04 business, where some of the risks are.
16:06 You need to think about from a tech
16:09 security, you know, all those
16:11 perspectives, you know, where is it
16:13 going? How is it going to be? housed
16:15 safely and then also the legal
16:17 ramifications if something happens,
16:20 right? So there's it's kind of a whole
16:23 suite of things that you just need to
16:24 think about. Um and you know sales you
16:29 could say you know like what we just
16:31 talked about you know we are going to
16:33 draw a line in the sand and say we're
16:34 only going to contact somebody so many
16:36 times. We're going to make sure that
16:37 we're going to give a little space.
16:40 We're going to make sure that we're not
16:41 scraping any proprietary information
16:43 when we use it. So you can develop a
16:45 policy specifically around that, but you
16:47 really need a corporate policy that
16:49 covers all the different aspects of some
16:51 of the things that you're doing because
16:52 it's all different departments, right?
16:55 So that that would be how I would start
16:56 with a client. And then I'm I'm not
16:58 necessarily an AI expert. Yeah,
17:01 >> I know enough to be dangerous, but I
17:03 would definitely consult with somebody
17:05 and I have folks that I work with that
17:07 are in my network of referrals that
17:10 specifically work around that and
17:12 they'll work with a legal department to
17:14 say the this is how quickly it's
17:15 changing and here are some of the things
17:17 that you need to think about.
17:19 >> Right? So, it's doing an assessment of
17:21 where you are, where you want to go and
17:23 what departments are using it and what
17:25 are some of the things that are really
17:26 great that we're doing. What are some of
17:29 the things that could cause us a little
17:30 bit of a hang-up either with our direct
17:33 customers or third parties that we're
17:34 working with? That would be where I
17:36 would start. And and you brought it all
17:38 the way, you know, all the way from the
17:39 top from the super important to the
17:41 well, let's even to put requirements on
17:43 how much time like a bot needs to put in
17:45 between something like that, you know,
17:47 from a perspective of let's say I'm a
17:49 sales leader and maybe I'm I'm just
17:51 below the need worry about corporate
17:54 governance and you know, arguing with
17:55 legal all the time
17:57 >> and I'm mostly just like trying to lead
17:58 a team and trying to get them optimized
18:00 using it. Um, would you recommend that
18:02 policy being part of how that leader is
18:04 talking to their their sales team? And,
18:06 you know, do you have any
18:07 recommendations on, you know, maybe not
18:10 hard fast rules or maybe you do have
18:12 some hard fast rules on like what some
18:13 of that policy should include on what
18:15 people are allowed to or not allowed to
18:17 do with AI.
18:19 >> Yeah. I think first of all, it needs to
18:21 be socialized. We have a policy, but if
18:23 nobody understands it or signs off on
18:25 it, it doesn't matter.
18:26 >> Good point.
18:27 >> It doesn't matter. So, in general, any
18:30 any kind of corporate policy when you
18:31 think about it, you know, everybody
18:34 needs to be knowledgeable about it and
18:36 and if you're in a particular industry
18:37 that's that's got any kind of regulation
18:39 or rules, everybody needs to understand
18:40 what those are and they need to sign off
18:42 on it and it needs to be done regularly,
18:44 right? Because things are going to
18:46 change. Um, so and then if I'm leading a
18:48 sales team, you know, I need to know the
18:52 policy as a leader, but I also need to
18:54 reinforce that in my messaging,
18:57 >> in my observations, right? If I see
19:00 something that looks like it's being
19:01 done a little color, a little outside
19:02 the lines and I think it's going to be a
19:04 problem, I will bring it up.
19:05 >> Yeah.
19:06 >> Right. And then if it continues,
19:10 there are repercussions for that
19:11 behavior. Right. As with everything,
19:14 right? It's just another piece of it.
19:16 Right. Um, so I think you just you have
19:19 to be aware. You also have to be aware
19:20 of the changes that are coming. Um, and
19:23 make sure that everybody's aligned and
19:24 yep, we we acknowledge that we
19:26 understand what we should or should not
19:28 be doing.
19:29 >> Would you take it down even to the level
19:30 of you are not allowed to send an AI
19:33 generated message without first editing
19:35 it or do you think that there's enough?
19:38 >> I think you got to just do best
19:39 practices, right? I mean, you don't want
19:41 to be overly, you know, you don't need
19:42 to hammer it, but I I just I do think,
19:45 you know, you need best practices and
19:47 and part of that is explaining what
19:49 happens when something doesn't go right
19:53 >> like this is the potential. Whoops. That
19:56 or wow, we just caused a major issue. If
20:00 you don't think through it, that and
20:02 maybe you don't look that smart either.
20:04 just like I can tell pretty quickly when
20:07 something comes through that's
20:08 completely like there was not a human
20:10 that touched it.
20:11 >> Yeah.
20:11 >> Right. Definitely.
20:12 >> Um so it's just it's explaining um you
20:16 know and this is again the case when
20:18 whenever we have profound change you
20:21 know we learn you know I I remember even
20:23 when we were in COVID I had to do um I
20:26 had a a big team and I was asked hey can
20:29 you talk about doing effective virtual
20:31 presentations
20:33 >> and you know we all we all had our
20:35 moments there and I literally pulled up
20:38 if you go and look at epic fails in
20:40 video calls on YouTube, there's some
20:42 fantastic material that'll make you
20:44 laugh like crazy, but you don't want to
20:46 be that person, right? Um, you know,
20:49 rule number one was wear pants, right?
20:51 It just it makes sense, right? You know,
20:54 um, we're in the same point, right?
20:56 We're using more technology. We're
20:58 changing the way we do business. So, you
21:00 know, take a step back, think,
21:04 >> use it where it's appropriate,
21:06 >> make some modifications, and then hit
21:08 send. It's it's a good rule even if you
21:10 write your own email particularly if
21:13 it's something that's a little bit
21:14 emotionally charged.
21:16 >> Yeah. The one where you're like I'm
21:18 deleting that one
21:20 tomorrow.
21:21 >> Let it go for 24 hours.
21:23 >> Yeah, definitely.
21:25 >> Well, I think that's such a good
21:26 comparison too. I know that uh you know
21:29 becoming more you know zoom oriented or
21:32 you know being like you know digitally
21:34 like presenting things was less profound
21:37 to some degree than AI but that was
21:39 something that was kind of thrust upon a
21:40 bunch of people and it fundamentally
21:42 changed their business uh and some
21:44 people who adapted with it gave them
21:46 opportunities to increase their talent
21:48 pool to be beyond just certain
21:50 geographic constraints. It increased
21:52 the, you know, the deliverability so
21:54 they could do certain things where it
21:55 used to require people in the office or
21:58 in a room with them and now they can
22:00 deliver remotely or they can have, you
22:02 know, clients on the west coast if
22:04 they're east coast base because they
22:06 were able to adopt this and that's a
22:08 very recent reminder and it's like well
22:10 I got those wins. I had my stumbling
22:12 blocks and AI is I think going to be
22:14 much more transformational
22:16 >> but at least it's something that's like
22:17 hey I just recently went through this
22:19 technology like like shove less than a
22:23 shift more of a shove at that point
22:24 right
22:25 >> exactly
22:25 >> and now you're getting another one but
22:27 now you're kind of like okay what did I
22:28 learn during that period of time and how
22:30 can I apply it to this
22:33 >> nuances and differences though right
22:35 >> there are and there's um it's also
22:38 different I I I had another discussion
22:40 around the same topic It's the hot topic
22:41 of the day.
22:42 >> It is.
22:42 >> Um I had an HR company that that brought
22:45 a whole bunch of executives in from
22:47 different perspectives. You had people
22:49 that were doing hiring. You had, you
22:51 know, operations teams. You had um CFOs.
22:55 It was a group of really great people.
22:58 And we were talking a little bit about
23:00 some of the ways that AI was changing,
23:02 even things like hiring,
23:04 >> right, now that we have applicant
23:06 tracking systems. Um and I that was a
23:08 mixed bag. There were a lot of people
23:10 that were like, I can't stand it. It's,
23:12 you know, you get hundreds and hundreds
23:13 of resumes and everybody's modifying,
23:16 you know, what they did because they
23:19 want to get past that tracking system
23:21 and it's it's there's probably a lot of
23:23 candidates that you're not necessarily
23:24 seeing.
23:25 >> Yeah.
23:26 >> Um, that was just one topic that we that
23:28 we covered and we had a little bit of
23:29 multigenerational
23:32 >> teams in and very different
23:33 perspectives. So, that's another thing
23:36 that as an organization you're going to
23:37 start having to think about too, right?
23:40 >> Um,
23:42 >> you've got folks that are a little bit
23:44 older like uh, you know, my father's
23:47 actually 80 and still in a startup,
23:48 right?
23:49 >> Very cool.
23:50 >> And I'm teaching him,
23:52 >> but he's at least willing to do it,
23:54 right?
23:54 >> Yeah.
23:54 >> Um, you know, and and and his brother
23:57 also very successful, ran a whole
23:59 company, called me in and goes, "Okay,
24:00 I'm hearing all about this. I need to
24:02 keep my skills sharp." But not
24:03 everybody's going to feel that way,
24:05 right? So, you have to really think also
24:07 about generationally.
24:10 What's this going to do,
24:12 >> right? Because there's going to be a
24:14 different perspective. And I think the
24:16 younger kids that grew up with a phone
24:20 and electronics, like they grew up on
24:21 the phone and the electronics, um,
24:23 they're going to come at it a little
24:24 differently than somebody my age,
24:27 >> right? And
24:29 that's the case with a lot of things,
24:31 not just AI. So there's this whole
24:33 generational piece too which is going to
24:34 be really interesting to see how that
24:36 unfolds.
24:37 >> Yeah.
24:38 >> You know,
24:39 >> would you say that especially with AI,
24:41 it's important to put together
24:44 committees internally that include like
24:47 generational considerations uh to make
24:49 sure that you're getting the full scope
24:51 of understanding of kind of how things
24:52 are shifting.
24:53 >> I think you should be doing that with
24:55 everything that has impact on your
24:56 business.
24:56 >> That's fair. Yeah.
24:57 >> Okay. I 100% agree with you. Um, and
25:01 it's also getting to a place where
25:02 everybody feels safe to voice their
25:04 opinion. They may not agree,
25:06 >> but we also need to have some level of
25:08 understanding and difference in thought
25:09 and how, you know, one problem may be
25:13 addressed 13 different ways.
25:15 >> Yeah,
25:16 >> I personally love that. I don't need to
25:19 be around a bunch of people that think
25:20 exactly the way that I do because we're
25:23 going to knock through something a lot
25:24 faster if we got different points of
25:26 view. I may be the executive that
25:28 ultimately makes the call, but I also
25:31 want to understand where everybody's
25:32 coming from because I can miss something
25:34 really big if I'm only listening to the
25:37 same group of folks that have, you know,
25:40 that are all coming from one cohort.
25:42 >> I think that's really important and
25:44 that's also going to shape the way that
25:47 a lot of the AI tools are learning. when
25:48 you think about it, you've got all
25:49 different folks that are I can just see
25:51 where this is going
25:53 >> that are, you know, building all this.
25:56 So, yeah, I think you definitely need
25:58 different folks in the room to talk
26:00 about how we're using it, you know,
26:01 because I I do feel like it based on
26:04 just that one group,
26:07 the ones that are literally right out of
26:08 school are like, "Oh, I'm going to use
26:09 it for everything. It's going to tell me
26:12 exactly when to brush my teeth in the
26:14 morning." you know, and then and then
26:15 you've got a little skepticism when you
26:17 get in the 50 plus range going,
26:20 >> we've been through some of these things
26:22 before. I don't know if we want to throw
26:24 150% into it because we're going to miss
26:26 something. And that just comes with
26:28 experience, right?
26:30 >> So, it's it's going to be very
26:32 interesting that that'll be a hot topic,
26:34 I think, in the next, you know, six
26:37 months or so. And then there's one more
26:38 thing that I want to bring up.
26:40 >> Oh, please. Yeah. and it's the impact to
26:43 the economy. I think we're seeing it now
26:46 because again I think we've overrotated.
26:49 >> Um I think in countries like the US
26:52 that's highly
26:54 serviceoriented. Okay. We're not doing
26:56 as much manufacturing as we used to,
26:58 >> right?
26:58 >> We're not doing as much, you know, get
27:00 your hands dirty jobs. I mean th those
27:02 those trades people are are in great
27:04 shape right now. There's it's going to
27:06 be a while before the robots can do all
27:07 the plumbing and the HVAC stuff, right?
27:10 Um, I think we're going to get hit a lot
27:12 harder than some other countries
27:14 >> with this because it has a profound
27:17 effect on some of the entry level jobs
27:21 where tasks can be automated, some of
27:23 the research jobs, all of those things
27:26 um are going to be impacted much faster.
27:29 So, we're going to feel it first,
27:32 >> right? And it's going to have to evolve.
27:34 So, we're gonna have to figure out how
27:36 we're gonna, you know, upskill a good
27:38 chunk of the folks that are out there
27:41 trying to work.
27:43 >> And it's going to be painful in the
27:45 beginning. You can see it already.
27:48 >> Yeah. Yeah, I'm with you on that one. I
27:51 think it'll be really interesting how
27:53 everything shifts. I I think though then
27:55 to the point of you know you wanted to
27:57 talk about fundamentals in the age of AI
27:59 when we started this conversation
28:01 everything we've hit along the way from
28:02 you know governance to you navigating
28:04 new technology to automation disrupting
28:08 like labor forces I mean that's already
28:09 happened in our our past many many times
28:12 I mean it seems like you know a good uh
28:15 way to think about it is okay this is a
28:17 new technology it's transformative the
28:20 fundamentals have not like shifted
28:22 they're still there. They're still
28:24 applicable. Still do the best practices.
28:26 It's a new widget per se. I mean, a
28:28 little different than that, but having
28:30 the good policies, making sure there's
28:32 coordination, multi-generational like
28:34 committees, bringing all the different
28:35 viewpoints, you know, upskilling and all
28:37 that stuff. I mean, I think if anything,
28:39 it's just kind of like making the
28:41 fundamentals even more important because
28:43 you're going to have to rely on them
28:44 more because it's such a new territory,
28:46 but they're still applicable at this
28:47 point. Yeah, we're gonna if we have this
28:49 conversation a year from now, it'll be
28:50 interesting to see what's happened
28:52 because it's going so fast.
28:53 >> Yeah, we'll book it June 30th. June
28:56 30th, 2027. Let's see.
28:58 >> Okay. Actually, I'm excited about it. I
29:00 think it's going to be fun. I think
29:01 we're going to trip on ourselves a
29:02 little bit. We already have.
29:04 >> Um but at the same time, like like if
29:07 you're somebody that embraces change,
29:09 >> it's kind of cool.
29:10 >> Yeah, it's fun. All right. Uh final
29:14 thoughts? What's the big takeaway for
29:16 somebody? What's the summary that you'd
29:17 want if somebody listened to this and
29:18 they're going to take one thing away and
29:20 apply it to their business or their like
29:22 leadership role? You know, what would be
29:24 the thing you'd say this is the one?
29:27 >> Um, I'd say lean in.
29:29 >> Yeah.
29:30 >> But make sure you know the depth of the
29:31 pool before you dive.
29:33 >> Yeah, definitely.
29:35 Cool. Well, Lisa, I really appreciate
29:37 it. This is really fascinating. I I'm
29:38 gonna have to start thinking about my
29:39 own AA policy because as we start to
29:41 grow, I'm gonna need to have more than
29:43 just a cons founder consensus on what we
29:46 all understand to be the risks because
29:47 that's not something that just osmosis
29:49 is to somebody else. So
29:50 >> yeah, sometimes you got to call in some
29:52 folks that are
29:54 >> way ahead of it that that specialize in
29:56 that. I that is not me, but I know like
29:58 where to start.
30:00 >> Maybe calling you soon hopefully.
30:03 >> Okay.
30:05 >> Thank you, Lisa. I appreciate the time.
Questions answered in this episode
How should sales leaders balance AI adoption with the fundamentals?
Use AI to automate repeatable work and speed up research or preparation, but keep human judgment, common sense, communication, and relationship-building in the loop. The tool should create more time for thoughtful work rather than replace the conversations customers and teams need.
What should a responsible company AI policy cover?
Start by mapping current and intended AI use across departments. Address third-party data rights, confidentiality, security, legal and regulatory exposure, partner obligations, outreach limits, approved practices, employee acknowledgement, regular updates, and the consequences of working outside the policy.
How can a company adopt AI without overrotating?
Match tools to the company’s maturity, test before making long commitments, verify sources and outputs, and preserve the user’s authentic voice. Include different functional and generational perspectives, reinforce expectations through leadership, and help people build the skills required as work changes.
