David Kreiger sits down with Denise Willett, Vice President of Sales at Coconut Software, which builds appointment, queuing, and video banking tools for financial institutions, and former CRO of Nest Wealth. Over the past year, Denise has been building AI agents hands-on for her own sales team, and in this episode she breaks down what it actually takes.
In this episode, they cover:
What an AI agent is, and why a good prompt and a good agent solve different problems
The two-day enablement format that had Coconut's sales and marketing teams building agents
Why building the agent isn't the hard part, and the planning template Denise's team fills out before building anything
How her team cut account planning from three hours to eight minutes
Agents that surface next best actions and the accounts reps should focus on each week
If you feel like you should be building AI agents for your sales team but aren't sure where to start, this conversation gives you a practical place to begin.
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