In Person
In this one-day, hands-on workshop, you’ll use AI to rethink how you understand and serve your best customers. Together, we’ll enrich your existing customer personas (sometimes called Ideal Customer Profiles), map out an AI-enhanced customer journey, and turn those insights into ready-to-use marketing assets. You’ll also learn the basics of data, consent, and governance in a Canadian SME context, design a simple experiment with clear KPIs, and leave with concrete deliverables your team can implement in the next 1–2 weeks.
Why Attend:
Most SMEs already have customer personas and a rough idea of their customer journey—but they’re often static, outdated, or sitting in a slide deck no one uses. AI now makes it possible to keep those personas “alive” with real customer signals and quickly test where you can reduce friction, improve conversion, and deepen relationships.
- Strengthen your customer personas using real data like CRM activity, website behaviour, frontline feedback, and call notes.
- Map your customer journey with AI support to pinpoint where customers get stuck or drop off.
- Focus on one high-impact problem in that journey and design a simple experiment to improve it.
- Create real marketing assets—such as emails, scripts, or landing page copy—using large language models (LLMs).
- Learn Canadian-friendly data and governance basics, so you can use AI while respecting privacy, consent, and record-keeping requirements.
Key Outcomes/Takeaways:
- An updated, enriched customer persona for a priority segment
- Two AI-generated marketing assets ready for use
- A simple, privacy-safe AI workflow
- A testable experiment plan with KPIs
- Reusable toolkits and prompts
Who should attend:
This workshop is designed for SMEs located in Southern Ontario with $2-20 million in annual revenue. If you’re in one of the following roles and want to start using AI in a practical, low-risk way, this program is for you.
- Founders, Owners, and CEOs of SMBs
- Marketing Leads (CMOs, Marketing Directors, Demand Gen / Growth Managers)
- Sales and Revenue Leaders
- Customer Success and Customer Experience Leaders
- Operations and RevOps Managers supporting customer-facing teams
Apply for the session
Agenda
8:30 – 9:00 AM | Welcome, Coffee & Connections.Arrivals, setup with workshop tools, and cross-sector networking.
9:00 – 9:20 AM | Kick-Off: Why This, Why Now
9:20 – 10:05 AM | Presentation and Working Time: From Personas to “Living Profiles”.Turn static personas into dynamic, data-informed profiles.
10:05 – 10:50 AM | Presentation: Data, Consent & Governance — The Canadian WayUnderstand what you can safely do with customer data in a Canadian SMB context.
10:50 – 11:00 AM | Refresh Break
11:00 AM – 12:00 PM | Working Session: Mapping Your AI-Enhanced Customer JourneyMap the customer journey for your updated persona and identify friction points.
12:00 – 1:00 PM | Networking Lunch
1:00 – 1:35 PM | Experiment Design Lab: Proving the ROI
Design a simple, focused experiment you can run in 1–2 weeks.
1:35 – 2:20 PM | From Insight to Persona: Developing a Feedback Loop
2:20 – 2:30 PM | Coffee Break
2:30 – 3:10 PM | How to Implement It: Integration Made Simple
3:10 – 3:30 PM | Readout & Commitments
Speakers
-
Gorkem Cetin
VerifyWise
-
Scott Snowden
Flywheel Strategic
-
Maryam Golabgir
Digital Marketing Experts
Tickets & Registration
Apply now to secure your spot — if accepted, a member of the World Trade Centre Toronto team will send you a payment link to complete your ticket purchase (program cost: $149 Members, $179 Non-Members).
If you have any questions, please contact Jon Joel at jjoel@bot.com.
Eligibility
- Located in Southern Ontario
- $2–$20 million in annual revenue