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Two conversations I had recently kept pointing in the same direction: the motion that wins agentic AI transformation deals is the same motion that builds a life you fully own on your terms. Today I connect those dots and give you a light preview of where the work inside The Purposeful Performer heads in the second half of this year.

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Yesterday afternoon I spent just over an hour with one of my coaching members. To protect his identity, let’s call him Michael.

He's a top-performing strategic seller at a fast-moving conversational AI company, and his deal cycles look exactly like what you'd expect in large enterprise right now. A CEO outlines the company's strategic direction with a bold target to achieve significant cost reductions while materially improving the customer experience. Then you get into the account and find a wall of resistance that protects existing partner relationships, advocates keeping legacy platforms, and maintains lower-status executives’ small areas of power and control.

His instinct was to fight it with his company’s superior technology and outwork the competition. He wanted to beat them with better architecture and features, sharper demos, and a faster pilot.

However, we spent almost none of the session talking about any of that.

Because positioning an agentic AI transformation is less about the tech and more about the people.

Here's what we worked through instead.

The transformation framework. Every transformation I was part of ran through three workstreams:

  1. Business

  2. Operations

  3. Technology

The strategic business initiatives set at the top fit inside the first bucket. The people, decisions, and workflows that make it possible sit in the second one. The platforms, capabilities, and integrations sit in the third. When a deal stalls (and it will), you never have to name names. You point to the bucket where things are breaking down and let the facts do the talking—much like a master litigator presents their case in court.

The simple move. There are two components that will help smooth the edges on the corporate politics and speed up transformation deals on an enterprise level:

  1. Good executive alignment

  2. A quality narrative artifact that both sides frequently use to make decisions

Early in the engagement, it’s important to align an executive sponsor on your side with an executive sponsor on theirs, so it feels like a peer-to-peer relationship with a clear cadence for meetings (such as weekly, bi-weekly, or at least monthly depending on how deep you’re in the cycle).

Then codify their CEO's stated North Star into a written narrative document (ideally something they can call their own and circulate internally) that everyone can access easily. From there, you report back the facts from your conversations on a consistent basis, as agreed in the very first engagement.

This sounds something like this:

“When we engage with companies like yours pursuing [their stated strategic initiative], we use a simple framework that acts like a scorecard on making the right changes to make it possible.

To keep you and your team aware of the progress and where things are breaking down (we always find something interesting in every engagement), we create a document that both teams can easily access. Does a document work, or does your company prefer collaborating in another format (like slides)?

I’ve already started this document based on [research and discussions with specific people] and want to be sure this looks good with you, or if we need to make any refinements. We typically suggest meeting once a month with our CEO, who will work directly with you as the executive sponsor for a proper readout, and I will share the updated document with you and a summary of the progress every Friday morning as I’m having meetings, demos, and conversations with the right people on your side. This email will take less than a minute to read, and I’ll be sure to flag anything that requires your attention. Who else should be on that thread?”

Michael got introduced to the CEO of this specific account through a board member. Side note: If you’re building pipeline in enterprise and strategic accounts, this is where you should spend much of your time outside key engagements you already have in your pipeline.

Then, as you have the conversations up and down the chain inside their organization (and no doubt encounter the frustrating wall of resistance), you never throw anyone under the bus. You let everyone know about using the same process that was discussed at the C-level, and then let the readouts to them lead the company to the only clear conclusion—that change needs to occur now.

A very specific line you can use to break down the wall of political resistance during these C-level executive readouts is: “whether you do business with us or not, we felt it important that you are aware of what’s going on inside your company.”

In my experience, if you can provide high-quality value without a transactional ask tied to it, and you position yourself more as an educator teaching them something genuinely broken or important inside their business, you’re reducing the friction for the path to partnership.

That one document also does double duty. It's the artifact for every executive readout, and it becomes the map both teams use to drive strategic initiatives—theirs and yours—naturally turning into the business case, then the proposal, then the contract + order form, and finally the project implementation plan.

It’s a bit like a scorecard that measures the health of their business, identifying the critical decisions and jobs to be done that need improvement. It gets filled in and more valuable over time as the deal progresses and the partnership tightens. And it only works when it's connected to a strong point of view your company can defend all day, because you see it play out every day in companies like them trying to pull off ambitious targets.

It does a great job of weeding out those who are genuinely interested in change (and the “pain” necessary to make it). A helpful mental construct I use is “find the friction early, so that it becomes easier later.”

What I mean is that most sellers use their happy ears to get excited about early positive discussions, often with lower-level executives who are a few layers removed from influencing strategic decisions, and then find it harder to climb the mountain later. But it’s better to seek out the friction early, present a big bold idea, and highlight all of the things blocking them from making it happen (usually their own people). Awkward conversations with those trying to protect their territory are just the price of admission.

If you've been with me for a while, you'll recognize this motion. I broke it down in detail inside Learning Path 2, Lesson 22: How To Craft A Credible, Executive-Level Point Of View.

Near the end of our call, Michael sat back and said, "This is really inspiring."

He came in holding onto standard deal mechanics. He walked out carrying conviction in thinking bigger and being bolder, wrapped in a logical framework and two easy things he can control and manage.

By making a few smart changes, you can also start tilting things in your favor so you can attract and engage the most innovative leaders on your account list rather than constantly chasing them. It’s a subtle but powerful (and very efficient) move in how you manage your business.

I know this motion works because it's the exact one I used at LivePerson.

The slide that helped generate $50M+ in enterprise revenue in 38 months.

In 2018, walking into a Fortune 500 company and pitching one Bot Manager overseeing 10 agents doing the work of 100 humans felt radical. CFOs didn't believe the math until we proved it inside their business. This one slide helped me generate over $50M in total contract value and $27.3M in annual recurring revenue in less than 38 months. The deals it won paid me asymmetric income, and I cashed that income in for one thing: the autonomy I enjoy today to pursue my dream of writing about using sales to architect autonomy (so meta, right?).

Selling this way was ahead of the curve. Today, it is the curve.

Greg Isenberg, one of the biggest voices in AI, recently sketched out how to build a company that runs on AI agents. Look at his new org chart. It’s very similar to the one I was positioning to corporate executives eight years ago. This is the agentic workforce (which every Fortune 500 company is actively pursuing, whether they say it out loud or not).

Source: Greg Isenberg, The New Org Chart

The most capable humans are at the top, providing strategy, taste, judgment, and trust. Agents are below them, handling the execution. A shared context layer underneath holds the knowledge. Greg had a killer line I like to use when coaching others: "The future org chart has fewer routers and more reviewers."

Source: Greg Isenberg, The AI-Native Stack

And his kicker: "You do not get agent leverage by buying a tool. You get it by making the business readable."

They might be slightly different words, but it all paints the same picture. The slide we used to transform Fortune 500 contact centers is now the blueprint for how every company gets built. Which means every enterprise and strategic seller is already selling some version of this transformation. The ones who sell it the way my coaching member is learning to (people first, narrative artifact, executive alignment, strong POV) are the ones who will get paid asymmetrically for it.

You’re not positioning a product or solution; you're showcasing how you can help expedite the transition to being the best, most capable agentic workforce. And I bet your company fits meaningfully somewhere within that transition. You just have to ask yourself: “Am I doing an elite job in positioning it this way?” Most sellers are not—and that’s both the trap that leads to lean quarters or the opportunity to stand out.

Once you tap into that … that's when this becomes about something bigger than selling at an elite level.

Recently, I reached out to an old friend and former colleague, Rick, to wish him a happy birthday. Here's part of what he texted back before we jumped on a call when I asked how he and his family were doing:

"Hey hey! You made my day! We've been busy. Hit the mountains and the Denver Zoo, Phoenix and drove to the Grand Canyon, LA to hit Disneyland, and last week we spent in Antigua Guatemala. Crazy story for you. I built a voice AI agent for my sister's spa 18 months ago. Today I have a little over 200 clients using it AND just got my first enterprise client! A major insurance company. I have 0 employees lol."

200 clients. A major insurance company. Zero employees.

When we caught up for nearly an hour, he told me he works no more than 10 hours a week.

Rick was one of my biggest allies at LivePerson. He managed our Gainshare business (think fully managed services on contracts that are purely outcome-focused), and we positioned these huge transformations together on some of my key accounts, using the same blueprint I walked my coaching member through above. He helped architect a $10M deal with Chipotle and another mega deal with a global cable company, the one that put me in seven-figure earning territory for the first time. Like me, he's now also retired early from the corporate world, with a net worth quite a bit larger than mine.

What struck me on that call wasn't nostalgia. It was how clearly we could both see it now. The money we earned bought our freedom, but the capabilities we built are what let us keep working on our terms. We sold transformations until we learned how to architect our own. That's what makes you a self-sovereign individual instead of an early retiree.

Everything Rick and I talked about pointed in the same direction: in the era we’re in now, the right human becomes more valuable, not less. Those taking full advantage of AI without losing themselves are people with big ideas, judgment, taste, and a perspective earned through real deals and real consequences, and they multiply them. Inside here, we call that being a Purposeful Performer.

Rick isn't winning because he owns a voice AI agent. 200 businesses and a major insurance company trust him because he spent a career learning how businesses actually work.

That's the real promise of the era we're in. Not that AI does your work for you. That AI lets you build your work around the life you want. I've written before about pursuing the autonomous life. The second half of this year is about building it.

Where we go from here

Learning Path 5 closed out with your money working as hard as you do. Three more learning paths are coming in the second half, and I'll keep this light on purpose. I'd rather show you than promise you.

Learning Path 6: AI Fluency. This will not be another "use AI to sell more" course, cohort, or community. There is endless noise out there about prompts, tools, and AI hacks for individual job functions. What's missing is a sharp lens on using AI to architect autonomy, applied in a specific way to your sales role, that purposefully makes you, the human, more valuable.

That's the gap we're going to close. For a taste of the vibe I mean: the executives at Anthropic, the people building Claude, treat prompting and skill-building as a craft. They document how they work, turn that documentation into skills their AI runs, and keep improving the loop. That's the level we'll be playing at, aimed squarely at your autonomy.

Learning Path 7: Mental Mastery. The mindset that holds all of this together when the stakes get high.

Learning Path 8: Intentional Design. Building your work around your desired life, not the other way around.

I'll share the structure and timing for each as they get close. For now, know the arc this year: financial runway, fluency, mastery, then design.

Before any of that, we kick off the second half together. I'm running everyone through the personal model I used when the stress was high, but my performance had to stay top-notch without burning out. It's the same one I now teach my best one-on-one coaching members.

You’ve got this!

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