DAYS 1–3001
Prove one useful workflow
Baseline one member segment. Confirm the installed CRM, participation data and consent, then map the HR sponsor and one relevant service play.
Agreed baseline + working pilot
Connect member priorities, HR services and relevant learning in one account plan, with a named owner for the next conversation.
ASE's member organizations can use HR resources, training and advisory services. A focused opportunity to test: connect a member's stated priorities with relevant participation and a helpful service handoff before the next value review.
Verified membership model. ASE serves member employers and their employees, with training and services across the employee lifecycle.
A broader service network. The West Michigan employers association merged into ASE in January 2024. The current 2026–27 roundtables provide a timely setting for a consistent member-engagement pilot, without assuming an unresolved merger integration problem.
Research and assumptions ↓Proposed Dynamics 365 Sales member-account planning, Dynamics 365 Customer Insights for permissioned engagement and Copilot Studio agents under human management and control. Current Dynamics modules are unverified.
| Member stakeholder | Interactions | Latest event | Signal |
|---|---|---|---|
| HR sponsor | 3 | Yesterday | Active |
| Learning coordinator | 0 | Not mapped | Review |
| Member owner | 4 | Today | Active |
The fictional employer identified supervisor development as a priority, but has not selected a relevant learning activity.
Confirm the priority with the HR sponsor and offer a relevant course or peer discussion. Let the member choose the next step.
Agreed next steps linked to member priorities
Human review required. No automated outreach.
Employer priorities and roles
Relevant resources and access
Learning and peer discussions
Specialist service referral
Member value conversation
Start with one team and one useful outcome. Establish a baseline, deliver the pilot and hand ownership to your people.
Baseline one member segment. Confirm the installed CRM, participation data and consent, then map the HR sponsor and one relevant service play.
Run weekly member reviews and test staff-reviewed briefs. Coach insight-led conversations using the member's stated priorities rather than broad service blasts.
Review participation, handoff and renewal-conversation measures. Train a member-development owner and hand over the account-review rhythm.
Targets follow the baseline. Data access, licensing and feasibility need validation.
I combine revenue leadership, Challenger selling and agents under human management and control to turn account insight into useful action.
I work with a handful of clients, own a focused outcome and leave your team able to sustain it. We establish the operating rhythm, measure progress and hand it over to your people.
15-minute call (free) → Revenue POV (free) → 30-Day Revenue Sprint (fixed fee) → Fractional CRO / Interim VP Sales (from $10K/month).
Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and custom agents under human management and control. We validate the relevant products and existing licenses before proposing implementation.
Start with 15 minutes. If there is a clear fit, agree one focused outcome.
Public sources establish ASE's services and network, not current Dynamics CRM licenses or a missing capability. Member participation is an engagement signal, not proof of satisfaction. Human owners validate relevance and permissions; no employment decisions or employee profiling are proposed.
Proposed Dynamics 365 Sales member-account planning, Dynamics 365 Customer Insights for permissioned engagement and Copilot Studio agents under human management and control. Current Dynamics modules are unverified.
Research reviewed October 16, 2026. Company facts are sourced above. CRM designs are Agilidy hypotheses, not claims of a broken system or promised returns.