AI Transformation Operator Forum
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AI Transformation Operator Forum

By Bay Area Venture Capital

Overview

A working-style forum for founders and operators to compare perspectives on AI transformation, execution risk, and change management.

With new AI automation emerging, now is the moment for Go-To-Market teams to rethink operations.

GTM, revenue, and operations teams are being asked to do more with less—hit plan, improve efficiency, and now integrate AI across the stack.


The common failure point isn’t tools; it’s misalignment. This session focuses on how organizations across markets and stages can connect sales, marketing, customer success, and operations into a single growth system. We’ll examine how a consistent sales ethos, clear positioning in marketing, disciplined RevOps, and a reliable CRM backbone turn fragmented activities into repeatable, predictable revenue.


Event Format

  • Moderated Panel: Leaders from product, revenue, GTM, and operations discuss where alignment breaks—and how to fix it.
  • Case Spotlights: Short, real-world examples from startups and scale-ups, focused on process, tooling, and execution.
  • Interactive Q&A: Audience-driven conversation with operators, RevOps leaders, and advisors.
  • Networking Reception: Time to connect with GTM, RevOps, and operations peers, partners, and investors.


Agenda at a Glance

  • Welcome & Arrival Networking – 20 min
  • Opening: Why Alignment Wins – 10 min
  • Panel: Sales–Marketing–CS as One System – 35 min
  • Case Spotlights – 15 min
  • Interactive Q&A – 25 min
  • Closing Remarks – 5 min
  • Extended Networking – 60 min


Why This Matters Now

Campaigns, cold outbound, and disconnected spreadsheets don’t scale—and they make planning and forecasting unreliable. Teams that anchor on a consistent sales ethos (credibility, trust, discipline), enable marketing to amplify it, and use RevOps and CRM as the operating spine outperform. With AI accelerating outreach, content, and analysis, alignment is not optional; it’s the control system that keeps your GTM motion focused on signal, not noise.


Key Takeaways

  • Sales Ethos at Scale: How GTM and operations teams codify credibility and trust into playbooks, enablement, and process.
  • Data to Decisions: Ways to unify customer data across tools for real-time insights that improve conversion, expansion, and retention.
  • CRM as Flywheel: Turning your CRM into the shared source of truth for sales, marketing, CS, and RevOps—not just a system of record.
  • AI & Automation Without Losing Touch: Where to automate outreach, routing, and reporting—and where human judgment still creates the edge.
  • From Customers to Promoters: Operational approaches to turn satisfied customers into references, case studies, and pipeline.


Who Should Attend

  • Revenue, GTM, and marketing leaders responsible for pipeline and growth
  • RevOps, Sales Ops, and Marketing Ops leaders standardizing process, data, and tooling
  • Customer success and account management leaders driving retention and expansion
  • Business operations and strategy leaders aligning commercial, product, and finance
  • Founders and senior operators building a scalable, customer-led GTM engine


Speakers

  • Katie Whitcraft — Founder, ScaleSpark
    Operator and advisor focused on turning operational chaos into clarity across budgeting, infrastructure, GTM process, and team enablement.
  • Damien Brown — CEO, Ghostwood Consulting LLC
    Product and growth leader (SEO, analytics, content strategy) with experience at Khan Academy, Scribd, and Hotwire; specializes in building resilient growth engines that connect product, marketing, and UX to revenue.
  • Terri Denver — CEO, 1st Hound Consulting
    Fractional CRO; scaled B2B revenue organizations from startup to acquisition. Expert in MEDDPICC, Sandler, Challenger; focuses on people, process, performance, and GTM execution.
  • Ron Erd — Advisor & Consultant, Unlocking Growth
    Growth executive and five-time CEO; designs GTM and operating systems that turn uncertainty into structured, measurable revenue opportunities.
  • Noman Ahmad — Managing Partner, MochaDesigns
    Digital marketing and business development leader; builds pipelines and GTM strategies that connect campaigns, channels, and ops into measurable growth.


Presented By

AlchemistX · Japan Innovation Campus · Hosted with ScaleSpark


Disclaimer

By registering for this event, you consent to the sharing of your contact information with the event organizer, JETRO, and JIC, for administrative and communication purposes. Your information will be handled in accordance with our privacy policy. Additionally, you also agree that JETRO, JIC, and all affiliated organizations reserve the right to take photos and video recordings during the event. These may be used for promotional purposes, including social media, websites, and other marketing channels. If you have any questions or concerns about the use of your contact information and/or do not wish to be photographed or recorded, please inform the event staff upon arrival and contact us at startup2@jetro.go.jp. Thank you for your understanding and cooperation.

Category: Science & Tech, High Tech

Good to know

Highlights

  • 2 hours 30 minutes
  • In person

Location

Palo Alto Innovation Campus

214 Homer Avenue

Palo Alto, CA 94301

How do you want to get there?

Organized by

Bay Area Venture Capital

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Hosting

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Free
Nov 12 · 5:00 PM PST