Playa del Carmen, Mexico

Greg Osmond

Practical AI enablement for small sales teams using Zoho and Claude

I help small sales teams put AI to work inside the tools they already use, cutting down time spent on admin, email, and writing.

Greg Osmond

Profile

My approach pairs safe Claude setup and in-house training with quick, role-specific wins aligned to your operating rhythm.

Basic Info

Practical AI for Small Sales Teams

I help small sales teams put AI to work directly within the tools they already use—such as Zoho and Claude—so reps spend less time on email, admin, and writing, and more time selling.

Designed for small teams and structured around your EOS rhythm, the approach follows a simple principle: Claude drafts, people send.

Projects & Proof

Personal project

PRG AI gift page, roadmap and plan

Personal project

PitchPage, the tool this page is built with

Personal project

Relocate Travel, an AI platform I built

Offer Snapshot

Rollout & Scope

Safe Claude setup configured specifically for your team's day-to-day sales and operations environment.

Hands-on training for one team member in-house to serve as your dedicated AI lead.

One immediate quick win per person in their own job: inbox sweeps, visit prep, call notes, French drafts, supplier promos, or monthly finance updates.

Digital asset support, including AI avatar videos, product imagery, social posts, and simple web pages or tools.

Why Us

Claude Drafts, People Send

AI takes care of first drafts and routine admin, while your team maintains complete control over every message that leaves the building.

Built Around Your EOS Rhythm

Workflows integrate directly into your team's existing operational cadence, making AI adoption practical rather than disruptive.

A Quick Win for Every Role

Rather than abstract training, each person gets a tangible workflow built for their specific daily duties—from supplier promos to inbox sweeps.

Internal Lead Enablement

Training an internal team member as your AI lead ensures long-term independence and confidence across the business.

Product/Service Highlights

Inbox sweeps Client visit prep Call notes synthesis French drafts Supplier promos Monthly finance updates AI avatar videos Product images Zoho and Claude

Results & Track Record

More than 30AI training video chapters producedGemini (12), Grok (11), and ChatGPT (10) shared across HR.com
CadenceSales email sequencing toolBuilt and running in HR.com's development environment
NationalCanadian footprint and business exitCo-founded Durham Customwood Decor with national TV coverage and sold
AI-BuiltPlatforms and enablement prototypesBuilt PitchPage, Relocate Travel, and HR.com My People learning hub

Case Studies

PRG Custom Roadmap & Assets

Built a gift page featuring a tailored AI roadmap, playbook, rollout plan, and sample promo product videos specifically for PRG.

Cadence Email Sequencer

Built an email sequencing tool currently operating in HR.com's development environment to streamline outreach for sales reps.

Hands-On AI Video Library

Produced a training library of more than 30 chapters covering practical applications across Gemini, ChatGPT, and Grok.

Client Testimonials

He completely transformed the way many of us think about and use AI in our day-to-day work. The AI workflows, automations, and strategies he's introduced have easily saved me 20+ hours every week. He's constantly looking for better, smarter, and more innovative ways to solve problems. I can recommend him without hesitation.
Melissa Annesley, Senior Account Executive, HR.com
You're doing cool things that I never would have thought to do, and even more importantly will make a tremendous impact. I was so happy to see you win because you REALLY are worthy of the recognition.
Eric Anderson, HR.com
Greg jumped in, learned quickly, and has already begun offering thoughtful, creative, and agile ideas that challenge us to think differently. Thank you for jumping in with both feet and already making such a positive difference. We're lucky to have you on the team.
Peer nomination, HR.com, July 2026
That's amazing that it ported so well.
Debbie McGrath, CEO, HR.com

Certifications & Partnerships

Winner: HR.com Culture Club award, August 2026 3 peer nominations at HR.com in 2026

Let's talk

Interested in learning more? Get in touch.

Greg Osmond · Playa del Carmen, Mexicopitchpage.co/p/greg-osmond-2z1mq
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