In this fast-paced Sound Bites episode, Netlify Chief Customer Officer Richard Terry-Lloyd joins Battery Ventures’ Bill Binch to share how simple Agentic AI workflows are transforming customer engagement and revenue operations. From using ChatGPT to prep smarter meetings to validating forecasts with data-driven precision, RTL reveals practical, repeatable AI “hacks” any go-to-market leader can use today.
Key Takeaways/Key Moments:
00:00 – 00:01:05 | Introduction: A New Sound Bites Format
Host Bill Binch introduces a shorter, TED Talk–style Sound Bites episode focused on Agentic AI use cases. Guest Richard Terry-Lloyd (RTL), Chief Customer Officer at Netlify, joins to share how he’s applying AI to improve customer engagement and revenue operations.
01:05 – 04:41 | Use Case #1: Prepping Customer Meetings with AI
RTL explains how he combined Vitally (for support and account data) and Gong (for sales and call insights) to create a unified customer snapshot. Using a simple AI prompt, he summarizes each customer’s top strategic initiatives and Netlify’s alignment to them — improving meeting quality, avoiding surprises, and strengthening executive conversations.
04:41 – 07:45 | Scaling a Repeatable “Voice of the Customer” Framework
By iterating and reusing the same AI workflow, RTL built a repeatable process that his teams can scale across the organization. The approach helps them prep faster, land more meetings, and create clear, actionable next steps post-meeting.
08:11 – 09:50 | Use Case #2: RevOps Insights with Salesforce + ChatGPT
RTL exports Salesforce data into ChatGPT to analyze pipeline flow, deal progression, and team performance — identifying what’s working, who’s excelling, and where coaching opportunities lie. This lightweight, no-cost method turned static data into actionable insights for improving sales efficiency and team collaboration.
09:50 – 10:30 | Use Case #3: Forecast Validation with AI
He uses ChatGPT as a “third forecast check”, comparing its prediction to internal and Gong forecasts. This extra data point adds confidence and balance to pipeline management without additional tools or expense.
10:30 – End | Closing Thoughts
Bill highlights how RTL’s AI “hacks” — simple, scalable, and repeatable — help teams get smarter, faster, and more customer-focused.
Disclaimer:
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