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Presented by Erika StanleyAI at every step of your client workflow
You keep hearing that AI belongs in your business, without a clear answer for where it fits.
This workshop maps a client engagement end to end, from the first conversation through to off-boarding, and marks each phase where AI takes work off your plate. You see a full agency workflow first, then map your own at your table using index cards and colored post-its. You leave with a completed blueprint you made yourself, plus a companion prompt to rebuild it digitally.
What you leave with
- Your client engagement mapped into phases from first contact to off-boarding
- A decision on which repeatable tasks in each phase go to AI
- One AI touchpoint designed for your own client workflow
Erika starts every engagement with brand, the reason someone picks you over everyone else who does what you do, then moves to the workflows behind it and the visibility in front of it.
You’ll leave with a blueprint you built yourself, and a way to rebuild it digitally.
A workflow you can see is a workflow you can hand to AI.
CREATE is The Human-Centered AI Conference for Women. CREATE 2026 runs October 16–18 at the Hilton Salt Lake City Center in Salt Lake City, with the pre-conference day on Friday and the Ballers Breakfast as a Monday add-on.
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Event venue
Hilton Salt Lake City Center (255 S West Temple, Salt Lake City), 255 S West Temple, Salt Lake City, UT 84101-1910, United States
Tickets
Concerts, fests, parties, meetups — all the happenings, one place.