AI, without the hype for small and mid sized businesses
AI that pays back, fast.
Valid Agenda helps small and mid sized businesses turn AI into measurable profit and time savings through practical coaching, ROI anchored audits, and low or no code workflows that operators can actually run.
Teach coaching and workshops
Evaluate AI opportunity audits
Deliver low maintenance workflows
WHERE AI ACTUALLY HELPS
Sales and revenue operations that are stuck in inboxes instead of systems.
Support queues full of repeat questions from the same customers.
Intake forms, notes and spreadsheets that never make it into the tools you rely on.
Leaders who know AI matters but do not want another science project.
We start with value math, not tools: if a workflow will not save time, reduce cost, or protect revenue in a believable way, we do not build it.
PROBLEMS WE SOLVE
AI experiments are easy. Results are not.
Sales teams spending late nights in email and spreadsheets instead of in front of customers.
Enquiries, forms and notes that need to be copied into CRM, project tools and finance systems by hand.
Support queues flooded with common questions that could be triaged or answered with a simple AI helper.
Leaders who know AI is important, but do not have the time or appetite for long consulting projects.
Teams unsure when a task is safe and sensible to automate, and when a human needs to stay in the loop.
Many teams have tried AI tools, but very few can point to clear profit and time saved. We focus on the real bottlenecks that hit your P and L.
Sales and revenue operations
Ops and back office workflows
Customer support and success
Owner and leadership time
Teach, Evaluate, Deliver: a simple way to make AI pay back.
THE T.E.D. FRAMEWORK
Valid Agenda keeps AI implementation simple. We help you build capability, decide what is worth automating, then ship a small number of practical workflows that pay back quickly and are easy to run.
Teach your operators and leaders skills and safe habits.
Evaluate maps your current tools and workflows and scores AI opportunities by impact, effort and risk.
Deliver uses low or no code tools to implement narrow, high value automations that you can maintain without a dev team.
TEACH AI Coaching and Workshops
Practical coaching that your team can apply the same day.
We help operators and leaders use AI in the tools they already live in: email, documents, spreadsheets, CRM and SaaS. No theory. Just better workflows.
1:1 and small group coaching for owners, managers and operators.
Short, focused sessions on prompt patterns and workflow design for your real tasks.
Team workshops that leave people with saved prompts, templates and checklists, not just slides.
Ideal when your team is experimenting with AI, but usage is inconsistent and results are hit and miss.
EXAMPLE OUTCOME
A small sales team standardises how they use AI for discovery, email and proposal work. Each rep saves 3 to 5 hours a week and leadership sees more consistent messaging.
4 reps x 3 hours per week x $60 per hour is around $2,880 per month in freed up selling time from coaching alone.
EVALUATE AI Assessments and Audits
Find the few AI moves that are actually worth it.
Instead of a lengthy strategy document, you get a practical map of where AI can help in your business, with clear value hypotheses and a short list of priority workflows to target first.
Quick mapping of the tools you use today and the workflows that run through them.
Identification of repetitive, error prone and slow processes that are good candidates for automation.
Simple scoring on impact, effort and risk so you know what to tackle first and what to ignore for now.
You leave with a 60 to 90 day implementation sketch that your team can understand, not a binder of theory.
EXAMPLE VALUE MATH
If you automate just 10 hours per month of manual admin for three staff at $60 per hour, that is $1,800 per month in capacity freed up.
When the audit and first workflow are less than a few months of that capacity, the payback is very clear.
DELIVER Low or no code workflows
Ship narrow, durable workflows you can run without a dev team.
We build on SaaS and orchestration tools so that ownership stays with your business, not with a custom code base. The goal is simple: a small number of high value workflows that keep running quietly in the background.
Intake and routing for enquiries and forms so the right person sees the right request at the right time.
Meeting to system workflows that turn notes into tasks, CRM updates and follow up emails.
Simple AI helpers that sit in front of support or operations teams to handle common questions.
We call out maintenance overhead and likely failure modes upfront so you know what you are taking on.
EXAMPLE WORKFLOW
New website enquiries captured in a form trigger an AI draft response, create a CRM record, and assign follow up tasks with context.
Response time drops, nothing falls through the cracks, and operators can focus on the human part of the work.
WHY VALID AGENDA
More than 20 years in technology, sales and operations, including 12 years at Salesforce leading solution engineering and demo teams across ANZ.
Deep experience turning complex tools into simple, believable workflows that non technical teams can own.
Strong preference for privacy, security and discretion. No splashy case studies required for you to get value.
Practical, proven and personal.
David "Dave" Pengelley
Founder, Valid Agenda
Based in Sydney, Dave helps organisations adopt AI in ways that show up on the P and L. His work focuses on coaching, ROI anchored assessments and low maintenance workflow builds that operators can own.
He is also a comfortable on air host and facilitator, able to translate technical themes into plain business language for owners, managers and teams.
FREQUENTLY ASKED QUESTIONS
Questions owners and operators ask most often.
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Sometimes yes, sometimes no. The short answer is that AI is worth it when a workflow is repetitive, high volume and well defined, and when the value math is clear. If we can not point to a believable time, cost or revenue impact, we advise against building anything.
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No. The whole model is designed for teams without in house engineers. We use low or no code tools and focus on workflows that can be handed to operators with light handover and clear guardrails.
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Coaching blocks can be as short as a single session. Audits are typically measured in days to a couple of weeks, not months. Initial workflow builds are scoped to fit into a few weeks so you can see value quickly.
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Pricing is fixed for each engagement type and anchored to outcomes rather than hours. You will know the scope and investment before we start, and we will call out where a proposed workflow is unlikely to pay back.
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Yes. In fact, we prefer that. Most clients start with a small coaching block, a focused audit, or a single workflow build. Once you trust the approach and see the value, we can decide together whether it makes sense to expand.
CONTACT
Ready to see what AI can do for your bottom line?
If you are curious but cautious, or if you have already tried AI tools and felt underwhelmed, a short alignment call is the easiest next step. We will look at your current workflows, your appetite for change, and whether there is a sensible starting point.
No pressure and no jargon. If we do not think AI will add value to your situation, we will say so clearly.