WHAT TO AUTOMATE, WHAT TO DELEGATE:
A HUMAN + AI PLAYBOOK FOR SALES AND CUSTOMER SUCCESS TEAMS
Date & Time:
Thursday, October 15th, 2026
10:00 AM EST
Beyond the Job Description: The Critical Sales Support Strategy You're Overlooking
Date & Time:
Wednesday, September 24, 2025
1:00 PM – 2:00 PM ET
A practical (but not overwhelming) look at how teams can put AI to work without losing the human touch that keeps clients coming back.
We'll break down real workflows, showing exactly what to automate, what to hand off, and where human judgment still has to lead. Then our panel shares real stories and lessons learned, including where they're still figuring it out.
AI handles what drains you so you can focus on what drives you. The goal is AI that helps people grow in their role, not replace them in it.
MEET THE SPEAKERS!
Phil Pallen
Keynote Speaker
Phil Pallen helps leaders, teams, and entrepreneurs cut through the noise of AI to find practical ways to save time, increase profits, and build brands that stand out.
Phil's insights have been featured in CNN, Access Hollywood, Entertainment Tonight, and The Daily Mail. He's worked with over 400 clients—from Fortune 500 companies to entrepreneurs, a Shark on Shark Tank, a Nobel Peace Prize winner, and some of the biggest names in entertainment.
As a trusted Adobe collaborator and content creator who has partnered with over 150 brands, Phil brings real-world experience to every stage. He has delivered keynotes on five continents.
Stephen Musgrave
Senior VP of Sales | DCX
Stephen's love for art and printmaking from a young age led him to a long career in the Branded Merch space. There, he discovered his passion for collaboration, coaching, and building people from jobs to careers.
Now, as the SVP of Sales at DCX, he spends his days helping businesses scale their teams and have a bigger impact through teamwork.
As a musician and artist, Stephen brings a unique perspective to business, developing a wide array of improvisational, creative solutions while continuing to build upon the foundation of a life and career built on craft and collaboration.
Bobby Lehew
Chief AI Officer | commonsku
Bobby Lehew is the Chief AI Officer at commonsku, a cloud-based CRM and order management platform designed for the merch industry by merch experts. commonsku has over 950 distributor customers and over 100 supplier customers that power over $1.9 billion in annual sales.
Prior to joining commonsku, Bobby was the CEO for 15 years at Robyn, a branded merch fulfillment company that specialized in private-label, e-commerce company stores.
A multiple Pyramid Award winner, an Addy Award recipient, and recognized (in his work with Robyn) three years in a row by Inc. Magazine as one of the 5,000 fastest-growing private companies in the U.S., Bobby is host of the popular podcast, skucast, author of the merch newsletter "The Backpack," and the AI newsletter “The AI Promo Brief.”
Bobby also crafted the MarketingProfs workshop, “Storytelling: Using the Power of Story to Drive Action” and is a frequent speaker on the topics of marketing, storytelling, and AI.
Webinar Agenda:
- Welcome
- Keynote Presentation: What to Automate, What to Delegate: A Human + AI Playbook for Sales and Customer Success Teams — Phil breaks down real workflows for Sales Assistants and Customer Service Reps.
- Panel Discussion: Phil, Stephen & Bobby Real AI wins (and misses), where automation should lead, and where humans still do.
- Closing