Week 3 of 4

Build

"Implement the AI-native stack"

The architecture is designed. Now your team builds it — on your actual portal, connected to your real data, with AI agents configured for your specific workflows.

What This Week Is About

Week 3 is where the program earns its name. Your team is not watching a demo or following along in a sandbox. You are configuring your actual HubSpot portal as a Customer Value Platform, setting up AI agents that understand your methodology and your data, and building enforcement mechanisms that prevent your systems from reverting to old patterns.

This is the week that separates The AI-Native Shift from every other program on the market. By the end of it, your team has a working deployed stack connected to real business data. Not a mockup. Not a prototype. A production-ready foundation that your organization can operate immediately and evolve independently.

The build sessions are guided but hands-on. Faculty works alongside your team, but your team does the building. This is deliberate: the people who build it understand it, and the people who understand it can maintain and evolve it. No dependency. No handoff gap. Your team built it, your team runs it.

Session Structure

SESSION 1
90 minutes

Build: HubSpot CVP Configuration + AI Orchestration

Transform your HubSpot portal from a contact database into a Customer Value Platform. Configure objects, properties, pipelines, and views based on your Week 2 architecture document. Set up the data model that supports your Four Unified Views and Value Path stages. This is done on your actual production or sandbox portal.

Then: configure AI agents that understand your business context and methodology. Set up Claude or other AI tools with skills libraries specific to your operations — not generic assistants, but purpose-built agents that know your Value Path, your data model, and your organizational language.

SESSION 2
90 minutes

Build: Enforcement Mechanisms + Integration

The critical layer that makes AI-native different from AI-assisted. Build enforcement skills that prevent AI from defaulting to training data patterns. Your methodology, your language, your framework — codified so that every AI interaction follows your rules, not the internet's assumptions.

Then: connect your existing systems to the new stack. Email, calendar, communication tools, data sources — whatever your architecture requires. Test end-to-end with actual business scenarios.

Need extra build time between sessions? Our free Office Hours (3x/week) are available for implementation questions.

Learning Objectives

01

Configure HubSpot as a CVP

Set up objects, properties, pipelines, and views that serve the Customer Value Platform model. Understand the difference between tracking activity and enabling visibility.

02

Build AI Agents for Your Workflows

Create purpose-built AI agents with skills libraries, context loading, and enforcement rules. Understand how to design AI interactions that reflect your methodology, not generic patterns.

03

Implement Enforcement Mechanisms

Codify your methodology into enforcement skills that prevent AI regression. Understand why enforcement is the critical difference between AI-native and AI-assisted operations.

04

Connect Existing Systems

Integrate your current tools and data sources into the AI-native stack. Establish data flows that feed Unified Views and enable agents to work with real information.

05

Test with Real Business Scenarios

Run your actual workflows through the new stack. Process real data, generate real outputs, and verify that the system works as designed before going live.

06

Own What You Built

Every team member understands the stack well enough to operate and evolve it independently. No black boxes, no vendor dependency, no "call the consultant" requirements.

What Your Team Will Do

This is the most intensive week of the program. Your team builds with faculty guidance, not faculty building while your team watches.

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Configure HubSpot objects, properties, and pipelines according to your architecture document from Week 2

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Write enforcement skills that codify your organization's methodology, language rules, and operational patterns

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Set up AI agents with your skills library, test them against real scenarios, and iterate until they produce outputs that match your standards

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Connect your email, calendar, and communication tools to the new stack and verify data flows end-to-end

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Run production scenarios through the complete stack and troubleshoot anything that does not work as designed

Prerequisites

From Week 1: Mindset

  • -- Completed Organizational Trap Assessment identifying which traps to address
  • -- Shared understanding of the AI-Native mental model

From Week 2: Architecture

  • -- Complete Target State Architecture document with data model, integration points, and implementation priorities
  • -- Four Unified Views designed for your organization
  • -- Value Path stages defined with your specific signals
  • -- Access to your HubSpot portal (production or sandbox)

Week 3 Deliverable

Working Deployed Stack Connected to Real Business Data

Not a prototype. Not a demo. A production-ready AI-native operations foundation that your team built, understands, and can operate independently.

The stack includes:

  • -- HubSpot configured as Customer Value Platform
  • -- AI agents with skills and enforcement libraries
  • -- Connected integrations with existing systems
  • -- Tested against real business scenarios
  • -- Ready for production use

Why it matters:

  • -- Your team built it, so your team can maintain it
  • -- No vendor dependency or black-box systems
  • -- Connected to real data, not sample data
  • -- Enforcement prevents regression to old patterns
  • -- Foundation for continued evolution in Week 4 and beyond
Week 2: Architecture All Weeks Week 4: Activate

Build the stack your operations deserve

Your team. Your systems. Your data. Built together, understood completely, owned forever.

Talk to Us About Your Cohort