Tampa skyline
Wave 2 — 2026–2027

Forge Lab: Live
Tampa, FL

Florida's B2B hub gets hands-on with AI automation

Coming Q1 2027 | Venue TBD

Register Now →

Why Tampa?

Tampa Bay is the B2B gateway to Florida and the broader Southeast. From building materials fueling the state's relentless construction boom to food and beverage, medical supply, and HVAC distribution, Tampa-area B2B companies serve one of the fastest-growing markets in the country.

Florida's B2B landscape is defined by growth — new customers, new territories, and new competitors entering the market constantly. The companies who thrive are the ones who can scale their operations without sacrificing the personal relationships that built their businesses.

The Tampa Forge Lab: Live shows Florida B2B companies how to do exactly that. See live Voice AI demonstrations handling real B2B calls, learn to build automated follow-up campaigns, and discover how intelligent CRM can help your team serve more customers without adding headcount.

What You'll Learn

Six focused sessions covering the most impactful AI and automation use cases for B2B companies — with live demos and hands-on labs.

Voice AI for Customer Service

Deploy AI agents that handle inbound calls, take orders, answer questions, and route complex issues to your team. Live demo + hands-on setup.

Automated Outbound Campaigns

Build multi-channel sequences (email, SMS, voice) that reactivate dormant customers and follow up on quotes automatically.

Smart Order Management

Use AI to predict reorder timing, flag anomalies, and automate routine order processing so your team focuses on exceptions.

Field Sales Enablement

Equip your reps with mobile CRM, route optimization, and AI-generated call prep sheets before every customer visit.

AR & Collections Automation

Automate past-due follow-ups with voice AI that calls customers, sends payment reminders, and escalates intelligently.

Data & Analytics for B2B

Turn your ERP and CRM data into actionable dashboards: customer health scores, territory performance, inventory alerts.

Agenda

A packed half-day designed to deliver maximum value. You'll leave with real skills, real connections, and a real plan.

8:00 AM
Registration & Networking Breakfast
8:30 AM
Keynote: "The State of AI in B2B"
Chris VanIttersum, CEO, Workd
9:15 AM
Session 1: Voice AI Live Demo
See AI agents handle real B2B calls
10:00 AM
Coffee Break & Vendor Exhibits
10:30 AM
Session 2: Hands-On Workshop
Build your first automation workflow
11:30 AM
Session 3: Panel — "What's Working Now"
Real B2B leaders share results
12:15 PM
Lunch & Networking
1:00 PM
Session 4: Choose Your Track
Track A: Advanced Voice AI Configuration
Track B: CRM & Sales Automation Deep Dive
Track C: AR/Collections & Order Management
2:00 PM
Wrap-Up & Next Steps
2:30 PM
Optional: 1-on-1 Consultations with Workd Team

What AI Looks Like in Practice

Here's a preview of the AI-powered tools you'll learn to implement during the workshop.

Visual Automation Builder

Design custom automation workflows with a drag-and-drop interface. Connect triggers, actions, and conditions to automate repetitive tasks — from order processing to customer follow-ups.

  • No-code workflow design
  • Pre-built templates for B2B
  • Real-time monitoring and alerts
Node Types
Email
Voice Call
SMS
Wait
Check Status
Branch
Update Record
Add Tag
Notify Team
Payment Link
Overdue Accounts > 30 DaysTrigger: Daily at 9 AMSend Reminder EmailTemplate: Friendly ReminderCheck Payment StatusSource: Payment GatewayPaid?Mark ResolvedStatus: ClosedAI Voice CallScript: Collections v2
Integration Hub
ERPSAP, Epicor, NetSuiteCRMSalesforce, HubSpotPhoneVoIP, PBXPaymentsStripe, SquareShippingUPS, FedExE-CommerceShopify, WooCommerceAccountingQuickBooks, SageEmailOutlook, Gmail

Integration Hub

Connect your existing ERP, CRM, telephony, and payment systems in minutes. Workd syncs data bi-directionally so your team always has the latest information.

  • 27+ pre-built connectors
  • Bi-directional real-time sync
  • No middleware or custom code needed

Register for Tampa

Secure your spot for Forge Lab: Live in Tampa. Early bird registration is free — limited to 40 attendees.

Local Partners & Co-Presenters

Interested in co-presenting in Tampa? We're looking for ERP vendors, technology partners, and industry organizations to showcase their solutions to a curated audience of Tampa-area B2B leaders.

Become a Tampa Partner →

Ready to See How AI Transforms Your Business?

Join hundreds of distributors already using Workd to automate sales, collections, and customer engagement.

Not sure where to start? Try our AI: (877) 371-5530