Training

AI training for your teams.

Live sessions on your own work, practice in the working week, and a report out that shows the habit stuck. Length and price are set at scoping.

Browse 26 sessions

Four ways in

Start here. Then choose your path.

Everyone begins with the foundations. After that, the path depends on the role and on what the firm decided to change first.

01 · Start here

Foundations

One shared baseline for every level of the firm: the rules, asking well, and checking before use.

View 4 sessions

02 · Then pick a path

Tool fluency

Real work in the tools the firm already pays for, from spreadsheets to agents.

View 6 sessions

03 · For leaders

Leadership and policy

Run the change, set the data boundaries, and write the policy the firm will own.

View 5 sessions

04 · By role

Role deep dives

Sales, operations, client service, and real estate, built on your own examples.

View 5 sessions

The sessions

26 sessions in 6 groups.

One shared baseline of safe, useful practice for every level of the firm.

Working with AI: the ground rulesKnows what AI is good at, where it fails, and the firm's rules for using it.Live workshopFoundation
Well suited to
All staff
Afterwards
Use an approved tool on one real task this week and note where it helped and where it did not.
Asking well: instructions that get usable workWrites clear instructions with context, examples, and a format, then refines the result.Live workshopFoundation
Well suited to
All staff
Afterwards
Rewrite one recurring request as a reusable instruction and share it with the team.
After: Working with AI: the ground rules
Spotting weak outputRecognizes generic, wrong, or unsupported output and checks it before it leaves their hands.Live workshopFoundation
Well suited to
All staff
Afterwards
Review three AI drafts against the checking list and record what you changed.
After: Working with AI: the ground rules
Build your own assistantSets up a reusable assistant with standing instructions and reference files for one recurring job.Live workshopIntermediate
Well suited to
Staff who repeat the same kind of task
Afterwards
Build one assistant for a task you do weekly and use it for two weeks.
After: Asking well: instructions that get usable work

Click a session for who it suits and what happens after. See all 26 on one page

Why it sticks

Learn it. Use it. Show it.

Learn it

A live session on real work, not a demo. Everyone leaves with one thing to try.

Use it

An assignment in the working week: one real task, done with the tool, with a note on what was checked.

Show it

A report out where the group shares what worked and what did not, with a facilitator in the room.

A track counts as complete when the assignment happened and, where the track requires it, a manager verified it. Attendance alone does not count.

Pick your team

A track for each audience.

AI foundations for everyone

A shared baseline: approved tools, good instructions, and checking before use.

5 sessions

Leading AI adoption

Set priorities, lead the team through the change, and govern by capability.

4 sessions

Client and customer communication

Draft and sort client communication with AI while a person stays accountable for every word.

5 sessions, manager sign off

Sales and business development

Research, prepare, and follow up faster on real accounts.

5 sessions, manager sign off

Operations and administration

Document processes, track actions, and build recurring outputs with AI.

6 sessions, manager sign off

Real estate teams

Listing copy, market updates, and lead follow up, with accuracy and fair housing checks.

6 sessions, manager sign off

AI champions

Run sessions internally, build assistants, and bring good prototypes to IT.

5 sessions, manager sign off

Workflow owner learning path

Own a live workflow: its controls, its reviews, and its results.

3 sessions, manager sign off

Packages

From a safe start to an ongoing partnership.

Adoption kickoff

Call us

A safe, shared start for the whole firm.

What is included

Group readiness check, reported at team level
Leadership briefing on where AI fits the business
Foundations workshop for all staff
Acceptable use policy starter, adapted with the client
Three workflow opportunities from the library, fitted to the firm
One reinforcement cycle: practice assignment, recap, report out

Best fit: A firm with licenses bought and uneven use, or no agreed rules yet. Delivery: 2 to 3 weeks (proposed).

Team enablement program

Call us

Role tracks with practice between sessions, so the habit sticks.

What is included

Everything in Adoption kickoff
Capability tracks assigned by team and role
Two reinforcement cycles with manager sign off
Workflow library fitted to each department
Manager toolkit for running practice and check ins
Readiness pulse at the start and the end

Best fit: One to three departments that need structured, role specific adoption. Delivery: 6 to 8 weeks (proposed).

Workflow build sprint

Call us

Move the best opportunities from idea to a governed, measured workflow.

What is included

Prioritized opportunity backlog, tied to the role analysis
Design sessions per workflow
An agreed number of workflows built and entered in the workflow list
What each workflow may do, who checks its output, and who owns it
Standard operating procedure per workflow
Measurement baseline taken before go live

Best fit: A firm with a trained team and a backlog of opportunities worth building. Delivery: 6 to 12 weeks (proposed).

Adoption partnership

Call us

An ongoing AI lead on retainer: the plan, the training, and the governance kept current.

What is included

Living adoption plan, revised each quarter
Monthly leadership briefing on what changed and what matters
New sessions as tools and needs change
Scheduled workflow reviews
Quarterly value review: forecast against measured
Priority help on new opportunities

Best fit: A firm that wants continuous guidance without hiring a full time AI lead. Delivery: Monthly (proposed).

Single workshop

One session from the catalog, 2 to 3 hours, remote, up to 20 people. Built on your own examples, with a practice assignment and a 45 minute report out two weeks later.

$2,500 per sessionDownload the one-page sheet (PDF)

Also sold on their own: Leadership briefing, Train the trainer, Policy drafting session, Custom deep dive.

Not sure where to start?

Tell us your team and your goal. We will map the right path with you.

Training is one line of four. It works best after a diagnosis and before a build.

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