WHAT'S INCLUDED
Strategy, tools, and training in one place.
Start with one piece or bundle them. Every tool is built around the work your team already does.
01 · PLAN
AI readiness assessment
Find the tasks where AI will save the most time with the least risk.
AI use policy and guidelines
Clear, plain-language rules for what tools to use, what data stays private, and who reviews output.
02 · BUILD
Custom assistants and prompt libraries
Assistants set up with your voice, templates, and know-how, plus prompts your team can reuse.
Workflow automation
Connect the apps you already use so routine handoffs, reports, and follow-ups run on their own.
03 · TRAIN
Team workshops
Hands-on sessions built around your real tasks, not generic demos.
Leadership briefings and coaching
Help leaders make smart AI decisions, then ongoing coaching as tools change.
THE CHALLENGE
Everyone is talking about AI. Few teams are using it well.
SOUND FAMILIAR?
If any of these sound like your team, you are in the right place.
“We tried ChatGPT, but it never stuck.”
“Leadership wants an AI policy by next quarter.”
“Repetitive tasks eat hours every week.”
“We worry about accuracy and client data.”
TRAINING FORMATS
Learn by doing, on your own work.
Every session uses examples from your firm, so people leave with something they can use the next morning.
✓ Lunch and learn (1 hour): a practical intro to AI tools and safe use
✓ Hands-on workshop (half day): build prompts and workflows for real tasks
✓ Team cohort (4 to 6 weeks): weekly sessions that build in-house champions
HOW IT WORKS
Start small. Prove it. Then scale.
Four steps, with a human in the loop at every one.
1
Assess
Map your workflows and pick the best first targets.
2
Pilot
Build one or two tools and test them with a small group.
3
Train
Teach the team, write the guidelines, and share wins.
4
Scale
Roll out what works and keep improving as tools change.
PAIRS WELL WITH
Business Development
Use AI to write faster, better proposals, with a BD system your whole team can follow.
ALSO CONSIDER
Marketing Services
Produce more content without losing your voice.
WAYS TO ENGAGE
Choose your starting point.
AI Readiness Check
An assessment, a draft AI use policy, and a short list of quick wins.
MOST POPULAR
Build and Train
Custom tools for one team plus a hands-on workshop to launch them.
AI Coaching Retainer
Monthly office hours, new tools, and updates as the technology changes.