What is already happening in the building

Half your staff are using ChatGPT already. On personal accounts, on their phones, pasting in customer names and quotes, and not telling anybody — because nobody told them whether it was allowed. The other half have read that AI is coming for their job and have decided not to touch it. Neither group has been trained, and both are now a risk of a different kind.

What we solve for

• Workflows by role: sales, front desk, accounts, estimating.
• Prompts that survive past Monday.
• What must never be pasted into a public model.
• Company accounts and who pays.
• Finding which jobs should not be done by hand at all.

What you leave with

• Half a day, one role group at a time, worked on the business’s own files.
• Three workflows per person that they run the following week, written down.
• A one-page note to the owner afterwards: the jobs people are doing by hand in a chat window every day, which are the jobs that should be agents.

How to choose an AI workshop for staff

Most AI training teaches prompting in the abstract. People nod, the day goes well, and within two weeks everybody is back to their old method — because nothing they were shown used a document from their own desk. Four things to ask of any AI workshop, with what each one costs when we run it:

We train on your files.

The quote template, the supplier email that always takes twenty minutes, the complaint nobody wants to answer. Real ones. The cost: we need them a week ahead, some of them are confidential, and we sign whatever your lawyer wants before we see them.

We teach by role, and roles do not mix.

An estimator’s morning and the front desk’s morning have nothing in common, and a session that serves both serves neither. The cost: twenty staff means two or three sessions, not one, and it costs more than a single all-hands.

The first hour is what not to paste.

Customer lists, staff files, bank details, anything under the Privacy Act. Most of the room is already doing some of this on a personal account. It is the least interesting hour of the day and we still put it first, because the alternative is finding out later.

The session doubles as a shopping list, and we say so on the day.

The tasks people are doing by hand in a chat window, every day, are exactly the tasks that should be agents. We write them down and hand the list to the owner. That is a sales document. We would rather name it than pretend.

How the engagement runs

• Half a day, on site, per role group. Fixed price per session.
• Your files, returned, not retained. We work on copies and delete them after.
• Three written workflows per person: on paper, in their words, for their job.
• A note to the owner within two days: what got faster, and what should not be done by hand at all.
• Company accounts, if you want them. We will set up and manage ChatGPT Teams, Claude or Copilot billing so it is not on someone’s personal card.

If the list says build

Every build follows the same four steps, in the same order, whatever the size of the job.

The full terms are on How we work; the other nine offerings are on Offerings; who owns the data is on Data ownership.