Sessions

AI Foundations for Leadership Teams

For a leadership team that wants one shared, honest picture of AI before investing.

In the room You bring a real decision and work it through our AI prioritization framework. You see where large language models (LLMs) help, where they fail and what they cost, then rank where AI goes first.

What you keep

1. Your decision, worked through
2. Your AI priorities, ranked and agreed
3. A company brief saved in your AI tools
4. Basic context kit

AI for Department Heads: Getting Your Team Started

For department heads with a mixed-level team: a few daily AI users, most not started.

In the room Everyone works with AI on a real task from their own week: how to ask, what background to give and how to verify and improve the result. The best instructions get saved for the team.

What you keep

1. Shared instructions your team wrote and tested
2. One way of working everyone has tried
3. Each person’s next three tasks for AI
4. Basic context kit

AI Basics for Sales & Marketing

For sales and marketing teams who want AI doing the prep while they keep the relationships.

In the room On your real accounts, everyone researches a client, drafts the follow-up and turns one piece of content into versions for each channel. We tune until the drafts sound like you.

What you keep

1. Those instructions, in your voice, saved for the team
2. Your voice and customer notes as context
3. Drafts ready to send

Teaching AI Your Business Context

For teams already using AI and getting generic answers back.

In the room We walk you through our context process: who you are, what you sell, who you sell to, how you sound and what AI should never guess. Then we install it and run the same request before and after.

What you keep

1. Your context kit, installed and tested
2. The before-and-after examples, saved as your standard
3. A routine for keeping it current

AI Use Case Discovery

For leaders and team leads who keep hearing AI could help and want to know where.

In the room Everyone brings the jobs that eat their week. We test the most promising on the spot, rank them by payoff and effort and set up the first one.

What you keep

1. Every job ranked, with the ones AI shouldn’t touch marked
2. The tests we ran
3. A first workflow template, installed

AI Policy in Action

For boards, committees and leaders whose people use AI with no rules yet.

In the room We build your policy in real time: what AI may do alone, what a person checks and what stays with people. Then we write it into the instructions your AI tools follow and test it until it holds.

What you keep

1. A one-page policy with the reason next to every rule
2. The same rules, installed in your tools
3. The tests, to show your board

Escaping Pilot Purgatory

For teams with a stalled pilot or a workflow that works half the time.

In the room You bring the pilot and the cases where it failed. We rerun it on real work and fix it one failure at a time until it holds.

What you keep

1. The workflow, running
2. The cases it now passes, saved
3. A named owner and a first-month plan

Reports and Documents Lab

For finance, operations and admin teams who rebuild the same reports every month.

In the room You bring last month’s report and a stack of real invoices or forms. We build the workflow that reads them, pulls the numbers and drafts this month’s report.

What you keep

1. This month’s report, drafted
2. The workflow, installed
3. The checks that catch a wrong number

Customer Reply Lab

For customer service and account teams answering the same questions every day.

In the room You bring your most common questions and best replies. We build the workflow that drafts in your voice and test it on your hardest messages.

What you keep

1. The reply workflow, installed
2. Your answers and tone as its source
3. The messages a person always handles

Content Engine Build

For marketing teams who need every piece of content in five versions.

In the room You bring one finished piece and your brand guidelines. We build the workflow that turns it into each channel’s version and tune it until you’d publish.

What you keep

1. The workflow, with your voice and rules
2. This week’s versions, ready to publish
3. A checklist for AI drafts

Client Work Lab: Research, Meetings and Proposals

For sales and account teams who research, meet and propose all week.

In the room We take one example client* and build two links of the chain around them: account research, meeting notes that become actions or the proposal in your format.

What you keep

1. Two workflows, tested and installed
2. Your formats and tone, saved
3. The review step before anything goes out

*A real client under a confidentiality agreement, or an example client we build with you.

Knowledge Base and Onboarding Build

For teams where the answers live in a few heads and new hires keep asking.

In the room You bring your handbooks, guides and the questions people always ask. We build one place AI can answer from and test it with a new hire’s questions.

What you keep

1. A knowledge base your team can ask
2. A first-week path for new hires
3. The gaps to fill

AI Opportunity Map and Business Case

For leadership teams deciding where AI goes first and how to fund it.

In the room Morning: we map how the work runs, cost it and pick the three places AI pays off first. Afternoon: we build the first and measure it against today’s baseline.

What you keep

1. The map, with costs
2. A board-ready case in your numbers
3. The first build, running
4. The scope of the full program

Running AI Across Your Organization

For the leaders and committee making AI work across every team.

In the room Morning: we set the rules, roles and numbers: what AI may do, who approves new uses and how results get measured. Afternoon: each team builds one workflow inside those rules and shows it.

What you keep

1. Policy and approval steps, installed
2. One working build per team
3. Baselines and tracking for the next review

Pilot Portfolio Day

For companies with several AI pilots and no clear view of which matter.

In the room Morning: every pilot gets the same questions: cost, savings, owner and what’s stopping it. You decide which to stop, scale or fix. Afternoon: we get the strongest one running on real work.

What you keep

1. Every pilot ranked, with a decision on each
2. One in daily use
3. A plan for the next three

From AI Champions to the Whole Company

For companies where a few people get great results from AI and everyone asks them how.

In the room Morning: your champions show how they work and we turn it into instructions anyone can run. Afternoon: they teach their own teams live and we fix what breaks.

What you keep

1. A shared library of tested instructions
2. A champions group with a monthly routine
3. Who learns what next

Operations and Back Office Day

For operations, finance and admin teams who keep the company running by hand.

In the room Morning: we map the week and the month, from handoffs to the monthly close. Then we pick what AI takes first. Afternoon: we rebuild the top two on your real numbers.

What you keep

1. The map, with hours on it
2. Two workflows, built and tested
3. The checks that keep numbers right

Sales and Marketing System Day

For sales and marketing leaders who want the whole cycle looked at.

In the room Morning: we map the cycle from first contact to renewal and mark where time and deals get lost. Afternoon: we build the two steps AI takes first, on your real accounts.

What you keep

1. The cycle mapped, AI steps marked
2. Two workflows, running
3. A baseline to measure against in a month