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Entry Assessment - For Team Leads & HR

Team AI Discovery,
then a workshop that fits.

Before rolling out AI tools your team won't use, I map your team's actual workflow gaps first. Pre-workshop discovery identifies the leaks and bottlenecks AI can actually fix. Then I build the workshop around your team's real work - not generic AI 101. Output: trained team, identified AI opportunities, written 90-day roadmap.

Starting from $1,500
100% Money-Back Guarantee - if you're not happy with the result, full refund

Most AI workshops fail at the same place: they aren't about your work.

Pre-Workshop Discovery

I spend 1-3 days learning the team's actual processes, tools, and friction points before the session. Workshop content is built around the team's real work - not generic examples.

Hands-On With Real Workflows

Participants practice on tasks from their daily work. By the end of a full-day session, most have built an AI workflow they can use the next day - not theoretical knowledge they forget by Tuesday.

Written 90-Day Roadmap

Within a week of the workshop, the team gets a written report: identified AI opportunities ranked by impact, recommended tools and pilots, implementation considerations, 90-day adoption plan. Not a slide deck. A roadmap.

Built by an Operator

M.Sc in AI, 10+ years scaling regulated tech, 2+ years personally shipping AI products. I have lived inside the teams I'm now training - I know what generic AI training misses.

Regulated-Environment-Safe

For teams in banking, fintech, insurance, healthcare. I cover AI tools that pass legal and security review - not the trending tools that wouldn't make it past compliance.

Vendor-Neutral

Claude, GPT, Microsoft Copilot, Google Workspace AI, RAG, agentic workflows, automation platforms. I recommend the right tool for your environment, not the one I want to sell.

Three stages. Two weeks. Real outcomes.

Discovery

1-3 days before the workshop.

Short interviews with the team lead and 2-4 team members. Map current workflows, tools in use, friction points, and existing AI exposure. Review process documentation if shared. Build customized workshop agenda around the team's actual work.

Tailored Workshop

3-hour or 6-hour session.

Practical AI capabilities for the team's actual work. Prompt engineering for their specific tasks. RAG and copilot tooling where applicable. AI safety guardrails for their data sensitivity. Live hands-on exercises on real team challenges.

Written Roadmap

Delivered within 1 week of the workshop.

5-10 page report. Identified AI opportunities ranked by impact and feasibility. Recommended tools and pilots for the top 3-5. Implementation considerations. 90-day adoption roadmap. Optional 60-min follow-up call included.

Three formats, one philosophy.

Half-Day Workshop

From $1,500.

1-2 days pre-workshop discovery. 3-hour tailored workshop with 1-2 hands-on exercises. Written follow-up report with identified AI opportunities and 90-day roadmap. Best for: single team of 5-15 with a defined focus area.

Full-Day Workshop

From $3,000.

2-3 days deeper discovery. 6-hour workshop with multiple hands-on builds. Optional 60-min follow-up call. Comprehensive roadmap. Best for: team of 10-25 ready to build several AI workflows, not just learn concepts.

Multi-Team Program

From $5,000.

Workshops for 2-4 teams in the same organization. Shared discovery phase. Individual team sessions. Cross-team integration recommendations. Organizational AI adoption roadmap. Best for: orgs ready to coordinate AI adoption across functions.

Teams that do knowledge work and want AI to make it better.

Business Operations

Operations teams running manual processes that AI can accelerate: data entry, reconciliation, reporting, escalations, customer communications.

Product & Strategy

Product managers and strategy teams who do heavy analytical and writing work: research synthesis, competitive analysis, user feedback processing, spec drafting.

Marketing & Sales

Marketing teams managing content workflows. Sales operations teams handling lead qualification, proposal drafts, and pipeline analysis.

Finance, HR, Legal, Compliance

Knowledge-heavy functions with sensitive data. Workshop covers AI tools that pass internal review, not the consumer-facing tools that wouldn't.

Customer Success & Support

Teams handling high-volume customer interactions. AI augmentation for ticket triage, response drafting, knowledge management, escalation flagging.

Executive Teams

Leadership teams that want to understand AI capabilities before approving organization-wide investments. The discovery phase often surfaces strategic gaps the leadership didn't know existed.

A standalone offering. Also a great first step.

For teams that just want to get good at AI

A team workshop is enough. You'll leave with hands-on capability, a roadmap, and probably 3-5 AI workflows running within the next month. Stop there if that's what you needed.

For organizations sensing they need more

Team workshops often surface AI opportunities that cross team boundaries - shared tooling, process redesign, governance gaps. The written roadmap flags these. When organizations want to move from "team X uses AI" to "AI as operating model," the natural next step is the AI Transformation engagement: Discovery Sprint, Pilot Sponsorship, or Fractional AI Transformation Lead.

For organizations already in transformation

Team workshops are an excellent change-management lever inside a larger AI Transformation program. They turn an abstract roadmap into team-level capability and visible momentum. Often used as the "Stage 4: Adoption" mechanism inside the AI Transformation playbook.

Everything you need to know before we start.

How is this different from generic AI training?

Generic AI training teaches AI in the abstract. These workshops are built around your team's actual processes, tools, and workflows.

The pre-workshop discovery is what makes the difference. By the time the session starts, I know what your team actually does day-to-day. The workshop content - examples, exercises, tool recommendations - is built around that. The team learns AI by working on their real work, not on generic case studies.

Who should attend?

Whole teams, ideally. The format works best for business operations, product, finance, marketing, HR, compliance, customer success, sales operations - any team that does knowledge work and could benefit from AI tooling.

5-25 participants is the sweet spot. Smaller groups get deeper personalization; larger groups can be split into multi-team programs.

What does the pre-workshop discovery involve?

1-3 days of short interviews and async information gathering. I talk with the team lead and 2-4 team members about their daily workflows, the tools they use, where time gets eaten, and what AI exposure they already have. I review process documentation if you share it.

The goal: build workshop content around the team's actual work, not show up with generic AI examples.

What AI tools do you cover?

Whatever fits the team's environment - I am vendor-neutral by principle.

Heavy practical familiarity with Claude (Anthropic), GPT/ChatGPT (OpenAI), Microsoft Copilot, Google Workspace AI, RAG pipelines, agentic workflows, workflow automation (Make, Zapier, n8n), and bespoke integrations. For regulated environments, I cover privacy, data residency, and audit-friendly tooling.

The workshop covers tools the team can actually use given your security and compliance posture, not tools you'd have to fight legal for.

Is there hands-on practice during the workshop?

Yes - this is the difference between a talk and a workshop.

Participants work on real tasks from their daily workflow using AI tools, with live guidance and feedback. By the end of a full-day session, most participants have built or refined an AI workflow they can use the next day. Half-day sessions include 1-2 hands-on exercises. Multi-team programs include cross-team integration exercises.

Remote or on-site?

Remote is the default. Via Zoom, Google Meet, or Teams. Format adapts well to remote: structured shared screen demos, breakout rooms for hands-on exercises, async pre-work for discovery, and live Q&A.

On-site available globally for an additional fee (travel and accommodations). Hybrid formats (some in-room, some remote) work well for distributed teams.

What's in the written follow-up roadmap?

A 5-10 page report delivered within 1 week of the workshop:

  • Identified AI opportunities specific to the team, ranked by impact and feasibility
  • Recommended tools or pilots for the top 3-5 opportunities
  • Implementation considerations (data, privacy, change management)
  • 90-day adoption roadmap
  • Links to relevant frameworks and further reading
  • Where opportunities suggest broader transformation needs, the connection to AI Transformation engagement models
How does this connect to AI Transformation?

Team workshops often surface AI opportunities that cross team boundaries - process changes that benefit multiple functions, shared tooling decisions, organizational guardrails for responsible AI.

When that happens, the written roadmap calls out which opportunities are team-level versus organizational. For organizations ready to move from scattered team-level AI use to AI as operating model, the natural next engagement is the AI Transformation Discovery Sprint or Fractional AI Transformation Lead.

The team workshops can stand alone, or they can be the first move in a broader transformation.

Is there a money-back guarantee?

Yes. 100% money-back guarantee.

If the team isn't happy with the workshop or the follow-up roadmap, full refund. You judge the outcome, not me. No paperwork, no questions asked. Just an email.

The guarantee is structural - I only get paid if the work delivers. Built on confidence in the work, not pressure to close.

Is there a free intro call?

Yes - free 30-minute call. We discuss the team's context, the kinds of work they do, and what tier of workshop would fit. If it's not the right time or right fit, I'll tell you that.

Ready to make AI real for your team?

Start with a free 30-minute call. No pitch, no pressure - a conversation about your team's work and where AI would actually move the needle.