Team workshop
Your team, their real work, and a facilitated build. We pick the workflows they repeat, redesign them together, and they leave with something running and rules for when a person still has to look.
Workshops, talks and masterclasses
Bring AI into the room, with the actual work.
Sessions for service businesses, owner groups and leadership teams. People leave having built or decided something they can use, rather than having watched a demo of somebody else’s workflow.
Formats
Four ways to run it, depending on the room.
Talk or keynote
A room-sized version of the argument: where AI earns its keep in a service business, where it does not, and why so many pilots end their lives in somebody’s Downloads folder.
Masterclass for a group
For an association, chamber or peer group of owners. More teaching, more worked examples, and enough time for people to apply it to their own business instead of nodding politely for an hour.
Executive briefing
For a leadership team deciding where to spend and what to govern. Straight answers, including the unbillable one where I tell you not to build the thing.
Who it’s for
Rooms where the product is the people in them.
Service businesses
Legal, accounting, wealth management, real estate, consultancies, agencies. Businesses where clients are choosing a person to work with, your people are the capacity, and the owner usually ends up in the middle of both.
Business owner groups
Associations, chambers, peer groups and networks whose members run established businesses and are tired of AI talks that stop at prompting tips.
Leadership teams
One business, its partners or managers, and the decisions nobody below them can make: capacity, risk, and who gets to say no.
What people leave with
Something to use on Monday.
- A shared language for where AI helps in your kind of work, and where it does not
- At least one real workflow redesigned with your own work in the room
- A clear line on what needs human review, and what can safely run without it
- A short list of what to build first, and what to deliberately leave alone
- The three questions that make an AI vendor visibly uncomfortable
Topics
What the session can be about.
Pick one and we go deep, or tell me the problem and I will tell you which of these it actually is.
- Picking the right problem for AI to solve, so the time you get back is time you wanted
- Where AI is genuinely worth using in a service business, and where it is not
- Getting owner hours back: the work that should stop coming to you
- Turning what is in your head into something your team can actually use
- Responding to inquiries faster without sounding like a call centre
- Marketing and content that still sounds like the business it came from
- Making it stick after the session: adoption, habits and who owns what
- Doing it properly in regulated work: human review, client confidentiality, governance
Built for your room
No stock deck. Ever.
Every session is built around the people in front of me, which is why I ask a slightly annoying number of questions before I say yes.
Before the date, we do a short call: who is in the room, what they do all day, where the work gets stuck, and what you want them doing differently afterwards. Where it helps, I will ask for a few real examples, anonymized, so the exercises use your work rather than a fictional firm selling fictional widgets.
In the room, people work on their own material. They leave with something of theirs actually improved, which is the only version of this that survives contact with a normal Monday.
Coming up
Where you can catch me next.
AI Masterclass: get hours back by having AI do the work for you
A working session on handing real, recurring work to AI: what to give it, what to keep, and how to tell the difference before you have wasted a quarter finding out.
Free, and lunch is included. Run in partnership with Great Pacific Mortgage & Investments.
Lunch and Learn: Get 4 Hours of Your Week Back
A practical session on how to pick the right problem for AI to solve, so you get time back and the client experience improves at the same time.
Got a date in mind?
Book a short call, or email me with the event, the date, the audience and the format you have in mind. I will tell you straight whether I am the right person for that room.
Book a Fit Call