What to expect
Weeks 3-4: Tool Implementation & Training
We set up AI tools, create SOPs, and train your team on safe, effective use.
01 / What we do
Week 3: Tool Setup & Configuration
We set up the 3-5 highest-impact AI tools identified in the Discovery phase.
- • Create accounts (team or enterprise versions as needed)
- • Configure settings for your specific use cases
- • Build custom prompts and templates
- • Set up integrations with existing tools (Slack, email, etc.)
- • Test with sample tasks to ensure quality
Week 3: SOP Creation
We document exactly how to use each tool safely and effectively.
- • Step-by-step guides for each AI tool
- • Prompt library (copy-paste templates)
- • Data safety checklists
- • Troubleshooting guides
- • Quick-start 1-pager for team reference
Week 4: Team Training Workshop (2-3 hours)
Hands-on training where your team learns to use each tool.
- • Live demo of each AI tool
- • Team practices with real tasks
- • Data safety protocols review
- • Q&A and troubleshooting
- • Access to SOP library
Week 4: Individual Role Training (30 min each)
We meet 1-on-1 with key roles to customize AI use for their specific tasks.
Example: Designers need different AI skills than admin staff. We tailor training to each role.
02 / Your time investment
Most team members are productive with AI tools within first week.
03 / Training philosophy
We don't just show you tools, we teach principles.
- • Prompt design: How to ask AI for what you need
- • Quality control: How to spot AI errors before they become problems
- • Safety habits: Data anonymization, source verification, human oversight
- • Continuous improvement: How to adapt AI use as you learn
04 / End of Week 4 deliverables
What You'll Have:
- • 3-5 AI tools fully set up and configured
- • Custom SOP library with prompt templates
- • Team trained and confident using AI safely
- • Data safety protocols in place
- • Measurement baseline (time spent on tasks pre-AI)
Your team is ready to use AI independently with support available.
05 / Common tools we implement
Phase 1: Quick Wins
- • ChatGPT for email & content drafting
- • Otter.ai for meeting transcription
- • Calendly for scheduling automation
Phase 2: Process Automation
- • Zapier for workflow automation
- • Document AI for data extraction
- • Industry-specific tools as needed
Exact tools depend on your AI Opportunity Report findings.
Next
What happens next
Weeks 5-6: Optimization & support. We monitor adoption, troubleshoot issues, and measure ROI.