Weeks 3-4: Tool Implementation & Training
We set up AI tools, create SOPs, and train your team on safe, effective use.
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.
Your Time Investment
Most team members are productive with AI tools within first week.
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
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.
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.
What Happens Next
Weeks 5-6: Optimization & support. We monitor adoption, troubleshoot issues, and measure ROI.