Training for teams · private half day
Give your team one repeatable way to draft client work.
Your account managers, strategists and writers build one shared AI workflow on your own client work, so every report and proposal comes out to the same standard.
Private half day · in person in Singapore and Australia, or online · fixed quote after a 20-minute call
A private half day to build one chosen workflow. A 20-minute call agrees scope and tools before you approve the quote and agenda.
I trained PepsiCo’s designers on AI and taught an AI basics workshop at Deloitte. I was a design lead at StubHub and Moonfare’s first Head of Design, and I teach every session myself.
Danielle Thompson, founder of Switchboards
Clients pay for the thinking. The hours go on the paperwork around it, and everyone on your team does that paperwork differently.
Half-day option
Now:
Every month-end, account managers lose days turning campaign exports into slides and commentary.
With AI:
The export goes in and a draft report comes back with the numbers explained, so your account manager adds the judgement.
Half-day option
Now:
A great discovery call becomes a proposal three days later, because someone has to rewrite the last one.
With AI:
The call notes become a proposal and scope in your agency’s format, ready to price while the client still remembers the call.
Half-day option
Now:
Only the person who has run an account for years can write for that client without three rounds of edits.
With AI:
Each client gets a style guide your team’s AI works from, built the way I build a content voice, so a new hire’s first draft sounds like the brand.
Next, not included
Now:
A new client signs, and the kickoff brief gets pieced together from emails, the pitch deck and somebody’s memory.
With AI:
The signed proposal and discovery notes become an onboarding pack and kickoff brief for the whole team.
It runs on one piece of client work your team does every month, so the work moves forward while everyone learns.
Visualize
We map how a client report gets made today, from export to sign-off, so everyone sees one process.
Automate
The team builds one shared AI workflow in your approved tools, and writes down what AI drafts, what an account lead checks and what never goes in.
Optimize
At 30 days we compare hours per report and rounds of client revisions with the baseline, and what works becomes agency standard.
For more jobs worth handing over, see seven ways I use Claude in my own business, or the full half day for teams.
Yes, as a private half day for your agency alone, in person or online, built on your own client reports, proposals and briefs.
We agree permitted material and tool access before the session, then work from a sanitised copy. Your team checks what can be shared in the approved setup.
Today each person uses it their own way, so quality depends on who touched the account. The half day gives everyone one workflow.
Everyone who touches the workflow we rebuild, from account managers to writers.
We measure changes in report time or revision rounds against your baseline. A person still checks every piece before it reaches a client.
We agree which client workflow to rebuild and how to measure it. Pick any time at least 24 hours ahead.