AI Use Policy in a Day
- What staff can and cannot share with AI tools
- Approved uses by role
- A one-page guide your team will actually read
A good first step
Your team, fluent in AI.
Fox AI Advisory trains small business teams in West Palm Beach to use Claude for the work they already do: proposals, client emails, reports and the paperwork nobody enjoys.
Most teams have AI. Few use it well.
Someone on your staff has already tried a chatbot, gotten a mediocre answer and gone back to doing it by hand. Meanwhile, no one has decided what is safe to paste in, what the rules are, or which tasks are worth handing off.
That is a training problem, not a technology problem. We sit with your team, work on your real documents and set up shared habits that stick after we leave.
Three ways to work together
Start small with a single day, or build an ongoing relationship. Every engagement is scoped to your team.
Team Workshop
- Hands-on training with your own documents
- A shared set of prompts and Claude Projects for your business
- Follow-up Q&A within two weeks
Most popular
Ongoing Advisory
- Office hours for you and your staff
- New workflows built as needs come up
- Quarterly review of what is saving time
For teams ready to go deeper
Built for local businesses
Palm Beach County runs on small teams that know their clients by name. We focus on:
- Law and accounting firms
- Real estate and property management
- Medical, dental and wellness practices
- Wealth and insurance advisors
- Home services and contractors
- Hospitality and marine
Different field? If your team writes, reads, schedules or answers clients all day, we can probably help.
How an engagement runs
Intro call
Thirty minutes to hear how your team works and where the hours go. No pitch deck.
Workflow review
We pick three to five tasks where Claude can help, starting with the ones your team already dislikes.
Hands-on training
Your team works on real material, in your office, with the rules for sensitive information built in.
Follow-through
We check back, fix what is not working and keep what is saving time.
Ready to find your first few hours?
Book a free 30-minute call. We will talk through your team and tell you honestly whether we are a fit.