Training that fits how your team works

Every engagement uses your real documents, your real clients and your real rules about sensitive information. We teach people to use Claude, then help the habits stay.

AI Use Policy in a Day

One working session with owners or managers

Before your team uses AI more, decide the ground rules. We work through what your business handles, what is sensitive, and where AI helps or does not.

  • Plain-English AI use policy for your staff
  • Approved and off-limits uses, by role
  • A one-page quick guide
  • Notes on client confidentiality and vendor settings

Fixed fee, shared on the intro call

Team Workshop

Half day or full day, at your office

The core of what we do. Your team learns Claude by using it on their own work, with someone beside them who has built client solutions with it every day.

  • Hands-on session built from your documents
  • Starter Claude Projects and shared prompts for your business
  • Role-specific exercises for admin, sales, operations and leadership
  • Follow-up Q&A within two weeks

Priced by team size and length

Ongoing Advisory

Monthly, month to month

AI changes quickly. A light monthly relationship keeps your team current and gives you someone to call when a new idea comes up.

  • Office hours for you and your staff
  • New workflows built as needs arise
  • Quarterly review of what is saving time
  • Help with updates to tools and policy

Monthly retainer

What we teach

  • Writing and communicationClient emails, proposals, newsletters, job posts and social posts, in your voice.
  • Reading and analysisSummarizing contracts, reports, meeting transcripts and long email threads, and checking the result.
  • OperationsChecklists, SOPs, scheduling language, onboarding materials and follow-up routines.
  • JudgmentWhen to trust the answer, when to check it, and what never goes into a chat window.

Why Claude

We specialize in Claude because depth beats a survey of every tool. Jess uses it daily to build solutions for clients, so what your team learns comes from working practice rather than a slide deck.

If your business already uses another AI tool, the habits we teach still carry over: how to give clear instructions, how to check results and how to protect sensitive information.

Questions we hear

Is it safe to use with client information?

It depends on the plan, the settings and what you put in. We set rules for your team and show you which account types and settings matter. For regulated work, we recommend checking with your own counsel or compliance advisor.

Will this replace my staff?

Our goal is to give your people their afternoons back for the work that needs them: clients, judgment and relationships.

We are not technical. Does that matter?

No. If your team can write an email, they can learn this. We teach it in everyday language.

Do you only work in West Palm Beach?

We are based here and teach in person across Palm Beach County. We can also work remotely with teams elsewhere.

Want to talk it through?

A free 30-minute call, no pitch deck, and an honest answer on whether we are a fit.