Our Services
AI enablement built around your organization.
Every engagement is customized to your organization's teams, tools, workflows, and goals. We design solutions to help teams actually use AI effectively and responsibly in their day-to-day work.
Pre-built, lightly tailored AI trainings are available for occasional projects or engagements as requested.
AI Readiness & Strategy
What it is
Before investing in AI tools or training, it helps to understand where your organization actually stands. This engagement evaluates your current AI maturity, workforce confidence, existing tool usage, and where AI can create the most meaningful impact. The result is a clear, prioritized roadmap, not a generic report, built around your actual teams, workflows, and goals.
Who it's for
Organizations that are exploring AI adoption for the first time, or those that have started experimenting but want a clearer, more intentional strategy. This is also a strong fit for leaders who need to build an internal case for AI investment or who want to get teams aligned before rolling out tools.
Outcomes
- Clear picture of current AI readiness across teams
- Identified gaps and high-impact opportunities
- Prioritized recommendations for next steps
Examples by Audience
SMBs & Growing Organizations
- Audit current workflows to find where AI agents or automation can save time.
- Prioritize repeatable tasks that can be automated without disrupting client service.
- Build a roadmap for practical AI adoption across marketing, operations, sales, and delivery.
Education
- Identify where AI can support instruction, planning, assessment, advising, or administrative workflows.
- Map educator and student needs before choosing tools.
- Create a practical AI adoption roadmap for departments, schools, or programs.
Nonprofits
- Identify high-value AI use cases across fundraising, programs, operations, and communications.
- Prioritize AI opportunities based on capacity, risk, and mission alignment.
- Create a phased adoption plan that works with limited staff time and budget.
Workforce AI Training
What it is
Generic AI training rarely sticks. This engagement goes deeper, combining change management strategy, role-specific training, and hands-on use case design tailored to how your teams actually work. We don't just teach people what AI can do; we help them understand how to use it in their specific jobs, with their specific tools, for the tasks they do every day. Where it fits naturally, we also introduce light automations so teams can immediately put AI to work.
Who it's for
Teams and organizations that want practical, human-centered AI adoption, not just awareness or a one-time workshop. This is a strong fit for organizations that have tried generic AI training and found it didn't translate to real use, or for those rolling out AI tools and wanting to make sure the investment pays off.
Outcomes
- Stakeholder alignment and communication plans for rolling out AI
- Role-specific training grounded in your team's actual work
- Prioritized use cases mapped to real workflows and recurring tasks
- Light automations to reduce manual steps (e.g. prompt-based drafting workflows, simple AI-assisted reporting, no-code task automations using tools like Make, Zapier, or n8n)
Light automations are included where they naturally fit, for example, setting up a workflow where a team drafts client updates using a custom GPT, or automating a recurring reporting task using a no-code tool. This is distinct from a full pilot, which involves structured testing, baseline measurement, and defined success metrics.
Examples by Audience
SMBs & Growing Organizations
- Train employees to use AI tools in everyday work, not just experiment with them.
- Teach teams how to use AI for client communication, content creation, research, and internal documentation.
- Help managers identify which tasks should stay human-led, AI-assisted, or automated.
Education
- Train educators to use AI for lesson planning, differentiation, feedback, and classroom workflows.
- Support administrators in understanding responsible AI use across teams.
- Facilitate hands-on workshops where participants leave with usable prompts, workflows, or tools.
Nonprofits
- Train staff to use AI for grant writing, donor communications, reporting, and program support.
- Build confidence for teams that are curious about AI but unsure where to start.
- Create role-specific training for development, operations, communications, and program teams.
Workflow Design & Automation
What it is
Knowing AI exists isn't the same as knowing how to make it part of how your team works. This engagement provides hands-on support to design AI-supported workflows, build reusable prompt libraries and templates, and embed automation into your team's existing tools and processes. We work directly with your systems, not in theory, so the workflows we build are practical, repeatable, and owned by your team when we're done.
Who it's for
Teams that are ready to move from exploration to implementation. This is a strong fit if you've completed a readiness assessment or training and are now ready to put AI to work in a structured, sustainable way. It's also well-suited for organizations that have identified specific workflows they want to automate or streamline.
Outcomes
- AI embedded in daily workflows and tools
- Reduced friction between current processes and AI adoption
- Sustainable integration that teams maintain over time
Examples by Audience
SMBs & Growing Organizations
- Build AI agents for repeatable tasks like lead intake, client onboarding, research, reporting, and follow-up.
- Automate workflows across tools like forms, CRMs, project management systems, and email.
- Create internal systems that reduce manual work in marketing, sales, operations, and service delivery.
Education
- Design AI-supported workflows for lesson planning, curriculum development, student support, or educator coaching.
- Create reusable prompt libraries and templates for teachers, administrators, or learning teams.
- Help teams move from one-off AI experiments to repeatable workflows.
Nonprofits
- Streamline grant research, application drafting, donor follow-up, and impact reporting.
- Build workflows that help small teams manage more work without adding unnecessary complexity.
- Create reusable templates for outreach, reporting, volunteer coordination, and program operations.
Responsible AI Governance
What it is
As AI becomes more embedded in how teams work, organizations need clear guidance on how it should, and shouldn't, be used. This engagement helps you develop practical AI use policies, decision frameworks for sensitive use cases, and review processes that protect your stakeholders without stalling useful innovation. The goal isn't to restrict AI; it's to create a shared, trustworthy foundation for using it well.
Who it's for
Organizations that want to use AI thoughtfully and are realizing they need clearer guidelines before (or alongside) broader adoption. This is especially relevant for education institutions navigating academic integrity and student privacy, nonprofits working with vulnerable populations or sensitive data, and SMBs dealing with client confidentiality, proprietary information, or customer-facing AI use.
Outcomes
- Clear AI use policies tailored to your organization's context
- Decision frameworks for sensitive or high-stakes use cases
- Review processes that enable responsible adoption without stalling progress
Examples by Audience
SMBs & Growing Organizations
- Create simple AI use policies for employees using tools like ChatGPT, Gemini, Claude, or Microsoft Copilot.
- Define safe use rules for client data, proprietary information, marketing content, and automation.
- Build lightweight approval processes for AI agents, automations, and customer-facing workflows.
Education
- Create clear AI use guidelines for educators, staff, and students.
- Support policies around privacy, academic integrity, accessibility, and responsible classroom use.
- Help teams decide what AI use should be encouraged, limited, reviewed, or avoided.
Nonprofits
- Develop practical AI guidelines that protect client, donor, and community trust.
- Create review processes for sensitive use cases involving data, communications, or service delivery.
- Help teams use AI responsibly without slowing down useful innovation.
Adoption Measurement & Change Management
What it is
Most AI investments don't fail because the technology doesn't work, they fail because people don't change how they work. This engagement addresses the human side of AI adoption directly: measuring what's actually being used, identifying where teams are struggling, and providing the coaching and structured support needed to turn early experiments into lasting habits. We track what matters, time savings, workflow changes, confidence levels, and adoption behaviors, not just attendance.
Who it's for
Organizations that have invested in AI tools or training and want to know if it's working. This is also a strong fit for teams preparing for a broader rollout and wanting a baseline before they scale, or for leaders who need data to support continued investment in AI enablement.
Outcomes
- Pre- and post-measurement of adoption behaviors, confidence, and time savings
- Identification of barriers and coaching to address them
- Data-informed recommendations for what to scale, modify, or stop
Examples by Audience
SMBs & Growing Organizations
- Measure time saved, workflow adoption, employee confidence, and operational impact.
- Refine automations and agents based on real team usage.
- Help teams move from scattered tool use to consistent AI-enabled operations.
Education
- Measure whether educators are actually using AI after training.
- Use pre- and post-surveys to identify confidence, use cases, barriers, and next steps.
- Support long-term adoption through coaching, office hours, and workflow refinement.
Nonprofits
- Track how AI affects staff capacity, grant workflows, communications, and reporting.
- Measure what staff adopted, what they avoided, and where they need support.
- Turn AI pilots into repeatable practices that fit the organization's mission and capacity.
Speaking & Workshops
What it is
Engaging, practical sessions that go beyond AI hype to give audiences real frameworks, honest context, and hands-on tools they can use. Topics include AI adoption strategy, agentic AI literacy, responsible use, the future of work and learning, and building AI-ready teams and cultures. Sessions are tailored to the audience, whether that's an executive team, a faculty cohort, a nonprofit staff, or a conference crowd.
Who it's for
Event organizers, universities, school districts, nonprofit networks, professional associations, and organizations looking for engaging, credible, and actionable AI content for their teams or audiences. Sessions range from 60-minute keynotes to half-day workshops, and can be standalone or part of a larger program.
Outcomes
- Engaged audiences with practical takeaways
- Clear frameworks for thinking about AI adoption
- Inspiration and actionable next steps
Examples by Audience
SMBs & Growing Organizations
- A business conference keynote on AI adoption for growing teams.
- A chamber of commerce workshop on practical AI tools for small business owners.
- An internal team session on moving from AI curiosity to consistent, confident use.
Education
- A faculty professional development day on responsible AI use in the classroom.
- A university program guest lecture on agentic AI and the future of work for students.
- A district leadership session on building an AI-ready school culture.
Nonprofits
- A nonprofit leadership retreat session on AI strategy and responsible adoption.
- A sector convening panel on AI equity, access, and workforce readiness.
- A staff all-hands workshop introducing AI tools and building team confidence.
Tools & Platforms
Tool-Specific Enablement
We work hands-on with the tools your teams are actually using, or the ones you want to adopt. Below are examples of how clients bring us in for specific platforms and tools.
Agentic AI & Custom GPT Tools
OpenAI Custom GPTs
How clients use this
- "Build us a custom GPT our HR team can use to answer employee onboarding questions."
- "Create a GPT trained on our style guide so our content team gets consistent output."
- "We need a GPT our client services team can use to draft responses faster."
Gemini Gems
How clients use this
- "Set up a Gem for our operations team so they can process vendor emails without starting from scratch each time."
- "Create a Gem for our leadership team to use as a strategic thought partner for planning sessions."
- "Help our L&D team build a Gem that generates training outlines on demand."
Jules (Google AI Agent)
How clients use this
- "Our dev team wants to use Jules to automate code reviews — help us set that up and train the team."
- "Show us how Jules can handle background engineering tasks so our developers stay focused on higher-value work."
Pomelli
How clients use this
- "Help us build a Pomelli agent that handles our internal knowledge base queries."
- "We want to use Pomelli to automate a repeating research workflow — help us design and deploy it."
- "Show our team how to use Pomelli to build no-code AI automations without needing engineering support."
Google AI Ecosystem
Google AI Studio
How clients use this
- "Help our product team prototype an AI-powered feature using Google AI Studio before we commit to development."
- "Teach our team how to use AI Studio to test prompts and evaluate model outputs for our use case."
- "We want to build a quick proof of concept for our leadership — help us use AI Studio to demonstrate the idea."
Gemini Enterprise
How clients use this
- "We just rolled out Gemini Enterprise — help us design a training program so our teams actually use it."
- "Create role-specific prompt libraries for our departments so they get more value from Gemini Enterprise."
- "Help us build an adoption strategy for Gemini Enterprise across our 200-person org."
Gemini App
How clients use this
- "Train our team on how to use the Gemini app effectively for their day-to-day tasks."
- "Help us create a workflow guide for our marketing team using Gemini for content and research."
- "Show our executive team practical ways to use Gemini as a daily productivity tool."
NotebookLM
How clients use this
- "Our research team wants to use NotebookLM to synthesize reports — help us build that into their workflow."
- "Train our leadership team to use NotebookLM to analyze long documents and surface key insights quickly."
- "Help our L&D team use NotebookLM to create AI-generated podcast-style summaries from internal materials."
Build Apps & Vibe Coding
Vibe Coding
How clients use this
- "Our team wants to build internal tools using AI-assisted coding — help us learn how to vibe code without a traditional dev background."
- "Train our non-technical staff to use AI coding tools to automate their own workflows."
- "Help us create a prototype app for our team using vibe coding so we can validate the idea before hiring a developer."
Build Apps with AI
How clients use this
- "We need a lightweight internal app to manage our AI pilot tracking — help us build it using AI tools."
- "Help us build a custom onboarding app our team can use without relying on expensive software subscriptions."
- "Our nonprofit wants a simple intake form and tracking tool — help us build it affordably using AI-assisted development."
Customization Tiers
Levels of Engagement
We meet you where you are. Our flexible model adapts to your organization's readiness, goals, and depth of need.
Foundational Enablement
General AI adoption support, practical training, and strategic guidance for organizations beginning or formalizing their AI journey.
This tier provides a strong starting point for organizations that are early in their AI adoption journey or need to build a consistent foundation across teams.
Workflow-Aligned Solutions
Tailored recommendations with examples of how AI can support specific roles, processes, and software ecosystems.
This tier goes deeper, aligning AI recommendations to the specific workflows, roles, and tools your teams use every day.
Tool-Specific Customization
Deeply customized solutions designed around your actual workflows and platforms, built specifically for your organization.
This tier involves building custom solutions, agents, or training materials designed around your specific platforms, such as Asana, Copilot Studio, or other internal tools.
Sample Engagements
How We Work With Clients
Every engagement is scoped to your organization's goals. Here are some of the most common ways we partner with clients.
AI Readiness Sprint
A focused engagement to assess readiness, identify opportunities, and define next steps for AI adoption across your organization.
AI Enablement & Training Program
An integrated engagement covering change management strategy, role-specific training, use case design, and light automations, scoped to your team's actual tools and workflows.
AI Adoption Pilot
A structured, time-bound pilot with defined success metrics, pre- and post-measurement, and purpose-built automations tested for real impact before scaling.
Executive AI Advisory
Strategic guidance for leaders shaping AI adoption across teams, including decision frameworks and implementation roadmaps.