Ask with context
Define the task, audience and constraints. Tell the tool what a useful answer looks like.
People make AI useful
Your team.
Ready for AI.
Help employees use approved AI tools in their daily work. Practical workshops, reviewed outputs and team playbooks build skills they can use independently.
Plan your team’s enablementStandalone training or support for a product rollout. Built around your roles, tools, and information policies.
- 01Practice
Use real tasks.
- 02Review
Check the work.
- 03Apply
Build the habit.
From introduction to everyday use
The training program.
We shape the program around your roles, starting point and goals. Leaders, employees and internal champions each get the support their part of the rollout needs.
Example workshop: prepare a client briefing
Prepare a briefing from a sample account history, then decide what is ready to use.
- Ask for the decisions, commitments and open questions.
- Check each important point against its source.
- Flag uncertainty and refine the briefing.
Take away: A reviewed briefing and a repeatable way to prepare.
01 / Readiness & discovery
Meet the people doing the work. Confirm approved tools, information policies and recurring tasks. Observe a representative task before training and agree what a successful output must include.
Take away: A readiness assessment, task baseline, and focused learning plan.
02 / Role-based workshops
Small, hands-on sessions built around representative tasks. Advisors and account leads prepare briefings. Operations staff find current procedures. Reporting teams assemble a draft and inspect the missing inputs.
Take away: Practiced workflows and reusable examples for each role.
03 / Product onboarding
Help employees get started with Company Brain, Client Intelligence or the approved AI tools they already have. Walk through access, useful questions, source checking and when to ask for help.
Take away: A guided introduction and a practical team playbook.
04 / Champions & office hours
Support internal champions, make room for questions and work through examples that did not go as expected. Update the playbook as teams discover better ways to work.
Take away: A support rhythm and people who can help their colleagues.
05 / Adoption & improvement
Have employees complete a comparable task independently. Review the accepted output, source checking, and preparation plus review time against the baseline. Follow up on repeat use and the work that still needs help.
Take away: A proficiency and adoption review with clear next steps.
A sample program
Practice for each role.
These sample tracks show what a program can cover. We select the tasks, cohort, session format, and follow-up with you, using approved synthetic or sanitized materials where appropriate.
Advisors & account leads
Prepare the next client meeting.
- Practice
- Use a sample account history to identify changes, open commitments, owners, and questions to resolve before the meeting.
- Take away
- A reviewed meeting brief and a reusable preparation checklist.
- Demonstrate
- Check whether material claims have sources, important commitments are included, and gaps are flagged. Compare total preparation and review time.
Operations & client-service teams
Answer a procedure question and handle the exception.
- Practice
- Find guidance in an approved sample document set, inspect its version, and work through a case the available information cannot resolve.
- Take away
- A source-linked answer, an escalation note, and a repeatable workflow.
- Demonstrate
- Check that the employee finds the current guidance, verifies it independently, and sends unresolved questions to the right owner.
Leaders & internal champions
Choose useful workflows and support the team.
- Practice
- Assess candidate tasks for value, data requirements, review needs, and fit with approved tools. Coach a colleague through an output that needs correction.
- Take away
- A prioritized workflow list, review criteria, and an owned team playbook.
- Demonstrate
- Check that each proposed workflow has an owner, an acceptance standard, and an escalation path; identify where further training or implementation is needed.
Session format, your team’s role & handover
Sessions and practice
Guided demonstrations, small-group practice, and an independent task with feedback. We assess the finished work and the review process; attendance alone does not demonstrate proficiency.
Your team’s part
Provide a program owner, approved tool access, information policies, suitable examples, and time for practice. A subject expert helps agree the standard for an acceptable output.
A playbook that stays useful
Hand over the practiced workflows, examples, and review checklists to a named internal owner. Agree office hours and follow-up reviews to address obstacles and update the playbook.
Confidence, with judgment
Skills employees practice.
Being AI-ready means knowing how to get help, how to check it and where the boundaries are. We practice all three.
Check the evidence
Open the sources. Verify material facts and notice what the answer cannot support.
Handle information carefully
Use approved tools and follow your company’s rules for client, personal and confidential information.
Keep human judgment
Review before sharing or acting. Recognize when the task needs a subject expert or an approval.
Two ways to start
Two ways to get started.
Enablement can stand on its own or accompany a product rollout. We agree on the program and quote its scope separately.
Your existing tools
Make more of what you have.
Help employees use the AI tools your company has already approved. Start with relevant workflows, clear information policies and practical ways to review the output.
Discuss a standalone programAn Upshot product rollout
Introduce the product. Enable the people.
Pair implementation with role-based training, employee onboarding and adoption support. Give the team a clear reason to return after their first sign-in.
Before we begin
Training questions.
Can you train us on tools we already use?
Yes. Enablement can be a standalone engagement around your existing approved tools. We confirm the tools, licenses, policies and workflows with you before designing the sessions.
Is training included in every product engagement?
We agree on onboarding and handover as part of each product scope. A broader training and adoption program is scoped and quoted separately, so the audience, sessions and ongoing support are clear.
Do employees need technical experience?
No. We tailor the starting point to the people attending. Sessions focus on their daily work, with additional material for internal champions and administrators where needed.
Will workshops use confidential client information?
We agree on suitable examples in advance. Workshops can use synthetic or sanitized material; any use of company information must follow your approved tools, access rules and data-handling policies.
Start with your people
Plan your team’s training.
Tell us who you want to enable, which tools you use and where the work gets stuck.
Let’s plan the program