Our Methodology

How We Train Your Team

Not a generic seminar. Not a pre-recorded course. Here's exactly what happens — step by step — when you work with us.

The Process

Four Steps from Signed to Productive

Every engagement follows the same proven process. We don't skip steps and we don't cut corners.

1

Discovery Call (30 min)

Before we build anything, we learn about your team. What tools are you using? What roles are involved? Where are the biggest gaps? What have you already tried? This is the most important 30 minutes of the engagement — it's what makes everything else custom.

  • Team size and structure
  • Current tools and licenses
  • Technical skill levels by role
  • Previous training attempts
  • Top 3 workflow bottlenecks
  • Success metrics you care about
Duration: 30 minutes  |  Format: Video call  |  Who joins: You + your team lead
2

Custom Training Plan

We take everything from the discovery call and build a training plan written for your team. Engineers get different content than PMs. Ops gets different content than Design. Nobody sits through irrelevant material. We also establish a productivity baseline at this stage — survey-based measurement of current AI tool usage — so you have a "before" number.

  • Role-specific curriculum per department
  • Real examples from your industry
  • Hands-on exercises using your actual work
  • Pre-training productivity baseline survey
  • Draft playbook outline for your review
  • Training agenda with time allocations
Duration: 3–5 business days  |  Deliverable: Training plan PDF for your approval
3

Live Workshop

The training itself. This isn't a lecture — it's hands-on, interactive, and built around real workflows. Every exercise uses tools your team actually has. Every example looks like work your team actually does. We keep groups to 40 people max to make sure every participant gets attention and the session doesn't turn into a webinar people tab away from.

  • Live facilitator, not pre-recorded
  • Hands-on exercises every 15–20 minutes
  • Role-specific breakout groups
  • Real-time Q&A throughout
  • Screen share + live demos in the tools
  • Session recording for reference
Duration: 3 or 6 hours  |  Format: Remote (Zoom/Meet/Teams) or On-site  |  Max: 40 participants
4

Playbook Delivery + Follow-Up

The session ends but the value doesn't. Within 2 business days of the workshop, we deliver a written playbook your team can reference forever. It captures everything covered in the training plus additional reference material. At the 90-day mark, we do a check-in call to see what's stuck, what isn't, and whether a refresher makes sense.

  • Custom written playbook per role type
  • Prompt library for daily tasks
  • Tool-specific shortcut reference cards
  • 30-day email Q&A channel access
  • 90-day productivity check-in call
  • Post-training productivity survey (measure the ROI)
Playbook delivery: 2 business days post-workshop  |  Check-in: 90 days later

We're Specialists, Not Generalists

We train on two tools that most companies are actively deploying right now. Deep expertise, not shallow coverage of everything.

🤖

Claude Code

Anthropic's AI coding tool — powerful for writing, reviewing, and debugging code, as well as complex reasoning tasks. We train engineering teams to use it as a genuine force multiplier.

  • Code review workflows
  • Debugging and error diagnosis
  • Documentation generation
  • Architecture brainstorming
  • Test writing automation
  • Complex query construction
💼

Microsoft Copilot

Microsoft's AI assistant embedded across Word, Excel, Teams, Outlook, and PowerPoint. We train teams to stop treating it like a search bar and start using it as a workflow tool.

  • Meeting summaries in Teams
  • Email drafting and triage in Outlook
  • Document generation in Word
  • Data analysis in Excel
  • Presentation building in PowerPoint
  • Cross-app workflow automation

GitHub Copilot

The in-editor AI coding assistant that most engineering teams already have access to — and most are using at 20% of its capability. We fix that.

  • Inline suggestion best practices
  • Chat panel for complex tasks
  • CLI integration
  • Pull request summaries
  • Context management
  • Team usage patterns
Who We Train

Different Roles, Different Training

We build content for each role at your company. Everyone learns what's actually relevant to their work — not a one-size-fits-all module.

👩‍💻

Software Engineers

Code review, debugging, test generation, documentation, architecture brainstorming, and IDE integration.

📋

Product Managers

PRD drafting, stakeholder communication, data analysis, roadmap synthesis, and user research summarization.

🎨

Designers

User research synthesis, copy generation, design brief creation, and cross-functional communication drafting.

⚙️

Operations

Process documentation, email management, meeting follow-up, SOP generation, and data reporting in Excel.

📣

Marketing

Content creation, campaign brief writing, competitive analysis, performance reporting, and SEO workflows.

🤝

Sales & Customer Success

Proposal drafting, email personalization, call prep, follow-up generation, and CRM documentation.

Ready to See What Your Team's Missing?

Book a free discovery call. 30 minutes. We'll tell you exactly what training your team needs — no pitch, no pressure.

Book a Free Discovery Call