Draft a reply to a frustrated customer
An empathetic, specific reply that acknowledges the problem and says exactly what happens next.
The 90-day plan Stage 3 of 5
Stage 3 · weeks 3–6
Train
Run live sessions on one team's real work, one team at a time.
The question this stage answers: “How do we get people using it?”
This stage, in four moves
- 1Run a 45-minute session on one real workflow
- 2Leave a one-page guide behind
- 3Share use cases for each team's own tasks
- 4Log every session and its feedback
The outcome
Your first teams running a named workflow with AI, a one-page guide for each, and feedback from every session.
Read
Free playbooksUse
All tools →Present
Training decks for this stage →Deck
Prompting on real work
Attendees will be able to rewrite a prompt they actually use so it carries context, constraints and an example, and save it for reuse.
40 min session
18 slides
Free
Deck
Giving AI the context it can't guess
Attendees will be able to add the three missing pieces of context to any prompt and get a first draft that's close to usable.
10 min session
6 slides
Members
Deck
Checking AI output in 2 minutes
Attendees will be able to run a two-minute check on any AI draft that catches wrong figures, invented details and the wrong tone before anyone else sees it.
10 min session
6 slides
Members
Deck
15-minute lunch-and-learn
In fifteen minutes, attendees learn one idea that improves every AI request (give it a proper brief), see it demonstrated live, and leave with one thing to try this week.
15 min session
8 slides
Members
Deck
AI for managers: leading a team that uses AI
Managers will be able to give their team clear permission, pick a first team workflow, and set a review standard for AI-assisted work.
40 min session
18 slides
Members
Deck
AI for sales teams
Sellers leave able to use AI for account research, follow-ups, CRM notes, objection practice and proposal drafts, and know what to check and what never to paste in.
45 min session
16 slides
Members
Deck
AI for marketing teams
Marketers leave able to use AI to write briefs, repurpose content, synthesise customer research, generate test variants and explain campaign results, while protecting brand, claims and customer data.
45 min session
15 slides
Members
Deck
AI for HR and people teams
People teams leave able to use AI safely for job adverts, policy FAQs, interview guides, onboarding plans and conversation prep, without putting employee personal data at risk.
45 min session
15 slides
Members
Deck
AI for finance teams
Finance teams leave able to use AI for variance commentary, spreadsheet formulas, close documentation, credit control emails and policy FAQs, while keeping the numbers in their systems and unreleased financials out of the tool.
45 min session
15 slides
Members
Deck
AI for operations teams
Operations teams leave able to use AI to write procedures, summarise incidents, compare suppliers, tidy handovers and think through recurring problems, and know which decisions stay with people and live systems.
45 min session
15 slides
Members
Go deeper: the Role Book
For MembersThe scripts, templates and lessons behind this stage. Members get every section; you can read the free previews now.
See what Members getRole Book · Skill lessons
Running a live session on real work
How to run a 45-minute session where a team does one of its real workflows with AI, start to finish, including the preparation, a minute-by-minute run sheet, handling things going wrong live, and what to leave behind.
9 min read
Members
Role Book · Skill lessons
Writing workflow guides people actually use
How to write a one-page guide for a single workflow that people open while they work: the template, how to write each part, how to test it with a real user, and how to keep it alive.
9 min read
Members
Role Book · 90-day plan
Days 31-60: From one team to a programme
How to turn one team's win into a repeatable programme in a month: run two more sprints with less of you in them, recruit champions, start the library, publish the policy and capture your first expert's know-how.
10 min read
Members
Use cases to hand out
Sales, Marketing, Customer support, HR & peopleRepurpose a long article into social posts
Turn one blog post or report into a handful of short posts that each make one point.
Rewrite a job advert to be clearer and more inclusive
Cut jargon, separate must-haves from nice-to-haves, and flag wording that puts people off applying.
Prepare for a discovery call from public information
Turn a prospect's website, annual report and job ads into a one-page brief and five questions worth asking.
Draft structured interview questions from a job description
Competency-based questions with what a strong answer looks like, so every candidate gets the same interview.
Write a creative brief from a messy request
Turn an email thread asking for "a campaign" into a one-page brief with the questions it doesn't answer.