Curriculum
Eight modules from foundations to measured AI operations.
AI Foundations & Readiness
Outcome
A one-page readiness profile: what AI can and cannot do for your business, your data and risk boundaries, and a named owner.
Open moduleStart with a clear mental model. Understand what today's AI assistants are good and bad at, assess your data, tools and team readiness, and set the boundaries that keep client trust intact before anything is automated.
- What current AI tools actually do well, and badly15 min
- Audit your data, tools and team readiness14 min
- Set risk boundaries and name an owner13 min
Opportunity Mapping & ROI
Outcome
A ranked list of the five processes where AI can save measurable time, with a baseline for each.
Open moduleStop guessing where AI fits. Inventory how your team actually spends its week, separate judgement work from rule-based work, and rank opportunities by time, risk and readiness.
- Run a one-week time inventory14 min
- Separate judgement work from rule-based work12 min
- Score and rank your opportunities16 min
Prompting, Assistants & Knowledge
Outcome
A searchable internal knowledge base and an AI assistant grounded only in approved content.
Open moduleGet answers out of the founder's head. Structure your SOPs, policies and FAQs so your team, and an internal assistant, can find accurate answers without interrupting you.
- A reliable prompting method: role, context, task, format, check15 min
- Audit the questions that interrupt you11 min
- Structure a knowledge base that stays current14 min
- Ground an internal assistant safely15 min
Workflow Automation & Integration
Outcome
Clear, testable SOPs for your top processes that both people and AI tools can follow.
Open moduleAI amplifies whatever process you give it, including a messy one. Capture how work really flows, write SOPs at the right level of detail, and define quality checks before anything is automated.
- Capture the process as it really runs13 min
- Write SOPs people and AI can both use15 min
- Define quality gates and owners11 min
- Connect tools: triggers, actions and safe automation16 min
Sales, Marketing & Customer Experience
Outcome
AI-assisted lead response, follow-up and onboarding with a human approving every client-facing message.
Open moduleMap the journey from enquiry to renewal, find the slow handoffs, and design AI-assisted drafting, triage and reminders that keep your voice and your judgement in the loop.
- Map the lifecycle and its delays12 min
- Design draft-and-approve messaging15 min
- Triage, reminders and safe escalation13 min
Operations, Finance & KPI Dashboards
Outcome
A single weekly dashboard of 6–10 metrics, with AI-written commentary you can verify.
Open moduleChoose metrics that drive decisions, connect the data you already have, and use AI to summarise what changed and why, without hiding the underlying numbers.
- Choose metrics that change decisions12 min
- Connect data with what you already own14 min
- Add AI commentary you can verify12 min
Team Adoption, Governance & AI Agents
Outcome
A team adoption plan with role-based guidelines, a review routine, and a safe, supervised first agent workflow.
Open moduleMake AI a team habit rather than a founder hobby. Train by role, govern with light routines, and understand when multi-step AI agents are worth it and how to supervise them.
- Train by role, not by tool14 min
- Govern with a light monthly routine12 min
- AI agents: when they help and how to supervise them16 min
30-Day Rollout & Measurement
Outcome
A disciplined month of pilots with measured results and keep, adjust or stop decisions.
Open moduleTurn plans into practice. Sequence pilots, prepare your team, measure against your baselines, and make evidence-based decisions about what to scale.
- Sequence pilots for momentum12 min
- Prepare your team for adoption13 min
- Measure, decide and scale14 min