Personal accounts, company data
Everyone uses a different tool on a personal account, and nobody knows what went into the model.
Your team practices working with AI on its own emails, documents and processes. They leave with ready use cases and written rules.
Everyone uses a different tool on a personal account, and nobody knows what went into the model.
Emails and quotes full of generic model phrasing. Customers can tell right away who wrote them.
Leadership wants something with AI, but nobody knows which tasks to hand to a model.
The model drafts a first version from company materials, and a person reviews and sends it.
A written style guide and examples, so the model doesn’t sound generic.
Call summaries, meeting takeaways and reports from data you already have.
Company accounts, a list of data never to paste in, and a spending limit.
You tell me how your team uses AI today and what takes up most of its time.
We agree which process should come off the team’s plate and how you will know it has.
Participants build use cases for their own work, on company documents.
We write down the use cases, your company voice and the data we never show the model. Recording on request.

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.
The ones your team already uses, or ones we pick together, such as Claude or Breeze in HubSpot.
Yes, in 1.5-2 hour sessions on different days.
If you ask, yes.
Before the training we agree which documents we can use and what never goes into the model.
We’ll work it out on the call, once I know your team and your processes.
Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.