Sessions
A hands-on session, whether you own the business, you’re the one who got handed the AI question, or you’re a few coworkers who share the same headache. We find the AI tool that fits your problem and explain it in clear, everyday language, without the jargon.
Length and format
For a group, the same session runs with the same job and the same check. For groups above five, the planning call sets the length and how many guides you leave with.
A session covers one job from your own business, in the tools you already have or one worth adding. Custom automations, integrations and account configuration are scoped separately.
How it runs
You’ll walk out able to put AI to work on your own business problems, with the confidence that comes from understanding why it works.
Maybe it’s costing you hours, maybe money, maybe a good employee’s patience. You don’t have to arrive with it neatly defined. Often the first job is working out what’s actually going wrong. Then we agree what a win looks like: a result that’s clearly worth the time and effort you put in.
The training is built around your process and around how you take things in. Prefer to read? A short written guide. Prefer to watch? A video walkthrough. Prefer to do? Hands-on practice together. You don’t need to learn everything about AI. You need enough of the why to run it with confidence and to steer it when it drifts. That’s how good managers work with any tool.
You leave with documentation written for your process and your people, in whatever form suits you. Where it makes sense, the fix can become an automation you switch on when you need it and off when you don’t. One follow-up call within 30 days is included. After that, a review session or the retainer.
An example
A month of receipts, and the bookkeeper wants them Friday. You photograph the pile. AI reads each one and lays them out in a spreadsheet by date, vendor, and category. You run the totals against your bank statement, fix the two it misread, and send the sheet off.
The part that used to take an evening now takes the length of a coffee.
Who this is for
The method stays the same. The examples change with your business. Here is the kind of thing we practice, and what stays in your hands.
Turn your approved service details into a customer reply, a first draft of a quote, or a job summary for the file.
Your check: prices, availability, and anything that commits your business.
Sort a month of receipts, reconcile a spreadsheet, or turn meeting notes into a clean set of slides.
Your check: totals, names, and anything going to the accountant.
Organize a maintenance request or draft a follow-up from approved property facts.
Your check: property details, personal information, and anything that needs a licensed professional’s review.
Turn approved program notes into a donor update, a grant paragraph, or a volunteer briefing.
Your check: beneficiary privacy, permissions, and every claim about impact.
Examples here are teaching scenarios, not client work.
Tell me what repeats, who does it, and which tools you use.
Or text 808-895-8545.
Or email dean@deanahlgren.com.