The session started with a pen, not a slide.
In March, I led AI training for a team of about 50 business advisors and regional leaders from a statewide organization that supports small businesses. Before we talked about AI, I asked each of them to write down the hats they wear in a typical week: researcher, note-taker, report writer, and marketer. One person brought the room together by sharing “business therapist,” a hat everyone recognized. We used the lists of hats to explore which ones to keep wearing and what could be handed to AI.
The session
The session was called “The Tiny Revolution: Small Teams, Massive Output.” Its core idea is that a small team with well-designed AI support can do far more without burning out. This group advises business owners every day, often with more clients than hours, so the message landed.
What made this AI training for teams work.
1. We built it in their tools, not ours. The agent demos ran in the secure AI platform the team already uses, with made-up sample data. I built six AI assistants ahead of time, tailored to the daily work of advisors and their leaders. Attendees saw them handle real-world tasks like client follow-ups, business plan reviews and reporting, then learned how to adapt them for their own work.
2. It connected to the rest of the agenda. The day before, the group had worked through CliftonStrengths. We tied the two sessions together by asking which tasks drain you, and which AI assistants could take them off your plate so you have more time for your strengths.
3. People took part all morning. They named their hats. They ran their tasks through a three-question test: Do I do this often? Could I write instructions for it? Does it need my unique judgment? Then they shared one task they’d hand off first. Answers came quickly, mostly email follow-ups and data entry.
4. We were straight about the limits. We wrapped up with a What’s New and put an AI agent to work on my laptop, organizing files into folders. It asked permission before moving anything and kept an audit log. We also talked about where to hold back: beta features, browser extension risks, and why every AI result still needs a human oversight.
5. The takeaways outlast the day. Attendees left with a workbook, a guide to getting the most from the AI tools they already have, and a set of prebuilt assistants designed for their team to adapt.
I closed with a simple question. If each advisor got back five hours a week, how many more business owners could they serve?
Planning AI training for your team?
If your attendees are busy professionals who need AI skills they can use on this week not someday, let’s talk. We provide custom presentations to support your group’s tools, security requirements, and agenda. Learn more on my Speaking Page or Book a Discovery Call.