Skills for recurring work
Clear instructions, examples, and checks that help AI produce more consistent results. We help design and troubleshoot them with you.
Three-month Team Enablement Program
Help your team do more valuable work with AI.
Your team knows AI can do more, but getting it to work reliably takes practice and guidance. We help them find useful applications, work through mistakes, and develop skills around the work they already do.
- 3 months
- Time to practice and improve
- 6–10 people
- One team or a group across functions
- 6 sessions
- Working together every other week
- Email support
- Help between sessions
Where enablement fits
Different stages of adoption. Different problems to solve.
From personal experiments to work the firm can repeat, share, and run.
Individual productivity
- 01
One-off prompt
Ask a fresh question.
- 02
Reusable prompt
Save what works.
How do we get useful results?
Shared team workflows
- 03
Reusable skills
Capture how the work gets done.
- 04
Shared context
Give AI the firm’s knowledge.
- 05
Team workflows
Combine tasks, human review, and guardrails.
How does the whole team repeat it?
Connected systems
- 06
Automated workflow
Connect systems and data.
- 07
Production system
Run with controls and an owner.
How do we connect and run it?
Different teams and workflows in the same firm can be at different stages.
What your team gains
Better ways to work. Something to build on.
We help your team build these materials as they learn, using their own tasks and documents.
A way to check the results
Know what to verify, where AI needs help, and which decisions stay with a person.
A clearer next step
See what your team can do in Claude or ChatGPT and where a custom agent or integration would help.
How the sessions work
Bring the work. We’ll work through it together.
Participants use their own documents and share their screens. We help them spot useful applications and understand why an approach succeeds or fails.
- 01
Choose a useful task
Start with recurring work. Define a good result and decide what AI should take on.
- 02
Work through it with an expert
We help identify missing context, improve instructions, and test the output against the source material.
- 03
Make it repeatable
Build or refine a skill together. Try it between sessions, then bring back questions and exceptions.
The team’s own work is the curriculum.
We choose tasks with your cohort. For example:
Acquisitions
Screen a deal
Review an offering memorandum against your criteria. Identify red flags and missing information.
Asset management
Prepare a property briefing
Explain variances, leasing activity, and follow-ups from monthly reports, with figures checked against the source.
Investor relations
Draft an investor update
Use operating notes, performance data, and approved messaging to prepare a draft for review.
From a participating team
“We are still early in our AI transformation. Most of us had no strategy and different perspectives on what was important to learn and, eventually, implement in our business. Jeff's preparation, tools and live sessions created clarity and momentum for our team. Tons of takeaways to implement right away. There's nothing like having an industry-specific Chief AI Officer in the room, leading the workshops.”
William Gentile
Managing Director, Sovereign Partners
Your first cohort
Start with people who know the work.
They do not need to be technical. Choose people with recurring tasks to improve and time to practice between sessions.
- One department or a group across functions
- Manager support to try new approaches
- Access to company-approved AI tools and documents
What would your team bring?
Tell us about the people, the work, and where AI is falling short. We’ll help you decide where to start.
Custom applications and integrations are scoped separately.