A half-day session where I teach your team to use AI on examples from their own work, with clear rules for what goes in and who checks the output.
Small owner-run firms: accountants and bookkeepers, financial advisors and insurance brokers, law practices, and clinics. Some people may already be using AI on their own; others haven't started. The assessment isn't required first, but I recommend it: it shows which tasks are worth training on.
We choose a few tasks your team does every week, so the session uses real work, not generic demos. We pick them together on a short call.
Your team works through those tasks with AI, step by step, with me guiding them.
Simple written rules for what goes into AI tools, what never does, and who checks the output before it's used.
I follow up after the session to make sure everything is still running and to answer the questions that come up once people are back at work.
Everything from the session stays with your firm.
Short written rules for what goes into AI tools, what never does, and who checks the output.
The tasks from the session, written up step by step so people can repeat them on their own.
A quick reference to keep beside the keyboard until the new habits stick.
The examples come from your firm's own work.
People learn on tools your firm already has or has chosen.
The rules cover good practice. For privileged or health information, I point you to what to check with your regulator.
It's scoped and priced on a call, once I know the size of the group and what you'd like covered.
No. It's optional, but I recommend it. The assessment shows which tasks cost your team the most time, so the session can focus on those.
No. If people can describe the work they do every week, they're ready.
Book a 15 min. call and we'll work out whether it's a fit. Prefer email? Reach out any time at info@northlightai.ca.