The focus
Learn, try, review, repeat.
Training is part of the work. Learn how to give useful instructions, check the results, and recognize when a person needs to take over.
- Select two workflows around your team’s priorities
- Combine practical instruction with hands-on setup
- Practice using the tools and reviewing their results
- Refine the work together and address questions
- Discuss a sensible next step for your team
Possible starting points include listing marketing drafts, new-lead follow-up drafts, past-client nurture drafts, and broker coaching preparation. Practice uses fictional or non-sensitive information. A person reviews AI-generated work before use.