// Ongoing AI Coaching
Turn your back-office teaminto AI operators.
Recurring coaching engagements for brokerage staff, executive assistants, MCAs, COOs, and team admins. We don't just teach AI — we embed it into how your team actually runs.
// Who this is for
The buyers.
Three distinct buyers, one shared problem: AI is sitting in the org chart somewhere between everyone and nobody. Coaching closes that gap.
01
Brokerage Operators (COO, Operating Principal)
You're past the "should we use AI" debate and need someone embedded with your operating team to make it real.
02
Team Leaders
You want your team to operate like a tech company, not a flip phone. AI is the lever, but nobody on your team has time to figure it out alone.
03
Staff with AI Mandates
You've been told "use more AI" with no roadmap. We build the roadmap together and execute it.
// The engagement
What coaching actually looks like.
No surprises. Here's the shape of every engagement, from discovery through quarterly review.
01 · Weeks 1–2
Discovery & Setup
- Audit current tools, workflows, and the team's AI maturity.
- Identify the 3–5 highest-leverage AI workflows for your team.
- Set up Claude, ChatGPT, and Gemini properly with team plans.
- Build a 90-day roadmap with measurable outcomes.
02 · Ongoing
Weekly Coaching
- One to two standing weekly sessions with your team.
- Hands-on workflow building — not theory, not slides.
- Slack and email support between sessions for blockers.
- Custom prompts, GPTs, Projects, and Skills built for your team.
03 · Every 90 days
Quarterly Reviews
- Measure what's working. Kill what's not.
- New workflows added as the team matures.
- Strategy session with leadership on what's next.
// Tools and platforms
What we work in.
The toolbox we work in. Most engagements touch a subset; some touch all of it.
Claude
- Projects
- Cowork
- Skills
- Code
ChatGPT
- Custom GPTs
- Deep Research
- Voice
Gemini
- Gems
- Notebook LM
- Workspace integration
Automation
- Zapier
- n8n
- Make
Workspace & CRMs
- Google Workspace
- KW Command
- Follow Up Boss
Reporting
- Looker Studio
- Google Sheets
- Apps Script
// Engagement terms
The shape of a deal.
- Minimum engagement.
- 90 days
- Cadence.
- Weekly or bi-weekly, plus async support
- Team size.
- 1 to 10 staff members
- Format.
- Virtual primary, on-site as needed
- Pricing.
- Custom per engagement. Schedule a call to discuss scope and investment.
// FAQ
Questions worth answering.
Why not just send my team to a workshop?
Workshops teach. Coaching embeds. Different products, different outcomes.
Do you do month-to-month?
No. 90-day minimum because real adoption takes that long.
What if my team isn't technical?
Most aren't. That's the point.
Can you work alongside our existing tech stack?
Yes. We integrate with what you have rather than rip-and-replace.
Is this for agents or staff?
Primarily staff and back-office. Agent training is a separate product — see /training.