Make AI Stick — With People, Not Just Tools

Culture, Coaching & Workflow Adoption

SMB Package 4 -- Human Transition (Culture, Coaching & Transition)

Make AI Stick — With People, Not Just Tools

Most small businesses don’t struggle with finding AI tools—they struggle with getting people to use them well. Our AI Transition (Human Transition) Package builds the confidence, habits, and guardrails your teams need to work productively (and safely) with AI every day

Who This Is For
  • Owners and managers who want consistent AI adoption across the business
  • Teams who tried AI “on the side” but never built repeatable habits
  • SMBs that need simple, practical guardrails (not bureaucracy)
  • Companies ready to redesign a few high-impact workflows and scale from there​​​​​​

What You Get (Summary)

 

  • Upskill leaders and teams with practical, role-based coaching and playbooks
  • Update workflows so AI is built into the way work actually gets done
  • Embed new operating rhythms (lightweight rituals, roles, and KPIs) that sustain adoption

Offer Details

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Upskill Leaders & Teams

  • Leader Alignment Session – Set outcomes, roles, and “rules of the road” so managers lead from the front.
  • Role-Based Training – Short, hands-on sessions for managers, ICs, and frontline staff (prompt patterns, safe use, real job examples).
  • Team Playbooks – Plain-English how-to guides: when to use AI, what not to share, and how to review outputs.
  •  Coaching & Office Hours – Weekly drop-in support to unblock adoption and tune prompts/templates.
  • Starter Prompt & Template Library – Pre-built assets mapped to your tools and tasks (email replies, summaries, proposals, reports).

Update Workflows (Redesign the Work, Not Just the Tool)

  • Use-Case to SOP – Turn your best AI use-cases into updated SOPs with clear steps and review points.
  • Human-in-the-Loop Checkpoints – Define when a person must review, approve, or escalate.
  • Light Integration Guidance – Connect AI to email/CRM/docs with the least-effort path first (no/low-code where possible).
  • Quality & Risk Checks – Simple accuracy and privacy checks baked into the process.
  • Measurement Hooks – Add “countable” wins to each workflow (time saved, turnaround time, CSAT).

Embed New Operating Rhythms (So It Lasts)

  • AI Champions Network – One or two champions per team who keep momentum and share tips.
  • Weekly AI Stand-Up (15 min) – What we tried, what worked, what to standardize—fast learning loops.
  • Value & Safety Dash – A simple dashboard for adoption and outcomes (time saved, cycle time, customer impact).
  • Governance-Lite – One-page policy, do/don’t list, and a basic review cadence (bias/privacy/IP) that people actually follow.
  • Monthly Improvement Review – Tune prompts, templates, and SOPs; retire what’s not working.

Targeted Pain Points

  • “We don’t know where to start.”

  • “People are trying AI, but quality is inconsistent.”

  • “Managers don’t know how to set expectations.”

Targeted Pain Points

  • “We have ‘AI islands’ and too much copy/paste.”
  • “No one knows the ‘right’ way to use AI for this task.”
  • “We can’t show results.”

Targeted Pain Points

  • “We tried AI and fell back to old habits.”
  • “We’re unsure how to track impact.”
  • “We need safety without slowing everyone down.”

How We Work (Simple Flow)

1.      Kickoff & Alignment → goals, use-cases, risks, and owners

2.      Upskill & Playbooks → targeted training + practical guides

3.      Workflow Redesign → SOP updates, checkpoints, and measurement

4.      Operating Rhythms → champions, stand-ups, adoption dashboard

5.      Review & Next Wins → repeat what works, expand intentionally

 

No. Training is role-based and tool-agnostic, focused on everyday tasks in the apps you already use.

Short sessions, real examples from your work, and a small library of ready-to-use prompts/templates.

Yes. We start with your stack and customize examples and playbooks accordingly.

No. We start with workflows where your current data is “good enough,” then note improvements for later.

We target 2–3 high-impact workflows and keep changes lightweight—clear steps, review points, and ready-to-use templates.

We add human-review points and style checks to the SOPs, and include a simple “brand voice” reference in your playbooks.

Minimal. A short weekly stand-up, a champion or two per team, and a monthly review keeps momentum without adding meetings.

We help assign clear owners (usually a manager + champion). The dashboard and one-page policy are designed to be easy to maintain.

We define a few metrics per workflow (e.g., time saved, turnaround time, CSAT, error rate) and track them on your value dashboard.

Ready to chart a clear AI course?

Book a complimentary 30‑minute consultation with our strategy team. We’ll discuss your needs and help you decide how to begin.

Let's do this!