Try one prompt
Free, on your own, with sample data. Start with the First Five.
Said like “totally.” Spelled with a toad.
AI training for experienced professionals who’d rather not.
Your firm already pays for AI. I help the experienced people on your team, the ones who are busy, skeptical, or quietly worried about getting it wrong, start using it on their real work. Patiently, in plain English, inside the rules your firm already set.
In person around Wayzata, Lake Minnetonka, and the Twin Cities. Zoom anywhere.
The pattern
You bought the licenses. Most of the team hasn’t touched them.
- Newer hires dabble. Your most experienced people, the ones with the best judgment, mostly don’t.
- A one-time “AI 101” feels like a slideshow. By Monday, everyone is back to the old way.
- People worry about pasting the wrong thing, trusting a wrong answer, or looking foolish.
That isn’t a technology problem. It’s a confidence problem. And confidence can be taught.
The PACE method
Four steps. One real task at a time.
Then we keep going for 30 days, so it becomes a habit instead of a handout.
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P
Pick
Something annoying from the actual week. Not a demo.
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A
Ask
Who it is for, what you need, what good looks like, and what shape you want.
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C
Check
You are the expert. AI drafts. You decide. You will know what never to paste.
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E
Edit and save
Fix it in the same chat. Keep the prompt that worked so next time is not from scratch.
How learning works
Confidence before complexity.
Safety is never skipped. Nobody is put on the spot. We look at confidence before and after, using your team’s own answers.
See it once
A free 45-minute session. You watch PACE on one task and leave with a prompt that worked. The webinar.
Comfort Check
Twenty minutes with the person who decides. Approved tools, who is stuck, and one task to try.
Half-day workshop
3.5 to 4 hours, up to 12 people. The team practices the First Five on sample data. The workshop.
PACE 30
Four weeks: Comfort, Your Work, Team Workflows, Make It Stick. The month.
A simple tool
Only after the habit exists. One repeating task, inside a tool the firm already approved. Simple tools.
Who it is for
Small firms where trust is the product.
Advisory
Meeting recaps, review prep, and plain-English client letters.
Accounting
“Documents we need” checklists and engagement-letter explainers.
Insurance
Renewal explainers, service emails, and coverage comparisons in plain language.
Mortgage and similar teams
Listing drafts, status updates, and follow-ups. The writing that repeats every week.
Safety
Your rules. Sample data. A Don’t Paste list.
Your compliance and IT teams decide which tools and data are allowed. I teach only on your firm’s approved tools, use sample data in every exercise, and give every person a one-page Don’t Paste guide.
I don’t provide legal, compliance, tax, or investment advice.