AI training for employees, executives and teams, plus AI automation consulting and implementation, for companies integrating after an acquisition or merger.
We accept three clients per quarter. Currently accepting applications for Jan 2027.
AI training for employees, automation consulting and implementation
AI training and implementation.
01
Level 1: Personal productivity
Every person learns to use AI in their own work.
What each person leaves with:
Their top 3 to 5 administrative tasks automated
A personal AI chief of staff that triages email and gives weekly coaching
An AI skill that writes in their own voice
AI 101: which tools to use for what, and when to use AI and when to hold off, built around your company's AI policy
You also get a map of which shared workflows cost the most time.
Sign up for level 2 within 30 days and the full cost of level 1 counts toward it.
02
Level 2: Team workflow automation
We assess your team workflows to see where AI pays back the most. Then we automate the use cases with the highest impact and highest feasibility, starting with the work the deal left running two ways. We train the team that runs them. High-value use cases that are harder to build become long-term opportunities.
What you leave with:
2 to 3 automated workflows per function or working group
A team that knows how to spot high-ROI opportunities on its own
An AI opportunity log holding the rest of your high-value use cases
Over time, connected use cases change how the whole company works.
03
Level 3: Company-wide adoption
AI becomes part of how the whole company runs.
What you get:
An AI champion identified in each function, with three coaching sessions to lead adoption on their team
A dashboard tracking AI adoption and ROI, with hours and dollars saved reported to leadership and investors
A 100-day integration playbook every new add-on runs through
Quarterly builds from your AI opportunity log, connecting use cases across departments
Sign the retainer and level 1 for your next add-on is included.
Who we work with
PE-backed. B2B. 50–500 employees. Within three years of a deal.
We work with PE backed B2B SMB companies in the three years after an acquisition or merger, focusing on duplicated work and workflows that cost teams the most time. It's AI for private equity portfolio companies: AI automation for small businesses that now report to investors.
Case Study
81% improvement in AI agent-building confidence and 43% average growth across six capabilities.
PE backed B2B company with under 100 employees. Based on 20 pre-training responses and 21 post-training responses.
Biggest skill improvement
+81%
Confidence in building AI agents
Instructor effectiveness
4.6/5
100% rated Kat 4 or 5
Overall skill growth
+43%
Average relative increase across six skill and familiarity measures
Measurable learning improvements
Increase in self-reported confidence and familiarity. Relative increase in average ratings from pre- to post-training.
Building agents
Assessing value and risks
Agent familiarity
Identifying opportunities
Human review decisions
Mapping workflows
Additional statistics
90% rated the program's concepts clear or very clear (4 or 5 out of 5).
76% felt confident or very confident applying what they learned (4 or 5 out of 5).
85% said the program's pace was just right.
9.1/10 average likelihood to recommend the training.
90% rated the instructor a perfect 5/5 or 4/5, specifically 100% gave one of those two ratings.
90% of post-training respondents reported having built at least a simple AI workflow, compared with 45% before training.
"I can't emphasize how helpful this session has been. I am totally confident now in a way I was not when we started."
Learner · Agentic AI Workshop
Note: Learning gains reflect changes in group-average self-reported ratings, rather than independently tested skill proficiency or matched individual improvement. Instructor effectiveness had 20 responses.
From recent workshops
What participants are saying.
“This was a great training, I very much appreciate the time and detail. You were both excellent!”
LearnerAgentic AI Workshop
“Workshop format was really helpful – I had expected that it was going to be a passive format but the engagement of the entire group really helped make my experience fuller and more three-dimensional.”
Workshop participant
“This has been really great. thank you so so so much!!!!”
Workshop participant
“Finally, I was able to take this workshop. Katarina was very patient and knowledgeable.”
Workshop participant
“love all the steps and prompts!!!”
Workshop participant
“This was a great training, I very much appreciate the time and detail. You were both excellent!”
LearnerAgentic AI Workshop
“Workshop format was really helpful – I had expected that it was going to be a passive format but the engagement of the entire group really helped make my experience fuller and more three-dimensional.”
Workshop participant
“This has been really great. thank you so so so much!!!!”
Workshop participant
“Finally, I was able to take this workshop. Katarina was very patient and knowledgeable.”
Workshop participant
“love all the steps and prompts!!!”
Workshop participant
“thank you guys kindly!! this was a great workshop!!!!”
LearnerAgentic AI Workshop
“The presenter was really enthusiastic and helpful. The structure made sense and it showed the potential of AI and some clear use cases. In addition to the prompts on the presentation, the presenter often had great inside tips and prompting…”
Workshop participant
“Thanks very much. you are an excellent presenter”
Workshop participant
“thank you, loved the simplicity and clarity!”
Workshop participant
“thank you guys kindly!! this was a great workshop!!!!”
LearnerAgentic AI Workshop
“The presenter was really enthusiastic and helpful. The structure made sense and it showed the potential of AI and some clear use cases. In addition to the prompts on the presentation, the presenter often had great inside tips and prompting…”
Workshop participant
“Thanks very much. you are an excellent presenter”
Workshop participant
“thank you, loved the simplicity and clarity!”
Workshop participant
Next step
Tell us which workflows to fix first.
We accept three clients per quarter. Applications are open for January 2027.
A framework created to drive AI adoption in enterprise organizations. Shared during a Fortune 20 AI & Agent Training, and featured in an article by Course Report.
Work backward to understand the outcomes the business is striving to achieve. Understand the possibilities and their value, feasibility, risk, data and team readiness. Based on the highest AI ROI, agree on long term bets, and break them down into short-term wins to get there.
B
Build.
Break it to build it.
Rethink workflows with AI in mind: which steps can you eliminate, which steps should humans own, what can agents own, and where is a hybrid approach best. Create an ongoing governance and operating model. Outcome: Redesigned workflows & agentic solutions.
C
Champion.
Upskill your team with interactive training.
Keep them up to speed with ongoing micro-trainings. Pair it with a communication plan that grabs attention and cuts through the noise. Track adoption and adjust as needed.