Hands-on workshops for small business teams — practical, tool-specific, and built around your actual operations. Not theory. Not slides. Things your team can use Monday morning.
Half-day and full-day formats · On-site or remote · Greensboro, NC
Not every business needs a full engagement right away. Workshops let your team get hands-on with the tools and concepts before you commit to anything bigger — and they often surface the exact problems worth solving.
Every workshop is built around your team's actual tools and workflows — not a generic curriculum. These are the core topics we build from.
Practical uses of ChatGPT, Claude, Gemini, and Notion AI in your daily workflows — writing, research, summarization, client communication. Built for non-technical users.
Hands-on session using Zapier or Make. Your team identifies a real workflow, maps it, and builds a working automation before the session ends.
Build a live operations dashboard using your existing data. Learn to connect tools, visualize what matters, and stop building reports by hand.
Deep dive into HubSpot, Salesforce, or whatever CRM you use. Map your pipeline, set up automations, and configure it to actually match how your team works.
Automate proposal generation, contract creation, e-signature routing, and document filing. Reduce the time from "deal closed" to "paperwork done" from hours to minutes.
Tell us your tools, your team size, and the specific problem you're trying to solve. We'll build a session around exactly that — no generic curriculum.
We learn your team, your tools, and what you're trying to get out of the session. 20 minutes. We'll recommend the right workshop format and tell you what prep your team needs.
We build the workshop around your actual tools and a real workflow from your business. Not generic slides — exercises your team runs against live data.
On-site in Greensboro/Charlotte or remote via video. Small group, hands-on format. Every participant leaves with something working — not just notes.
Written documentation of everything built, tool guides, and a 2-week email thread for follow-up questions. Your team doesn't get stuck when they try to use it Monday.
3–4 hours · Up to 10 participants · On-site or remote
Covers one focused topic or workflow. Best for introducing a tool to a team or building one specific automation together.
6–7 hours · Up to 15 participants · On-site or remote
Deep dive into a tool or process. Teams leave with multiple working automations and a clear implementation plan for the next 30 days.
Both formats include pre-workshop consultation, custom curriculum, all materials, and 2-week follow-up support.
Start with a free 20-minute call. We'll figure out the right format, topic, and timing for your team — no commitment required.
Greensboro · Charlotte · Remote available