Customizing Training Materials for Different Clients

AI is so freaking cool y'all! We're 9 days into 2024 and my newly built AI-automations have already both saved me a ton of time and improved my client onboarding experience. Here’s a peek into how I've used AI to improve my most popular AI marketing team training package in 2024, for both me and my clients: ⬅️In 2023, these trainings began with a one-hour call with my client to identify the most helpful AI use cases for their team, followed by 30-45 minutes of planning and email drafting on my end. Although effective, this process was time-consuming. While I loved the conversations, figuring out the necessary assets I needed for personalizing each team's training was my least favorite part of my work. ➡️This year, I've leveraged AI to transform my approach so I can focus on what matters most: delivering an impactful AI skills training for my clients' teams! Here's how I've used AI automation to enhance the experience for EVERYBODY: 1️⃣ First I analyzed all of my 2023 trainings and feedback to create a brand new 'AI use case menu' of 29 popular and highly impactful options. Now, my busy marketing leader clients select their use case preferences through a streamlined onboarding form, that also gathers the other information I'll need to personalize their training. This eliminates the need for a logistics meetings and is quick for clients to complete, saving us both time. 2️⃣ The onboarding form links to Zapier, triggering a cascade of automated actions when it's submitted. The responses go to the OpenAI API, where GPT-4 meticulously matches them to the necessary items for personalizing a perfect training for my client. Once completed, Zapier emails me the exact details I need for each client's personalized training. I then perform a crucial human-in-the-loop review before sending the personalization needs list to my client. ⏱️ Time Saved, Value Added: This isn't just about cutting down my workload. It's a dual victory. My clients now breeze through onboarding, investing mere minutes where they once needed an hour. Meanwhile, I have taken 1.5 hrs of my own work down to only 5 minutes. 🌊The ripple effect? My clients now enjoy a richer, more focused engagement. The time previously reserved for preliminary discussions is now rechanneled into a valuable 30-minute post-training debrief session, offering marketing leaders space to ask any questions they may have around supporting their teams' AI adoption. 🧠Implementing this system wasn't instantaneous. It took several hours of work gathering and creating the data necessary, considering the automation steps, creating and testing detailed prompts for GPT-4, ensuring consistent, accurate outputs, and guaranteeing a positive client experience. But now, having seen it in real-world action, I am immensely grateful for the time and energy invested in building this system (which is just one of many I've developed to streamline my efficiency in 2024)!

🌟 Formula for Sales Training Success: A Blueprint for Effectiveness! 🚀 Hey Small Business Sales Leaders!! Sarah, a savvy small business sales leader, understands that the effectiveness of sales training is not just about ticking boxes but creating a dynamic learning environment. Here's how Sarah implements and ensures the success of her sales training program: 💡 Needs Assessment and Customization: Assessment: Sarah begins by conducting a thorough needs assessment. She identifies the specific skills and knowledge gaps within her team. Customization: Based on the assessment, Sarah tailors the training content to address the unique challenges and goals of her team. One-size-fits-all doesn't cut it; it's all about relevance. 🎇 Blended Learning Approach: Traditional and Online Modules: Recognizing the diverse learning preferences of her team, Sarah adopts a blended learning approach. She combines traditional in-person training sessions with interactive online modules. Flexibility: This approach provides flexibility for team members to learn at their own pace, catering to different learning styles and accommodating varied schedules. 👊 Continuous Learning Culture: Regular Assessments: Sarah integrates regular assessments throughout the training program. This ensures that team members are not only absorbing information but also applying it in real-world scenarios. Feedback Loops: Constructive feedback is a cornerstone of Sarah's training strategy. Open feedback loops encourage dialogue, allowing team members to share insights, ask questions, and collectively learn from experiences. 🥇 Real-World Application: Scenario-Based Training: Sarah incorporates scenario-based training exercises. Team members engage in simulations that mirror actual sales situations, allowing them to apply theoretical knowledge to practical scenarios. Role-Playing: Sarah encourages role-playing to enhance communication and interpersonal skills. This hands-on approach builds confidence and prepares her team for diverse client interactions. 💪 Leadership Involvement and Support: Lead by Example: Sarah actively participates in the training sessions, demonstrating her commitment to continuous learning. Her involvement sets a precedent for the team to prioritize professional development. Providing Resources: Sarah ensures that her team has access to a variety of resources, from industry insights to the latest sales tools. This resource-rich environment fosters a culture of curiosity and self-improvement. 👏 Celebrating Milestones: Creating a Positive Environment: By creating a positive and supportive learning environment, Sarah motivates her team to actively engage in the training process. 🚀 Pro Tip: The success of sales training lies in its adaptability. Ready to Elevate Your Sales Training? Let's Connect! 🌟💼 #SalesTrainingSuccess #ContinuousLearning #SalesLeadership #Leadership #Business🚀✨

Im facilitating a “Building Trust” Workshop for an Executive Team this week. Here’s how I prepare: 📌I am using my proprietary framework, but customizing for the company Leadership development material is either too custom or too generic. This hybrid model provides a foundation that clients can trust with the nuance needed for their specific situation. (And as the company delivering, it allows you to NOT reinvent the wheel + scale) 📌Provide prep work Giving a little bit of work for the team to do prior to the workshop provides more context and gets every participant excited/thinking about the topic at hand. 📌Include activities that keep all learning styles engaged I include exercises that help: - auditory learners - visual learners - kinesthetic learners - strengthen team bonds - make it fun and not like a boring lecture 📌Create lots of space for discussion. The best workshops are those where you can - you guessed it - WORKSHOP through real examples. 📌Have deliverables and practical next steps Too many L&D providers give open ended/one-way content. Instead, we want every team member to come away with one practical thing they can do tomorrow. 📌 Ask, “What was your biggest takeaway” Not only is this good market research for our company, it’s helpful for participants to reflect on WHY XYZ thing was their biggest takeaway. Which one of these is most interesting? —- P. S. In addition to our outplacement, we provide customizable, actionable leadership development training for teams of all sizes. 😉

My clients ask— “How can we gear up for AI without breaking the bank?"  Here’s what I found out— building AI-ready teams is the foundation for staying competitive. But let’s get real: upskilling teams can be tricky, especially when resources are tight.  Here’s how consultants make it easier (and worth every penny):  ☑️ Skill gap assessment: They figure out exactly where your team stands and what’s missing—no guesswork.   ☑️ Customized training: Forget generic AI courses. Training is tailored to YOUR operations (predictive maintenance, anyone?).   ☑️ Hands-on learning: Workshops + real-life simulations = real confidence in using AI, not fear.   ☑️ Mentorship: Pairing employees with experts ensures the learning sticks.   ☑️ Daily integration: AI isn’t just theory. Consultants make it part of the team’s daily workflow.  Why is this important? Because AI isn’t here to replace humans— It’s here to amplify what your team can already do. The right training flips fear into excitement and turns your workforce into an AI-powered engine of efficiency.  Challenges & roadblocks?  Budget constraints and resistance to change.  Solution?  Consultants show cost-effective wins through success stories and lean, focused training programs. → Here’s my punchline— Your people are your competitive edge. AI just makes them sharper.  What’s your take? Ready to embrace AI or still testing the waters?  #AIreadyteams #futureofmanufacturing #upskillingforAI