One day workshop, Central Coast
An AI assistant is only as useful as what it knows about your business. In one day, in person, you build what it should always know, the rules it follows and the files it can use, then test it on a real job of your own.
The problem
Who you serve, how you talk, what you charge. Each new chat starts with none of it, so the answers come back generic.
Price lists, past proposals and procedures sit in folders and in people's heads, where an assistant cannot use them.
What can staff put in? What must be checked before it goes out? Without a rule, every person decides alone.
How it works
A plain document on your business: customers, services, voice, numbers and the words you use. You own it, and it works in any tool.
What it does, what it never does, what needs your sign off and what data stays out. You finish with a one page use rule for your team.
A controlled folder of price lists, proposals and procedures. Then you test it on a real job from your own business.
The day
Pick the part of the business where your time goes, such as reporting, marketing, finance, sales, operations or people. The method is the same for everyone. You work on your own function, at a table with others working on theirs.
Getting better with use
An assistant does not learn by itself. It gets better because you keep what it knows up to date. When it gets something wrong, or you fix a draft, you add one line to the lessons file: how you say it, what you never offer, which figure to use.
Fifteen minutes a week keeps it current. That habit is what you take home.
We show email and calendar access and automatic routines live on the day, with the risks. We do not build them on day one.
Who it is for
The free government courses are a good place to start. This day is for when you want it built around your own business.
Your hosts
[Host bio: name, background, years building software, why you run this on the Central Coast.]
[Second host bio.]
Register interest
The first date is not set. Register and we will email you when it is confirmed, before it is announced anywhere else.
We email you the date, venue and price once they are set. Registering is not a booking and you pay nothing.
Nothing, unless you ask. Some owners want us to look at their business and build the next piece. That starts with a written audit and a fixed price, and the workshop is not a sales pitch for it.
Questions
We teach the method on one tool, chosen from what attendees already use, and show the same job in a second tool. Your context and rules are plain documents, so they move with you if the tool changes.
On the day we use sample or de-identified material. We teach what to keep out of public tools and set the rule for your team. For anything built afterwards, privacy and where data is held go in the contract.
No. If you can write an email and keep a folder, you can do the day. There are two of us on the floor so nobody is stuck on setup.
A laptop, an account on the tool we confirm in the pre-work email, and three de-identified documents, such as a price list, a past proposal and one procedure.
Yes, but the day works best for the person who makes the decisions. If you would like to bring a colleague, ask us about the room.
A working first version of an assistant that knows your business, and the habit to improve it. We do not promise savings or results, because they depend on how you use it.