AI Fluency Training for Business Teams
AI is moving fast, but most professionals don’t need more hype. They need practical training that shows them how to use AI responsibly in the work they already do.
My AI Fluency Training helps business teams move from confusion to confident use of tools like ChatGPT, Microsoft Copilot, Gemini, and Claude to improve productivity, communication, documentation, training, client support, and decision-making.
With 25+ years leading client enablement, enterprise learning, and digital adoption at Citigroup Inc., I specialize in translating complex technology into simple, useful, real-world learning that drives adoption, efficiency, and stronger business outcomes.
What I Teach
AI Fundamentals for Business Use Cases
Use AI as a thinking partner for planning, analysis, drafting, and problem-solving
Write stronger prompts that produce clearer, more useful outputs
Turn complex information into clear summaries, action items, talking points, FAQs, and client-ready explanations
Draft training materials and job aids
Improve client-facing documentation
Explore beginner-friendly AI agent workflows for research, drafting, organizing, and multi-step business tasks
Use AI for research, planning, and brainstorming
Summarize complex information
Build reusable prompt templates for common business workflows
Use AI tools without exposing sensitive information
Learn about markdown files
Understand how to create and use Markdown files (or html files) to organize prompts, training notes, website copy, procedures, and reusable AI instructions in a clean, portable format that different AI tools can easily read.
Prompting for Real Business Work
Prompting is not about magic wording. It is about knowing how to give AI the right context, constraints, audience, and expected outcome.
I teach professionals how to build prompts for:
Emails and executive communication
Meeting summaries and follow-ups
Training outlines and learning content
Process documentation
Client-facing explanations
Job aids and quick reference guides
Research summaries
Role-play and interview practice
Feedback, editing, and rewriting
Outcome: Teams learn how to stop getting generic AI answers and start getting useful, business-ready output.
AI for Learning & Development Teams
I teach L&D teams how to use AI to:
Design training outlines faster
Create learning objectives
Build facilitator guides
Draft learner materials
Convert complex procedures into simple job aids
Create microlearning scripts
Develop knowledge checks and scenario-based questions
Modernize outdated training content
Build self-service learning resources
Use AI video tools like Synthesia for scalable learning delivery
Improve content governance and consistency
Outcome: L&D teams can build better training faster without sacrificing quality, accuracy, or business relevance.
AI for Client Experience & Customer Enablement
AI agents are more than chatbots. They are AI-powered assistants that can help plan, research, organize, draft, analyze, and complete multi-step tasks with the right guidance.
This beginner-friendly class teaches professionals what AI agents are, how they work, where they are useful, where they can go wrong, and how to start using them safely and effectively in everyday business work.
I teach teams how to use AI to:
Simplify complex product explanations
Create client-facing education materials
Draft onboarding content
Improve FAQ and knowledge-base content
Identify recurring client pain points
Build support scripts and response templates
Improve escalation summaries
Prepare for client meetings
Translate technical language into practical client outcomes
Outcome: Teams leave with practical ways to use AI to improve client communication, simplify complex topics, strengthen onboarding and support materials, and deliver a more consistent, confident client experience.
AI Agents for Beginners
What AI agents are in plain English
How AI agents are different from regular AI chatbots
What “agentic AI” means without the jargon
Common examples of AI agents in business
How agents follow goals, instructions, tools, and workflows
What makes a good agent task versus a bad agent task
How to write clear instructions for an AI agent
How to give agents context, constraints, and success criteria
How to break a larger goal into smaller agent steps
How to use agents for research
How to use agents for meeting prep
How to use agents for job search support
How to use agents for training design and documentation
How to use agents for content planning
How to use agents for customer or client support workflows
When not to use an AI agent
How to keep human judgment in charge
How to build a simple repeatable agent workflow
How to create a personal “agent instruction sheet”
How to test an agent before trusting it with important work
How to improve agent results over time
Outcome: Participants learn how to confidently use AI agents to complete simple business workflows, improve productivity, and safely guide AI output with clear instructions and human oversight.
Ready to Talk About AI Training?
Tell me what your team is trying to accomplish, and I’ll recommend the right AI training option. Custom quotes are available on class format, team size, and training needs.