The focus
Learn, try, review, repeat.
Training is part of the work. Learn how to give useful instructions, check the results, and recognize when a person needs to take over.
- Monthly training around your team’s questions
- Work through questions from everyday use
- Refine the AI workflows your team is practicing
- Reinforce review habits and responsible information handling
- Discuss whether new ideas fit your priorities
Possible starting points include listing marketing drafts, new-lead follow-up drafts, past-client nurture drafts, and broker coaching preparation. Practice uses fictional or non-sensitive information. A person reviews AI-generated work before use.