Market Movers
Your Team, Trained on AI.
Your office, managers and crews, trained on your rules and real jobs.
Training Kits by Industry
The real material your team gets: the rules, the tools you already use, a prompt card for every seat, and a practice round. Pick your industry.
Every kit is rebuilt around your rules, your tools and your real cases in the first session.
Your Rules Come First
Before anyone touches a tool, the owner sets the rules. I write them down with you and build them into the tools.
- 01
What AI Can Do on Its Own
Answer texts and chat from your price list, book real openings and draft notes.
- 02
What Needs Your OK
Quotes, prices, discounts and anything sent to an insurer or a client in your name.
- 03
What Never Goes In
Customer card numbers, passwords, and private health and insurance details beyond the job.
- 04
Who Can Use What
Owner, office, project managers and crews each get the access they need, nothing more.
- 05
A One Page AI Playbook
Your rules in plain words, signed off by you, kept where the team can find it.
The owner decides. The team follows one playbook.
Training for Every Seat
- 01
Owners
Set the rules, read the morning brief and approve drafts in seconds.
Your rules, written into one playbook
- 02
Office Staff
Email, quotes, scheduling and invoices with AI drafts, and checking before sending.
Gmail, quotes and invoices, with your OK
- 03
Project Managers
Job notes, photos, estimates drafted from walkthroughs and updates in Jobber.
Walkthrough voice note → notes and estimate
- 04
Crews
Photos, voice notes and checklists from the phone, with no typing on the job site.
Phone photos and voice → filed to the job
- 05
New Hires
The playbook and short recorded lessons, so they learn your way from day one.
Playbook and tools ready on day one
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How the Training Runs
First
Set the Rules.
A working session with the owner to write the playbook.
Then
Train on Real Jobs.
Hands-on sessions on site or online, with your own jobs and tools.
Ongoing
Keep It Sharp.
Short refreshers when tools or rules change, and recorded lessons for new hires.
A Sample Session, One Hour
- 0:00
Your Rules, in Ten Minutes
We read the playbook together, so everyone knows what the AI may do and what needs the owner.
- 0:10
Watch It on One of Your Cases
I run a real task from your business, start to finish, on screen.
- 0:25
Everyone Tries It
Each person does the same task on their own phone or computer, and I help one by one.
- 0:40
Practice Round
An AI plays your customer and asks the hard questions. Each person answers, and I coach.
- 0:55
Questions
What felt hard, what was unclear, and what to practice this week.
- After
The Recording and the Playbook
Kept where the team can find them, so new hires learn the same way.
Trained on the Tools You Already Use
Jobber
QuickBooks
Gmail
Google Calendar
Google Drive
Google Business
RingCentral
Aircall
CallRail
Calendly
Microsoft 365
Slack
Works with tools like these. Using something not listed? Ask on the call.
Questions Owners Ask Me About Training
Who is the training for?
Owners, office staff, project managers, crews and new hires. Each seat learns what it needs for its own work, and nothing more.
Do my people need to be good with computers?
No. The training starts from where each person is, on the phone they already use.
Do you write our AI rules?
Yes, with you, in one working session. You sign off before anyone is trained on it.
Is it on site or online?
Both. Any team can train online, and Northeast teams can train on site.
Can you train us without the full automation?
Yes. Training is its own service. You do not need the front desk or operations build to book it.
A Team That Knows the Rules.
30 minutes, owner to owner. You leave knowing how I would train your team, and the price.
Bring your questions and the tools your team uses today. We start with your rules.