AI Training & Workshops

Practical AI Training for Every Role on Your Team

Web Business Development shows owners, managers, and staff how to use Microsoft 365 Copilot, ChatGPT, Gemini, and Claude on the work they already do: writing, research, spreadsheets, meetings, and customer email. Sessions run in person in Las Vegas or live online, and the exercises come from your own business, so people leave with prompts they can reuse the next morning.

  • In person or live online
  • No technical background needed
  • Safe-use rules built in
A trainer leaning over a participant's laptop to adjust a prompt while colleagues practice on their own screens in a bright conference room with blue accent lighting
Hands-on practice: Real tasks, approved accounts
Training Formats

Pick the Format That Fits Your Team

Some teams need a shared starting point. Others need depth for one department. Formats can be combined, and each one is scoped to your people, tools, and goals.

In short

Web Business Development teaches AI skills through four training formats: a leadership briefing, a hands-on workshop for one team, a role-based cohort that meets over several weeks, and ongoing office hours. Every WBDI format covers safe handling of company data, and the hands-on formats use exercises built from non-sensitive samples of your team's real work.

For owners & executives

Leadership Briefing

A focused session for the people who set direction: what today's AI tools can and cannot do, where they fit in your operations, and which decisions about data, tools, and policy need an owner.

  • Honest view of capabilities and limits
  • Risks to data, accuracy, and reputation
  • A shortlist of promising use cases
  • Next steps for policy and rollout
Book a Briefing
Over several weeks

Role-Based Cohort

A group from one function meets across several weeks, applies each lesson to live work between sessions, and comes back with results and questions to refine together.

  • Modules matched to the role
  • Assignments on real work between sessions
  • Group review of what worked
  • Role-specific playbook and workflows
Start a Cohort
Ongoing support

Office Hours & Coaching

Scheduled drop-in time with a WBDI trainer after the formal sessions end, for questions, troubleshooting, new features, and one-on-one coaching for team leads and power users.

  • Open sessions for questions
  • One-on-one coaching for leads
  • Updates as tools add features
  • Help building simple custom assistants
Set Up Office Hours
Curriculum

Eight Modules, Mixed to Match Your Goals

Every program draws from the same eight modules. A briefing touches a few; a cohort works through most of them. The exercises inside each module change for every client.

Module 01

How AI Models Work and Where They Fail

What a large language model actually does, why it can sound certain while being wrong, how training cutoffs and context limits shape answers, and quick habits for checking output before anyone relies on it.

HallucinationsVerification
Module 02

Prompting That Gets Usable Results

A repeatable way to brief AI like a capable new colleague: the goal, the audience, the background, an example of good work, and the format you want back. Then how to refine a draft instead of starting over.

Briefing patternsIteration
Module 03

Research and Writing

Summarizing long material, comparing sources, and drafting emails, proposals, and posts in your company's voice. Includes confirming citations, catching invented quotes, and keeping a human editor responsible for anything published.

SummariesDrafting
Module 04

Data and Spreadsheets

Cleaning messy lists, explaining or writing formulas, building pivot tables and charts, and describing trends in plain English, with checks that catch a wrong total before it lands in a report.

ExcelGoogle Sheets
Module 05

Meetings, Email and Documents

Turning notes and transcripts into recaps with owners and due dates, triaging a crowded inbox, drafting replies, and building reusable templates for the documents your team writes again and again.

RecapsInbox triageTemplates
Module 06

Choosing the Right Tool

A side-by-side look at ChatGPT, Claude, and Gemini as standalone assistants, and at Microsoft 365 Copilot and Google Workspace with Gemini inside your office apps: what each handles well, what your licenses already include, and how to avoid paying twice for overlapping features.

Tool comparisonLicensing
Module 07

Privacy and Safe Use With Company Data

What never belongs in a prompt, how business accounts differ from personal ones, which data settings to check, and how to handle customer records, contracts, and intellectual property responsibly.

Data handlingAccount settings
Module 08

Building Simple Assistants and Automations

Setting up custom GPTs, Claude Projects, Gemini Gems, or Copilot agents with your own reference material, then connecting small automations through Zapier or Microsoft Power Automate. No coding required.

No-codeCustom assistants
Tracks by Role

Same Core Skills, Different Practice Tasks

Everyone learns the fundamentals. Each track then swaps in exercises from that group's daily work, so the examples feel familiar from the first minute.

Leadership

Owners and managers learn to judge AI proposals, use AI for planning and analysis, and set clear expectations for their teams.

Practice tasks

  • Draft a strategy memo from rough notes
  • Summarize a financial report for a board meeting
  • Ask AI to argue against your own plan

Sales & Marketing

Teams practice tailoring outreach, preparing for calls, and producing on-brand content without the generic AI tone.

Practice tasks

  • Research a prospect before a first call
  • Write campaign copy in your brand voice
  • Turn one webinar transcript into several posts

Operations & Admin

Coordinators and office staff learn to shrink scheduling, documentation, and data-entry chores.

Practice tasks

  • Reshape a messy export into a clean report
  • Write an SOP from a recorded walkthrough
  • Build a checklist from a vendor contract

Customer Service

Support staff practice clearer, faster replies while keeping customer information protected.

Practice tasks

  • Draft responses to difficult emails
  • Summarize a long ticket history
  • Turn repeat questions into help articles

Technical Teams

Developers and IT staff go deeper on AI coding assistants, model APIs, evaluation, and the security risks specific to AI systems.

Practice tasks

  • Review and test AI-generated code
  • Prototype a retrieval assistant on sample files
  • Write tests that probe for prompt injection
How Sessions Work

From First Survey to Follow-Up

Before anyone opens a laptop, a short survey asks each attendee which tools they have, how they use AI now, and which tasks eat their time. We also collect a few real, non-sensitive samples, such as a typical customer email or a monthly spreadsheet, and turn them into the session's exercises.

Sessions are mostly live practice, not slides. People work in their approved accounts while the trainer circulates, fixes prompts on the spot, and shares strong results with the room. A follow-up session after a stretch of real use covers what stuck and what to adjust.

  1. SurveyTools, habits, and time-heavy tasks
  2. Custom exercisesBuilt from your samples
  3. Live practiceReal accounts, coached in the room
  4. Prompt playbookRole-specific prompts to keep
  5. Follow-upReview results and refine
Employees from sales, operations, and support comparing AI-drafted documents around a shared table while a trainer points to a prompt example on a wall screen
Practice over slides

What Your Team Keeps

  • Role-specific prompt playbook
  • Practice files built from your samples
  • Quick reference for your approved tools
  • One-page checklist for safe data use
  • Session slides and summary notes
  • Follow-up plan for each team

Want a Session Built Around Your Own Work?

Send two or three everyday tasks, such as a weekly report or a common customer email, and we will show how we would turn them into hands-on exercises for your team.

Request a Training Outline
AI Policy

Pair Training With a Clear AI Use Policy

People hesitate when they are unsure what is allowed, or they guess. An AI acceptable-use policy settles it: which tools are approved, what data may go into them, when output needs a second look, and who to ask.

WBDI can draft that policy alongside the training or teach to the one you already have, drawing on NIST's AI Risk Management Framework where its structure is useful. Policy, governance, and tool selection are covered in depth by our AI strategy service.

See AI Strategy & Governance

What a Workable AI Policy Covers

  • Approved tools and account types
  • Data that never goes into prompts
  • Review steps before AI output reaches customers
  • When to disclose that content is AI-assisted
  • Ownership of prompts, outputs, and assistants
  • Who approves new tools and use cases
  • How to report a mistake or data exposure
  • A set schedule for reviewing the policy
AI Training FAQ

Questions Teams Ask Before Training

Plain answers about format, tools, group size, and results. Not seeing your question? Ask it and get a direct answer.

Ask a Training Question
Can WBDI run AI training in person in Las Vegas, or is it online only?

WBDI runs AI training both in person at client offices in the Las Vegas area and live over video for teams elsewhere in the United States. Hybrid groups work too, with in-room and remote attendees following the same exercises. In-person sessions suit teams that benefit from side-by-side coaching, while online sessions make it easier to include staff across locations and shifts.

Do employees need technical skills to take AI training?

No. WBDI's core AI training assumes no technical background beyond everyday comfort with email, documents, and a web browser. Exercises use familiar tasks such as summarizing a report or drafting a reply, and the trainer explains each step in plain English. A separate track for developers and IT staff goes deeper into AI coding assistants, model APIs, evaluation, and security testing.

Which AI tools does the training cover?

WBDI's AI training covers the standalone assistants ChatGPT, Claude, and Gemini, plus the AI inside office suites: Google Workspace with Gemini and Microsoft 365 Copilot. Most time goes to whichever tools your company already licenses, and WBDI confirms accounts and settings before the first session so practice happens where people work every day. Programs can also cover no-code automation with Zapier or Microsoft Power Automate.

How many people can join one AI training session?

WBDI keeps each session small enough that the trainer can see every screen and help each person, because hands-on practice is the point. Larger audiences, such as a company-wide kickoff, are better served by a briefing followed by smaller breakout workshops by team. WBDI recommends a group size during planning based on the format, the room or video setup, and how experienced attendees already are.

What do employees keep after the training?

Attendees of WBDI workshops and cohorts keep a prompt playbook for their team or role, the practice files from their sessions, a quick reference for the AI tools your company has approved, and a one-page checklist for handling company and customer data safely. Cohort teams also keep the workflows they built together. Materials are licensed for your internal use, so they can be shared with new hires.

How do we know if AI training actually worked?

WBDI measures training by what changes at work, not by attendance. A short survey before the first session records current habits and time spent on target tasks, and a follow-up survey asks the same questions after people have practiced. WBDI also reviews which prompts and workflows teams kept using, collects examples of time saved or quality gained, and reports the findings in plain English with recommended next steps.

Give Your Team AI Skills It Can Use Every Week

Tell us who needs training, which AI tools you license, and the tasks that slow people down. WBDI will suggest a format, a module outline, and a schedule that fits your calendar.