Demo onboarding
Role paths teach the habit. Workflows are the product.
Flagship packs are not a course library you sell—they are structured onboarding into practice, prompt coaching, and saving reusable workflows. Once learned, teams run playbooks in the operating layer: personal library, team library, and manager visibility.
How to think about packs
- Learning wedge: guardrails, artifact practice, coached prompts, capstone save.
- Operating layer: run workflows on the job, promote to team library, track runs.
- Pilot default: assign a path, prove adoption with saved workflows + weekly runs—not completions.
Learning path · live
Sales AI Workflow Pack
Five modules, Levels 1–4: safe use, CRM research briefs, discovery prep, outreach + CRM capstone, and transfer to a new account. Use in pilots to get reps to their first saved workflow—not as a standalone course product.
Learning path · live
Wealth Advisory AI Workflow Pack
Five modules for wealth associates: advisory foundations, client meeting prep, post-meeting communications, meeting-prep workflow capstone, and transfer to a new household—with compliance guardrails throughout.
Path structure (Levels 1–4)
- Level 1 — Foundations: safe AI use and guardrails on sample data
- Level 2 — Applied: practice on realistic role scenarios
- Level 3 — Capstone: build one reusable workflow tool
- Level 4 — Transfer: prove it works on a new case