AI Foundations for a Growing Team

Professional Services Firm

Professional ServicesEducationTrainingStrategy

The Challenge

A 50-person professional services firm knew AI could improve their operations but felt overwhelmed by the options. Team members ranged from AI-curious to AI-skeptical, and leadership couldn't evaluate vendor claims critically.

Our Solution

We delivered a two-day hands-on AI training program customized to their industry. Participants worked with real AI tools on scenarios from their own workflows — document review, client communication drafting, and data analysis. We followed up with a practical AI roadmap prioritized by business impact.

Results

100% of participants reported increased confidence in evaluating AI tools
Team identified 12 practical AI use cases within their existing workflows
3 highest-priority automations implemented within 30 days
Shared vocabulary for AI discussion established across the organization

Key Metrics

Confidence increase

100%

Use cases identified

Time to first automation

30 days

“Jay didn't talk at us — he worked alongside us. By the end of day two, our most skeptical team member was the one suggesting new AI applications.”
Managing Partner
Professional Services Firm

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Or email us directly at jay.henley@35forest.com