Name: AI Training and Workflow Implementation
Price: 300 USD

Built for leadership and the people doing the work

For Leadership & Managers

Directors, VPs, Owners, Partners

Decide which tools and data your agency approves for client work, and which review steps are required before anything is sent.
Turn a good result into a documented, repeatable process instead of one person's private habit.
Separate drafting from approval so account leads know what was generated and what was verified.

For Frontline Staff & Specialists

The people who actually do the work every day

Account managers can practice drafting a client report narrative from an approved export, then checking totals, rates, and claims.
Copywriters can practice writing from a brand brief and approved claims, then reviewing the output for accuracy and voice.
Strategists can practice organizing research with sources, and marking what is fact, what is assumption, and what needs a client answer.

What your team will be able to do

Real workflows built in real sessions, not theory, not slides.

Client Reporting Drafts

Provide an approved export, metric definitions, and your report format. Practice getting a draft with the table, formulas, and observations, then verify every figure before it goes to a client.

Ad Copy Options for Review

Give the tool a brand brief, audience notes, and the claims the client has approved. Review each option against those claims and your voice before testing anything.

Competitor Research Briefs

Where your account and tool allow browsing, collect public information with sources. Check each source yourself and label anything the tool inferred.

Campaign Strategy Drafts

Start from a client brief and goals. Use the draft as a discussion starting point, then replace assumptions with client data.

Pitch Preparation

Gather public information about a prospect and draft a discussion outline. Verify facts and avoid statements about their performance you cannot support.

Content Brief Drafts

Turn a topic and audience notes into a structured brief with sources, then review for fit with the client's goals and brand rules.

Agency exercises by tool

Agencies work in delivery cycles, so each exercise ends with something a teammate can reuse. Choose the tools your agency approves. Every exercise uses approved or synthetic inputs and ends with a named reviewer.

ChatGPT

Client report narrative from an approved export

Inputs: A client-approved weekly export, the agreed metric definitions, and last week's report in your house format.
Output: A draft summary with a table, the formulas used, and a short list of observations separated from hypotheses.
Review: Recalculate totals and rates yourself, check the period and currency, remove any claim about cause or revenue the data cannot support, and note who approved it.

Claude Cowork

Reusable review template for every client deliverable

Inputs: Two past deliverables with client names removed, your internal quality checklist, and the brand guide.
Output: A review checklist and a draft-check workflow that any account manager can run before a report goes out.
Review: Run it on a deliverable with a known mistake planted in it and confirm the workflow catches it.

Claude Code

A small script that rebuilds a recurring table

Inputs: A sanitized sample export and the exact table layout the client expects.
Output: A short script that turns the export into the table, with tests for an empty row and a missing column.
Review: Read the diff, run the tests, and compare the table with a hand-built version before anyone depends on it.

Codex

Checking a client dashboard change in a separate branch

Inputs: A copy of a dashboard repository you are allowed to change, and one small request such as a renamed metric.
Output: A reviewable change with a test result and a handoff note.
Review: Inspect the diff for unrelated edits, run the tests, and confirm the published preview matches the request.

Replit

A simple internal intake form for campaign requests

Inputs: The fields your team needs, who may submit, and what must happen after a submission.
Output: A working prototype using synthetic data, plus a list of what still needs specialist review.
Review: Test valid and invalid entries on a phone-sized screen. Do not connect real client data until the owner approves.

Standard session formats for Claude Cowork and related tools

Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.

1-hour session

$300 USD

Standard offer: 1 to 4 people

Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.

4-hour session

$1,000 USD

Standard offer: up to 8 people

Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.

Live screen-share work with Evan on your own priority task

Approved sample inputs and account access ready before the session starts

Evan demonstrates on his screen, then guides you through the same steps on your work

Software subscriptions and usage costs are separate from the session fee.

You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.

Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.

AI Training for Marketing Agencies

Built for leadership and the people doing the work