Role-based AI workflow training tracks
The core training framework is built around four customer-facing roles. Each role has its own daily workflows, gaps, and deliverables. Cohorts blend roles from a single employer — front desk, marketing, sales, and operations sit in the same room. Find your team's role below.
Customer-facing roles we train
These four roles appear across every industry we serve. Job titles vary (Host vs. Front Desk vs. Reception), but the workflow gaps are the same: high-volume customer touchpoints handled inconsistently across staff.
Front Desk / Admin
Inquiry response, bookings, reminders, no-show follow-up, FAQs. The highest-volume customer touchpoint in most local businesses.
Marketing / Content
Campaign copy, content calendar, social captions, design briefs, GBP maintenance, review request workflow.
Sales / Membership
Trial follow-up, lead stages, renewals, member check-ins, CRM updates, post-conversion engagement.
Operations / Manager
Weekly checklists, team handoff, monthly review, SOP maintenance, cross-role coordination, reporting.
Roles share a cohort, but each role takes home role-specific deliverables
Every participant attends the same six 2-hour sessions, but their worksheets, SOPs, and final implementation plan are scoped to their role. A receptionist's workflow audit is different from a marketing coordinator's audit — even though they were in the same room learning the same audit method.
Shared modules — every role attends
- Day 1 — Foundations: Role-based workflow audit + AI prompting & human review standards
- Day 6 — Implementation: Reporting / team handoff + 30-day role-based implementation plan
Foundation modules apply to every role. They ensure the team shares an AI prompting framework, a consistent human review standard, and a reporting cadence.
Role-specific modules — Days 2–5
- Day 2 — Front Desk / Reception: Inquiry response + booking / no-show SOP
- Day 3 — Marketing: AI copywriting + content calendar
- Day 4 — Creative & CRM: Design brief + CRM pipeline / care coordination
- Day 5 — Follow-up & Local Visibility: Follow-up sequence + GBP / review workflow
Each role takes the lead on their relevant day, while other roles participate as cross-team support (since handoff between roles is part of the training).
Ready to plan training for your team?
Tell us which roles you want to train and from which industry. We will reply with a recommended cohort format, sample curriculum, schedule, and quote.