From Individual Fluency to Firm Infrastructure
Six modules. Every team member leaves with Skills their whole firm can run, data connections mapped and set up, and at least one workflow documented as a firm asset.
01
From Prompts to Skills
- What a Skill is and how it differs from a prompt
- The anatomy of a well-built Skill: instructions, variables, and output format
- Building your first Skill from a prompt you already use
- How Skills accumulate into a library that compounds over time - and what keeps that from happening
02
Building a Firm Skills Library
- How to organize Skills so team members can actually find them
- Naming, tagging, and categorization that survives team turnover
- Ownership: who maintains what, and how updates work without becoming a bottleneck
- Governance: when a Skill gets promoted, archived, or replaced
- Hands-on: seed the library with Skills from your current workflows before the module ends
03
Cowork - Longer Tasks, Bigger Outputs
- What changes when AI handles multi-step tasks, not just single prompts
- How to structure a Cowork session: briefing, checkpoints, and review
- Quality control for longer outputs: what to verify and when
- The failure modes specific to longer tasks - and the constraints that prevent them
- Where Cowork fits in your highest-volume, highest-complexity deliverables
04
Connecting to Internal Data
- What MCP connectors are and what they make possible for professional services work
- Connecting Google Drive, Notion, and common CRM platforms to your AI environment
- How to prompt AI that has access to your firm's actual files and client data
- What to connect first: prioritizing data sources by workflow impact
- Security and access considerations: what to connect, what to keep separate
05
MCP Connectors to External Data
- External data sources relevant to professional services: legal databases, financial data, market intelligence
- Setting up connectors to premium sources your firm already subscribes to
- Prompting against external data: sourcing requirements, verification, and citation standards
- Building Skills that draw on external data reliably - and that flag when the data is stale or ambiguous
06
Building Firm-Level Assets
- Documenting workflows as reusable assets, not tribal knowledge
- Building onboarding materials that use AI to transfer context to new hires on day one
- What's ready for 303: the difference between a documented workflow and a custom tool worth building
- Hands-on: identify and draft one firm-level asset before the session ends
- What comes next: bridge to 303 - Custom Development
Delivery Format
- Half-day workshop - 6 modules in a single focused session
- 6 × 60-minute sessions - spread across two to three weeks
- Built for the core team - not just power users
- Prerequisites: Apparatus 101 or demonstrated AI fluency, working prompt library, active Claude Project
What You Walk Away With
- Firm Skills library - seeded during the session with Skills your team will actually use
- Mapped data connections - documented plan for which internal and external sources to connect first, with setup started
- Documented workflows - ready to hand off to a new hire or to build custom tooling on top of in 303
Want to run this with your team?
Book 30 minutes and we'll figure out what a 202 engagement looks like for a firm at your stage.