AI training for offices · Castle Rock

Train the office on last week's work.

Hands-on sessions where every person builds an AI assistant on a job they actually did last week, in Claude or ChatGPT. For loan officers, real estate offices and any team that loses its hours to the same few jobs.

Five ways in

Learn it · or have it built

Course 013 hours

The class: “Where Did Your Week Go?”

$79

per seat

Three hours for owners and anyone who wants to try it on their own before bringing the team. Bring the task that ate the most hours last week.

You leave withThat task handed to an AI assistant you built on your own file, and timed against doing it by hand.

When
Thu, Dec 3, 1:00 to 4:00 pm
Where
Castle Rock Chamber
Seats
8, first come
See the class and reserve →
Course 02New · on site

The office lunch-and-learn

$49

per seat · 12-seat minimum

For an office where people pay their own way. Each person signs up for their own seat, and we set the date once twelve have. Live builds on the jobs your office does, inside your company’s rules.

You leave withOne working assistant each, built on a job from their own week.

Length
90 minutes
Where
Your office or brokerage
Seats
12 or more (from $588)
Ask about a date for your office →
Course 03Private · your team

Your team workshop

$500

team of up to 5

For a small team that shares the work: a loan officer with a processor and an assistant, an agent with a transaction coordinator, an owner with an office manager. We build the hand-offs between you, not just one person’s inbox.

You leave withThe hand-off between you written down and running, with prompts and setup notes the team keeps.

Length
90 minutes, private
Who
You and the people you hand work to
Prep
One call so the examples are yours
Tell us about your team →
Course 04New · January

The four-week course

$595

per person

For people who want more than one assistant. Each week you build on the work you did the week before, and bring back what broke.

You leave withThree assistants you run every week, and the habit of writing a rule instead of fixing the answer by hand.

First cohort in January. If it earns it, a deeper course for people who want to build their own systems comes after.

Cohort
8 people
Format
Four live sessions, January
Homework
On your real pipeline
Ask about the January cohort →
Course 05Done for you

Or have it built

$2,000

install, from

When nobody has the hours to build it themselves, we set up the workflow for you and teach the team to run it. Or we work inside your business as your AI engineer, without the full-time hire.

You leave withA job that runs without you, with a written runbook your team keeps.

Install
One job, documented and taught
Ongoing
AI engineer from $3,000/mo
See services and pricing →

We build on the jobs your office already does

Most offices lose their unpaid hours to the same few jobs. These are the ones we start from. Every session ends on the sixth line: your own job, the one that ate last week.

Job sheet · by officeBring your own

Loan officers

  1. 01Chasing the same missing docs from three borrowers
  2. 02“Where’s my loan?” updates for borrowers and agents
  3. 03Turning a pre-approval call into notes, an email and tasks
  4. 04Combing past clients for who’s due a rate conversation
  5. 05The weekly market update or post you never get to
  6. 06Yours: bring it, we'll build around it

Real estate

  1. 01Listing descriptions and MLS remarks from walk-through notes
  2. 02Weekly seller updates: showings, feedback, what’s next
  3. 03Turning a buyer consult into notes, an email and a search
  4. 04Contract-to-close deadlines and the checklist that chases them
  5. 05Past-client check-ins and the market update you never send
  6. 06Yours: bring it, we'll build around it

Any office

  1. 01Quotes and estimates rebuilt from last time’s
  2. 02Follow-ups on invoices, proposals and no-replies
  3. 03The weekly report someone pastes together by hand
  4. 04Answering the same five customer questions
  5. 05Notes from a call turned into tasks for the team
  6. 06Yours: bring it, we'll build around it

What goes into AI and what doesn't

“I can't put borrower data in a chatbot.”

Right, and you shouldn't. No SSNs, credit reports, 1003s or bank statements go into a public AI tool. Every session starts with what your company already approves, and builds inside those lines.

“What about fair housing?”

AI drafts, you send. Every listing and ad gets your eyes before it goes out. Client financials and wiring details stay out of public AI tools, and everyone switches off training on their chats before we start.

Ninety minutes at your office

Lunch-and-learn

  1. 0:00

    Everyone names one job from last week

    The task that ate the most hours, and roughly how many. We write the total on the board.

  2. 0:10

    One live build on the projector

    We take the job the most people named and hand it to an AI assistant in front of the room, then check its answer out loud.

  3. 0:30

    What’s safe to give AI here

    Your company’s rules first. What can go in, what gets cleaned first, and what never goes in.

  4. 0:45

    Everyone builds their own

    On a cleaned copy of their own work, in Claude or ChatGPT. We go seat to seat.

  5. 1:20

    The day you’ll run it next

    Each person names the day they’ll use it and the hours it should save.

  6. 1:30

    Done. Everyone leaves with a working assistant and a number.

Not sure which one fits?

Email the one task that ate your last week and how many people on your team do some version of it. Andrew reads every one and answers with the option that fits. Or call (303) 919-3187.