AI training for
Technology and SaaS
AI for the rest of the company.
Your engineers adopted AI early. Sales, marketing, success, operations, people, finance and legal are waiting to be shown. This is the day that shows them.
Tell us what is holding the business back. We’ll tell you what we would do about it, and whether it is worth doing.
Why this sector
How AI training works for technology and SaaS companies
Outbound sequences, proposals, renewal decks, customer health summaries, release notes, job descriptions, board reporting: each function gets workflows on its own material, with guardrails agreed with legal and security.
The group is comfortable with software, so the day is almost entirely hands on.
Functions we build for
- Sales and revenue operations
- Marketing and content
- Customer success and support
- People, talent and operations
- Finance, legal and leadership
What we train on
Workflows built on the documents your week already contains.
Account research and outbound drafting from the ICP and messaging the marketing team has already approved
Proposals, security questionnaires and renewal decks assembled from the approved answer bank
Customer health summaries and QBR preparation from support tickets, usage notes and call transcripts
Release notes, help centre articles and campaign copy drafted in the product voice and reviewed once
Job descriptions, interview scorecards and onboarding material in the company’s tone
Board and investor reporting drafted from the metrics the finance team has signed off
A shared prompt library per function, owned by operations rather than scattered across personal accounts
The shape of a typical day. Yours is built from a survey of the people attending.
Built around your rules
The guardrails a session in this sector is designed around.
- Customer data and security posture
- What customer data may enter which tool, aligned with your existing security commitments and the questionnaires you answer.
- Shadow AI
- Bringing personal-account use into the licensed tenancy, so the company’s data sits where its contracts say it does.
- Product and roadmap confidentiality
- Unreleased product detail, pricing and pipeline: what stays out of prompts and why.
- Brand and legal review
- Where drafted external content is reviewed before it ships, and by whom.
Not legal or regulatory advice: the frameworks we agree the day around with your compliance, legal or data owner, written on one page.
Tools in play
Taught inside the tools this sector already uses.
- Copilot
- ChatGPT
- Gemini
- Docs
- Sheets
- Slack
Product names and logos belong to their owners. AIforCompanies is independent and not affiliated with or endorsed by any vendor.
Training formats
A day for your team. A programme for your organisation.
Team workshop
One practical day focused on your team’s own tasks. Built around a short call and a participant survey.
Organisation programme
Training across teams, delivered in cohorts. Sessions tailored to different roles, with leadership and champion support where needed.
Leadership and champion sessions are available alongside either format.
At your offices or our London offices in Wembley.
A clear price before you commit.
Priced per workshop or programme, based on team size and preparation.
If your team tells us on the day it wasn't useful, we don't invoice.
For one person, or a few of you:join an open session
Questions
Questions we expect from technology and SaaS companies.
- Our engineers already use AI heavily. Should they attend?
- Usually not this session. It is designed for the commercial and operating teams, and it moves at their pace on their work. Engineers make excellent internal champions, though, and the AI Champions Programme is built for that role.
- We are on Google Workspace, not Microsoft. Does that matter?
- No. Sessions run inside whichever assistant you have licensed, in the applications your team already opens. Gemini in Docs, Sheets and Gmail is a common setup for this sector.
- Can this work for a distributed team?
- The session is in person, and remote colleagues join live. For a company spread across offices, we build the day around one location and run the follow-ups online.
Further reading
Free to read.
Tools
Copilot, ChatGPT, Gemini or Claude: how to choose an assistant for a team
5 min read
Measurement
How to measure whether AI training worked: three numbers at week four
6 min read
Prompts
Prompts your team will actually reuse: a structure, not a list
6 min read
Twenty five prompts your team can use todayThe policy template and the week four review sheet
Other sectors
Start here
Talk to us about your team.
Book a call and we will suggest a useful place to start.
- No preparation needed
- Solutions, training, or not sure yet
- A short written summary afterwards