AI-Assisted CRM Operations
Give plain-language instructions to AI and have it run your CRM tasks for you.
View program →Est. 2026 · British Columbia
Expert training in marketing, automation & AI
For Professional Services
Accountants, lawyers, consultants, and agencies sell expertise and time - so saving hours and winning the right clients is everything. We train your team to put AI to work on real tasks, automate the busywork between tools, and produce on-brand content efficiently - in-person, on-site.
Sound familiar?
Skilled staff lose hours to admin and repetitive drafting
Tools don’t talk to each other; data is re-entered by hand
Marketing and content happen in fits and starts
AI is talked about but not actually used for real work
Programs that fit
Give plain-language instructions to AI and have it run your CRM tasks for you.
View program →Connect your tools and automate the busywork between them.
View program →Produce on-brand content in a fraction of the time - and know how to make it good.
View program →Eligible B.C. employers can recover up to 80% of training costs through the Employer Training Grant. We’ll help you map a program to your team - and to funding.