Upskill · Full Program
The Practical AI Program
A comprehensive AI program for small firm owners and advisors to give you the skills to stay ahead. Each module rebuilds one job you already do, on your own files, so that you get your most valuable hours back.
Seven modules total, each building on the one before it, so the learning compounds.
Dates for the program will be released in October. Register your interest now.
Who This Is For
Fractional executives, independent advisers, and small firm owners. Anyone whose billable hours and admin hours come out of the same day.
Every hour goes to delivery or to business development, never both. Get valuable hours back and you stop choosing between them.
Using AI well is becoming a professional skill, not a technical one. The advantage goes to those who build it early.
Seven Modules · In Order
What Each Session Covers
Open one to see what you learn and what you leave with.
What You'll Learn
- 01 Picking the right AI tools for you and your business
- 02 Setting up AI on your local machine
- 03 Implementing AI best practices to get better output, faster
- 04 Protecting your confidential and personal information from being used as training data
What You Leave With
- → A comparison of the main AI tools, and which is best for your work
- → A setup guide you can watch and follow at your own pace
- → A working account, configured properly, before you leave
What You'll Learn
- 01 Getting usable AI output first try instead of re-explaining yourself over and over
- 02 Making AI write in your style and your tone of voice consistently
- 03 Building a memory system for AI to remember details about you and your business
- 04 Keeping the memory bank current as your clients and standards change
What You Leave With
- → A "Knowledgebase" folder (AI memory system) to sharpen your AI outputs
- → A working reusable AI skill you built in the session based on your current needs
- → A shortlist of the AI systems worth setting up next
What You'll Learn
- 01 Generating an on brand, high quality client proposal or report in minutes rather than hours
- 02 Building PowerPoint decks that match your client’s format, without rebuilding them by hand
- 03 Cutting the daily admin writing, emails, notes, follow-ups, drafted for you to review and send
- 04 Editing existing proposals, reports and decks to your liking without starting from scratch
What You Leave With
- → Your "Knowledgebase" folder (AI memory system) tailored to your business
- → Reusable templates for the documents you rebuild most: proposals, reports, case studies
- → A real document of your own, drafted in the session
What You'll Learn
- 01 Cutting the reading time before a pitch down substantially
- 02 Walking into a pitch with current, sourced facts on the prospect’s market
- 03 Producing a client-ready brief from a morning’s research
- 04 Turning a research brief into a project plan you can act on
What You Leave With
- → A sourced brief on your own research question, built in the session
- → A reusable AI instruction guide that speeds up your next research job
- → A template that turns your research brief into a plan you can act on now
Running as a standalone masterclass, register and attend your first at no cost.
What You'll Learn
- 01 Turning a messy financial export into a report you would send a client
- 02 Running your own financial analysis in an afternoon
- 03 Building a dashboard that gives you an overview of your business
- 04 Setting up simple automations to handle data entry
What You Leave With
- → Your own numerical file, cleaned, analysed and charted
- → A reusable system for cleaning and analysing your data
- → A dashboard template for the metrics that matter most to you
Running as a standalone masterclass, register and attend your first at no cost.
What You'll Learn
- 01 Building simple automations (AI and non AI) to free your day from tedious admin tasks
- 02 Implementing the AI functions already sitting in your tools that you don't know of
- 03 Knowing what is worth automating, what is not, and when to hire a builder
- 04 Getting the most out of new AI tools that are actually worth using
What You Leave With
- → A working automation you built in the session that removes a bottleneck
- → A map of what your current tools can already automate
- → A shortlist of the new and tested AI tools that are worth implementing
What You'll Learn
- 01 Knowing exactly which parts of your week to change first and why they are important
- 02 Analysing what you can build yourself and what you should outsource
- 03 Recognising a competent builder from an unproven one before you sign anything
- 04 Creating achievable goals and a plan to implement them in the next 90 days
What You Leave With
- → A dated 90 day plan to drive your business forward with your new AI skills
- → An audit of what to change in your week, scored by time spent and judgement required
- → The questions to ask a vendor and warning signs to look out for
Before You Register
What You'll Need
We recommend Claude and run the sessions in it. If you use ChatGPT, Gemini or another major chatbot, you will get the same value — follow along in yours.
Every module is built on your own files, questions and numbers. You bring real work to each session, so the time goes into your actual work rather than a worked example.
Register Your Interest
Space in the cohort is limited. Register your interest to receive more details about the program and how to sign up.
You're on the list
Thanks — we've got your registration.
We'll send you the full outline and how to secure a place, and confirm by email over the next 2 business days. Any questions in the meantime, email ai@kohlver.com.
Start With One Module
2 Open Now · First One At No Cost
Masterclasses
A single 90-minute session, online and live. Each one takes one area of your work and rebuilds how you do it, start to finish. They are drawn straight from the program — one module, run on its own — so you work on something real and get a fair sense of how the rest works.
Research You Can Cite and Making Sense Of Your Own Numbers are open now — modules four and five, run as standalone sessions.
