AI Training & Executive Workshops for Business Leaders
Forma Consultants runs executive AI workshops for leadership teams and hands-on AI training for sales, operations and customer service teams, so your business puts AI to work safely, on real work, with a clear plan for what comes next.
Summarize sales calls into CRM updates
Sales · Start now
Draft first replies to routine support emails
Customer service · Start now
Automate document intake and data extraction
Operations · Build next
Two Formats: One for Leaders, One for Teams
For owners, executives and leadership teams
Executive AI Workshops
A working session for the people who decide where AI goes in the business. We look at your operations together, separate real opportunities from hype, agree how AI should and shouldn't be used, and leave with a prioritized plan.
- Where AI can create value in your business right now
- What responsible adoption takes: data, risk and policy
- Which opportunities to tackle first, and in what order
For sales, operations and customer service teams
AI Training for Your Teams
Hands-on training built around your own workflows, documents and tools, so your people use AI confidently in their day-to-day work instead of experimenting on their own.
- Practical use of the AI tools your team already has
- Real tasks from your workflows, not generic demos
- Clear guidelines for what is safe to put into AI
What a Workshop Covers
Every session is built around your business. This is the shape most workshops follow.
Where AI fits in your business today
A plain-language view of what current AI tools can and can't do, mapped against how your business actually runs.
Hands-on with real work
Your team uses AI on tasks from your own workflows: drafting, summarizing, extracting data, preparing follow-ups.
Data, risk and policy
What can safely go into AI tools, where human review stays in the loop, and the simple guidelines your team should follow.
Choosing your first use cases
We score your opportunities on time saved, risk and effort, and agree which few to start with.
Your roadmap
You leave with a prioritized, written plan: what to do yourselves, what to automate, and what to staff.
What You Leave With
- A clear map of where AI fits in your operations
- Practical guidelines for using AI safely with your data
- A team that uses AI confidently on real work
- A prioritized roadmap you can act on, with or without us
No long programs. No generic slide decks.
Tell us about your team and what you want AI to help with. We'll recommend the right format and send you a clear quote.
Training Is Where It Starts
Many clients start with a workshop. When the roadmap calls for it, we build the automation and provide the team to run it, so nothing you plan gets stuck on a slide.
AI Training Questions
Owners, executives and the leaders who decide how work gets done: typically the leadership team plus the heads of the departments where AI could help most, such as sales, operations or customer service.
No. The workshops are built for business leaders, not engineers. We explain what AI can do in plain language and work on your real tasks, so everyone can follow along and contribute.
Yes. Every workshop and training session is built around your own workflows, documents and tools, and around the industry you work in. We don't run generic slide decks.
Leadership teams, and the teams doing the day-to-day work, including sales, operations and customer service. The format changes with the audience: strategy and priorities for leaders, hands-on practice for teams.
Pricing depends on the format, the length and the number of people attending. Book a call and we'll recommend the right format and give you a clear quote.
You leave with a prioritized roadmap you can act on yourselves. If you want help, we can build the automation it calls for and provide remote teams to run it, but there is no obligation to continue with us.
Put AI to Work in Your Business
Start with a short call about your team and your goals. We'll recommend a workshop or training format that fits.