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Training Resources

Everything you need to continue your AI journey

Downloadable Resources

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Account Manager Templates

All 3 core templates for client research, meeting notes, and reporting

PDF • 245 KB
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Planner Templates

Cultural mapping, strategy exploration, and persona creation

PDF • 312 KB
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Writer Templates

Content research, atomization, brand voice, and editing prompts

PDF • 289 KB
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Universal Templates

Expert panel, devil's advocate, and client perspective prompts

PDF • 178 KB
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AI Tool Comparison Chart

Claude vs ChatGPT vs Gemini - when to use which

PDF • 156 KB
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Prompt Engineering Principles

5 core principles with examples - one page reference

PDF • 98 KB

Week 1 Challenge Sheet

Daily challenges for your first week with AI

PDF • 134 KB
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ROI Tracking Spreadsheet

Track time saved and tasks automated

Google Sheets

Recommended Tools

AI Platforms

Tool Best For Price Link
Claude Pro Analysis, research, coding, long documents $20/mo Sign up
ChatGPT Plus General purpose, plugins, image generation $20/mo Sign up
Perplexity Pro Research, citations, real-time information $20/mo Sign up

Automation Tools

Tool Best For Price Link
Make Visual workflows, complex automation Free - $9/mo Try it
Zapier Quick automation, wide app support Free - $20/mo Try it
n8n Advanced workflows, self-hosting option Free (self-host) Try it

Specialized Tools

NotebookLM

Document analysis & research

Visit

Descript

AI video/audio editing

Visit

Runway

Video generation & effects

Visit

Midjourney

AI image generation

Visit

Further Learning

📚 Courses & Tutorials

👥 Communities

📰 Newsletters

🎥 YouTube Channels

Week 1 Challenges

Day 1

Setup Day

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Day 2

Research Day

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Day 3

Automation Day

Day 4

Creation Day

Day 5

Reflection Day

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Your Progress

🎉 Congratulations! You've completed Week 1!

Frequently Asked Questions

For most agency work, we recommend starting with Claude for its strong analysis and writing capabilities, or ChatGPT Plus for its wide plugin ecosystem. Use Perplexity when you need research with citations. Start with one tool and master it before adding others.

Start by demonstrating value: show a before/after of a task completed with AI (e.g., research that took 2 hours now takes 10 minutes). Share your time savings. Offer to help colleagues with their first AI-assisted task. Build a shared prompt library to make it easy for others to start.

Always verify important facts, especially dates, statistics, and claims. Use AI outputs as a starting point, not final copy. For research, use Perplexity which provides citations. Ask AI to show its reasoning or provide sources. When in doubt, cross-reference with reliable sources.

Yes, but with care. AI is a tool, like Photoshop or Excel. You're still responsible for quality and accuracy. Don't share confidential client data with AI unless you're using enterprise versions with privacy guarantees. Always review and refine AI outputs before delivering. Check your agency's AI policy.

Track two things: Time saved (log tasks completed with AI and estimate previous time) and Quality improvements (more thorough research, better content, fewer revisions). Use our ROI tracking spreadsheet. Most teams see 10-15 hours saved per person per week once proficient.

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