Triangle AI Workshops
Attendees at an on-site AI workshop, seated in rows with laptops open, watching a presentation

On-Site & Virtual AI Training · Raleigh · Greensboro · Charlotte

We bring practical AI training straight to your office — or your screen.

Triangle AI Workshops teaches your team to use ChatGPT, Claude, Copilot, and Gemini on your own workflows — in a room together, or live online, in a single session. These are step-by-step, hands-on build sessions — not slide-deck lectures. No generic pre-recorded course. No jargon. Just people who can actually use AI at work by the time we leave.

Format
On-site or virtual
Coverage
3 NC metros, virtual anywhere
Every session
Fully customized

Workshops built for how your team actually works

Every session is tailored to your industry and tools. Mix and match, or run several as a progression from fundamentals to full automation.

The topics below are starting points, not a fixed menu — every workshop is a step-by-step, hands-on build we design around your team, not a slide-deck lecture, with no fixed time commitment or rigid agenda. Don’t see what you need? We’ll build a custom session from scratch. Available on-site at your office or live online.

AI Fundamentals for Teams

Whole staff, no technical background needed

A hands-on introduction to using ChatGPT and Claude safely and effectively at work. We come to your office (or meet online), bring the laptops-and-coffee energy, and get everyone from the front desk to the front office using AI with confidence.

  • Write better prompts for everyday tasks
  • Understand data privacy and what not to paste into AI tools
  • Practice on real work: emails, summaries, meeting notes

AI for Microsoft 365 & Google Workspace

Office and admin staff

A practical session on using Copilot or Gemini inside the tools your team already lives in — Word, Excel, Outlook, Sheets, Docs, and Gmail — to cut hours of repetitive work every week.

  • Draft, summarize, and reformat documents in seconds
  • Build formulas and clean up spreadsheets with AI assistance
  • Automate routine email responses and scheduling

Custom Workflow & Automation Sprint

Operations, leadership, and power users

Hands-on workflow automation consulting: we map your team’s repetitive, time-consuming processes and build real AI-powered automations during the session — not just theory. You leave with working automations, not a slide deck.

  • A prioritized map of AI opportunities specific to your business
  • 2–3 working automations built live during the workshop
  • A rollout plan your team can maintain without us

Leadership AI Briefing

Owners, executives, and department heads

A focused briefing for decision-makers: what AI can realistically do for your business today, where the risk and ROI actually are, and how to set policy your team can follow.

  • A clear-eyed view of AI ROI for your specific industry
  • A simple, practical AI usage policy you can adopt immediately
  • A roadmap for which team workshop to run next

AI for Business Systems

Operations and IT decision-makers

Evaluate, select, and connect the AI-enabled software your business runs on — CRM, ERP, accounting, project management — so your systems talk to each other instead of creating more manual work.

  • A clear comparison of AI-enabled tools for your specific systems
  • A data-flow map showing where automation removes manual entry
  • A prioritized plan for your highest-impact system upgrade

AI for Business Process Improvement

Operations leads and team managers

We map your team’s core processes, then use AI to spot bottlenecks, redundant steps, and automation opportunities — leaving with redesigned workflows your team can adopt immediately.

  • A documented map of your team’s top processes
  • AI-identified bottlenecks and redundant steps
  • Redesigned, automation-ready versions of each process

AI for Website Development

Marketing and ops staff, no coding background needed

Use AI coding assistants like Claude and Copilot to build, update, and maintain your business website — new pages, copy changes, simple features — without waiting on a developer.

  • A real update or new page built and published during the session
  • A reusable AI-assisted workflow for future site changes
  • Confidence editing your site without outside help

AI for SEO

Marketing staff and business owners

Use AI tools to research keywords, audit your site’s SEO health, and draft on-page content that ranks — building a repeatable process your team can run every month.

  • A keyword and content-gap analysis for your business
  • An AI-assisted SEO audit of your current site
  • A repeatable monthly SEO workflow your team owns

AI for E-Commerce

Online store owners and e-commerce teams

Use AI to write product listings, inform pricing and inventory decisions, automate customer service replies, and personalize the shopping experience — without hiring a specialist for each task.

  • AI-assisted product listings and descriptions ready to publish
  • An automation plan for customer service and order follow-ups
  • A prioritized list of AI tools that fit your storefront platform

Contextual Knowledge & Custom MCP Development

Technical leads, developers, and power users

AI tools are only as good as the context you give them. This session teaches your team to build structured knowledge bases that make ChatGPT and Claude answer accurately about your business, then goes further with MCP (Model Context Protocol) — the standard that connects AI assistants directly to your own systems and live data, instead of generic answers or manual copy-pasting.

  • A structured knowledge base or context document ready to plug into any AI assistant
  • A clear, practical understanding of what MCP is and when it’s worth building one
  • A working custom MCP connection — or a scoped build plan — created during the session

AI for Sales & GTM Teams

Sales reps, SDRs, and go-to-market teams

Automate the busywork slowing your sales team down and connect AI directly to the systems they sell through. We cover AI-assisted prospecting and outreach, CRM automation and data hygiene, and building pipelines that keep your CRM, inbox, and calendar working together instead of fighting each other.

  • AI-drafted, personalized outreach and follow-up sequences at scale
  • Automated lead qualification and CRM data hygiene workflows
  • A repeatable AI-assisted process for proposals, quotes, and pipeline reporting

Connect Any System to AI

Operations, IT, and power users

Whatever software your business runs on — industry-specific, legacy, or something we’ve never heard of — we teach your team a repeatable way to connect it to AI. Using APIs, webhooks, integration platforms like Zapier and Make, and custom connections, you’ll learn how to get any system talking to ChatGPT, Claude, or your own AI tools.

  • A working AI connection built live for one of your actual systems
  • A repeatable framework for evaluating and connecting any new tool to AI
  • Clear guidance on when to use APIs, webhooks, integration platforms, or custom connections

Managed services for bigger engagements

When a single workshop isn't enough, these are ongoing engagements where we work alongside your team over time instead of for one session.

These are ongoing or larger engagements, not single-day sessions — we work alongside your team over weeks or months to see the change through. Don’t see exactly what you need? We’ll scope a custom engagement.

AI Readiness Assessment

Owners and leadership teams deciding where to start with AI

A structured assessment of your team, tools, and data — delivered virtually, nationwide, or in person if you’re in our NC service area — so you know exactly where AI can help before you invest in a bigger engagement. No generic checklist: real findings specific to your business.

  • A clear picture of where your team is ready for AI today, and where you’re not
  • A prioritized list of AI opportunities specific to your tools, data, and workflows
  • A concrete recommendation for what to do next — a workshop, a managed engagement, or nothing at all

AI Transformation Services

Business owners and leadership teams ready for a bigger shift

AI transformation consulting for businesses that want more than a single workshop: a structured digital transformation engagement to assess where AI can change how you actually operate, redesign the processes and roles around it, and implement the highest-impact changes first — with us alongside your team the whole way, not just for a day.

  • A full assessment of where AI can meaningfully change how your business runs
  • A phased transformation roadmap with clear milestones and owners
  • Hands-on implementation support for the highest-impact changes first

AI Enablement

Teams that already use AI a little and want it to actually stick

Training day energy fades fast without something to sustain it. We build the lasting support system around your team’s AI use — internal champions who can help their teammates, a living playbook of approved workflows and guidelines, and a plan for keeping new hires and new tools covered — so adoption keeps growing after we leave.

  • Trained internal AI champions who can support their own teammates
  • A living playbook of your team’s approved AI workflows and guidelines
  • An ongoing support plan so new hires and new tools stay covered

AI-Assisted System Migration & Implementation

Operations and IT leads replacing or upgrading a core system

Moving to a new CRM, ERP, accounting platform, or line-of-business system is normally slow and error-prone — mapping old fields to new ones, cleaning up years of messy data, and writing documentation nobody reads. We use AI to speed up the parts that used to take weeks: data mapping and cleanup, configuration, migration scripts, and testing, so your team spends its time on decisions instead of grunt work.

  • A validated data-migration and field-mapping plan for your new system
  • AI-assisted cleanup and transfer of your existing records, with an audit trail
  • Working configuration, integrations, and staff training materials for the new system

IT Consulting

Business owners and ops leaders without an in-house IT department

Ongoing IT consulting and IT strategy for small and mid-sized businesses across the Triangle, Triad, and Charlotte — technology decisions, software and vendor selection, and a systems roadmap, all viewed through where AI can actually save your team time, not just checkbox compliance.

  • A technology roadmap prioritized by business impact, not vendor pressure
  • Vendor and software evaluations you can trust, including where AI genuinely helps
  • An ongoing technology advisor for your business, without a full-time hire

Fractional CTO Services

Founders and leadership teams who need technical leadership without a full-time hire

Senior technology leadership on a fractional basis — architecture and vendor decisions, a realistic AI and systems roadmap, and someone in the room for the calls that shape how your business runs technically, without the cost of a full-time CTO.

  • A technology and AI roadmap tied to your actual business goals, not hype
  • Experienced guidance on architecture, vendor, and build-vs-buy decisions
  • A trusted technical voice in leadership meetings, on a schedule that fits your business

Managed IT Services

Small and mid-sized businesses that need reliable, ongoing IT support

Day-to-day IT support and systems management — help desk, device and account administration, security basics, and vendor coordination — delivered by the same team that’s already teaching your staff to use AI well, so support and adoption never work against each other.

  • Responsive help desk support your whole team can rely on
  • Proactive security, updates, and account management across your systems
  • One team handling both IT support and AI adoption, instead of two that don’t talk

Fractional GTM Engineering

Sales and marketing leaders who need technical GTM systems built, not just advice

Hands-on GTM engineering on a fractional basis — building and connecting the CRM, outbound, enrichment, and AI-assisted workflows that actually run your go-to-market motion, instead of another slide deck on "alignment." We build the systems your sales and marketing teams use every day.

  • A working GTM tech stack with your CRM, outreach, and enrichment tools actually connected
  • AI-assisted workflows for lead routing, scoring, and outbound at scale
  • Fractional technical GTM support, without a full-time engineering hire

Revenue Operations Consulting

Sales, marketing, and customer success leaders who need their systems and data working together

RevOps consulting that fixes the disconnect between your CRM, marketing, and customer success systems — clean data, shared definitions, and AI-assisted reporting that gives leadership one accurate view of the pipeline, instead of three conflicting spreadsheets.

  • A single source of truth for pipeline, forecasting, and revenue reporting
  • Clean, standardized data across your CRM, marketing, and CS systems
  • AI-assisted dashboards and alerts your team actually checks

Fractional CRO Services

Founders and leadership teams who need revenue leadership without a full-time executive hire

Experienced revenue leadership on a fractional basis — sales strategy, pipeline reviews, hiring and coaching your sales team, and a go-to-market plan grounded in AI-enabled tools and data, without the cost of a full-time Chief Revenue Officer.

  • A revenue strategy and forecast leadership can actually trust
  • Direct coaching and pipeline reviews for your sales team
  • Fractional executive-level revenue leadership, on a schedule that fits your business

Every workshop is custom

There's no one-size-fits-all package — each session is scoped around your team's size, tools, and goals. Tell us what you're working with and we'll put together a plan and a quote within one business day.

Get a Custom Quote

Tools we train on

We're tool-agnostic and build every workshop around what your team already uses — including the platforms below.

See all tools

Why Triangle AI Workshops

Most AI training happens over a video call, with a generic deck and zero context on how your business actually runs. We built Triangle AI Workshops to fix that: we show up in person — or meet live online, if that's a better fit — learn how your team works, and teach AI on top of your real tools and real files.

We're based in North Carolina and focused entirely on small and mid-sized businesses across the Triangle, Triad, and Charlotte metro areas — the kind of teams that don't have an in-house AI specialist, and don't need a six-figure consulting engagement to get real value from these tools.

Team members working together on laptops during an in-person AI training session
Delivery style
100% Hands-on, tailored delivery
Metro areas served
3 NC metros on-site, virtual anywhere
Workshop and service topics
22+ Workshops & managed services
Tools covered
12+ Tools we train your team on

Where we run workshops

We travel on-site to businesses across three North Carolina metro areas, and run every workshop live online for teams anywhere else. Not sure if you're in on-site range? Ask us — we're often able to accommodate locations nearby too.

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Frequently asked questions

Do you come to our office, or is this virtual?

Both — most teams in the Raleigh/Durham/Chapel Hill, Greensboro, and Charlotte metro areas have us come on-site, using your team’s own laptops and, where useful, your real files and workflows. We also run every workshop live online for distributed teams or anyone outside our on-site coverage area.

Do our employees need any AI experience beforehand?

No. Our AI Fundamentals workshop assumes zero prior experience. Our more advanced sessions are best after a team has been through Fundamentals, but we’ll help you pick the right starting point on a quick call.

Is this a lecture, or do we actually build something?

You build. Every workshop is a step-by-step, hands-on walkthrough, not a slide-deck lecture — your team leaves having built real prompts, workflows, or automations themselves, on your own tools and files.

What do we need to provide?

A room with Wi-Fi, screen or projector, and attendees with their own laptops. We bring everything else — exercises, handouts, and prompt libraries.

Which tools and platforms do you cover?

We’re tool-agnostic and tailor each session to what your team already uses — the major LLMs (ChatGPT, Claude, Microsoft Copilot, Google Gemini), Google Workspace, Microsoft 365, and Notion, and business systems like Salesforce, HubSpot, Shopify, Slack, Monday.com, Asana, Airtable, Google My Business, and Google Analytics. See our full list on the Tools page.

Do you tailor workshops to our specific industry?

Yes — every session is scoped around how your industry actually works, not a generic AI overview. We’ve built dedicated tracks for healthcare and dental practices, law firms, trades and field services, real estate, restaurants and retail, nonprofits, manufacturing, biotech, and more. See the full list on our Industries page, or just tell us what you do — we’ll scope it either way.

How do we book, and how far out should we schedule?

Fill out the contact form with your preferred dates and team size. Most workshops book 2–4 weeks out, though we can often accommodate shorter notice — just ask.

How much does a workshop cost?

There’s no fixed price list — every workshop is scoped around your team’s size, goals, and session length, so pricing is custom. Tell us what you’re looking for and we’ll send a quote within one business day.

Ready to bring AI training to your team?

Tell us a bit about your business and we'll follow up within one business day with availability and a recommended workshop format.

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Prefer more detail up front? Use the full contact form.