Align the Decision-Makers.
Set priorities, clarify responsibilities, and decide how the company will evaluate AI’s contribution to the work.

Help capture, proposal, delivery, and leadership teams use AI in the jobs they do every day. We teach the judgment, context, and review behind a useful result.
What should this work help the team decide or produce?
Use the information, steps, and tools the task requires.
Review against an agreed standard before using it.
Each session connects practical AI skills with the decisions and responsibilities of the people in the room.
Practice developing annotated outlines, checking compliance, and reviewing the response against the evaluation criteria.
Can the reviewer trace each claim to the requirement and supporting evidence?
Practice customer and competitor research, matching past performance, and identifying the questions the team needs to answer before the proposal.
Does the recommendation show what we know, what we assume, and what we still need to learn?
Practice capturing results, responding to data calls, and preparing recurring reports from the information your team already works with.
Can another team understand the result, find its source, and confirm it with an owner?
Work through priorities, responsibilities, information access, human review, and the measures that show whether the work is improving.
Are we measuring a change in the work that matters to the business?
Training is available on its own or as part of a broader engagement. Workshops can be in person or virtual.
Set priorities, clarify responsibilities, and decide how the company will evaluate AI’s contribution to the work.
Work through a task together, from the desired outcome to a workflow the team can test and use.
Coach internal strong users, work through real questions, and refine the approach as people put it into practice.

Watch Meryl, Ron Jones, and Alexa Tsui turn a capture method into an AI workflow that reads RFP and PWS documents, flags competitive barriers, and shows its evidence.
Follow along with the worksheet and toolkit to build your own opportunity screening agent.
Get the ToolkitThe toolkit includes the full workshop recording, the worksheet G2X helps you fill in, your build package, and a guided walkthrough of a working desk.
One of the best trainings I have ever been part of.
ProposalTeam began with training and community. Free and at-cost learning continues alongside our work with individual companies.
Find community learning opportunities and announcements through ProposalTeam and Meryl’s LinkedIn.
Tell us who you want to train, the work they do, and where they need help. We’ll shape the session around that.