Your boss said “craft some comms about AI.” Your clients are asking what AI means for them. Here are the exact emails to send, the discovery agenda to run, the one-pager to leave behind, and the LinkedIn posts to publish. Customise the [brackets] and go.
Send this to your existing client list — or your 5–10 priority clients to start. It's not a sales email. It's a trusted advisor email. The goal is to start conversations, not close them.
Send this 5–7 days after Email 1 to clients who opened but didn't respond. Keep it short. One question.
This is the agenda for the complimentary AI readiness call. Follow it every time — consistency means you get good at it fast and every client gets the same quality of conversation.
Use this as a leave-behind after the discovery call, or attach to Email 1 as a PDF. It's written for a non-technical business owner — no jargon. Copy this text into your own branded document.
The short version
AI in your Microsoft 365 environment means software that can read, understand, and act on information in your business — automatically. It can draft documents, find information across years of files and emails, summarise meetings, answer staff questions, and handle routine tasks without someone needing to do them manually.
Done right, it gives your team time back. Done wrong, it creates confusion and risk. Our job is to make sure it's done right.
What this looks like in practice
What makes our approach different
We don't just switch on a licence. We follow the Production Safety Framework — a vendor-neutral standard for deploying AI in real business environments. That means before anything goes live, we've reviewed your data governance, configured the right access controls, defined what the AI can and can't do, and set up monitoring so you know what's happening.
Our team holds PAI Certified Agent Operator credentials — independently verified by the Production AI Institute. We can provide verification IDs if your procurement team requires it.
What a deployment typically involves
We start with a Readiness Assessment (1–2 days) to understand your environment and identify the highest-value use cases. From there, most clients move to a Copilot deployment (2–6 weeks) followed by optional ongoing monitoring. The whole journey from assessment to live deployment is typically 6–10 weeks.
Post these on your personal and/or company page. Spacing: one per week over 3–4 weeks. They build a narrative — from “we're learning” to “we're certified” to “here's what we're doing for clients.”