Adelson Advisory
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Adelson Advisory

Give your team a practical way to use AI at work.

We learn how your business works, then help your team use AI in its day-to-day work.

Signs a team needs shared guidance

  • Different toolsPeople use different tools for similar work.
  • Unclear information rulesNobody is sure what may be pasted into which tool.
  • Unchecked outputOutputs are accepted without enough checking.
  • Hidden examplesUseful examples stay with individuals.

Each task ends with one of three answers

AI assists, a person checksAI helps with the task and a person checks the result.
A template is betterA simpler template or process change solves it without AI.
The task stays humanThe task needs human judgement or involves information that must not be shared with AI.

What the team keeps afterwards

A short guide for the team, if we have agreed one.

Document preview
Version 1 · March 2026AI working guide: Sales team
Tools
Approved tools
Owner
Document owner
Review
Every 6 months
A
  • AllowedDrafting customer replies from approved templates.B
  • Not allowedPasting personal data into public tools.
  • CheckA person reviews figures before a reply is sent.C
Example prompts and an action list for the next monthD
  1. A
    Role-relevant guidanceWhich tools the team uses, and who owns the guide.
  2. B
    Safe-use rulesWhat is allowed in your team's work and what is not.
  3. C
    Human checksWhere a person reviews the result.
  4. D
    Reusable examplesTested examples and a short action list.

Common questions

Will the consultation use our real work?

Yes. We work through tasks your team actually handles, using only information you have agreed to share.

Do we need to buy new tools?

Not necessarily. We start with the tools you already have and recommend changes only where they help.

How long does it take?

It depends on your needs. We agree the timing with you before starting.

Related services

Team reviewing plans together

Describe the team, its tools and two or three recurring tasks.

We will suggest a starting point.