Real results from real engagements.
From enterprise-wide enablement at Forvis Mazars to AI fluency and workflow programs at commercial real estate firm Cresa. Here's what happens when you start with people.
Regional CPE-Accredited Business Development Enablement
Professional Services / Accounting
Forvis Mazars partnered with Clustr to deliver a series of regional, in-person, instructor-led workshops focused on modern business development enablement. Sessions covered standardized account planning, improving presentation and meeting preparation skills, and driving adoption of existing AI investments including Microsoft Copilot.
Each regional session included market-specific discovery and pre-planning to understand local team structures, client profiles, and existing workflows. Post-session support included customized account planning templates, summaries of key insights, observed gaps, and next-step guidance for continued adoption.
Outcomes
- 300+ professionals trained, each earning 4 CPE hours
- Standardized account planning process implemented firm-wide with customized templates
- Operating model refreshed to embed AI adoption guidance on when and how to use tools effectively
- Improved consistency in meeting engagement across regions
This initiative represents Phase One of a multi-year, enterprise-wide enablement strategy.
AI Fluency and Workflow Enablement Program
Commercial Real Estate
The Opportunity
Cresa is a forward-thinking firm that made an intentional investment in enterprise AI tools for their team. With ChatGPT Enterprise rolled out across one of their highest performing offices, leadership recognized an opportunity to go deeper: measure where their people actually stood, build a tailored education program for their growth and finance teams, and embed AI into the workflows their brokers use every day. The goal was higher adoption, measurable fluency gains, and real productivity impact inside the tools they already owned.
Our Approach
Baseline fluency assessment
Before any training began, we used SINA, our AI literacy platform, to establish a baseline of AI fluency across the office's team. That gave us a clear starting point and a benchmark to measure against, with a target of a 40% uplift in GenAI understanding by the end of the engagement.
CRE-specific AI education
Sessions were not generic AI training. They were built around Cresa's actual deal cycles and focused on each team's daily work and highest impact opportunities, from business development through financial analysis.
Automated workflows in their domain
Rather than recommending tools they would need to buy, we built automated workflows directly inside the enterprise tools Cresa already licenses, turning repetitive, high-volume work into steps their team runs every day. Everything stayed within their existing stack to maximize adoption.
What this group built is designed to travel. The workflows, patterns, and fluency from the engagement give Cresa a foundation for spreading AI knowledge across the organization.
More engagements
AI literacy across the College of Business
Delivered hands-on AI training for faculty and an interactive student seminar at the College of Business. Sessions covered practical AI use cases for sales, business development, and productivity, with live demos, curated tool recommendations, and custom examples tailored to each discipline. Faculty gained the confidence to integrate AI into coursework, and students gained practical exposure to AI's role in business.
tailored AI microtrainings delivered
Multi-regional sales enablement for Gray Media's national sales organization. Delivered tailored microtrainings across 12 regions covering AI for meeting prep, identifying champions, and LinkedIn best practices. Hosted weekly national office hours and provided ongoing 1:1 microtrainings to ensure consistent, human-first adoption at scale.
Data Consulting Firm
employees trained on ChatGPT and Copilot
Company-wide AI enablement for a 150-person data consulting firm. Led ChatGPT and Microsoft Copilot training sessions across the entire organization and helped establish an AI Center of Excellence to drive ongoing adoption and governance.
Bookkeeping & Accounting Firm
Claude fluency built with the business owner
One-on-one enablement with the firm's owner to build competency and fluency around Anthropic Claude. The engagement started with the fundamentals and grew into integrated workflows for the firm's day-to-day bookkeeping and accounting work, giving the owner durable skills and repeatable processes.
Skill Pop / Charlotte Executives
workshops for business executives
Led a series of Skill Pop workshops across Charlotte for business executives of all company sizes. Sessions focused on practical AI adoption, understanding what AI can do for their organizations, and how to get started with the right tools and strategy.
from marketing to additional teams
Delivered tailored microtraining sessions for Compass USA's culinary marketing team, covering AI for content creation, campaign drafting, organizing assets, and streamlining internal communications. The success created momentum for expansion, with Compass USA booking additional bespoke sessions for other teams across the organization.
Healthcare Technology Company
Claude AI training and enablement
Trained a healthcare technology company on Anthropic Claude, covering practical applications for their workflows, responsible AI usage in healthcare contexts, and how to build repeatable AI processes across their team.
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