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You will get AI Adoption Strategy & Advisory
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Project details
I help teams identify where AI can create real value, where it should not be used, and what needs to be in place before adoption scales. This may include use case discovery, workflow analysis, risk assessment, tool selection guidance, team enablement, governance recommendations, and adoption roadmaps. The goal is to move beyond experimentation and help your team apply AI in ways that are useful, responsible, and aligned with how work actually gets done.
Starting at $2,500
For teams that want to use AI thoughtfully, practically, and with a clear plan.
Starting at $2,500
For teams that want to use AI thoughtfully, practically, and with a clear plan.
AI Algorithms
Large Language Model, Multimodal Large Language ModelAI Applications
AI Content Creation, AI Text-to-Image, AI Text-to-Speech, AI-Generated Art, AI-Generated Code, Conversational AIAI Tools
Copy.ai, GitHub Copilot, Jasper AI, Microsoft 365 CopilotAI Models
ChatGPT, DALL-E, GPT-3, GPT-4What's included $2,500
These options are included with the project scope.
$2,500
- Delivery Time 3 days
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MC
Mind C.
Aug 11, 2026
Claude for Financial Services
Courtney once again produced amazing Claude training materials - thank you
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Marc F.
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AI Transformation: Government MS Copilot Training
Courtney is the supreme professional -- punctual, polished, deliverables always on time and excellent, great to work with.
I couldn't recommend her more highly.
I couldn't recommend her more highly.
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We have work with Courtney has she has done both our AI training and now this webinar on AI & Compliance.
Courtney is a real find -- extremely intelligent, knowledgeable, articulate, thorough and committed.
She has my highest, highest recommendation.
Courtney is a real find -- extremely intelligent, knowledgeable, articulate, thorough and committed.
She has my highest, highest recommendation.
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Mind C.
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Courtney created amazing training videos, communication was fantastic. Very much enjoy working with Courtney
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Courtney created brilliant Copilot training videos - super high quality work and great communication. Thank you
About Courtney
AI Adoption Consultant & Trainer | MS Copilot, ChatGPT, and Claude
100%
Job Success
Katy, United States - 5:07 pm local time
Core specializations: AI transformation strategy, AI readiness assessment, Microsoft 365 Copilot training and adoption, AI governance and policy development, prompt engineering, AI workflow design, responsible AI frameworks, and AI use case identification.
I work in two distinct capacities on Upwork:
➡️For Organizations
I help leadership teams move from AI experimentation to structured, sustainable adoption. Most organizations aren't struggling with the technology itself. They're struggling with where to start, what's worth doing, how to govern it responsibly, and how to bring their people along. I close those gaps through a structured, phased approach grounded in Microsoft-certified AI transformation methodology and proven practices for regulated industries.
➡️For Consulting Firms
I partner with small and mid-size consulting firms as a subcontractor, co-delivering AI transformation engagements under your brand. If your firm offers adjacent services such as change management, IT strategy, compliance, or workforce development, and your clients are asking about generative AI, Microsoft Copilot, or enterprise AI strategy, I can step in as your dedicated AI transformation resource without you having to build that practice from scratch.
Services
✅ AI Training and Workforce Enablement
Role-based AI training programs that move teams from awareness to confident, governed daily use across technical, operational, and leadership audiences.
What's included: Microsoft 365 Copilot, ChatGPT, and Claude tool navigation; prompt engineering (foundational and advanced); use case application; responsible AI practices; governance awareness; train-the-trainer programs; executive AI literacy briefings; custom curriculum, facilitator guides, and learner materials.
✅ AI Workflow Design and Enablement Assets
Custom-built resources that make AI use consistent, defensible, and audit-ready long after the engagement ends.
What's included: AI-assisted workflow design and process mapping, role-based prompt libraries, adoption playbooks, standard operating procedures, governance and acceptable use documentation, use case catalogs, ROI tracking templates, internal knowledge bases, job aids, and onboarding materials.
📂Engagements can be scoped by deliverable, phase, or retainer depending on your client's needs and your firm's structure.
🏢Industries Served
Government, healthcare, education, financial services, professional services, regulated startups, and nonprofit.
⚙️Tools and Platforms
Microsoft 365 Copilot, Copilot Studio, Azure OpenAI, ChatGPT Enterprise, Claude, Power Platform, and major large language model (LLM) ecosystems.
What Happens Next
Send me a message with a brief description of your organization or firm and what you're trying to solve. I'll follow up with a calendar invite for a 30-minute discovery call where we'll scope your needs, answer your questions, and walk through engagement options that fit your situation. A clear contract follows before any work begins.
💡 Click "Invite to Job" to start the conversation.
Steps for completing your project
After purchasing the project, send requirements so Courtney can start the project.
Delivery time starts when Courtney receives requirements from you.
Courtney works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Call
Book a 15-minute call to determine project needs