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TRAINING FOR BUSINESSES

Tool training, applied to your work.

Private, one-off programmes delivered live for businesses of any size and sector. We work with participants’ tasks to develop independent use and sound judgement with the tools.

Explore the programmes
Learning through practice

Your team

  • Master the tools
  • Build and maintain systems
  • Lead and make decisions

Choose by what your team needs to do.

The paths are independent. We can select modules from one or combine several around the group’s responsibilities, experience and objectives.

Master the tools

Work with each tool’s features, adjust its settings and complete real tasks. We explore the options and best practices covered by the chosen programme in depth, with exercises adapted to the team’s level.

Build and maintain systems

Configure workspaces, data and automations; test a scoped example and document how to review it. Technical depth is tailored to the programme.

Lead and make decisions

Prioritise use cases, interpret information and define ownership, access and acceptance criteria. You can follow this path without building or coding a solution.

A programme for each tool.

Start with a tool and define the capabilities you want to develop. Modules and exercises are selected for each delivery; there is no need to cover every topic.

Applied AI

Claude

Prepare and review documents with clear instructions, sufficient context and human checking.

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Capabilities you can work on

Master the tools
Draft and improve a document, check it against the sources and identify missing information.
Build and maintain systems
Organize a Project with instructions and reference documents, test it with different cases and update its context.
Lead and make decisions
Select suitable tasks for the team and define quality criteria, usage boundaries and review responsibilities.

Adapted practice

Proposed example: turn meeting notes into a summary and a follow-up proposal, checking decisions and missing information.

Starting point: Basic browser skills, access to Claude and authorized practice material. Configuring Projects requires access to the selected features.

ChatGPT

Work with documents, prepare drafts and organize recurring tasks with review points.

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Capabilities you can work on

Master the tools
Complete a defined task and distinguish facts, inferences and missing information when reviewing the result.
Build and maintain systems
Organize a Project with files and instructions and document a sequence of work that can be tested and updated.
Lead and make decisions
Prioritize uses for the team and define how to review quality before extending their application.

Adapted practice

Proposed example: prepare a recurring report draft using practice documents and review what changes when a source is updated.

Starting point: Basic browser skills, access to ChatGPT and authorized documents. Configuring Projects requires access to the selected features.

Organization and collaboration

Notion

Organize documents and data with pages, databases and views the team can understand and maintain.

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Capabilities you can work on

Master the tools
Find information, update records and connect documentation with outstanding work.
Build and maintain systems
Design a simple structure with views, templates and relations, check its data and document its maintenance.
Lead and make decisions
Define ownership, access and criteria for reviewing duplicate or outdated information.

Adapted practice

Proposed example: prepare a department request system and connect requests with their projects.

Starting point: Access to a practice workspace and familiarity with the information to organize. Building requires permission to edit the structure.

Asana

Coordinate tasks and projects with owners, dates and context to keep work moving.

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Capabilities you can work on

Master the tools
Record priorities, update tasks and hand work over to another person with the necessary context.
Build and maintain systems
Configure a reusable project, test how a task moves through it and document how to adjust its structure.
Lead and make decisions
Interpret progress, identify insufficient information and agree on ownership and update routines.

Adapted practice

Proposed example: organize a team delivery and simulate a blocker to review how the next step is communicated and resolved.

Starting point: Access to a practice project and an everyday process as a reference. Configuration requires basic use and sufficient permissions.

ClickUp

Bring tasks, documentation and progress tracking into an understandable work structure.

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Capabilities you can work on

Master the tools
Find and update tasks, use views and leave useful documentation for other people.
Build and maintain systems
Configure a structure with lists, statuses and templates, test it with sample data and explain how to maintain it.
Lead and make decisions
Review progress and distinguish operational delays from incomplete information before making decisions.

Adapted practice

Proposed example: organize an area's recurring requests and document a task handover to a colleague.

Starting point: Access to a practice workspace and a work example. Building requires basic use and configuration permissions.

Miro

Map processes and collaborate on boards that retain proposals, decisions and next steps.

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Capabilities you can work on

Master the tools
Participate on a board, organize information and represent a readable sequence of work.
Build and maintain systems
Prepare a reusable board with clear instructions and improve its structure after testing it with other people.
Lead and make decisions
Define a session's purpose, who leads it and how to retain its decisions and actions.

Adapted practice

Proposed example: prepare a board for a recurring meeting and check whether another person understands how to participate.

Starting point: Access to the practice board with permissions appropriate to the exercise. Building requires basic use and editing permission.

Automation

Make

Read, build and review visual scenarios while understanding how data moves and where errors occur.

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Capabilities you can work on

Master the tools
Interpret an existing scenario, check an execution and document an issue with context.
Build and maintain systems
Map fields between modules, test a defined scenario with valid and incomplete data and document how to review it.
Lead and make decisions
Prioritize what to automate and define scope, ownership, human intervention and acceptance criteria.

Adapted practice

Proposed example: follow a request between two practice tools and locate the step where a piece of information is missing.

Starting point: Knowledge of the process and access to a practice scenario. Building requires the editor, authorized connections and a basic understanding of data.

n8n

Understand connected workflows, check their results and locate issues in data and nodes.

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Capabilities you can work on

Master the tools
Follow a record through an existing workflow, check its output and prepare a useful issue report.
Build and maintain systems
Build a small workflow, test its logic with successful and failing cases and document how to locate problems.
Lead and make decisions
Define which workflow to develop, its dependencies and who will check and maintain its operation.

Adapted practice

Proposed example: retrieve and transform a practice record, introduce missing data and review the result.

Starting point: An operational n8n environment and authorized access. Building requires editing access and test credentials. Workflow training uses the infrastructure already available.

Zapier

Connect tasks through triggers and actions and check what happens in each Zap run.

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Capabilities you can work on

Master the tools
Explain an existing Zap, check its result and distinguish incorrect data from an execution failure.
Build and maintain systems
Create a defined Zap, map its fields, test it and prepare instructions for reviewing errors or duplicates.
Lead and make decisions
Choose a viable use case and agree on ownership, boundaries and operational checks.

Adapted practice

Proposed example: transfer a record between practice applications and check that its fields reach the expected destination.

Starting point: Authorized access to the Zap and its history. Building requires the editor, test accounts and knowledge of the fields used.

Internal applications

Softr

Use and prototype portals or applications with navigation, data and access suited to a task.

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Capabilities you can work on

Master the tools
Complete a task in an application, check the data and describe a reproducible issue.
Build and maintain systems
Configure a defined prototype with pages and sample data and verify navigation and available access controls.
Lead and make decisions
Define users, scope and application acceptance criteria, including which information each person needs.

Adapted practice

Proposed example: prototype a request portal and test a query with the access controls available in the training environment.

Starting point: A practice application or editor and an authorized data source. The permissions covered match the available plan and environment.

CRM and sales operations

Attio

Organize relationships, records and follow-up with data the team can maintain and interpret.

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Capabilities you can work on

Master the tools
Update a relationship or deal with sufficient context and a clear next action.
Build and maintain systems
Structure records, attributes and lists for a process, test incomplete data and document maintenance conventions.
Lead and make decisions
Interpret portfolio information and decide which data the team needs and who maintains it.

Adapted practice

Proposed example: prepare follow-up for a client or collaborator relationship and review what happens when information is missing.

Starting point: Access to a practice workspace and examples of work relationships. Configuration requires basic use and permissions over the data.

Pipedrive

Maintain deals, activities and pipeline stages to keep the sales process moving.

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Capabilities you can work on

Master the tools
Record a deal, update its stage and schedule the next step with context and a date.
Build and maintain systems
Configure stages, fields and filters for a sales process and check the consistency of practice data.
Lead and make decisions
Review the pipeline, recognize the limits of the information and prioritize actions with owners.

Adapted practice

Proposed example: document a practice deal, simulate a change in its situation and review its next activity.

Starting point: Access to Pipedrive and a sales process as a reference. Configuration requires basic use and admin permissions in the practice environment.

Useful theory. Practice with your work.

We combine explanations, demonstrations and exercises adapted to participants’ roles, with review and feedback on what they learn.

  1. Agree what to learn

    We review the business need and participants’ starting points to choose the tool, learning path, level and practice examples.

  2. Work with guidance

    Each participant practises with authorised information or test data. The trainer explains, reviews and helps participants check the results.

  3. Consolidate the learning

    We provide a reference guide and exercise materials. Assessment follows the agreed objectives; feedback helps identify what to correct or keep practising.

An adapted programme or one built around you.

Adapt

A defined programme, adapted to your team

We start with a programme for each tool and adapt its modules, examples and exercises to the group’s roles, experience and objectives.

Build around you

Fully bespoke training

We design a specific programme when you need new content. We agree its scope and quote before preparing it.

We agree each delivery with you.

Pricing is quoted for each client. The proposal sets out objectives, content, hours, participants, delivery format, language and access requirements.

Your programme, clearly defined.

Every proposal defines these four elements.

Indicative duration
As a reference, 8–12 live hours, usually in sessions of 2–3 hours. In-person sessions may use blocks of 4–6 hours. We adjust the duration to the starting level, modules and practice.
A group size that supports practice
We use up to 12 participants per trainer as a reference. Group size and teaching support are adjusted to the difficulty and planned feedback. It is not a fixed limit for every programme.
Support after the sessions
One calendar month of email support after the final session, covering the content taught: up to two hours in total for the whole group, with a response within two working days.
Materials and TOF’s own diploma
A reference guide, exercise materials and feedback on the practice. TOF’s own diploma of achievement on completing the agreed assessment. Recordings are agreed in advance.

Accounts, access and practice

We agree the required features and access before starting. The client provides accounts and licences; management by TOF is agreed separately. Feature availability depends on the plan and configuration.

Learn through a work example

Your team carries out the practice with our guidance. Production deployment, system operation and maintenance by TOF are contracted as separate services. Training support is limited to the content taught.

What does your team need to learn?

Tell us the tool or need, who will take part and how you would like to work. We will prepare a training proposal with an appropriate scope.

Request a proposal for your team

You can also write to us at info@theoptimalflow.com