Corporate workshops

Give your team the confidence to make automation work.

Practical workshops and advisory sessions help your leaders and teams understand automation, improve everyday workflows and build the habits to use new systems well.

Best for: organisations aligning their leaders, introducing new systems, or helping teams turn automation into everyday practice.
What you get
For your team
Executive alignment sessions around business priorities
Practical workflow workshops using relevant team processes
Adoption and process reviews to identify gaps and next steps
Ongoing advisory by agreement
Hands-on team exercises with practical automation examples
A team action plan with clear owners and next steps
Why workshops

Software does not change a business. People using it differently does.

The best system in the world sits unused if leaders are not aligned, teams are not confident and nobody owns the next step. Workshops fix the human side of automation.

Gap 1
Leaders are not aligned
Different executives want different things from automation, so projects pull in several directions and stall.
Gap 2
Teams are not confident
People do not understand what automation can do for their own work, so they avoid it or use it halfway.
Gap 3
Nobody owns what happens next
Good ideas come out of meetings with no owner, no date and no follow-through, so nothing changes.
What you get

Six ways we move your team forward.

Use them together, or pick the ones that fit where your organisation is today.

01
For leadership

Executive alignment sessions around business priorities

Your leaders agree what automation is for, which priorities come first and how success will be judged, so every project that follows has the same direction.

What happens
Leadership priorities clarified and ranked
A shared definition of success
Roles for executive sponsors agreed
Your outcome
Leaders pulling in the same direction.
02
For teams

Practical workflow workshops using relevant team processes

Teams work on their own real processes, mapping how work flows today and redesigning it together, so the learning applies from day one.

What happens
Your real workflows as the working material
A process redesigned live in the session
Quick wins identified for each team
Your outcome
Teams that see how automation fits their own work.
03
After rollout

Adoption and process reviews to identify gaps and next steps

We look at how new systems are really being used, find where habits, training or ownership are falling short, and set out what to do next.

What happens
A review of how tools are used today
Gaps in habits, training and ownership found
Clear, prioritised next steps
Your outcome
New systems that stick instead of fading.
04
Ongoing

Ongoing advisory by agreement

Keep a trusted advisor close as your organisation changes. We agree a rhythm that suits you, review progress and help clear what is in the way.

What happens
A cadence of sessions agreed with you
Progress reviewed against your action plan
Blockers raised and resolved early
Your outcome
Steady momentum long after the workshop ends.
05
For teams

Hands-on team exercises with practical automation examples

People learn by doing. Small-group exercises use practical examples from everyday work, so automation becomes something your team has tried, not just heard about.

What happens
Small-group exercises, not lectures
Practical examples drawn from everyday work
Spotting automation opportunities in your own tasks
Your outcome
Real confidence, built by doing.
06
Every workshop

A team action plan with clear owners and next steps

Every session ends with a written plan that turns ideas into commitments: what will be done, who owns it and when it will be checked.

What happens
Actions with a named owner each
A sensible order and timing
Check-in points so nothing is dropped
Your outcome
Ideas that become action, with someone accountable.
A sample day

What a team workshop looks like.

Every session is tailored to your people and processes. This illustrative agenda shows the rhythm: learn, apply, commit.

Format
Delivery format, session length and group size are agreed around your team during the briefing call.
Delivery format, session length and group size are agreed around your team during the briefing call.
09:00
Welcome and goals
We agree what the day should achieve and what success looks like for this team.
Align
09:30
Where does the time go?
The team maps how work really moves today and spots the repeat tasks.
Learn
11:00
Automation in practice
Practical examples of what can be automated, shown on everyday workflows.
Learn
12:30
Lunch
A break to recharge and talk it through informally.
Break
13:30
Hands-on: redesign a workflow
Small groups redesign one of their own processes with automation in mind.
Apply
15:00
Share and refine
Groups present, compare approaches and pick the ideas worth pursuing.
Apply
16:00
Build the action plan
We turn the best ideas into actions with owners, order and dates.
Commit
What changes

From good intentions to daily habits.

Before the workshop After the workshop
Leaders want different things from automation
Shared priorities and one definition of success
Automation feels like an IT or tool problem
Every team knows its part and how to use it
New tools sit half-used
Daily habits that make the systems pay off
Ideas come out of meetings and go nowhere
An action plan with owners and next steps
Nobody checks what happened after rollout
Regular reviews that catch gaps early
Who attends

The right session for every level.

Leaders, managers and frontline teams each get what they need, in a language they use.

Executives and owners

Set the direction.

Understand what automation can and cannot do for the business, agree priorities and decide how success will be measured.
Confident decisions and aligned leadership.
Managers and department leads

Lead the change.

Learn to spot automation opportunities in their own departments, guide their teams through change and keep adoption on track.
Managers who can carry the change forward.
Teams and frontline staff

Use it every day.

Get hands-on with practical examples, learn how automation makes their own work easier and build the habits to use new systems well.
Teams that actually use the tools they are given.
How it works

Designed around your team, from first call to follow-up.

01
Briefing call
We learn about your organisation, your leaders and what you want to achieve.
02
Tailor the plan
We shape the sessions around your priorities and collect a few real processes to work on.
03
Deliver
We run the alignment sessions and team workshops with hands-on exercises.
04
Action plan
Your team leaves with a written plan showing owners and next steps.
05
Follow up
An adoption review and ongoing advisory are available by agreement.
Works well with

Confidence first, then systems.

Workshops build the shared understanding. These services put it to work.

Pair with
Automation consulting

Find the work worth automating, ranked and costed, so the workshop focuses on what matters most.

Automation consulting
Pair with
Onboarding and setup

Launching a new system? We configure it, then train your team so the workshop lands on a working account.

Onboarding and setup
Then
Done-for-you builds

When your action plan calls for bigger systems, we design and build them, then hand them over with training.

Done-for-you builds
Questions

Good to know before we plan.

Is it in person or online, and how big can the group be?

We shape the delivery format, session length and group size around your team during the briefing call.

Do we need to be a Butterflystack customer?

No. Workshops are about how your people think about and use automation. Where it helps, examples are shown on Butterflystack, powered by GoHighLevel.

Will the workshop use our real processes?

Yes. We ask for a few of your team's real workflows beforehand and use them as the material for the practical sessions, so the work is relevant from the first hour.

What happens after the workshop?

You leave with a team action plan that names owners and next steps. If you want support carrying it out, we offer an adoption review and ongoing advisory by agreement.

What does it cost?

Discuss your requirements with us and we will confirm the scope and cost for your organisation before work begins.

Ready when you are

Bring your team along.

Tell us about your leaders, your teams and where automation needs to land. We will shape a workshop that fits.