Course Details

• 6-Hour Course:
3x sessions of 2 hr each
• About course:

Learn how to conduct structured research, extract insights, and generate executive-ready reports using AI tools like ChatGPT, Gemini, Claude, and NotebookLM. This hands-on course teaches summarization, trend tracking, and visual reporting for strategic decision-making — ideal for analysts, consultants, marketers, and leaders.

  • Structuring research prompts: Who, what, why, how
  • Gathering accurate insights using ChatGPT, Gemini & Perplexity
  • Comparing AI-generated outputs and verifying sources
  • Trend tracking and summarization from live data feeds
  • Practice: Execute a full research workflow and generate an insight summary

  • Summarizing PDFs, transcripts, and documents using Claude and ChatGPT
  • Using NotebookLM to extract themes, bullets, and takeaways
  • Tone and theme analysis for audience-appropriate communication
  • Practice: Produce an insight report and summary pack from real material

  • Turning research into polished reports, slides, and executive briefs
  • Writing summaries, proposals, and stakeholder updates with AI
  • Using Google Sheets/Excel for visual data reporting
  • Final Practice: Build a 1-page or 3-slide presentation for decision-makers
  • Conduct structured research and gather insights using ChatGPT, Gemini, Perplexity, Claude, and NotebookLM.
  • Summarize long documents, datasets, and transcripts into actionable insights.
  • Automate market research, competitor analysis, and internal reporting processes.
  • Create clear, concise, and visual reports for decision-makers.
Who should attend ?
  • Business leaders and managers making data-informed decisions
  • Analysts and consultants processing research and reports
  • Marketing and operations teams monitoring trends and performance
  • Educators and researchers organizing academic or institutional content
  • Founders and entrepreneurs needing fast, strategic market insight
Post training resource
    • Structured Research Prompt Framework (PDF)
    • Weekly Insight Tracker Template
    • Report Summarisation & Highlighting Template
    • AI Reporting Cheat sheet (for Docs, Slides, Word)
    • Executive Summary Generator (ChatGPT/Gemini)
    • Competitive Analysis Prompt Pack
    • Market Trends + Intelligence Tracker (Google Sheet Template)
    • Class recordings
    • Training slide decks
    • Certificate of Completion and LinkedIn Badge (Digital)
Participant Requirement

    Devices

    • Participants must join the training using a laptop, desktop, or tablet device to ensure full functionality and engagement during the sessions.
    • Joining via mobile phones is discouraged, due to the hands-on practical nature of the sessions.

    Browser and Platforms

    • Participants must have Microsoft Edge or Google Chrome installed for an optimal training experience.
    • Participants must have Zoom installed and updated to the latest version to attend live sessions.

    Accounts

    • Core Tools: ChatGPT (Plus recommended), Claude, Google Gemini, Perplexity.ai, NotebookLM
    • Reporting Tools: Google Workspace (Docs, Sheets, Slides) or Microsoft 365
    • Note: Some features (e.g., file uploads in ChatGPT) require paid plans or trials

    The following areas of training are covered in all our sessions:

    Real-World Case Studies

    In-depth global examples showcasing successful implementations across diverse industries.

    Hands-On Practical Exercises

    Engaging, purpose-built activities designed to help you rapidly build confidence and skills.

    Tailored Consultancy Sessions

    Live, personalized guidance focused on addressing your brand’s or client’s unique challenges.

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Clare Shelver

AI Strategist | Marketing Innovator | Training Specialist

Clare is an accomplished marketing and operations expert with over 20 years of experience spanning digital strategy, brand building, and client engagement. She has worked across industries including digital media, technology and alternative Energy— delivering impactful marketing campaigns and managing large-scale client relationships.

 

Currently co-leading an instructor-led AI training and consulting business with her husband, Walter, Clare is at the forefront of merging AI with strategic marketing. She’s also, reinforcing her commitment to innovation and continuous growth studying cutting edge AI Technologies.

 

Clare’s expertise includes AI-driven marketing, CRM systems, digital content strategy, automation, and internal team training. She has trained and consulted teams on leveraging generative AI tools like ChatGPT, Gemini, Claude, Copilot, and Canva’s latest AI suite — helping businesses use these tools to streamline communication, enhance brand voice, and drive engagement.

 

Her dynamic experience includes successful implementations in branding, SEO, website optimization, digital campaigns, and leadership across various operations. Clare’s approach blends creativity with data, resulting in persuasive, results-driven strategies that elevate business outcomes.

 

Outside of her AI and marketing pursuits, Clare enjoys movies, music festivals, and family time. She thrives in fast-paced, innovative environments and brings a collaborative spirit to every project she takes on.

AI for Research, Analysis & Reporting
$296.00 / $370.00
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