Get Your AI Setup Built With You
Short, required setup training is included for every customer who purchases the Nexus AI Gateway product. Across six guided sessions we make sure you know how to use the product, configure your workflow, and get started.
Setup training is included for each customer/purchaser.
Six guided sessions, in order
Each session ends with something configured and written down, so you can use it the next morning without us.
- Session 1
Computer and workspace setup
We get your machine, browser, accounts, password handling, file structure, and note-taking into one tidy setup you can actually work from every day.
- Accounts, logins, and secure password storage
- Folder and document structure that stays findable
- Browser, tabs, and extension hygiene
- A single place for notes, checklists, and drafts
- Session 2
Practical AI tools, configured with you
Instead of a tool tour, we set up a small number of AI tools for the tasks you repeat, and write down exactly how you will use each one.
- Choosing tools for writing, summarizing, and research
- Prompt patterns saved as reusable templates
- What to keep human-reviewed and why
- A written one-page usage guide for your setup
- Session 3
CRM foundations
We build a clean contact record structure so nothing lives in your inbox or head. You leave with a CRM you understand end to end.
- Contact fields, tags, and naming conventions
- Pipeline stages that match how you actually work
- Notes, tasks, and ownership so follow-up has a home
- Simple views for today, this week, and stalled records
- Session 4
Lead capture and scheduling
We connect the front door: how an enquiry arrives, where it lands, and how a time gets booked without back-and-forth.
- Forms and enquiry routing into the CRM
- Calendar setup, availability, and buffers
- Confirmation and reminder messaging you control
- A test run from enquiry to booked time
- Session 5
Follow-up sequences
We draft and configure the follow-up you keep meaning to write, with clear stop conditions and human handoff points.
- First-response and no-answer follow-up drafts
- Timing, cadence, and when to stop
- Handoff rules for anything sensitive
- Where consent and opt-out are recorded
- Session 6
Working with your AI assistant
We practise the day-to-day loop: asking well, checking output, and keeping your assistant useful once the training ends.
- Daily and weekly working routines
- How to review, correct, and re-ask
- Keeping your templates and CRM current
- A short maintenance checklist to keep it running
What's included
- Six guided working sessions, screen-share and step-by-step
- Your setup configured with you during the sessions — not homework
- A written setup summary, templates, and a maintenance checklist
- One recap session to answer questions after you have used it
What it is not
- No business-outcome promises of any kind
- Third-party software subscriptions and outside platform usage are not included
- No done-for-you ongoing management — that is a separate service
Straight answers
- What exactly is this?
- Hands-on setup training. Over six guided sessions we configure practical AI tools and the operational basics — workspace, CRM, lead capture, scheduling, follow-up, and assistant usage — while you drive your own screen so you can repeat it later.
- Does it promise results?
- No. This is training and setup only. We make no claims about sales, growth, or any business result. What you get is a configured setup and the working knowledge to use it.
- Do I need technical experience?
- No. Comfort with a computer and email is enough. The pace is set by you, and we stop to write down each step as we go.
- How long does it take?
- Most people complete the six sessions across a few weeks, scheduled around normal work. Exact scheduling is agreed after your inquiry.
Tell us where you're starting from
Send an inquiry and we'll reply with scheduling options. We'll cover details and next steps before any commitment.