Confidential Partnership Proposal
For CXO's
March 2026
Strategic AI Partnership Brief
Your Employees Are Using AI Right Now. The Question Is How?
Every managing partner, every researcher, every associate in your firm is already using AI tools on client briefs, candidate assessments, and market mapping. Some are doing it well. Most are doing it in ways that put your reputation and your clients at significant risk.
The Real Risk You Are Managing
What happens when a researcher puts a client brief into ChatGPT
Client company names and mandates leaked into third party AI training data
Candidate profiles and compensation data stored on external servers
Inconsistent AI use across regions creating quality and liability gaps
Junior staff making high stakes decisions with tools they do not understand
Regulatory exposure across GDPR, PDPA and other data jurisdictions
No shared language or protocol across your distributed partner network
Our Approach
A three phase programme. Not a training day.
We do not run a single workshop and leave. We build capability in three phases, going as deep as your organisation needs.
Executive search firms start with Phase 1 and pull in Phase 2 and 3 once they see the results.
Phase 1
AI Foundations
Every employee. Prompt engineering, data safety, anonimity, human in the loop.
90 minute live sessions. 15 people per cohort. 100% hands on. Choosing tools based on intent.
Outcomes achieved from this session itself.
Phase 2
Agentic AI
Custom agents and workflow automation. Build tools around your actual research and outreach processes.
Starts with 2 hour hands on sessions. Helps people identify manual tasks and automate them.
Phase 3
AI Consulting
Embedded partnership. We observe, map your value stream against AI capability, and eliminate what should not exist.
Helps you build what you need and sustain it for next coming years. We are your trusted AI-Partner.
We Have Done This Before
Six organisations. Six different industries. One consistent outcome.
The details below are anonymised to protect our clients. Every engagement listed here is real. What they all share is that they came to us with the same underlying problem you have right now.
United States · Executive Search
Global Search Firm Partner Network Upskilling
A US based executive search firm with distributed regional partners needed a consistent AI literacy standard across their team. Partners were using a mix of free tools with no protocol and no shared language around AI use on client engagements.
Standardised AI usage protocol deployed across 3 regions in 6 weeks for 2200 people
Confidential client data handling secured framework adopted firm wide
Managing partners now facilitate AI conversations with clients independently
Egypt · Financial Services
Regional Bank Operations Team AI Rollout
A banking client in Egypt needed to upskill their operations and back office teams on AI without triggering data compliance concerns. Internal IT had blocked most consumer AI tools with no approved alternative in place.
Approved AI toolkit defined and training delivered within compliance boundaries
120 operations staff trained across 6 live cohorts
Documented AI usage policy now part of staff onboarding
Europe · Manufacturing
Manufacturing Company Process Optimisation via AI
A European manufacturing firm wanted to identify where AI could reduce operational waste and manual reporting time without disrupting production workflows. Leadership had AI ambition but no clear starting point.
Value stream mapping identified 4 reporting processes suitable for immediate automation
13 AI agents built, tested & deployed within the Phase 2 delivery
Estimated 16 hours per week recovered per team after automation
Singapore · Banking
Singapore Bank Leadership & Analyst Tracks
A Singapore bank needed two distinct training tracks. One for senior leadership to build strategic AI literacy, one for analysts to build hands on prompt and automation skills. Generic training had failed to land with either group previously.
Separate leadership and analyst cohorts with role specific content delivered concurrently
Post training survey showed 89% of analysts applied a new AI technique within 2 weeks
Programme now part of the bank's annual capability calendar
South Korea · Engineering
Engineering Firm Technical Team Agentic AI
An engineering company in South Korea wanted their technical project managers and engineers to move beyond basic AI use into building custom automation for project documentation, specification drafting, and internal knowledge retrieval.
12 custom internal agents built and deployed during Phase 2 delivery
Specification drafting time reduced from 3 hours to under 30 minutes per document
Internal AI champions identified and developed to sustain capability after programme
Malaysia · HR Consulting
HR Consultancy Full Three Phase Engagement
A Malaysian HR consultancy wanted to position themselves as AI capable to their own clients. They needed internal upskilling but also a way to talk about AI credibly in their own pitches and proposals.
All three phases delivered over 12 weeks, full team of 40 trained
Consultancy now includes AI advisory as a service offering to their own clients
Revenue from AI advisory services exceeded training investment within 90 days
What We Build for Your Firm
A firm wide AI capability that protects and accelerates
01
AI Fluency for Every Level
From managing partners to research associates. Each cohort gets content matched to their actual work, not a generic AI overview.
02
Data Governance That Sticks
We build practical AI usage protocols your teams actually follow. Embedded behaviour change through live cohort training, not a policy document.
03
One Language Across Regions
APAC, EMEA, Americas managing partners trained on the same framework. Your firm starts speaking AI the same way regardless of location.
What Your People Walk Away With
A clear personal AI toolkit for their specific role in the firm
Ability to distinguish between safe and risky AI use on any client engagement
Confidence to lead AI conversations with clients who are also navigating this shift
Agile Visa recognised certification adding professional credibility
Why This Matters for Your Business
Your clients are transforming. They need advisors who already have.
The CEOs and CIOs your firm places are being hired to lead AI transformation inside their organisations. When your managing partners understand AI at a working level, they become more credible advisors, ask better questions during search briefs, and build stronger client relationships.
This is not overhead. This is competitive advantage. The HR consultancy in Malaysia listed above now sells AI advisory to their clients as a direct result of going through this programme themselves.
1500+
Professionals trained
6
Industries delivered
10+
Countries reached
20+
Years in practice
"I have spent 20 years partnering with leaders & teams to lead organisational change for large global companies. The
leaders I have worked with understand that the biggest barrier to AI adoption is never the technology.
It is always the people and the culture around it. That is exactly what we address."
Prashant Shinde
AI-Agile Expert Founder and CEO, Agile Visa
HQ in Singapore | Impacting Globally
How We Work Across Your Global Network
Designed for firms where central mandates are difficult
We understand that in a global executive search firm, each region operates with significant autonomy. The APAC managing partner cannot simply mandate a training programme to counterparts in London or New York. We work with that reality, not against it.
We start with one region, build proof, and give you a case study that other managing partners can take back to their own teams. The APAC cohort becomes the door opener across the network. Regional partners adopt it because they see the value, not because they are told to.
