How It Works

Talk. Build.
Launch.

A straightforward process from first conversation to a working setup.Here's what to expect.

1Talk
2Build
3Launch
1
30 minutesfree, no obligation

Talk

We learn about your business

You tell us about your work — what your team does every day, what slows them down, what you wish was easier. We listen and figure out where Claude fits best.

What happens:

  • Walk through your daily workflows
  • Identify the repetitive document and writing tasks eating your time
  • Figure out where Claude makes the most sense for your business
  • Honest assessment — if we’re not a good fit, we’ll tell you

You leave knowing exactly what Claude can do for your specific situation.

What You Walk Away With

A clear picture of where Claude fits in your business
Realistic expectations for what changes
Next steps if you want to move forward
2
Scoped to your needsyou stay focused on your work

Build

We set up Claude for your business

We teach Claude your business — your terminology, your standards, your tools — and build workflows around the tasks your team does every day. An insurance agency might get policy review. A law firm might get contract analysis against their playbook. Every build is different because every business is different.

What happens:

  • Teach Claude your company knowledge and terminology
  • Connect it to your email, files, CRM, and other tools
  • Build workflows for your specific tasks — document review, drafting, compliance checks
  • Test with your real documents and refine until it’s right

Claude is set up for your business — your knowledge, your tools, ready to work.

What We Build For You

Claude that knows your company, your templates, and your standards
Your email, files, CRM, and industry tools connected
Workflows built for what your team actually does
3
1-2 sessionshands-on, practical

Launch

Your team gets trained and you're live

We train your team using your actual documents and workflows. Not a generic tutorial — we walk through everything we built, practice real tasks together, and make sure everyone’s comfortable before we’re done.

What happens:

  • Live training session with your team
  • Hands-on practice with real tasks
  • Quick reference guides for daily use
  • Recorded session for new hires

Your team is using Claude confidently from day one.

Training Deliverables

Live team training session
Custom reference guides
Practice exercises with your data

Timeline

Fast, Not Forever

We move quickly and keep things focused. No months-long rollouts.

Fast Turnaround

From first call to a working setup as quickly as your business needs it.

Team Ready

Hands-on training with your actual documents. Your team is comfortable before we step back.

Grows With You

As your needs change, we add new workflows and keep things tuned. Monthly retainers are available for ongoing support.

Questions

Common Questions

?Do I need technical knowledge?

Not at all. Claude works through a simple, conversational interface. If you can write an email, you can use it.

?What if it doesn't work for my use case?

That's what the initial conversation is for — we'll be honest if we don't think AI is the right solution for your specific situation. No wasted time or money.

?How do you make sure my team adopts it?

Training is built into every engagement. We don't just set things up and leave — we work with your team using their real documents until they're comfortable.

?What about my data privacy?

Your data stays yours. Claude’s enterprise tier includes strong privacy protections, and we set everything up with your security requirements in mind. Happy to discuss specifics on a call.

Have a different question?

We're happy to answer anything during our free discovery call.

Ask us directly
Free 30-minute call

Let's Start With a Conversation

Tell us about your business and we'll tell you what Claude can do for it. No commitment required.

We respond within 24 hours. No sales pressure, no obligation.

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