Claude AI for Business
This training introduces students to the latest version of the Anthropic Claude AI suite of tools and agents for Businesses and Founders.
Description
Designed for Businesses, this course is a great course for small to medium businesses and founders looking to enhance their AI journey.
Our courses and training environments allow students to realize the value of AI without taking any unnecessary risks regarding security and data.
This course includes preloaded, preconfigured hands-on labs with guided exercises. The safest and easiest way for you to 'dip your toes in' and try out Claude in a real world sandbox environment.
What are Hands-on labs?
Hands-on Labs are a preconfigured, self-contained sandbox environments that can be used safely to practice on and make mistakes whilst at the same time understand the value Claude will bring to your work, life or business.
Not only that, they come with a selection of step-thru exercises that you can perform on the actual technology without the headache of setting up Claude or risking exposing your own data or systems.
Our preconfigured hands-on labs can be provisioned in seconds and then destroyed as soon as your done.
No risks.
A chance to try out Claude and start your AI journey.
Target Audience
Beginners, Business Owners and Founders curious about AI agents – no coding required and no risks taken.
We'll assume basic computer skills.
Course Outline
Module 1 Setting Up Claude for Your Business
Objectives:
- Create and verify a Claude account from scratch
- Navigate all major interface areas confidently
- Configure User Preferences and Memory for work
- Send professional prompts and use the follow-up technique
- Use Web Search to retrieve live premium trend data
- Configure Profile Preferences with business name, size, location, industry, tools, and pain points
- Create two Styles: Client Facing (warm, personal, plain English) and Internal (direct, bullet-pointed)
- Build a Business Reference File using individual Add-Content commands covering all key business context
- Test the setup by uploading the reference file and verifying Claude gives specific, relevant suggestions
Duration: 60 minutes.
Hands-On Lab: "Setting up Claude for your business"
Module 2 - Finance: Cash Flow, Invoices, and Month-End
Objectives:
- Build a 4-week cash flow CSV using individual Add-Content commands
- Run a business pulse analysis: cash position trend, tight week identification, outstanding invoices trend, and plain-English Monday morning summary
- Build an overdue invoices file and generate a ranked chase list with personalised email per client and an escalated second-notice version
- Upload the renewal book and run a margin analysis: commission income by industry, peak cash flow months, and concentration risk flags
Duration: 60 minutes.
Hands-On Lab: "Working with Claude in your business"
Module 3 - Operations: SOPs, Supplier Reviews, and Daily Workflow
Objectives:
- Write a full renewal process SOP from scratch: steps, owners, tools, and common error flags
- Run a web-searched supplier and software stack review with cost-saving recommendations
- Design and save a Monday Morning Business Pulse template with placeholders
- Test the pulse template with fictional weekly data and verify the output format
Duration: 60 minutes.
Hands-On Lab: "Using Claude to create Standard Operating Procedures (SOP's) for your business"
Module 4 - Sales: Lead Triage, Pipeline Review, and Client Retention
Objectives:
- Build a 5-lead pipeline CSV and run ICP-based scoring with ranked priorities and specific next actions
- Upload the client list and generate a client retention watchlist using three risk signals
- Run a margin analyser by risk class to identify which segments to grow and which to review
Duration: 60 minutes.
Hands-On Lab: "Using Claude to optimize your sales pipeline and retain customers"
Module 5 - Marketing: Campaigns, Content, and Newsletters
Objectives:
- Identify the revenue slow spot from renewal data and generate a targeted campaign strategy with web-searched market hook
- Write the campaign launch email with a specific market statistic and one clear CTA
- Build a 4-week content calendar covering LinkedIn (2x/week) and monthly email newsletter
- Write the full monthly email newsletter ready to send
- Generate a pack of 8 ready-to-schedule LinkedIn posts across 4 weeks in multiple formats
Duration: 60 minutes.
Hands-On Lab: "Using Claude to setup and execute your Marketing campaigns"
Module 6 - HR: Hiring, Onboarding, and Staff Communications
Objectives:
- Write a job advertisement formatted for SEEK or LinkedIn for a junior role
- Build a 2-week day-by-day onboarding checklist with responsibility owners and independence milestones
- Write a Monday morning team update email covering priorities, a process reminder, and a positive note
- Create a semi-annual performance review template for a small business owner with no HR background
Duration: 60 minutes.
Hands-On Lab: "Using Claude to write a Job Ad, onboarding process and performance review"
Module 7 Customer Service: Templates, Complaints, and Client Communications
Objectives:
- Build a library of 8 reusable client email templates with placeholders covering all key touchpoints
- Handle a real complaint scenario: write the client response email plus an internal process improvement note
- Design a review checklist for CSR's covering the 10 most important checks
- Write a client FAQ document in plain English ready for the website and new client welcome packs
Duration: 60 minutes.
Hands-On Lab: "Using Claude to manage Customer Service operations"
Module 8 Your Business Command Centre
Objectives:
- Create a Business Command Centre Project with instructions encoding context and priorities
- Upload all key reference files to the project knowledge base in one session
- Test automatic context application — generate a renewal letter using the project's communications library without re-uploading anything
- Verify cross-conversation project memory by opening a second browser window and running a client retention analysis
- Ask Claude to compile a personal quick-start prompt card covering all 6 business areas as a permanent desk reference
Duration: 60 minutes.
Hands-On Lab: "Build your Claude Business Command Centre"
About our AI training courses...
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All of our courses can be attended as online live instructor-led classes, on-demand self-paced or organized as private training for you and your team.
All of our courses include:
✅ Expert instructors with subject matter expertise. All of our instructors have 'real world' knowledge in the subject they are teaching you in. We will know the answers to your questions.
✅ All of our courses come with hands-on labs self-contained environments. These allow you to 'get your hands dirty'.
✅ Our courses are designed with with real world scenarios, examples and exercises. You will learn best practice and expert tricks and tips to get ahead and become self-suffcient.
✅ So you can listen to the instructor and then try out what you've learnt ('learn by doing') with our hands-on labs!
✅ Because our training is inside our self-contained hands-on lab training environments, everything you do is safe and secure. You will not be using any of your own data and accounts (we use trial accounts and test accounts)
✅ You will have access to your expert trainer and our support helpdesk afterwards for any questions of issues.
✅ You will have access to your hands-on lab environment after the course have been completed so that you can finish off anything that your didn't finish in class.
✅ Over the last 20 years, our courses and training have been attended by 1000's of students from all over over the world. We create courses for Microsoft, Skillsoft and other learning partners worldwide.
Need more than just training?
There are significant risks if AI is not implemented properly in your business.
These risks can be significantly mitigated by attending one of our courses, raising awareness and making the right decisions from the beginning.
If you need further help consider our private 'one-on-one' engagements where we help you discover, setup and train your team.
The risks:
✅ Uncontrolled AI agents and automation leading to errors or unintended outcomes
✅ Security vulnerabilities from improper tool permissions or data access
✅ Lack of governance resulting in inconsistent or non-compliant behaviour
✅ Poor adoption due to inadequate training and change management
✅ Integration failures or scope creep without a clear strategy
✅ Improper AI tech solution selection from lack of awareness in the due-diligence phase
How we can help:
✅ Comprehensive discovery and strategic roadmap to align AI with your business goals
✅ Robust security framework with strict tool permissions, data controls, and audit logging
✅ Enterprise-grade governance and guard rails to ensure safe, reliable agent behaviour
✅ Tailored training and adoption programs so your team confidently uses and manages agents
✅ Ongoing support and monitoring to maintain performance, compliance, and value realisation
Contact us for more options and to book in for a free one-on-one consultation.