[ANTHROPIC-CERTIFIED]
Your AI operations team of Claude Practitioners
We set Claude up around how your business actually runs, then teach your people to use it properly to transform your business
[THE PRODUCT]
The nine core features
you have access to
ALL OF IT ON ONE SUBSCRIPTION
[SETUP]
Generic in, generic out.
Claude on day one is a brilliant graduate who knows nothing about you. Four things change that.
01Your filing system
Give it access to your business in SharePoint, Drive or local folders
02Skills
Give it your standard operating process so it works in your way
03Connectors
Give it reach to the tools that you use day-to-day
04Memory
Give it the ability to self-learn, update and improve
This is the difference between a chatbot and every employee having an assistant.
[WHAT YOU'D POINT IT AT]
Start with the admin.
Then do the transformation.
Three levels, and most companies never leave the first.
LEVEL 01
What a human shouldn't do
Hours back, this week.
Chase the overdue invoices→
Turn the call into a proposal→
Reconcile the supplier statements→
Update the CRM after meetings→
Write the weekly report→
LEVEL 02
Important not urgent things
On the list for two years.
Find the pattern in lost deals→
Rebuild the onboarding process→
Screen the candidate database→
Interrogate your own numbers→
Document what one person knows→
LEVEL 03
Strategic transformations
Different business, not a faster one.
Build the tool instead of buying it→
Give every client a live dashboard→
Model the acquisition three ways→
Create the company bain→
Run a function at twice the output→
[SECURITY]
Set up properly, it's tighter than what you're doing now.
Your business data isn't used to train models
Connectors only reach what that employee can already reach
Nothing sends, posts or pays without a person approving it
SSO, audit logs and central control on the enterprise plans
The risk isn't Claude, it's how you set it up
ONE EMPLOYEE'S BOUNDARY
Employee
Claude
INBOX
DRIVE
CRM
LEDGER
Same permissions as the person. Nothing added.
Approval gate A PERSON CLICKS SEND
Nothing leaves before this point
[YOUR PEOPLE]
Nobody's job disappears
They're just enabled to do it better
Claude does this BY 08:00
Pipeline reviewed end to endEvery deal against its last real contact. Slippage and risk flagged.
Twenty prospects sourced and enrichedMatched to the accounts that actually closed, then written into the CRM.
Proposals drafted from call transcriptsPriced off the rate card, context from the call, in the format the team already uses.
Follow-ups cleared and loggedNothing sitting in the pipeline waiting on an email nobody wrote.
End-of-day reportWhat moved, what didn't, and tomorrows priorities to focus on
Ellie, sales lead
Same job title. Same targets. A working day made almost entirely of selling.
Ellie does this ALL DAY
Reads, approves, changes what's wrongTwelve minutes with a coffee. Her judgement is still the gate.
Three calls with new prospectsBriefed properly before each one, because someone read everything first.
Closes oneThe negotiation, the concession, the read on the room. Not a machine's job.
Coaches two of her teamOn the deals that stalled, with the reasons already laid out in front of her.
Goes to the industry dinnerRelationships that take years and pay for themselves for longer.
[HOW YOU GET THERE]
It takes time and planning
Becoming AI native is a process note a programme because it involves people and change, the team have to be at the heart of everything you do
FOUNDATIONS FUNCTION ROLL-OUT · 12 WEEKS EACH CONSOLIDATION REVIEW WINDOW
PHASE 01 WEEKS 3–9
Company brain
What the business knows, and where it lives.
01Licensing, access and the right models
02Strategy and objectives written down
03Filing system connected
04Projects and skills scaffolding
PHASE 02 · REPEATS PER FUNCTION
Function roll-out
Twelve weeks each, overlapping by six.
01Understand the strategic objectives
02Create skills for the standard way of working
03Set up the filing system and connectors
04Build the initial tools
05Put the workflows live
SALES MARKETING OPERATIONS FINANCE PEOPLE
PHASE 03 WEEKS 40–52
Consolidate and build
From what can Claude do, to what can we drop.
01Software you can retire
02Internal tools built properly
03Cross-function workflows joined up
04Your own people running it
Plus a strategic review either side of every quarter end. Claude changes monthly, so the setup can't be a one-off.
[USE CASES]
See it in your world
A taster. The full set lives on the use cases page.
BY ROLE TEN OF THEM See them all →
BY INDUSTRY EIGHTEEN OF THEM See them all →
[IN THEIR WORDS]
Weeks became hours
“I think the code to write that would have probably taken me three or four weeks. And I think it took 16, 17 hours. I was like, bloody hell. But now I know how to do it.”
Simon Crisp Managing Director, TerraGuard Technologies
“It would normally take me two to three days to get done. Now it's getting the files automatically and writing the report, and I'm just editing it. That's a huge time saving every quarter.”
Mark Petar Head of IT, Montanaro Asset Management
[WHERE TO START]
Two ways in
01 · FOR BUSINESSES →
I run a business
Every employee with an assistant, built with you one function at a time.
Setup, training and tooling12 MONTHS Quarterly strategic reviewONGOING
02 · FOR INDIVIDUALS →
It's just me
Run a one-person business with the output of a team of ten.
Community and templatesFREE Live build sessionsMONTHLY