Your staff are already using AI. Just not together.
In most businesses we visit, several people have a personal ChatGPT or Claude account. Each one has worked out their own way of using it. Nobody has written down what can and cannot be pasted in. Nothing is shared, so every good prompt lives in one person’s browser, and when that person leaves, so does the know-how.
The fix is a business account, a short policy everyone has read, a shared setup that already knows your voice, and a few people who can show the rest. That is a day’s work if someone who has done it before is in the room. This workshop is that day.
What you leave with
Claude Team plan
A Claude Team plan you own, on your billing, under your admin, with the settings explained and set the way you chose
AI use policy
A one-page AI use policy, agreed in the room and ready to send to staff
Shared workspace
A shared workspace loaded with your voice, your style guide and your key reference documents, so Claude writes like you from the first prompt
Skills
A starter set of skills installed, plus one skill you built yourselves from a task you already do
Practical capability
People who know how to brief Claude, give it context, and check its work before it goes out under your name
Rollout plan
A rollout plan for the rest of your staff, with a named champion
How the day runs
Where you are now
Create the Team plan
Your AI policy
Teach it your voice
Skills
Briefing and checking
Next steps
Bring:
- A company card for the Team plan billing
- Your style guide, or a handful of documents that sound like you at your best
- One real task per person that you would hand to Claude tomorrow if you could
- Your current thinking on what staff should and should not put into AI tools
Who should come, and what to bring
Three to five people: the owner or whoever decides, the person who will administer the account, and one or two people who will become the in-house experts. Keep it small. This is hands-on, and everyone in the room builds something.
What we won't connect on the day
Claude can connect to SharePoint, email, your job system and more. We will show you what that looks like, in our own environment, with our own data. In yours, we connect only tools where each person signs in as themselves and sees only what they could already open.
Before you invite the rest of your staff, every connection gets a decision: switched off, or kept on and written into your policy. Connecting Claude to your company data for everyone is a separate piece of work, because file permissions that were fine when only people could read them are often not fine when AI can. That work is the AI Readiness Assessment, and the four-week check-in is where we talk about whether you need it.
Four weeks later
A 30-minute online check-in, included. By then you will have rolled it out to a few more people, hit a couple of things that did not work as expected, and have a list. We work through the list. If you want Claude connected to your systems, this is where that conversation starts.
Questions people ask
Why Claude and not Microsoft Copilot?
Because a new Claude Team plan starts empty. Nothing is connected until you choose to connect it, which makes it the right place to learn. Microsoft 365 Copilot reaches everything a user can already see from day one, so it needs your permissions reviewed first.
Do we need the Team plan before we come?
No. Creating it is the first thing we do together.
Is the Claude subscription included in the price?
No. The Team plan is billed to you by Anthropic.
Can you run it at our office or online?
The workshop runs in our boardroom. It is hands-on across several screens and goes better in one room.
What if we want all our staff trained?
The workshop trains the people who will train them. An all-staff session is available as an add-on.
Is this the same as the AI Opportunity Workshop?
No. That workshop finds the processes in your business worth automating and ranks them. This one gets your people using AI well day to day. Either can come first.
Book the workshop
Tell us about your business and who would attend, and we will come back within one working day with dates.
$2,500 [PRICE BASIS]. Half day, our boardroom, up to [ATTENDEE CAP] people. Four-week check-in included.
