A free 15-minute Zoom call. No cost, no pressure.Why we set it up on your account, not ours
Where the account lives matters. If someone else holds it, the history, the projects and the settings go with them when you part ways.
So we set it up on yours. You create the Claude account and pay the AI company directly. We never resell the subscription, so there is no markup hiding in the middle. Everything we build lives in your account and belongs to you.
That matters for two reasons. First, if you ever stop working with us, you keep everything and nothing breaks. Second, your files and email connect to your account, not to a shared middleman, which keeps things simpler when you have to explain it to a client or an insurer.
You also get the real product, straight from the AI company, with every update it ships.
What a real setup looks like
Setup is one time. It is not a login and a wave goodbye. Here is the work, in order.
- We create the account and get the billing and settings right for a business, not a hobbyist.
- We set up each person on the team with their own access, so nobody shares a login and loses their history.
- We connect Claude to your email and your shared files, so it can read the things it needs instead of you pasting text all day.
- We build projects for the work you repeat: quoting, proposals, job notes, client replies, meeting prep, whatever your week is full of.
- We write a short house guide so people know what to ask, what to check, and what never to paste in.
- We run the first training session live with the team, on your real work, not a demo.
We start with two or three projects that save the most time. Not fifteen. Fifteen looks impressive and gets ignored.
What to connect first
The temptation is to connect everything on day one. Resist it. Start with the two things your team touches most.
For most offices that is email and a shared drive with the documents you reuse: templates, past quotes, standard terms, product notes. Once Claude can see those, answers stop being generic and start sounding like your company.
Then add the one tool that closes the loop. A calendar, a project board, a CRM, a job system. Pick the one where the work actually lands.
Watch out for a messy drive. If your shared files are years of duplicates and names like final_v3_REAL, Claude will read all of it. We help you pick the clean folders to connect first and leave the clutter out.
Training is where it sticks
A tool nobody was shown how to use becomes a tab nobody opens. So training is not an optional extra, it is the point.
We train in small groups, on the work people already do. The receptionist learns to draft replies in their own voice. The estimator learns to turn site notes into a clean scope. The owner learns to think out loud with it before a hard conversation.
We also cover the habits that keep quality up: check the numbers, check the names, keep your own judgement, and tell it when it is wrong. Claude is good, not perfect, and the team should treat it like a sharp new hire who needs reviewing.
We set the ground rules too. What can go in, what stays out, and which files are fine for a public tool versus which need something stricter.
A normal week after setup
Monday, someone drafts the week's client updates from a few notes instead of starting from a blank page. A quote goes out with the scope written properly because the estimator fed in rough notes and edited the result.
Midweek, a tricky email gets a calm first draft. A supplier question gets answered from the contract you connected. Someone asks Claude to summarize a long thread before a call and walks in prepared.
On the support side, a real person is a text or email away. Logins, how do I, can it do this, something looks off. You also get a check-in every month to look at what is working and what to drop.
That is the shape of it. Quiet, useful, and folded into the day rather than bolted on.
When Claude is not the right fit
Claude is a strong pick for writing, reading long documents, planning and careful thinking. It is a fine default for most offices.
If your team lives entirely inside Google Workspace, Gemini may sit more naturally. If you want the widest set of plugins and the most familiar feel, ChatGPT is worth a look. We are happy to say so on the free AI game plan rather than push you one way.
For law, medical and finance offices that cannot put client files into a public chatbot, we can talk through the options. That means zero data retention, where the AI provider does not keep your prompts or files after it answers, or private AI on a machine inside your office so files never leave the building. Check your own rules first, and we will walk the choices with you.
How to start
Book the free AI game plan. It is a free 15-minute Zoom call, no cost and no pressure. We look at your business, show where AI helps first, and tell you honestly whether Claude is the right tool and which level fits.
Nothing is set up for free on that call. You get a clear picture and a price in writing before anything starts.
Every client begins with Setup. From there you can add Support, Coaching or Done for you, and move up or down whenever you like. If you already have a Claude account, we work with it. If you do not, we build it with you.
Start with the free AI game plan and we will take it from there.