CC13 · Team Training: Claude for Business Operations
Get your ops, admin, or PM team using Claude on the actual work that's eating their week.
For ops, admin, or project leads with a team that's drowning in documents and process. We come into your team, set up Claude on everyone's desk, work through YOUR actual recurring tasks — drafting, summarising, comms, process docs — and leave you with a tailored playbook your team will use next morning.
$2500 $2000 + GSTIntroductory · ends 31 Jul
BookingFlexible — scheduled after booking
Enquire
Enquire for dates that suit your team
Who it's for
For ops, admin, or project leads with a team that's drowning in documents and process. We come into your team, set up Claude on everyone's desk, work through YOUR actual recurring tasks — drafting, summarising, comms, process docs — and leave you with a tailored playbook your team will use next morning.
- You lead an ops, admin, or PM team
- Your team is drowning in documents, status updates, recurring drafts
- You want a playbook tailored to YOUR team's actual recurring tasks
- Non-technical team — that's the point, this is for the people who don't write code
What you'll leave with
✓Whole team set up on Claude with shared conventions and project contexts
✓Three-to-five tailored AI workflows specific to your team's recurring tasks
✓A team playbook in your wiki / Notion / SharePoint, written during the session
✓Shared mental model of what to use AI for and what NOT to
✓Direct line to Tracy for follow-up questions for 2 weeks post-delivery
What we cover
1. Pre-call task capture
We collect your team's recurring task patterns and workflow pain ahead of time.
2. Setup across the team
Claude Desktop / Claude.ai configured for everyone, with shared conventions.
3. Documents on YOUR examples
Drafting and review using your team's actual documents — not generic templates.
4. Meetings + comms
Stakeholder communication patterns specific to your team's audience.
5. Process docs + Projects
Set up reusable Projects with team context for the recurring work.
6. Privacy + playbook handoff
What NOT to put into AI; the team playbook that lives in your wiki.
Format & prerequisites
Duration
4 hours
Format
Private, tailored to your team
Prerequisite
None
Bring
Examples of your team's recurring tasks (drafts, briefings, comms, status reports). We work on those live.
Tools
Claude Code · Claude Desktop app · Google Gemini
Paid Claude plan required (Pro or above).
Full setup guide →
Facilitator
Tracy Anthony
CEO · Co-founder · Facilitator · LinkedIn
Business architect and systems thinker who runs a business with AI as a genuine co-worker — not a novelty, but a core part of how work gets done. Tracy has guided organisations from "we should probably do something about AI" to "here's our plan and we're executing it," and helped small business owners build booking systems, client databases, and workflow automations using Claude Code as the bridge between business need and working software. Brings practical governance experience and zero tolerance for hype.
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