An approach to AI fluency.
Use the 4Ds and practical techniques to decide what to delegate, communicate clearly, evaluate results, and stay accountable for the work.
CLAUDE SMB TRAINING
Put AI
to work.
AI fluency for small and medium business leaders.
You didn’t come to learn how to chat with AI. This half-day, hands-on Claude workshop gets you building a real workflow, on a real problem from your business, alongside other owners.
THE TASK YOU’D HAND OFF FIRST
Turn a messy inquiry
into a clear next step.
A client intake workflow, built with your context and reviewed with your judgment.
01 / YOUR INPUT
The raw inquiry.
A sample client email, the information you need, and your intake process.
02 / CLAUDE’S DRAFT
A structured summary.
Key details, missing information, and a draft follow-up for your review.
03 / YOUR JUDGMENT
A useful next step.
Check the facts, refine the instructions, and decide what is ready to use.
One example of what you could build. Your task, available tools, and working output will vary.
THREE THINGS YOU’LL LEAVE WITH
Skills. A workflow.
Confidence to execute.
An AI workflow.
Build around a real task from your business. Practice turning your instructions and context into a working process you can test and refine.
Confidence to execute.
Learn by doing, with peers in the room. Leave with a clearer sense of how to start, what to check, and when to keep human judgment involved.
WHAT WE’LL COVER
From a new mental model
to your first workflow.
Five connected parts move from understanding AI to using it on the task you brought with you.
01
The mental model
Think of AI as a brilliant new hire. Give it context, define the work, and review what comes back. The management skills you already use are a practical starting point.
02
The 4Ds of AI Fluency
Delegation, Description, Discernment, and Diligence: a framework for working effectively with AI, introduced through everyday business tasks.
03
How real operators use it
Explore operational examples and practical techniques for better output, then identify the patterns relevant to your own business.
04
Meet Cowork and Claude for Small Business
Explore how workflows and connected tools can support business tasks. Discuss what your chosen task needs and what should remain under your control.
05
Live demo, then build your own
Watch a workflow come together, then build around the task you would hand off first. Test the output, improve your instructions, and keep refining.
A SKILL YOU CAN KEEP USING
Four habits.
Better collaboration.
We put the 4Ds into practice with your own task, so you can apply the same thinking beyond this workshop.
Choose the work.
Decide what AI can help with and what needs your judgment.
Make the brief clear.
Explain the goal, give relevant context, and define a useful result.
Check what comes back.
Evaluate accuracy, usefulness, and fit before you rely on the output.
Own the outcome.
Use AI responsibly and remain accountable for the work you use or share.
The 4Ds are from the AI Fluency framework by Rick Dakan, Joseph Feller, and Anthropic. Explore the original framework ↗
BUILT FOR PEOPLE WHO RUN THE BUSINESS
Bring your laptop.
Bring your real work.
For owners, operators, and team leads. No technical background needed.
- A laptop. You’ll be working hands-on, rather than only watching demonstrations.
- A paid Claude plan. Bring your own access; the plan is separate from the workshop.
- The task you’d hand off first. Choose a recurring task where a useful draft or better-organized information would help.
- Appropriate sample material. Use examples you’re authorized to share, and remove sensitive details before the session.
Tool availability and account permissions may affect what you can connect or build. Confirm the setup needed for your session before attending.
SESSION DETAILS
Let’s talk about
your next session.
Dates, venue, host, and per-seat pricing will be shared when a session is confirmed. Reservations are not open yet.
Ask about Claude training- Format
- Half-day, hands-on workshop
- Audience
- Owners, operators, and team leads
- Date & location
- To be announced
- Investment
- Pricing to be confirmed
BEFORE YOU JOIN
A few useful answers.
Is this the AI Transformation Workshop?
No. Claude SMB Training is a hands-on skills session where you build around a business task. The AI Transformation Workshop helps a leadership team prioritize opportunities and create a roadmap with named owners.
Explore the transformation workshopDo I need technical experience?
No. The training is designed for owners, operators, and team leads. Bring knowledge of your own business, a laptop, and a task you want to work on.
Will I leave with a finished production system?
The aim is a working workflow on a real task, plus the skills to test and improve it. A production rollout, custom integration, or company-wide implementation may need additional work.
How should I handle business data?
Bring only material you are authorized to use. Start with redacted or sample data and review your account’s settings and organization policies before connecting business tools.
Can I reserve a seat now?
Session dates and pricing are not announced yet. Use the inquiry link to discuss the training. The current site is a preview; it does not take reservations or payments.
For background on the tools covered, see Anthropic’s small business workflow guide ↗.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Let’s put your next
move on the map.
Start with a 20-minute fit call about your business
and where you want to go.