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Haney Strategy

Claude Team Training

Make Claude useful in your team’s everyday work.

Claude training for business teams. Four weeks with one sales, service, or account team. Together, we build and test three Claude workflows for the proposals, client updates, or reports they already produce. Your people learn to run them and review every output.

For SMB and mid-market teams. If your people assemble the same work by hand every week, it qualifies, whatever the business.

  • One team
  • Four weeks
  • $6,500
Book an Introductory CallSee a workflow example

Want to start smaller? Build one workflow over two weeks for $1,750.

A rendered scene of a working session: a facilitator and two team members at a table, working from a laptop and a notebook.

Start with a real bottleneck

Which part of the week keeps backing up?

Choose work that repeats, uses information your team can access, and takes time to assemble or check. We agree on the starting point together.

  1. 01

    Proposals and follow-ups

    Turn approved discovery notes and product details into a draft your sales lead can review.

  2. 02

    Client reviews and updates

    Bring account information into a consistent brief, with the details ready to verify.

  3. 03

    Recurring team reports

    Use the approved weekly information to prepare the same report in a repeatable format.

One workflow, made concrete

Discovery notes → reviewed follow-up

Illustrative example

DISCOVERY NOTES

Cedar Ridge Supply has three locations. The operations lead wants consistent service updates. Pricing and scope are still open. The agreed next step is a service review.

The team supplies approved notes and instructions. No system integration is required for this example.

What changes

A process your team can keep using.

We agree on what a good result looks like before we start. Then we test the work, improve it, and write down how to run it.

  • Three documented workflows

    Each has an agreed list of what goes in, a clear output, and a named reviewer.

  • A team that can run them

    People practice on actual assignments between sessions and demonstrate the work at the end.

  • Evidence of what improved

    We compare preparation time, review and correction effort, output quality, and actual use.

A clear scope. A fixed price.

One team. Four weeks. Work you keep.

Choose the complete program, or begin with the first two weeks.

The complete program

Team Workflow Program

$6,500 per team

Build a set of related workflows around one team’s recurring work.

  • Four weeks and four 90-minute working sessions
  • One team, up to ten participants in one group
  • Three agreed, documented workflows
  • Manager intake, handoff, and a results scorecard
  • Written rules for data use and human review
  • A 45-minute manager review 30 days later, plus up to one hour of workflow adjustments

Start with one workflow

First Phase

$1,750 one-time fee

A focused way to put one piece of work into practice before deciding whether to go further.

  • Two weeks and two 90-minute working sessions
  • One team, up to ten participants in one group
  • One agreed workflow and written instructions
  • A review checklist and a short results readout
  • Your team keeps what it builds
Discuss a starting workflow

If you continue: add $4,750 and move straight into weeks three and four. The first two sessions and first workflow count toward the $6,500 program total. We keep the same team and scope. A later restart is agreed separately.

Just you, or two of you? That’s a different conversation, and I’m happy to have it on the call.

Claude subscriptions are purchased separately. Delivery is live and remote. We agree in writing, before purchase, on who is on the team and whether any additional groups join. We agree on the workflows and required access in writing before you start.

The four weeks

Build it. Try it. Make it hold.

  1. Week 1

    Choose and build

    Select the first task, establish a baseline, and build the first workflow.

  2. Week 2

    Use and improve

    Try it on real work, review the results, and document the process.

  3. Week 3

    Apply what works

    Build the next two related workflows and test them between sessions.

  4. Week 4

    Demonstrate and hand over

    The team runs its work, reviews the scorecard, and agrees on the manager’s routine.

What I need from your team

A participating manager, approved access to the information, and time to practice. For the full program, plan on four 90-minute working sessions across the four weeks, two of them in the first two weeks, and about one hour of practice each week for active participants. We confirm the commitment before starting.

Jim Haney

Work directly with Jim Haney

I know the business behind the task.

My background spans sales, marketing, and technology, with deep experience in office technology and managed services. I use Claude in my own practice every day, and I work directly with your team through this program.

That experience helps us choose work worth improving, keep the outputs grounded in your business, and make the process practical for the people using it.

27 years

Across sales, marketing, technology, and AI

120 MSP leaders

At a sold-out AI workshop I led at IT Nation Connect 2025

MITApplied Generative AI for Digital Transformation. Program completed.

A peer, on the AI work

“He has successfully integrated AI into marketing workflows, enhancing efficiency and maintaining the human element in AI-driven processes. His ability to keep the human voice and creativity central to AI-driven content truly stood out.”

Natalie Suarez · Cyber Advisor at Huntress

Before you start

A few practical questions.

What do you mean by a workflow?
One recurring task with an agreed list of what goes in, repeatable instructions, a defined output, and a named reviewer. The three workflows serve one team and one area of work. We scope their complexity before starting. Claude is the AI assistant built by Anthropic; Haney Strategy is an independent practice, not affiliated with or endorsed by Anthropic.
Do we need technical experience?
No. Your team needs to understand its own work and be willing to practice. We build in plain language and document the steps so people can use them again.
What if we already use another AI tool?
We discuss that on the introductory call. This program uses Claude, so it needs to be approved for your company’s work. If your current tools already solve the problem, that matters to the recommendation.
What happens to our information?
Before the team begins, we agree in writing on approved notes, account settings, and review responsibilities, using the terms and controls of your selected Claude plan. Your company decides what may be used. Your people approve customer-facing outputs.
How is this different from a free course?
Anthropic’s free courses are useful preparation. My work is to help your team apply the tools to its own assignments, evaluate the results, resolve problems, and establish a process it can keep using.
Does this include integrations or custom software?
The program uses approved information your team can already provide to Claude. Custom software, new system integrations, unattended sending, and extensive source cleanup require separate scope.
What if our team is larger than ten?
We agree on a separate scope for additional groups. Every participant needs enough working time and feedback for the process to be useful.

The first conversation

Bring one task your team repeats.

In a free 20-minute call, we’ll discuss where the work gets stuck, whether Claude fits, and which starting option makes sense. You’ll leave with a clear recommendation.

Book an Introductory Call

Prefer email? jim@haneystrategy.com