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Claude for SMEs

Study Method In-class, Online
Locations Online, Edinburgh, London, Manchester
Provider AI First Training
Start Date Enrol anytime
AI First Training

Course overview

A one-day course built specifically for small business owners who want Claude working across the parts of running a business that eat the most time. Not a generic AI course adapted for SMEs — every session is built around the actual daily pressures owners face.

Through practical exercises on your own business, you will leave with Claude set up for your context, a system that saves you real hours each week, and the confidence to keep building it yourself.

Who's It For?

  1. Small business owners and founders
    who want Claude working across the real daily pressures of running their business

  2. Owner-managers wearing too many hats
    who want to reclaim time from admin, comms and documents without hiring more people

  3. SME leaders who have tried AI but not built a system
    who want to move from occasional use to something that works every day

  4. Business owners about to scale
    who want processes and documents in place before the next stage of growth

Job outcomes

  • Claude Specialist

Want to see more job outcomes and how your future could change?

What you'll learn

By the end of this course, you will be able to use Claude across the core operational tasks of running a small business. Expect to handle comms faster, produce better proposals and documents in less time, make more structured decisions, and build a personal Claude system that works for your business rather than a generic one.

Daily admin and comms
handle emails, summaries and routine communications in a fraction of the time

Client proposals and documents
produce professional proposals, briefs and reports without starting from scratch

Hiring and HR basics
write job posts, screen candidates and onboard new team members with less effort

Business decisions and planning
use Claude as a thinking partner for the decisions that keep getting pushed back

Building a system that sticks
set up Projects and prompts that keep working without you rebuilding them every time

Study method

  • In-class In-class info icon
    In class delivery - predominately face to face course content conducted at a specific location
  • Online Online info icon
    Online delivery - online course content with the exception of assessments and work placement
  • Blended Blended info icon
    Blended delivery - both online course content and partial face to face requirements
  • Virtual Virtual info icon
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online

Locations

  • Scotland
    • Edinburgh
  • England
    • London
    • Manchester
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Duration study load

  • 1 Day

Delivery

Course outline

One day built around the real pressures of running a small business. You will use Claude to cut admin, produce better client work, handle hiring with less effort and make more structured decisions on the things that actually move your business forward.

Module 1

Getting set up for your business

  1. Why generic AI use produces generic results and how to fix that from the start

  2. Writing a business system prompt that encodes your voice, standards and context

  3. Setting up a Claude Project built around your own business during the session

  4. The five daily tasks most SME owners should hand to Claude straight away

  5. A quick audit of where AI can save you the most time in your specific business

Module 2

Comms, admin and client work

  1. Handling email at speed: a system for drafting, summarising and responding without the drag

  2. Writing client-facing comms that sound like you, not like a tool wrote them

  3. Producing proposals, briefs and scopes of work from a short set of notes

  4. Meeting preparation and follow-up: agendas, summaries and action points in minutes

  5. A repeatable document workflow built on your own most-used formats during the session

Module 3

Hiring, HR and operations

  1. Writing job posts that attract the right people and filter out the wrong ones

  2. Using Claude to screen applications and prepare interview questions for a specific role

  3. Onboarding documents: contracts, welcome notes and process guides produced faster

  4. Routine operational tasks that eat time and how to systematise them with Claude

  5. Building a simple operations prompt library for the tasks your team does repeatedly

Module 4

Decisions and planning

  1. Using Claude as a thinking partner rather than an answer machine

  2. A structured decision-making workflow for the calls that keep getting deferred

  3. Business planning support: turning rough thinking into a clear written plan

  4. Scenario modelling in plain English: what happens if we do this versus that

  5. Building a 90-day priority list during the session based on your own business right now

Entry requirements

  1. No AI experience required
    business experience is far more useful here than any technical background

  2. An active Claude account
    Pro plan recommended

  3. A working laptop
    with access to your own business documents, emails and templates

  4. Real business tasks to work on
    every exercise runs on your own work, so bringing live examples makes the day significantly more useful

Find out more about the entry requirements for this course

Course features

By the end of the day you leave with Claude set up for your specific business, real documents and comms produced during the session, and a personal system you can keep building without help.

A business system prompt
encoding your voice, tone and working standards so every output sounds like you

An email and comms workflow
a faster way to handle routine correspondence without it taking over your morning

A proposal template
a reusable format that produces professional proposals on any brief in minutes

A decision-making prompt
a structured thinking tool for the decisions that need more than a gut check

A personal Claude Project
set up on your own business context, ready to use from the moment you leave

Payment options

Payment in full before the class begins

Find out more about the payment options for this course

About AI First Training

AI First Training is the UK's dedicated Claude training company. We teach one tool, and we teach it properly. Most AI training spreads thin across many tools and leaves teams dabbling. We go deep on Claude, because depth is what changes how people actually work. Our flagship is Claude in 3 Days: a three-day, hands-on intensive capped at ten people, run in person in London and live online. Day one covers Claude, prompting, and system prompts.Day two covers Memory, Projects and Skills. Day three is Cowork and a Build Day, where each delegate builds working tools of their own. We also run one-day courses built around specific roles, including Claude for Sales, Marketing, Design and small business owners, plus bespoke in-house training shaped around a team's own work. The approach comes from a long training background. Founder Mark Young spent more than a decade running one of the UK's leading creative and software training companies, delivering classroom training to large brands and in-house teams across the country. AI First Training brings that same classroom-led, hands-on method to Claude. The focus is always on the outcome your business needs, with the depth of a single tool underneath. Delegates leave able to use Claude in their day-to-day work.

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