Claude Set-up, Toowoomba
Claude, set up
right for your
small business
Getting the settings right, and your team using Claude the same way, takes some care at the start.
I'm a Claude consultant based in Toowoomba. I set up your account with you, write an AI use policy for your business, and train your people, so you know what it's set up to do and your team knows how it's meant to be used.
It starts with a free 30-minute call.
At a glance
- Price
- $1,500 inc GST for 1 to 5 people
$2,500 inc GST for 6 to 10 people
Your Claude plan is paid to Anthropic, on top of this - Good for
- Getting Claude for the first time
- You get
- Your account set up, an AI use policy, and packs for you and your staff
- Training
- Two sessions: your champion first, then everyone
- After
- Reviews at 3, 6 and 12 months
- Travel
- No charge within 100 km of Toowoomba
Is it for you?
Does this sound like you?
You're about to start with Claude
You've decided to give it a go and you'd rather set it up properly than fix it later.
Your team's on their own accounts
People are using free or personal AI accounts for work, and you'd like one account your business controls.
You're not sure which settings matter
Privacy and confidentiality settings are there, but it isn't clear which ones your business needs.
You want everyone on the same page
You'd like your staff to know what can go into Claude, what gets checked, and who's responsible.
If you're already using Claude and it isn't doing what you hoped, the Fix-up and Tune-up suits you better. If you'd like to know where AI fits before you set anything up, start with the Workflow Audit.
Book a callA free 30-minute call to see if the Set-up suits you.
Claude for Small Business
Anthropic's plugin, and where I come in
Claude for Small Business is Anthropic's own plugin. It gives you ready-made workflows for jobs like your books, your leads, your proposals and your marketing. Anthropic says it's for Pro if it's just you and Team if there's more than one of you, and that you don't need IT to set it up.
So you can start on your own with Anthropic's guide. I come in if you'd like the rest done with you:
- The right plan for your business.
- Your privacy and confidentiality settings, chosen with you and written down.
- Your business's context, so Claude knows how you do things.
- The plugins you need.
- A written AI use policy, and training for your people.
Claude for Small Business is Anthropic's product, and the Set-up is my service. I'm independent and I'm not affiliated with Anthropic.
Book a callA free 30-minute call to see if the Set-up suits you.
How it works
One person first, then the team
One of your people, your champion, learns it first and uses it on your real jobs for two weeks. Then they help bring everyone else on.
1Planning and set-up
- A planning meeting, half a day, up to 4 hours. It starts with a short Audit of your business: your Claude plan and your people, your rules, the AI you're already using, your tools and where your files live, and your email and accounts. Then we go through your settings and what to set up, then your AI use policy. If you've had a Workflow Audit, we skip the Audit part.
- A short report within a week, yours to keep, unless you've had a Workflow Audit. If there are gaps I can close in your email and accounts, a separate quote comes with it. Those aren't in the Set-up price. You can stop at the report, do them yourself with my paid instructions, have me do them, or mix those.
- I set up your account. It's your account, and you own it.
- A getting-prepared pack. A couple of days before the first session you get a plain copy of the choices you made.
2Two sessions
- Session 1, with your champion. Your settings are switched on, anything you weren't sure about is settled, and we run and record the tests. Your champion gets the access they need to look after your business-wide files. You and they agree the settings stay yours.
- Two weeks on your top jobs. Your champion uses Claude on the jobs that matter most to you.
- Session 2, with everyone. Your staff sign in and connect their tools, with your champion leading and me there to help.
Within 100 km of Toowoomba, the planning meeting and both sessions are in person. Further out, your quote says which are visits and which are video.
3After
- Reviews at 3, 6 and 12 months, done remotely. We check it's still set up the way you need.
Book a callA free 30-minute call to see if the Set-up suits you.
What you get
Everything written down
A short report on your business
What I found, and the page on your email and accounts. It's yours to keep. If you've had a Workflow Audit, that report does this job.
Your settings record
The choices you made at the planning meeting, so you know what's switched on and why.
Tested before your team starts
The test prompts and your session 1 answers, so you've got a record of how it answered on day one.
Your business's context
The business-wide files Claude works from, so it knows how your business does things.
An AI use policy
What staff can put into Claude, what's checked before anything goes out, how confidentiality is kept, and who's responsible.
An owner's pack
How to run the account and bring new people on, without needing me in the room.
A staff pack
A short guide for each person: their account, the policy, and checking what Claude gives them.
Training covers what Claude can't do, checking everything it gives you, and keeping your clients' information confidential.
What's not included
What the Set-up doesn't cover
- Building workflows for particular jobs. That's a Workflow Build, after an Audit.
- Legal, tax or financial advice.
- Closing the gaps in your email and accounts. I quote those separately, and it's your call.
- IT security. The short Audit isn't a security audit, and I don't look at your computers, phones or network.
Where to next
Other ways I can help
- Workflow Audit: where AI fits in your admin, job by job.
- Workflow Build: the jobs your Audit picked out, built in Claude and tested.
- Fix-up and Tune-up: for a Claude set-up that isn't doing what you hoped.
- AI use policy: a written policy on its own.
Hi, I'm Chad.
AI is changing how small businesses work, and it's moving fast. I want to help you understand it well enough to make good decisions: what to hand over, what to check, and what to keep with your people.
I've built my own business on Claude. My social media runs on it, from writing the posts to scheduling them, and it works to rules I've set and maintain. I've got automated workflows right across the business, from mail and contacts to research and planning. Doing it myself is how I've learned what works and what doesn't.
I'm based in Toowoomba, I'll come to you, and you'll deal with me from start to finish.
- Privacy's part of every job.
- When I report on the AI tools your people use, I name the tools and the jobs. I don't say who uses what.
Questions
Things people ask
Do I need a Workflow Audit first?
No. A Set-up has its own short Audit in the planning meeting, at no extra charge. It doesn't map your jobs or work out hours saved. That's the Workflow Audit.
Who should be our champion?
Someone who'll use it most days and doesn't mind being asked questions. They learn it first, look after your business-wide files, and lead the second session.
Which Claude plan will we need?
For now I set up businesses on Claude's Team plan, which is for two or more people. If it's just you, tell me on the call and we'll talk it through. There's more on the plans in which Claude plan.
What does a Claude consultant do?
I work out with you what suits your business, set Claude up and train your people. Building workflows for particular jobs is a Workflow Build. I don't build custom software.
Is the Set-up the same as Claude for Small Business?
No. Claude for Small Business is Anthropic's plugin. The Set-up is my service, and we'd go through whether the plugin suits your business at the planning meeting.
Do you set up Microsoft 365 or email?
I look at yours in the short Audit, and I'd quote any gaps I can close. I use Microsoft 365 in my business, and I've used AI agents to set it up to suit.
Do my staff need to be good with computers?
No. They get a short pack and a session with their champion and me. We go at their pace.
Can't I set Claude up myself?
Yes, you can. The Set-up's for when you'd like the settings, the policy and your team's training done with someone, and written down.
Where do you work?
I'm based in Toowoomba, and there's no travel charge within 100 km. Further out, each job gets its own quote, and it can mix visits and video.
How do I book?
Book a free 30-minute call. We'll talk about your business, and if the Set-up suits, we'll work out the next step.