Rolling out Claude to your whole company
This workbook is your step by step guide to deciding what Claude should do for each team, connecting it safely to your files, CRM and books, and rolling it out in stages. By the end you'll have a team-by-team plan, clear data rules and a pilot you can start next week.
Casa Maestri
Kamiki
Part 1: Rolling out Claude
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map what each team spends its week on, and what idle seats and duplicate AI add-ons cost you.
Set what Claude may see and do before anything connects, then test it on each team's real questions.
Go from one pilot team to the whole company in four stages, each one working before the next.
Worksheets, not theory
We set this up for a $100 million supplement brand, with their whole executive team in one AI within weeks.
for their whole executive team to be working in one AI
published expert answers reused by AI at a $50 million B2B ecommerce company
access set by tool, data source and value at that same company
Companies paying for AI seats nobody uses
- Companies that bought Claude, ChatGPT or Copilot seats and see only a few people using them.
- Leaders who want AI in every team but don't want sensitive data going where it shouldn't.
- Operators on Google Workspace or Microsoft 365, with a CRM and an ERP or accounting system.
- Teams who tried prompting on their own and gave up when it couldn't see their real data.