A full-day, in-person Claude training built around the work your Dallas team actually does. Run by two people who use these tools every day to operate real businesses, not consultants reading from a deck.
Tue, June 168 hours · in personTwo trainers$5,000 all in
One of us makes the room feel safe for the SVP and the brand-new analyst to ask the same beginner question. The other has built and sold AI companies at the deepest technical level. You get both.
Business Trainer
TJ Larkin
I'm not an engineer. Two and a half years ago I tried to build an AI startup with a technical cofounder and we couldn't get it done. Today I build that same kind of thing myself in an afternoon. That gap is the whole point of this training: your people do not need to be technical. They need someone who has already made every beginner mistake and can move them past it fast.
Owned and operated a $9M insurance agency before going all-in on AI
Builds and runs 20+ local media brands reaching 150,000+ subscribers, with AI woven through every part of the operation
Founder of Texas AI Lab
Technical Trainer
Matt Moody
Matt is the deep end of the pool. He has founded four tech companies, three of them acquired, and holds patents in machine learning. When someone in your acquisitions or FP&A group hits the edge of what they think is possible, Matt is the person who shows them it isn't the edge.
Founder, CEO/CTO of Bellwethr, AI/ML for business automation, acquired 2022
Techstars alum; two provisional patents in reinforcement learning
Trained Simon & Schuster in AI for marketing
Runs an automated local media company: 200,000+ subscribers, 27 AI agents, zero employees
How we run the room. One of us leads from the front while the other moves table to table, troubleshooting in real time. Nobody gets stuck, nobody gets left behind, and no one has to hold a question until the next break.
02
What your team walks away knowing
Tap through the day
We start with how to think about these tools, move through the three ways to use Claude, then spend the back half on your team's real work.
How to think about AI (the change-management half)
The hardest part of adoption isn't prompting. It's getting people to understand what an LLM actually is and what it can do for them. We start here so the rest of the day clicks.
What a model actually is, in plain language, so nobody feels behind
Why "it only knows what you tell it" is the single most freeing thing to learn
Setting up your personal context file so Claude stops writing in fluffy language you don't like
Psychological safety: we assume everyone in the room is a beginner, on purpose
Chat, Cowork, and Code, and when to use each
This is the question your team is still asking weeks in: which tool for which job? We make the answer obvious.
Claude Chat: fast thinking, drafting, analysis, the everyday workhorse
Claude Cowork: working alongside Claude on a real document or task
Claude Code: the heavier engine for files, data, and automation
A simple decision rule so they pick the right one without thinking
Where you'll actually use it
Same Claude, four surfaces. We make sure nobody is intimidated by any of them, including the one that looks like code.
The desktop app for day-to-day work
Embedded in Excel, PowerPoint, and Word, where most of your finance work already lives
The VS Code / terminal view: a calm walkthrough so the black screen stops being scary
How this maps to your current team setup while IT finishes the file-system and Outlook connections
Hands-on: everyone leaves with real work done
The back half of the day is guided practice on actual tasks each person brought. They don't watch a demo. They do their own work, with two trainers circulating.
Guided prompting together on a shared example
Each person tackles two to three real, time-consuming tasks from their own job
Live troubleshooting at the table as questions come up
Everyone walks out with at least one task actually completed, not just understood
Built for accounting, FP&A, acquisitions, and property management
We tailor the examples to the people in the room. On our pre-call we learn the specific, repetitive, manual work your roles do so the day speaks their language.
Number-crunching, reconciliation, and reporting that eats hours every week
Analysis and summarization of long documents, leases, and statements
Acquisitions: faster first-pass analysis and memo drafting
Property management: turning scattered inputs into clean, repeatable outputs
Q&A, troubleshooting, and what's next
We close the day open. Real questions, real screens, real problems, solved in the room.
Open floor: bring anything that's been stuck
How to keep the momentum going (your Tuesday show-and-tells are exactly right)
What to standardize as a team once everyone is fluent
A clear picture of what month two and three look like
03
It's more than the eight hours
Everything in the $5,000
1
Pre-call
A one-hour Zoom a few days before. We learn your roles, your tasks, and what "worth it" looks like for your team.
~Days before
2
Pre-work
A short survey plus a guided exercise where Claude interviews each person and builds their personal context file before the day starts.
Before the day
3
The day
Eight hours, in person, two trainers. Change management, the three tools, then hands-on work on each person's real tasks.
Tue, June 16
4
Follow-up call
A one-hour Zoom two to three weeks later. We answer what came up in real use and push the team to the next level.
2–3 weeks after
04
Leave-behinds that keep paying off
Used the next morning
A
"Chat vs Cowork vs Code" cheat sheet
One page that ends the question your team is still asking. Which tool, for which job, every time.
B
Personal context file template
The fill-in-the-blanks starter that makes Claude write the way each person actually wants, no more fluff.
C
Role-specific prompt pack
Ready-to-use prompts for accounting, FP&A, acquisitions, and property management, built from what we learn on the pre-call.
D
Dictation setup guide
How to talk to Claude instead of typing. The single fastest quality-of-life upgrade, set up in minutes.
05
One number. Nothing hidden.
Investment
Full engagement
$5,000
All in. Two trainers, travel included.
Held for Tuesday, June 16
What's included
The full 8-hour day, in person, in Dallas
Two expert trainers in the room
One-hour pre-call to tailor the day to your roles
One-hour follow-up call, two to three weeks after
Pre-work survey and personal context exercise
All leave-behind materials and templates
Travel and everything else, no separate line items
The only goal
We want this to be worth at least 10x what you pay us.
The only way we hit that is by knowing exactly what "worth it" means for your team before we walk in. That's what the pre-call is for. Tell us where the hours are going, and we'll build the day to win them back.
