AI Implementation Coaching • Madison, WI

Your team wants to use AI.
They just need someone to show them how.

Hands-on coaching that turns Claude AI into a daily productivity tool for your business. Not theory. Not a lecture. Real work, real documents, real results.

Book a free conversation
The Implementation Gap

Everyone knows AI matters. Almost nobody knows how to use it.

The tools are available. The missing piece is implementation: knowing which features matter for your work, how to configure them, and how to build habits that stick.

96%
of small business owners plan to adopt AI
U.S. Chamber of Commerce, 2025
29%
of those already using AI apply it to core work
OECD, 2025
51%
of business leaders do not understand how AI fits their needs
Industry Survey, 2025
#1
talent strategy for AI: education and training
Deloitte, 2026
Services

Three ways to start

Every engagement is hands-on, using your actual work. Pick the depth that fits.

Starting Point
AI Quick Scan
$250 one-time

A 90-minute deep dive into your workflows. I identify the 3 to 5 highest-impact places Claude AI can save you time, and deliver a written Opportunity Brief within 48 hours.

  • Workflow assessment on your actual tasks
  • Live Claude demo on your real content
  • Written brief with starter prompts
  • No commitment beyond the session
Most Popular
Claude Mastery Program
$300/month for 3.5 months

Seven sessions. Seven Claude features. Each one applied to your real work. You end with a fully configured AI workspace and the skills to use every feature independently.

  • Two 45-minute sessions per month
  • Prompt engineering through integration
  • Email support between sessions
  • All templates and configurations are yours
For Teams
Group Workshops
$75/person

A 2-hour hands-on session for 6 to 12 people. One feature per workshop. Everyone leaves with tools they can use the next day.

  • One focused topic per workshop
  • Hands-on practice on real tasks
  • Prompt templates for every attendee
  • Great for firms and teams
What You Learn

Seven features. All on your real work.

Every module focuses on a specific Claude capability, taught through your actual documents, emails, spreadsheets, and workflows.

✎
Prompt Engineering
Write prompts that get consistent, high-quality results every time.
📂
Projects
Organized workspaces with custom instructions that know your business.
📄
Artifacts
Create documents, tools, and visuals directly in conversation.
📊
Claude in Excel
Debug formulas, test scenarios, and analyze data inside your spreadsheets.
🔍
Document Analysis
Upload PDFs, images, and reports for instant extraction and review.
🌐
Web Research
Real-time research with citations from current, credible sources.
⚙
Memory & Integration
Configure Claude to remember your preferences and work style.
About

Not a consultant who read about AI.

I lead AI adoption for a 17-person administrative team in higher education, managing finance, HR, IT, grants, and facilities operations. I use Claude every day to produce real deliverables: budget analyses, strategic memos, project plans, data dashboards, and team communications.

Every module I teach comes from what actually works, tested across hundreds of real tasks. I am not selling you a tool. I am teaching you how to use one that I depend on daily.

I focus on Claude by Anthropic because it is the best tool for professional knowledge work: long document processing, precise writing, structured thinking, and now native Excel integration. I will be honest with you about what it does well and where other tools are stronger.

What I bring

15+ years of public sector leadership experience
Daily Claude user managing real operations
Leads institutional AI policy and adoption initiatives
Budget, HR, IT, grants, and facilities expertise
Tested on hundreds of real professional tasks
How It Works

Four steps from curious to capable

Free conversation

20 minutes. I listen to how you work and tell you honestly whether AI coaching makes sense for your business. No pitch.

Quick Scan assessment

I observe your workflows and demo Claude on your actual content. You get a written brief with 3 to 5 specific use cases and starter prompts.

Hands-on coaching

Seven sessions over 3.5 months. Each one teaches a core feature applied to your real tasks. You build the muscle memory to work independently.

Independent mastery

You leave with a fully configured AI workspace, a personal prompt library, and the skills to keep improving on your own. Quarterly check-ins available.

Common Questions

What you are probably wondering

Both are excellent tools. Claude excels at long document processing, nuanced writing, and structured professional tasks. It also has native Excel integration. ChatGPT is stronger at image generation and Python data analysis. I will be straightforward about which tool fits your needs, and if ChatGPT is the better answer, I will tell you.
Yes. Claude Pro costs $20 per month ($17 if billed annually). For the Quick Scan, I demo on my own account so you can see it before committing. For the Mastery Program, you will need your own subscription. Total investment: $320 per month ($300 coaching plus $20 Claude Pro).
YouTube shows you what buttons to click. I show you how to apply those features to your specific workflows, documents, and business context. The difference is implementation: building the habits and configurations that make AI a daily tool, not a novelty you tried once.
Absolutely. Claude in Excel is one of seven features. The other six work regardless of your spreadsheet tool. And Claude can still analyze spreadsheet data through document upload and conversation, even without the Excel add-in.
Professionals who write, analyze documents, manage data, or communicate frequently with clients. Accounting firms, law offices, insurance agencies, nonprofits, healthcare practices, and trades businesses with administrative complexity are all strong fits.
Under current terms, Anthropic may use Free, Pro, and Max plan conversations to improve its models unless you opt out in Privacy Settings. Deleted conversations are never used. For businesses needing stronger guarantees, Claude Team and Enterprise plans explicitly prohibit training on your data. I walk every client through the privacy settings during onboarding so your preferences are configured correctly.

Start with a free 20-minute conversation.

No pitch. No commitment. I will listen to how you work and tell you honestly whether AI coaching makes sense for your business.

Book your free call

Or email • codyloew.com