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Practical programs. Five families. Start with the work in front of you.
Every program leaves you with one operating system you can use next Monday. The Club is included with every purchase, so the workflow does not die after the first week.
⟶ Start Here
Not sure where to begin?
Five paths. Pick the one that sounds like your week. The full catalog is below if you'd rather browse.
01 · First workflow
I want my first useful Claude workflow.
The Leverage Starter · $199
Start with the Starter →
02 · Your discipline
I'm an attorney, CPA, advisor, consultant, or deal pro.
The Leveraged [Profession] · $395
Browse Leveraged Professional →
03 · Lead a team
I lead a team, practice, firm, or department.
The Leveraged Executive · $1,495
Browse Leveraged Executive →
04 · Second act
I'm building a second-act advisory platform.
Sovereign Executive · $3,495 per track
Explore Sovereign Executive →
05 · Ongoing practice
I want ongoing practice and weekly wins.
The Leverage Club · $49/mo
See what's inside the Club →
Every enrollment unlocks The Leverage Club: live office hours, peer accountability, and a moderated forum.
Before you choose a course
Match the program to the workflow.
If you already know the task you want Claude to improve, start with the workflow library or the relevant briefing. Then pick the course that teaches it in context.
Universal Entry
For anyone, regardless of profession · 2 programs
01
LIVE NOW
The Leverage Starter
7 modules · Self-paced
If you have not had a real working session with Claude yet, start here. You learn the basic moves, how to brief it on actual work, keep client information safe, and use it on Monday morning without a lot of ceremony.
$199USD · Lifetime
02
LIVE NOW
Turn Experience Into Income with Claude
11 modules · Self-paced
For experienced professionals 40+ who want Claude to produce proposals, follow-ups, playbooks, and authority content from hard-earned judgment, not prompting theory. You leave with a repeatable system for turning what is already in your head into work people will pay for.
$395USD · Lifetime
The Leveraged Professional
Entry-tier, profession-specific · 11 programs
03
LIVE NOW
The Leveraged Attorney
15 modules · Self-paced
For licensed attorneys who want practical Claude workflows for research, document summaries, client communication, and matter management without giving up judgment or ethics. You leave with first-pass review, drafting, and recap workflows, plus a clear line for what AI handles and what stays with the lawyer.
$395USD · Lifetime
04
LIVE NOW
The Leveraged CPA and Finance Professional
7 modules · Self-paced
For accountants and finance professionals who spend half the week rewriting emails, cleaning reports, and translating numbers for different audiences. You leave with a system for plain-English explanations, faster close-period communication, and client recaps your team can reuse without rewriting.
$395USD · Lifetime
05
LIVE NOW
The Leveraged Deal Professional
7 modules · Self-paced
For people in M&A, investment banking, private equity, and corporate development who read more material in a week than most people read in a year. You leave with workflows for compressing dense diligence into decision-ready summaries, drafting clean internal memos, and catching the question that matters before the meeting starts.
$395USD · Lifetime
06
LIVE NOW
The Leveraged Consultant
14 modules · Self-paced
For independent and boutique consultants who already have the answers and just need a calmer way to get them in front of clients. You leave with systems for turning meeting notes into deliverables in one sitting, sharper proposals and scopes, and faster client communication without losing your voice.
$395USD · Lifetime
07
LIVE NOW
The Leveraged Wealth Advisor
14 modules · Self-paced
For wealth advisors, planners, and family-office staff who need polished, compliant, human-sounding client communication on a tight schedule. You leave with workflows for recaps, planning summaries, and follow-up messages that feel personal and pass compliance without three rewrites.
$395USD · Lifetime
08
LIVE NOW
The Leveraged Real Estate Agent
11 modules · Self-paced
For working real estate agents and brokers who want to set up one Claude work partner that drafts in their voice and never invents a number. You leave with a reviewed, client-ready workflow for follow-up, listing copy, buyer and seller prep, and objection practice that you supervise and send.
$395USD · Lifetime
09
LIVE NOW
The Leveraged Real Estate Authority
9 modules · Self-paced
For real estate agents who want to turn their own expertise into a steady stream of content without becoming a content machine. You leave with a repurposing system that shapes what you know into posts, videos, and case studies in your voice, with Claude never inventing local facts.
$395USD · Lifetime
10
LIVE NOW
The Leveraged Luxury Advisor
10 modules · Self-paced
For agents operating at the high end who need to prepare and communicate with advisor-grade polish and discretion. You leave with a luxury operating system for compliant, understated client materials and high-net-worth conversation prep, where the most sensitive details never go into Claude at all.
$395USD · Lifetime
11
LIVE NOW
The Leveraged HR Professional
7 modules · Self-paced
For HR managers and People Ops leads, especially those over 40 who are new to AI, who want to use Claude on real hiring, performance, policy, and employee communication work. You leave with safe, repeatable HR workflows that keep your judgment in charge and keep private employee data out of AI tools.
$395USD · Lifetime
12
LIVE NOW
The Leveraged Nonprofit Professional
6 modules · Self-paced
For nonprofit staff and leaders who want to draft donor letters, grant proposals, board reports, and program write-ups faster with Claude. You leave with a reviewed system for the writing your organization depends on, without buying new software and without ever exposing donor or constituent data.
$395USD · Lifetime
13
LIVE NOW
AI for Architects and Interior Designers
10 modules · Self-paced
For architecture and interior design studios that want cleaner proposals, faster client communication, and better-documented projects. You leave with a reviewed Claude workflow system for studio writing that protects your taste, voice, and client confidentiality.
$395USD · Lifetime
The Leveraged Executive
Senior-tier, profession-specific · 5 programs
14
LIVE NOW
The Leveraged Executive for Legal Leaders
14 modules · Self-paced
For partners, GCs, and senior counsel who are past the point of needing prompts and want a serious operating model for their practice. You leave with a personal system for premium legal work: how meetings get summarized, how internal materials are produced, and how a team you lead adopts AI without putting client work at risk.
$1,495USD
15
LIVE NOW
The Leveraged Executive for CPAs and Finance Professionals
18 modules · Self-paced
For CFOs, controllers, and senior finance leaders who write under pressure for boards, partners, and regulators. You leave with a premium operating model for high-stakes finance communication: cleaner board memos, faster regulator-ready language, and a team that can defend the standard of work.
$1,495USD
16
LIVE NOW
The Leveraged Executive for Deal Professionals
13 modules · Self-paced
For managing directors, partners, and senior deal leaders who want their week to look more like decisions and less like rewriting drafts. You leave with a disciplined operating system for processing deal information, producing decision support, and running internal materials one tier sharper than the room expects.
$1,495USD
17
LIVE NOW
The Leveraged Executive for Consultants
8 modules · Self-paced
For senior consultants and boutique principals who want to move from busy to actually effective. You leave with a real operating model: how raw client input becomes deliverables, how recommendations get sharper, and how your week stops being run by other people’s calendars.
$1,495USD
18
LIVE NOW
The Leveraged Executive for Wealth Advisors
7 modules · Self-paced
For senior wealth advisors and planning team leads who handle the relationships that matter at the firm. You leave with a calmer, sharper operating system for client communication and ongoing service: cleaner recaps, faster summaries, and a touchpoint rhythm that sounds human and senior every time.
$1,495USD
The Sovereign Executive
Umbrella for retired or transitioning leaders, 6 tracks · 6 programs
19
LIVE NOW
The Partner Emeritus
27 modules · Self-paced
For senior partners who have stepped out of the institution and want to build a small premium advisory practice they actually enjoy. You leave with a defined offer, a way to turn old relationships into structured opportunities, and a system you can run quietly without rebuilding the firm you just left.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
20
LIVE NOW
The Financial Expert
15 modules · Self-paced
For senior finance professionals who want to package decades of experience into a premium advisory offer for individuals, boards, and family offices. You leave with a clear offer in your own words, a client-facing system that respects your time, and a way to communicate with authority without sounding like a brochure.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
21
LIVE NOW
The Private Office of One
15 modules · Self-paced
For senior people who run client work, investments, and personal operations from the same desk. You leave with one calm operating system that handles all three: how client work moves, how personal admin gets handled, and how the desk stays organized without becoming a second job.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
22
LIVE NOW
The One-Banker Boutique
15 modules · Self-paced
For bankers who want to operate independently and keep doing the work they love, at a higher quality, on their own terms. You leave with a small premium boutique positioning, a pipeline that does not depend on a big-firm machine, and a practice that stays alive on a senior schedule.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
23
LIVE NOW
The Financial Board Chair
15 modules · Self-paced
For senior leaders who serve on boards and want sharper materials, calmer pre-reads, and oversight work that fits into a senior life. You leave with a system for board-grade pre-reads, the kind of questions that move a meeting, and an operating model for sitting on three boards without working three jobs.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
24
LIVE NOW
The Portfolio CEO
16 modules · Self-paced
For senior people who run multiple businesses, assets, or mandates at once and context-switch six times a day. You leave with a single operating system across capital, attention, and people: how priorities get organized, how decisions cross businesses, and how a portfolio gets steered instead of drowned.
$3,495USD · · Per track$3,495 self-paced · $8,995 cohort
Firm-level / business operations
For small businesses and full firm rollouts · 2 programs
25
LIVE NOW
The Small Business Leverage System
15 modules · Self-paced
For owners running a small business mostly alone, who handle sales, ops, follow-up, and bookkeeping in the same week. You leave with an operating system for the parts that quietly eat your week: cleaner client communication, faster routine admin, and a calm way to use Claude that gets back five to ten hours without adding headcount.
$495USD · Lifetime$495 self-paced · $1,495 cohort
26
LIVE NOW
The Enterprise Leverage System
32 modules · 90-day implementation
For firms, teams, founders, and department heads who want one shared standard for how Claude gets used in client work. We install policy, a sanitization framework, custom prompt vaults for your most expensive deliverables, the 15-Minute Senior Review Protocol, training, and a written operating manual your team will actually use. Ninety days from kickoff to handoff.
Talk to usscope-priced
Practical AI Skills
Cross-role task courses, one skill at a time · 11 programs
27
LIVE NOW
AI Leverage Lab: Claude Cowork
10 modules · Self-paced
A hands-on lab for professionals who already use Claude and want to actually produce with it rather than just chat. You leave with repeatable workflows for weekly work like difficult emails, meeting notes, proposals, document review, and quality control.
$295USD · Lifetime
28
LIVE NOW
Practical OpenRouter: Choose the Right AI, Pay Less
8 modules · Self-paced
A chat-first course for professionals 40 and up who want to compare AI models on OpenRouter and stop overpaying, without writing code. You leave able to pick the right model for each task, control your spending, and run a safe, private workflow across hundreds of models from one account.
$149USD · Lifetime
29
LIVE NOW
AI Email Assistant for Professionals 40+
8 modules · Self-paced
A calm, practical course for experienced professionals 40 and up who want to write clearer email, memos, and reports in less time with Claude. You leave with reusable prompts and a daily habit that keep you the author while Claude handles the first draft, using real workplace examples.
$95USD · Lifetime
30
LIVE NOW
AI for Managers
7 modules · Self-paced
For working managers and team leads, especially those over 40, who are good at their jobs and tired of guessing where AI fits. You leave able to use Claude for clean recaps, status reports, meeting prep, fair feedback, and risk lists, with a review habit that keeps your judgment in charge.
$395USD · Lifetime
31
LIVE NOW
AI Leverage Lab: Claude Code Confidence
9 modules · Self-paced
For professionals new to Claude Code who want to build one simple workflow safely without learning to code. You leave having supervised Claude Code through an inspect-first, plan-first process on copied files, ending with your own reviewed and reusable workflow.
$395USD · Lifetime
32
LIVE NOW
AI Leverage Lab: Automate One Thing with Claude Code
10 modules · Self-paced
The next step after Claude Code Confidence, or a focused start for anyone who wants one recurring task handled reliably. You leave having turned a single repeated task into a safe, tested, documented workflow you can run again, staying in charge of every decision.
$395USD · Lifetime
33
LIVE NOW
AI for Sales: Outreach, Follow-Up, and Call Prep
6 modules · Self-paced
Practical Claude training for B2B sales pros 40 and up who want better replies, warmer calls, and a cleaner pipeline. You leave able to write outreach that gets opened, follow up without dread, and walk into important calls already prepared, keeping your judgment while Claude does the typing.
$195USD · Lifetime
34
LIVE NOW
Cut Charting Time with AI: Practical Notes for Physicians
6 modules · Self-paced
For physicians, PAs, and NPs who want to draft clinical notes faster using Claude without changing their EMR. You leave with a de-identified, two-window charting workflow that saves time while keeping you the responsible clinician and never uploading real patient data.
$395USD · Lifetime
35
LIVE NOW
AI for Project Managers
8 modules · Self-paced
A practical course for project managers, program managers, and accidental PMs 40 and up. You leave able to use Claude to draft charters, build risk registers, and write status updates in minutes, keeping your judgment and authority over every decision.
$395USD · Lifetime
36
LIVE NOW
AI Proposal Writing: Win More Clients with Claude
8 modules · Self-paced
For consultants, freelancers, and small agency owners, most of them 40 and up, who want clearer client proposals in less time. You leave with one reusable proposal workflow you set up once and run on every job, staying the author while Claude drafts.
$245USD · Lifetime
37
LIVE NOW
How to Build Client-Ready Slide Decks with AI
7 modules · Self-paced
For consultants, strategists, sales leaders, and executives who build decks every week but are not designers. You leave with a repeatable workflow that turns rough notes into a clear storyline, written slides and speaker notes, and simple visuals in Claude, PowerPoint, or Google Slides.
$195USD · Lifetime
⟶ Included with every course
Learn on the move with The Audio Companion.
You do not have to sit at your desk for hours to get value from this course.
Every course includes an Audio Companion setup. Turn the lessons, worksheets, and prompt breakdowns into a private review experience you can listen to between meetings, on a walk, or on the way to the airport.
The course stays inside The Leveraged Years. The audio layer simply helps you absorb the material faster and revisit the ideas when you are not sitting in front of a screen.
Course lessons · Worksheets · Prompt packs · Reference material
Safe to upload
- ✓Course lessons & PDF source bundles
- ✓The Leveraged Years prompt packs
- ✓Blank worksheets & tool-stack overlays
- ✓Public reference material
Never upload
- ×Client documents & legal files
- ×Tax records & IRS documents
- ×Investment memos & IC reports
- ×Confidential business or PII data
Not sure which?
Take the 6-question course selector.
Six diagnostic questions plus a short email step — then one program out of thirty-seven, matched to your role and risk profile.
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