The Leverage YearsPractical Claude for senior professionals

Find your course → Club · Launches Jun 3

20 courses · 4 tiers · 1 quiet rhythm

You are not late.
You are underleveraged.

Learn Claude and turn your experience into leverage. Practical Claude training for senior professionals who want to use real AI in real work without becoming technical, reckless, or dependent on hype.

Every course includes access to The Leverage Club — a private community of leveraged operators sharing what's working.

Find the right course → The Club · Launches Jun 3

Adoption

78%

Knowledge workers using AI weekly. Up from 55% one year ago.

McKinsey · State of AI

Time recovered

10hrs

Average weekly savings, drafting, research, review.

Microsoft · Work Trend Index

Standards gap

1/4

Senior leaders with no shared standard for AI in client work.

Deloitte · Generative AI Survey

ROI floor

$300/hr

If that is your billing rate, ten saved minutes a month pays the Club.

Indicative, adjust to your rate

01What this actually is

A working system for senior professionals.

Editor's note

From the founders

We teach Claude the way a senior partner teaches a young associate.

Start with the actual work in front of you, the recap, the memo, the first draft, the follow-up email, the board briefing, and learn the cleanest way to do it twice as fast.

A course teaches you the workflow once. The Club helps you actually keep using it.

Every course leaves you with one operating system you can pick up Monday morning, run before coffee, and keep using for years. No badges. No streaks. No motivational language.

02What you can achieve

Four outcomes you can measure.

Year one

i. Save

→

Get ten hours back every week.

The recap, the draft, the summary, the follow-up, the small hours that quietly eat your week, are exactly where Claude is best.

ii. Improve

→

Sharper drafts every time.

Cleaner emails, tighter memos, better proposals. The version your judgment was going to land on, just faster.

iii. Simplify

→

One model. Same rules.

One operating model you can teach in five minutes and use for a decade. One standard, even if you work alone.

iv. Leverage

→

Build something that runs without you.

Turn your experience into a small operating system your team, or your second-act practice, can actually run.

02aThis week

What Claude can help you do this week.

Four concrete uses · Monday onward

i. Recap

→

Turn meeting notes into a client-ready recap with decisions, owners, and next steps.

You walk out of the room with a draft your client can read, not a wall of raw notes to clean up later.

ii. Briefing

→

Draft a board briefing with assumptions and open questions cleanly separated.

Numbers, judgment, and the things you don't yet know — each in their own row, where they belong.

iii. Compress

→

Compress 80 pages of diligence into a one-page decision memo.

A long evening of reading becomes a focused half hour, with the citations still in their place.

iv. Draft

→

Turn a rough idea for a client email into a first draft in the right tone.

You still write the version they read. Claude handles the cold start so you're editing, not staring.

02bHow it fits your work

Chat. Cowork. Code. Three ways Claude shows up.

Plain English · no setup

Claude ChatDay to day

Thinking, drafting, summarizing, and improving day-to-day work.

The quick room. Where a memo gets cleaner, a note becomes a recap, and a thorny email finds the right tone. Most professionals start here and many never need to leave.

Claude CoworkOngoing

Ongoing work that benefits from context, continuity, and collaboration.

A client matter, a deal, a board cycle, a quarter of planning. The work Claude remembers across sessions so you're not reintroducing yourself every morning.

Claude CodeStructured

Structured project leverage for senior professionals.

Complex file work, document sorting, and quiet private dashboards. Not a tool for developers. For the partner with a folder of two hundred documents who'd like them organized by Friday.

The Leverage Years teaches when to use each, and when not to.

03Who this is for

Senior professionals tired of pretending to keep up with technology.

Built for one room at a time

Wealth advisor · 22 years in practice

“My client recaps now sound like my best Tuesday, every day.”

I was rewriting the same email three different ways every week. The Leveraged Wealth Advisor system gave me one workflow I run before coffee. Client communication is sharper, faster, and still sounds like me.

Hilary R., Wealth Advisor · Greenwich, CT

Also built for Attorneys CPAs & Finance Deal pros Consultants Partner Emeritus Portfolio CEO

If you have spent twenty years building real expertise, you do not need another beginner course. You need a plainspoken way to use new tools without giving up what makes your work yours.

03aPractical wins

Six quiet wins, one workflow each.

Example wins · not customer testimonials

Example winWealth advisor

Client meeting recap, before the day starts.

Workflow: Client Meeting Recap.
What changed: Raw call notes become a clean follow-up draft with open items and next steps.
Human review: Required before sending.

Recommended: Leveraged Wealth Advisor →

Example winAttorney

Matter recap your client can actually read.

Workflow: Matter Recap.
What changed: Thirty minutes of notes become a defensible client update with status, decisions, and next actions.
Human review: Required before sending.

Recommended: Leveraged Attorney →

Example winCPA

Variance explanation in plain English.

Workflow: Variance Explanation.
What changed: Numbers become a client-ready summary that names the drivers, not just the deltas.
Human review: Required before sending.

Recommended: Leveraged CPA & Finance →

Example winConsultant

Discovery recap that doubles as a proposal draft.

Workflow: Discovery Recap.
What changed: Rough call notes become a proposal-ready summary with scope, success criteria, and unknowns.
Human review: Required before sending.

Recommended: Leveraged Consultant →

Example winDeal pro

Diligence compression to one page.

Workflow: Diligence Compression.
What changed: An 80-page CIM becomes a one-page memo with assumptions, risks, and questions surfaced.
Human review: Required before circulation.

Example winExecutive

Board briefing from scattered threads.

Workflow: Board Briefing.
What changed: A week of Slack threads and emails become a briefing with assumptions and risks cleanly separated.
Human review: Required before circulation.

These are example wins, not customer testimonials. Each describes a workflow taught inside the matching course.

04The catalogue

Twenty practical programs. Five families.

All courses include the Club, free while enrolled

20 programs · from $199 to scope-priced · Club included with every course

Cohort & upgrade pricing · Practitioner $395 founding · $795 mature · Leveraged Executive bundles $1,495 founding · $1,995 mature · Sovereign Executive $3,495 self-paced · $8,995 cohort · Small Business Leverage System $495 self-paced · $1,495 cohort · $695 mature

Browse all 20 programs →

05The honest comparison

How this differs from a generic AI course, and from a Leverage Years course.

Self-scored, adjust as you wish

Generic AI courses

What most courses sell.

×Teach tools.
×Prompt libraries you forget.
×Two hundred demos, zero workflows.
×Hype, hustle, badges.
×Designed for hobbyists.

The Leverage Years

What we teach instead.

→Teach senior professional workflows.
→Workflows you actually run on Monday.
→One operating system, not two hundred prompts.
→Calm, quiet, no hype.
→Designed for attorneys, CPAs, advisors, consultants, executives.

Prompts you actually keep using

14%

TLYWorkflows you keep using

88%

Time before your first useful win

3 wks

TLYTime to first useful win

Day 1

Hours lost in a noisy community

8/wk

TLYHours lost in our community

Confidence in client-ready output

Low

TLYConfidence in client-ready output

High

The Leverage Club · $49 / month

A private place to keep going after the course ends.

A course teaches you the workflow once. The Leverage Club is where members keep using it. A private, $49/month membership for senior professionals who want a clear weekly rhythm, written briefing, a workflow vault, and one room to ask for help on real work.

01The Weekly Briefing
02The Vault (prompts & SOPs)
03Monday Morning Prompt Pack
04Case Studies & Wins
05Ask for help (one room)
06Live working sessions
07Member workflow library
08Quiet weekend reading list

Reserve · Launches Jun 3 See what is inside →

Membership

$49/mo

Cancel anytime · monthly · no contracts

If your time is worth $300/hour, the Club pays for itself the first time it saves you ten minutes in a month. Most members hit that on Monday.

Reserve your seat · Launches Jun 3

FREE Included with any TLY course, permanently, while you stay enrolled

Your Leverage Club access lasts as long as your course access. Cancel the course, Club ends with it.

06The Briefing

Practical writing for people who would rather read than scroll.

All briefing →

Workflow8 min read

The 12-Minute Board Briefing

How a senior finance professional turns scattered notes into a clean board-prep memo using one recap workflow.

Read →

Profession6 min read

The Fiduciary Firewall

A clear rule for what AI handles and what you, the professional, keep on your desk. Print it. Tape it up.

Read →

Letter4 min read

You are not late. You are underleveraged.

Why the most experienced people in the room are usually the ones who get the most out of these tools, once they begin.

Read →

⟶ The Letter

One quiet email on Sunday evening. That is the whole pitch.

A single weekly letter on what serious professionals are using Claude for this week. Written by hand. Also distributed on LinkedIn.

Free · unsubscribe in one click · weekly only

The Letter · Vol. 1 · Issue 14Sunday evening

The most expensive ten minutes of your week.

Most senior professionals waste their best ten minutes on the wrong question, the unstructured "where am I?" before the first real task of the day.

This week, one workflow that fixes it. And one warning about a confidentiality habit I keep seeing in the wrong rooms.

, from The Leverage Years

→ One last thing