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◆ Tier 1 · Begin

Run a small business calmly, without hiring three more people.

A simple operating system for owners who are doing too much themselves and need real leverage from one tool, not ten.

Built for · small business owners

This page covers what is inside, how the course is sequenced, what you leave with, and how this tier compares to the rest of the catalogue. Take five minutes, or use the six-question selector to verify this is the right course for the work in front of you.

Investment

$495 · founding · self-paced

Enroll self-paced →

FREE The Leverage Club included while enrolled

Mature price: $695 self-paced after founding window closes

Live Cohort: $1,495 founding · $1,995 mature · 4-week structured implementation with weekly workshops, office hours, and peer accountability · Apply for the next cohort →

01The problem

You do not need more information. You need a repeatable way to use it.

The work that quietly eats your week.

Most small business owners are not behind because they lack intelligence. They are behind because every new tool feels like another thing to manage.

This course gives you a simpler way to use Claude, without turning yourself into a technical person.

Too much time spent on routine work
Too many messy inputs, never the same twice
Too much rewriting, organizing, and explaining
Too little time left for the work that actually matters
No clear way to use AI without feeling overwhelmed

02The promise

What the next ninety days can actually look like.

Before this course

Most weeks now

You write the same kind of email three different ways
You rewrite junior drafts past midnight
You explain the same ideas to clients in slightly worse versions
You experiment with AI tools and never go back to them
You finish the week behind on the work that matters

After this course

Most weeks after this.

Write client communication and follow-up faster and cleaner
Turn messy ideas into a usable weekly plan
Speed up routine admin without losing the personal touch
Get back five to ten hours a week without adding headcount

03Who this is for

This course is for you if any of these sound like your week.

You run a small business, mostly alone or with a tiny team

You handle sales, ops, follow-up, and bookkeeping in the same week

You want one clear way to use AI, not a hundred prompt screenshots

+ what it is not

If you want shortcuts that remove human review, this is not it.

Every workflow assumes a professional review layer. Judgment stays with you.

04What you can achieve

By the end of this course, you can.

01.

Write client communication and follow-up faster and cleaner

02.

Turn messy ideas into a usable weekly plan

03.

Speed up routine admin without losing the personal touch

04.

Get back five to ten hours a week without adding headcount

05What is inside

Everything you leave with , and keep.

No locked-out modules. No "platform access expires." Once you finish, you keep the binder, the vault, and the manual. The Club access continues while you stay enrolled.

Inside · 01

◆

The SOP Binder

A practical operating manual for how you use Claude safely and consistently, yours to keep, edit, and copy across your work.

Inside · 02

◆

The Prompt Vault

40+ practical prompts and workflows adapted to your professional context. Copy-paste, ready on Monday.

Inside · 03

◆

The Operating Manual

A fillable PDF / Word / print version of your workflow system. Hand it to a junior and they can run it.

Inside · 04

◆

Access to The Leverage Club

Included for as long as you stay enrolled in the course. Vault, briefing, live sessions, member discussions. No separate fee.

Inside the SOP Binder · 17 sections

Your operating manual.

Not a workbook. A real binder you fill in, keep on your shelf, and update once a quarter. Print it. Tape it to the wall.

Your AI Use Policy
Your Never Upload List
Your Sanitization Rules
Your Prompt Vault
Your Review Checklist
Your Weekly Workflow
Your Client Communication Templates
Your Delegation Briefs
Your Red-Team Prompts
Your Case Study Notes
Your Tool List
Your Follow-Up System
Your Content / Authority Workflow
Your Proposal Workflow
Your Meeting Recap Workflow
Your Quality-Control Checklist
Your Next 90-Day Plan

06What you get at this tier, vs. the others

The honest comparison across all four tiers.

Every tier ladders up. You can always start lower and step up. You cannot start at IV and step down, at that level the install is in your firm, not on your desk.

SOP Binder (17 sections, yours to keep)✓✓✓✓

Prompt Vault (40+ profession-specific prompts)✓✓✓✓

Written Operating Manual (PDF / Word / print),✓✓✓

The Leverage Club access (free while enrolled)✓✓✓✓

Live working sessions,limited✓✓

1:1 review or coaching,,limited✓

90-day install inside your firm with handoff,,,✓

Highlighted column · your tier · Begin

07The course path

A four-week, four-step rhythm.

You can finish faster. Most members do not. The cadence is built so you actually use the work, not just consume it.

Week 1

First useful win

Get your first real working session with Claude. Build the habit before anything fancy.

Week 2

Your recap workflow

Turn messy notes into a clean recap, the one workflow you will use forever.

Week 3

Sanitization rules

A simple Red / Yellow / Green model for what you can and cannot upload, in plain English.

Week 4

Your weekly rhythm

Set up a small Monday-to-Friday system that fits your actual week, not a fantasy one.

08If your firm needs this for many people

There is a private implementation for that.

Private Implementation

For boutique advisory firms, professional service firms, and senior teams that want a shared standard for AI inside real client work.

Executive kickoff, workflow audit, Never Upload Index, custom prompt vaults, the 15-Minute Senior Review Protocol, training, and a written operating manual handed to your team.

Talk to usscope-priced

Final fee depends on firm size, workflow complexity, number of teams, and timeline. Request a scope-review call and we will send a real number within a week.

View enterprise page →

8AWhat you leave with

Six deliverables you can run on Monday.

Not modules to consume. Six pieces of operating infrastructure — yours to keep, edit, and run inside your own practice.

Your Small Firm Operating Manual

Your Owner's Weekly Operating Rhythm

Your Team Onboarding Playbook

Your Client Communication Standard

Your AI Policy Template

Your Delegation Framework

8BLook inside

A short preview of the work.

Three representative modules, one sample prompt, one worksheet, one practical scene from the week of someone at your level — and one before / after.

Three representative modules

01Small Firm Operating Manual
02Owner's Weekly Operating Rhythm
03Team Onboarding Playbook

Sample prompt · copy-paste

Read this week's notes from the team and the inbox. Produce my owner's briefing: what is working, what is stuck, who I need to talk to this week, and what I should not do myself. Hold for my review.

Sample worksheet · Owner's weekly checklist

✓What worked this week
✓What is stuck
✓Three calls I owe
✓One thing I should stop doing
✓Owner sign-off before Monday

A practical scene · An owner's Sunday briefing

It is Sunday evening. The week's team updates, the inbox, and the open client list are open. You read the owner's briefing your operating model produced, mark the two people you need to call, and send the team into Monday running the firm without you running them.

8CBefore / after

What changes about the week.

Before

The way it has been.

An owner doing every role in the firm and missing the strategic ones.

After

The way it can be.

A weekly rhythm where the team handles the work and you handle the company — on your terms.

8DHow Claude fits into your work

Three ways the tool meets your week.

Three surfaces, one operating model. You use the one that fits the moment — and you never have to think of Claude as software.

Claude · Chat

A senior conversation.

A short conversation to think through the week — what is working, what is stuck, what to delegate. A second senior opinion before Monday.

Claude · Cowork

Working alongside the drafts.

Working alongside the team's files in Claude Desktop — opening the team updates, the client list, and the open quotes at once, producing one clean owner's briefing, every recommendation held for your review.

Claude · Code

Structured documents, at scale.

A simple private internal dashboard your team and you both see — the live engagement list, the team's open items, the outstanding deliverables — kept tidy as a structured set of operating records. No technical skill required.

Claude Chat runs on any Claude plan. Cowork and Code require a paid Claude subscription (Pro / Max / Team / Enterprise) and the Claude Desktop app on macOS or Windows.

8EProfessional boundaries

What stays sacred, even with the tool on.

A senior practice has rules. The tool does not change them; it lives inside them.

◆Judgment stays with you. The owner decides, every time. Claude drafts; you sign.
◆Confidentiality. A Never Upload List is part of the course, enforced at the desk. Client trust is not negotiable.
◆Professional judgment. The senior person decides, every time. Claude drafts; you decide.
◆Review obligations. A senior review gate sits at every step. Nothing reaches a client, a committee, or a counterparty without that gate.
◆Internal policy. The program includes a policy template that can be adapted to your firm and defended in an internal meeting.
◆Client trust. No shortcut. Claude is on your side of the desk; the client sees the work, not the tool.
◆Human review. Required before anything leaves the desk.

09Frequently asked

Common questions.

Do I need any AI experience?: No prior AI experience required. This assumes deep professional expertise and your first real working session with Claude.
How long does it take?: Get your first win in week one. The full library—15 modules—is yours for life.
Is this practical or theoretical?: Practical. Every lesson ends with a copy-paste prompt, a real example, and a checklist. No "future of work" talks.
Will this work for my profession?: Yes. Small business owners are the audience this was built around. The workflows match the actual deliverables you produce most weeks.
What if I get stuck?: Every course buyer gets The Leverage Club included, there is one room inside for asking working questions, plus a written Vault. You will not be alone in a forum with strangers.
Is it safe to use at work?: The course includes a clear policy template, the Never Upload List, sanitization rules, and the 15-Minute Senior Review Protocol. You leave with rules you can defend in an internal meeting.
How is this different from other AI courses?: Most AI courses teach you to experiment. This course teaches you to apply. You will not finish with 200 prompts you forget. You will finish with one operating system you actually run.
Can my firm buy several seats?: Yes. For 5+ seats we offer firm pricing. For a true company-wide implementation, see the Enterprise tier ($35k+, scope-priced).

→ Enroll in The Small Business Leverage System