Claude Cohort for firms

How the four weeks run

1. Wk 1

   Get fluent

   14 September 2026

   • ✓The mental model that changes how you use Claude forever
   • ✓Claude Chat vs Cowork vs Code (what each one is for and when to use it)
   • ✓How to brief Claude properly so it actually does what you need
   • ✓File access, agentic task execution, and what that means in practice
   • ✓Using Claude for research that saves you hours
   • ✓Getting to grips with the fundamentals from the start
2. Wk 2

   Put your firm into Claude

   21 September 2026

   • ✓Setting up Projects so Claude knows your firm from day one
   • ✓Custom instructions, file context, and templates
   • ✓Intro to Claude Skills and how to build reusable workflows
   • ✓Scheduled Skills: processes that run automatically, without you triggering them
   • ✓Data privacy, permissions, and what's actually safe to use in a team setting
   • ✓Making Claude sound like you, not like a robot
3. Wk 3

   Build something that runs without you

   28 September 2026

   • ✓Connectors and MCP (How Claude plugs into the tools you already use)
   • ✓Combining Skills, Projects, and Connectors into one joined-up system
   • ✓Plugins (what's available, how to install them, and how to build your own)
   • ✓Sub-agents (what they are, when to use them, and how to trigger them)
   • ✓Building one end-to-end process that runs while you get on with everything else
4. Wk 4

   Demo day

   5 October 2026

   • ✓You can present the Claude asset you've built
   • ✓Honest feedback from the group
   • ✓How to roll this out across your team without it becoming chaos
   • ✓Leave with a working tool, a team rollout plan, and a Q&A to close

Plus

• ✓A workbook before every session
• ✓The AIccountancy Prompt Library (every prompt used across the cohort, yours to keep)
• ✓A Prompt Quality Framework (understand why most people get bad outputs and how to fix it)
• ✓Project templates for firm-specific use cases
• ✓Recordings of every session