Claude for executives of small and midsize businesses
2 days to move past improvised prompts. Participants set up their environment, build commands that save them time every week, and set the privacy rules that protect company data.
This training course is designed for:
The small or midsize business owner
They want to know what AI changes for their company before committing a budget, and to set clear rules on data.
The operations director
They lead the AI transformation of their area and look for methods they can pass on to their team.
The freelancer or consultant
They work alone and want to multiply their output without hiring.
Claude for executives of small and midsize businesses
The turning point came when we went beyond chatting with an LLM. Today, Claude pulls the information I give it access to from my own computer, without me having to send my data again. I built a folder structure, and Claude turned it into a knowledge structure with agents at every level. It takes an investment of time. Once it's done, there is time to be saved, that's certain.
Learning objectives
The learning objectives of this training course can be assessed. By the end of the session, each participant will be able to:
- Describe the Claude ecosystem (claude.ai, Cowork, Claude Code, plugins, MCP, skills) and choose the right interface for each work situation
- Set up a personalized Claude environment: instructions, projects, memory, context files
- Use slash commands and the preinstalled Cowork plugins to produce professional deliverables (documents, spreadsheets, presentations, emails) without writing complex prompts
- Create a custom skill that packages a recurring business process and can be reused with a single command
- Connect Claude to their work tools (Gmail, Google Drive, Notion, Slack) through MCP connectors and run cross-tool workflows
- Set up a “Personal AI consultant” Cowork project fed by community resources (GitHub, Reddit, newsletters) to handle their future needs on their own
- Identify the privacy and data governance issues raised by using agentic AI in a company
- Build an individual 30-day action plan that includes routines, automations and measurable tracking indicators
Audience and prerequisites
Audience. Executives of small and midsize businesses, operations directors, independent professionals.
Prerequisites. Experience leading or managing a business, 2 years recommended. Comfortable with everyday digital tools. Some prior use of ChatGPT, Claude or Gemini.
Each participant's actual level is checked before the session with a pre-course assessment questionnaire, which is used to adjust the outline.
Program
The full outline, sequence by sequence, is in the detailed program you receive before registering.
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Teaching methods and resources
The course alternates between demonstrations with commentary, guided workshops and hands-on practice on participants' real cases. Theory is limited to what you need to put things into practice.
- A practitioner trainer who works on the topics taught
- Course materials given to each participant
- Each participant works on their own computer with their own files
- Environment prepared in advance and tested before the session
In person
The course takes place at the client's premises. The client provides a room with a projector or screen, an internet connection and one computer per participant.
Remote
The course runs as a live virtual classroom: the group and the trainer meet at set times. Exchanges happen by voice, screen sharing and chat, in both directions and throughout the session. Each participant's login is recorded and serves as the attendance record. Technical support is available by email and phone throughout the session, and a connection test is offered ahead of the session.
Hybrid
A single session can bring together on-site and remote participants. The trainer leads from the in-person venue, and remote participants follow in a virtual classroom with the same individual support and the same deliverables.
Assessment and certification
- Pre-course assessment questionnaire before the training starts
- Continuous assessment through the exercises produced during the session
- Final assessment of learning against the objectives listed above
- Satisfaction questionnaire at the end of the course, then a follow-up a few weeks later
The course leads to an end-of-training certificate stating the objectives and the assessment results, and to a certificate of completion sent to the funding body where applicable.
Official title in the training program: “Maîtriser l'écosystème Claude pour dirigeants de TPE/PME : de l'outil au système, construire son copilot IA” (Mastering the Claude ecosystem for small and midsize business executives: from tool to system, build your AI copilot). Page last updated August 31, 2026.
Free course to get started with Claude
Judge our teaching before you commit a budget.
- 1 hour 20 minutes of video in 5 short modules
- Installing Claude and setting up your workspace
- 6 ready-to-copy skills and starter files
- The privacy settings to apply from your first day
- A selection of 20 AI tools for marketing
The course videos and emails are in French.
Questions?
Accessibility · results · complaints
Our quality commitments, our results indicators and the adjustments available to people with disabilities are published on a dedicated page.