02 · Design & Build

Quick start

Your team working in Claude, on their own work.

Accounts and permissions sorted, your CRM and approved tools connected, and the first skills built around how your team works, so Claude knows your brand, your playbook and your customers.

  • Find customers
  • Keep customers

From £10,000 See all prices

Everyone has Claude. Everyone is building the same thing.

Licences went out, a few people found their own way, and the rest use it like a search box. Nobody has connected it to the CRM, and every brief starts from a blank page.

Set up properly once, Claude carries your positioning, your design system and your sales method into everyone's work.

Who it's for

A Quick start fits when

  • Claude licences are bought, and use is patchy.
  • Your IT team wants connectors approved before anyone links the CRM.
  • Your brand or your sales method lives in documents nobody opens.
  • You want the whole team on the same footing before you add agents.

What's included

What we set up.

01

Accounts and permissions

Workspaces, roles and sharing set up for your team, with what each person can connect.

02

Your systems connected

HubSpot or Salesforce, your email and your call recorder connected, with read-only access first and a security checkpoint before anything writes back.

03

Your first skills

Built around your own work. For marketing, your brand set up as a design system in Claude, so the decks and designs Claude makes come out on brand. For sales, your playbook as a skill every rep uses.

04

A handover your team can run

Short guides for each skill and connector, and a named owner on your side.

The deliverables

What you leave with.

  • Your team set up in Claude with the right accounts and permissions.
  • Your CRM and approved tools connected.
  • Your first skills built around your brand or your sales method.
  • Guides so your team can run it without us.

Questions

What buyers ask first.

Is this training?

It's set-up first. Your team gets a short walkthrough of each skill as it lands. For training by role, see Team training.

Will our IT team sign this off?

Connectors start read-only, and nothing writes back to your systems until it has passed a security checkpoint with your IT team.

What comes after a Quick start?

Your team works from what we set up. When you're ready to put an agent on the step that holds the team back, the next step is an Agent Pilot.

Ready when you are

Get the whole team on the same footing.

A free 45-minute planning session. We look at how your team uses Claude today and agree what to set up first.

Book a planning session