# Quick start

> Get your marketing or sales team working in Claude: accounts set up, your CRM connected, and your first skills built around your brand and playbook.

Pillar: Design & Build. Price: From £10,000, excluding VAT (all prices: https://kowalah.com/pricing.md).
Source: https://kowalah.com/services/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.

## 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.

## 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 we set up.

1. **Accounts and permissions.** Workspaces, roles and sharing set up for your team, with what each person can connect.
2. **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.
3. **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.
4. **A handover your team can run.** Short guides for each skill and connector, and a named owner on your side.

## 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.

## Where it leads

- https://kowalah.com/services/agent-pilot
- https://kowalah.com/services/claude-workshop
- https://kowalah.com/services/team-training

## Questions

### 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](/services/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](/services/agent-pilot).

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**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: https://kowalah.com/contact?from=offer-quick-start