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Phase 2 — Claude HubIntermediate

Claude for Business Professionals

Real-world business scenarios, practical frameworks, and immediately applicable techniques. Master proposals, competitive intelligence, strategic planning, SOPs, and client management — with Claude as your co-pilot.

Guided learning 94 minutes total 8 lessons Intermediate level
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▶ Course Introduction0:22
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Welcome to Claude for Business Professionals. You will use AI to clarify ideas, strengthen communication, and move important work forward. We will apply practical methods to planning, proposals, research, and everyday decisions while keeping your judgment in the lead. Let's get to work.

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Course materials at a glance

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9 videos

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8 written lessons

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94 minutes

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Begin with the published course introduction. Additional narrated lesson videos are shown here only when they are ready to watch.

  • Claude for Business Professionals: Course Introduction

    Orientation video · 0:22
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  • Lesson 1: Claude as Your Business Co-Pilot

    Narrated lesson video

  • Lesson 2: Writing Winning Proposals and Pitches

    Narrated lesson video

  • Lesson 3: Mastering Business Communication

    Narrated lesson video

  • Lesson 4: Competitive Intelligence and Market Research

    Narrated lesson video

  • Lesson 5: Strategic Planning and Decision-Making

    Narrated lesson video

  • Lesson 6: Building SOPs and Operational Systems

    Narrated lesson video

  • Lesson 7: Client Management and Relationship Intelligence

    Narrated lesson video

  • Lesson 8: Building Your Business AI System

    Narrated lesson video

Lesson roadmap

8 lessons shown · Est. study time: 1 hr 34 min

Weekly planning goal60 / 60 min

This selection fills a suggested week of study.

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Lesson 1Claude as Your Business Co-Pilot

Video available
10 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 2Writing Winning Proposals and Pitches

Video available
13 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 3Mastering Business Communication

Video available
12 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 4Competitive Intelligence and Market Research

Video available
12 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 5Strategic Planning and Decision-Making

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13 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 6Building SOPs and Operational Systems

Video available
11 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 7Client Management and Relationship Intelligence

Video available
12 min
This lesson is available as written learning, narrated audio, and a published video.

Lesson 8Building Your Business AI System

Video available
11 min
This lesson is available as written learning, narrated audio, and a published video.

Course lesson

Lesson 1 of 8 · Claude as Your Business Co-Pilot

Lesson 1· 10 minFoundation

Claude as Your Business Co-Pilot

The most successful business professionals using AI are not replacing their judgment — they are amplifying it. Claude handles the time-consuming cognitive work so you can focus on what only you can do: relationships, decisions, and strategy.

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The average knowledge worker spends 28% of their workday on email alone, and another 20% searching for information. Add in report writing, meeting preparation, and routine analysis — and the majority of a professional's day is consumed by tasks that are important but not uniquely human. Claude can handle all of these. Not perfectly, not without your oversight, but well enough to cut the time spent on each by 60–80%. That is not a marginal improvement — it is a structural change in how you work. The professionals who recognise this early and build now will have a compounding advantage over those who do not.

Key Takeaway

Claude is your senior analyst on demand — it amplifies your judgment, not replaces it. It handles the cognitive heavy lifting (drafting, research, analysis) so you focus on relationships, decisions, and strategy. Start with your three most time-consuming recurring tasks.

Knowledge Check

A business professional wants to use Claude to write a client proposal. What is the most important thing to remember?

Your Business Prompt Library

8 Business Prompt Templates

Battle-tested prompts for every scenario in this course. Copy, customise the brackets, and add them to your business prompt library.

Proposal Executive Summary

You are a senior business consultant. Write an executive summary for a proposal to [client name] in [industry]. Their core problem: [problem]. Our solution: [solution]. Key differentiators: [differentiators]. Desired outcome for the client: [outcome]. Length: 200 words. Lead with their problem, not our credentials.

Competitive Battle Card

You are a sales trainer. Based on this competitive analysis: [paste analysis]. Create a one-page battle card for our sales team covering: (1) How to position against [competitor], (2) The 3 most common objections we face, (3) The best response to each objection, (4) Our strongest differentiators in this comparison.

Strategic Decision Framework

I am deciding [decision]. Options: [list options]. Constraints: [constraints]. Please: (1) Identify the key assumptions underlying each option, (2) Stress-test each assumption — what must be true and what is the evidence?, (3) Identify the top 3 risks for each option, (4) Recommend the best option with your reasoning.

SOP from Voice Transcript

You are a business operations expert. Convert this process description into a professional SOP: [paste transcript]. Include: Overview, Prerequisites, Step-by-step instructions (numbered), Decision points, Quality checks, Common errors to avoid. Format for easy reference.

Client Meeting Prep

I am meeting with [client name] from [company] tomorrow. Background: [what you know about them]. Agenda: [agenda items]. Relationship history: [summary]. Help me prepare: (1) Questions I should ask, (2) Concerns they are likely to raise, (3) Opportunities to explore, (4) Key messages to land.

Difficult Email

You are a professional consultant with strong client relationship skills. Write an email to [recipient] about [difficult situation]. Context: [full situation]. Relationship: [relationship history]. Desired outcome: [what I want to achieve]. Then review it: what could go wrong? What might they feel that I am not intending?

Pre-Mortem Analysis

I am planning to [initiative/decision]. Imagine it is 12 months from now and this has failed badly. Working backwards: (1) What are the most likely causes of failure? (2) Which assumptions proved wrong? (3) What warning signs should I have acted on? (4) What would I do differently? Use this to help me strengthen the plan.

Customer Feedback Analysis

Analyse this customer feedback: [paste feedback/reviews/tickets]. Identify: (1) Top 5 recurring themes, (2) Most common pain points, (3) Patterns suggesting unmet needs, (4) Sentiment trends, (5) The 3 most actionable insights for our product/service team. Be specific — cite examples from the data.