Free Lesson
Setup Claude for Consultants & Marketing Teams
45 min
Jun 18, 2026 12:00 PM
Virtual (Zoom)
In this video
What you'll learn
Win clients with content that sounds like you
Set up your voice and method as a reusable Claude skill, so every proposal, post, and newsletter converts like you.
Turn your inbox, notes, and CRM into quality lead
Connect your real data so Claude scores who is worth your time and surfaces the warmest leads first.
Draft outreach and follow ups that never slip
Claude drafts personalized first touches and follow ups from your pipeline, and you approve every send.
Grow without hiring more headcount
See a no code agent built in Claude Code and run in Cowork: a setup you can repeat for every client you serve.
Why this topic matters
You need more clients and better leads, but you do not have a marketing team and you cannot give AI all day. The problem is not Claude. Most people never set it up, so the output stays generic and off-brand. In 45 minutes you set Claude up around your voice and your data, no code, so it starts producing work that wins clients and fills your pipeline, without hiring.
You'll learn from
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