A Beginner’s Guide to Claude

A practical, hands-on course for brokers new to Claude, covering client emails, file organization, and the day-to-day tasks that eat up your week.

This course is built for brokers who’ve never used Claude before, or who’ve tried it and want to actually put it to work in their business. It runs over a few short sessions rather than one long sit-down, so what you learn has a chance to stick before the next one.

What You’ll Cover

Setting up your account and getting comfortable with the basics, connecting your email so Claude can help draft and organize, and building a working profile of your business so Claude already knows your process, your tone, and your usual files before you ask it for anything.

How It’s Structured

Prework gets your account and software set up before Day 1, so we're not spending group time on downloads. From there, each session builds on the last, with a bit of homework in between to practice what you covered.