You've heard the hype and poked at ChatGPT. Spend one morning with us and walk out with Claude installed, 2–3 working workflows built on your own files, and a clear pattern for what to build next.
This course teaches workflow setup; tool selection and deployment in your practice remain subject to your own compliance, privacy, and regulatory review.
Unedited feedback from the last cohort — names and all.
“This tool is the best that I've ever used in my business.”
“I feel empowered to explore agentic AI. I've been so curious but didn't have a starting point. Now I have a foundation that applies directly to my role.”
“Mind blown by how Claude works — and a great presentation.”
“I learned how to think about how I can use AI. How to think of it as a simple tool that lets me be creative. It's no longer overwhelming.”
“A big head start on a fantastic tool for life and business — that would have taken me many more weeks, or perhaps never, on my own.”
“Claude was worth it. Thinking backwards — what problem do I want to solve? Not ‘what can Claude do for me.'”
“How to think about AI — not to be afraid of it, but to play with it.”
“To realize AI is an assistant I train and work with — my new assistant.”
“Building the foundation and training my new intern will bring ease to my growing business.”
The real value — Claude inside your day, talking to your files, your CRM, your email — is locked behind a setup nobody walks you through.
This is the walkthrough. Four hours, in person, with people who use this every day to run and scale a business. No theory, no slides about “the future.” You leave with working software on your machine.
Up and running on your laptop, signed in, with sensible defaults for the way brokers work in Canada.
You'll understand the pattern, so you keep building after the workshop instead of waiting for the next template.
Not demos. Workflows you build during the workshop using your own client files and templates. They go home with you.
Email, calendar, file storage, CRM — wired to Claude so it works inside your existing process, not beside it.
Arrive with a laptop. Leave with Claude installed, configured, and signed in — ready to use.
Personalization, skills, projects, plugins, automation — the five things you need before building anything useful.
We build 2–3 broker workflows together and teach the pattern, so you can build your own after.
Email, calendar, file storage, CRM — plugged into the tools you already use.
Solo agents. Brokerage owners. Team leads. The operations and admin folks who keep the files moving. Any size shop, any province.
No technical background required. If you can use Outlook and a browser, you can do this. We've taught lawyers, real estate agents, and people who still print their email.
Coffee, snacks, and lunch provided. Wi-Fi too.
Join us in Toronto on September 15. Brokers who've done it rate it 8.8/10.
Register now →