AI Jumpstart
Your team is probably using AI already
In most distributors we work with, staff are already using AI on personal accounts to write emails, research products and summarize orders. That means company and customer information is going places you can’t see, with no policy and no consistency. AI Jumpstart moves AI under your company’s control and provides the guardrails you need to protect company data.
What’s included
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Claude Team, set up for your business
A Claude Team business account for your staff, configured with the right access, spending limits and security settings. It protects your company data.
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Connected to the tools you use
Linked to Microsoft 365 or Google Workspace so AI can work with your email, calendar and files, then tested with your team.
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Your company AI policy
A ready-to-use policy with an employee acknowledgment, so everyone knows what’s allowed and what isn’t.
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AI best practices for distributors
A practical guide to using AI safely while improving performance.
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Ready-to-use prompts by role
Copy-and-paste prompts for Sales, CSRs, Finance, Program Managers and Owners.
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FAQ and New Employee AI Handbook
Answers the questions your team will ask, and a simple way to bring new hires up to speed.
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A coached AI Coordinator
We coach one person on your team to manage AI day to day, set them up as a Claude Admin and provide a Coordinator Playbook.
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Live launch session
A 60-minute AI Jumpstart session with your team, including Q&A.
How it works
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Kickoff call
We confirm your setup, you name your AI Coordinator, and we identify who manages your Microsoft 365 or Google account.
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We set it up
We configure your Claude Team account, security settings and staff logins.
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We connect and test
We connect your email and files and test everything with your AI Coordinator.
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We provide the guides
We provide helpful, easy to digest information, via a Claude skill of course, to support AI onboarding and be a reference guide for your team. Best practices, FAQs, company AI policies, etc.
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Launch
We engage your team in a live coaching and Q&A session and hand your Coordinator everything they need to keep it running.
Timing: most distributors are up and running in about one to two weeks from kickoff.
What we need from you
- A short kickoff call and a 60-minute launch session. That’s most of your time.
- One person to serve as your AI Coordinator – often a key employee like an office manager or operations manager who is relatively tech savvy.
- A Claude Team seat for each user (we’ll help you set the right number).
- Access to whoever manages your Microsoft 365 or Google Workspace account, sometimes an outside IT provider that we can coordinate with directly.
Who it’s for
AI Jumpstart is built for distributors running on Microsoft 365 or Google Workspace who want their team to use AI safely and consistently, without having to become AI experts themselves.
Ready for more?
Meet Promo CoWork. AI agents that take on repetitive back-office work in Syncore and QuickBooks.
AI Jumpstart FAQ
No. It’s very intuitive and we run everything through your AI Coordinator.
Very little. Plan on a short kickoff call and the 60-minute launch session with your team.
No. Claude Team is a business account, and its default settings don’t use your data to train the model.
Your policy will say company work belongs in the company account. Staff can keep a separate personal account for personal use. This is an AI best practice.
AI Jumpstart requires Microsoft 365 or Google Workspace, because that’s what lets AI connect securely to your email and files.
Your AI Coordinator is the first stop, with the guides, prompts and FAQ we provide. Our AI Solutions Consultant is available to support your AI Coordinator for 30 days after your launch session.
AI Jumpstart is a one-time, fixed-price engagement. Schedule a Consult and we’ll walk you through it.