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AI at Work — Small Business & Freelancers
SMALL BUSINESS

Intensity Level

RUN IT SOLO · CLAUDE-FORWARD

Operational Duration

6 WEEKS

Course Code: R2-SB-SMB

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Enrolment

Dates announced soon

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MODULE TRACKS

Deep-Dive Specializations

01 // SPECIALIZATION ARRAYS
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Finance & Admin Automation (Week 3)

Let Claude run invoicing, month-end reporting, and daily operations—you approve every decision. Connect QuickBooks and PayPal to delegate collections and briefing work.

  • • Cash tracking & overdue reminders
  • • Month-end reconciliation & reporting
  • • Admin, scheduling & documents
  • • Daily owner's dashboard
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Sales & Marketing Solo (Week 4)

Be your own sales and marketing department. Draft outreach, win proposals, and batch content—all in your voice, all approved before send.

  • • Customer pipeline & follow-up
  • • Proposals, quotes & contracts
  • • Content planning & social brand
  • • Human touchpoints rules
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Your AI Operating System (Weeks 5–6)

Assemble Claude Projects per function, connect real tools (HubSpot, Canva, Google Drive), and measure hours reclaimed while keeping control and quality intact.

  • • Claude Projects as departments
  • • Connector & MCP setup
  • • Delegate-but-approve workflow
  • • Data security & sustainability

PROGRESSION PATHWAY

Badge Achievement Hierarchy

school

Solo Learner

Lvl 01

work

Business Operator

Current Tier

verified

AI at Work Certified

Lvl 03

WEEKLY PLAN

Timeline // 6 weeks · Role-specific track

Wk 1–2

Shared Core

Claude Foundations & AI Basics

Prerequisites: Claude capabilities, projects, safety patterns. Prepares all R2 tracks (you've completed this before joining 'Run It Solo').

Online

Wk 3

Finance & Operations

Your AI Back Office

Set up cash tracking, invoice reminders, month-end reporting, and a daily brief. Connect QuickBooks and PayPal. Build an Admin Project for quotes and scheduling.

Online + Lab

Wk 4

Sales & Marketing

Customers & Pipeline — Solo

Draft outreach, manage follow-ups, write proposals and contracts, batch content in your brand voice. Keep your personal touchpoints human.

Online + Lab

Wk 5

Systems & Integration

Claude as Your Team

Build Projects per function, connect your real tools (HubSpot, Canva, Google Drive, Slack, DocuSign), and map your delegate-but-approve workflow.

Online + Lab

Wk 6

Capstone

Role Transformation Project

Map your business, assemble your one-person AI operating system, measure hours reclaimed, and present your before/after with impact.

Online + Lab

TECHNICAL DELIVERABLES

System deployments you will depart with, fully optimized for production environments.

Forge Guarantee

“You'll reclaim 8–12 hours per week by delegating routine work to Claude while keeping approval, quality, and customer relationships under your control.”

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Your One-Person Business Operating System

Live Claude Projects per function (Finance, Sales, Marketing, Ops), connected tools, morning brief automation, and your delegate-but-approve workflow documented.

assessment02_TRANSFORMATION

Role Transformation Project

Before/after analysis: business functions mapped, baseline hours recorded, hours reclaimed measured, control and quality preserved, 5-slide presentation.

checklist03_PLAYBOOKS

Solo Playbooks & Recipes

Reusable recipes: cash & invoices, month-end, admin templates, proposal, content batching, morning brief spec, sustainability + data rules.