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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

AI at Work — Small Business & Freelancers

Enrolment

Dates announced soon

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Deep-Dive Specializations

Module Tracks

01 // Specialization Arrays

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

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

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

Badge Achievement Hierarchy

Progression Pathway

  1. 01

    Solo Learner

    Lvl 01

  2. 02

    Business Operator

    Current Tier

  3. 03

    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.”
01_BUSINESS_OS

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.

02_TRANSFORMATION

Role Transformation Project

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

03_PLAYBOOKS

Solo Playbooks & Recipes

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