ClaudeAdvance — 2-Day Applied Claude Workflows Program

Level: Intermediate
Duration: 2 Days / 14 Hrs
Delivery: Classroom / Live Virtual
Training Methodology: Learning By Doing (Hands-On Labs)

Course Introduction

Builds on core Claude usage with role-specific applied workflows — research, content production, data analysis, and team collaboration — plus techniques for consistent, higher-quality output.

Course Objective

Move participants from basic usage to applied, role-relevant workflows using Claude for real business deliverables — proposals, reports, analysis, and repeatable processes.

Key Takeaways

  • Function-specific Claude workflows (proposals, research, reporting, analysis)
  • Reusable Project setups and custom instructions
  • Working knowledge of Claude for Excel, Chrome, and connected tools
  • A personal library of prompts and templates for their role

Who Should Attend

  • Business development, sales, and proposal teams
  • L&D, research, and content professionals
  • Analysts and operations teams working with data and reports

Course Modules

Module 1: Recap — Claude Fundamentals

  • Prompting refresher and best practices
  • Projects, Artifacts, and Styles review

Module 2: Research & Analysis Workflows

  • Structured research using web search and document upload
  • Synthesizing multiple sources into a brief
  • Fact-checking and source evaluation habits

Module 3: Proposal & Content Production

  • Drafting client proposals and outreach at scale
  • Building reusable templates and tone-of-voice styles
  • Producing polished Word/PDF deliverables

Module 4: Data & Spreadsheet Workflows

  • Claude for Excel — formulas, cleanup, quick models
  • Summarizing and visualizing data sets
  • Building simple trackers and dashboards

Module 5: Connected Tools & Automation

  • Claude in Chrome for browsing and research tasks
  • Connectors: Gmail, Calendar, Drive basics
  • Where automation saves the most time

Module 6: Building Your Prompt Library

  • Capturing reusable prompts for recurring tasks
  • Team-wide sharing and consistency

Note: Labs are illustrative. Actual exercises may vary by trainer approach, participant profile, and Claude plan/licensing.