Claude for Small & Medium Businesses

Tom Fragale Instructor:
Tom Fragale 
Tuesday, May 19, 2026
08:00 AM PDT | 11:00 AM EDT
60 Minutes
Webinar ID: 504042

More Trainings by this Expert

Price Details
Live Webinar
$149 One Attendee
$299 Corporate Live
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

This session is built specifically for small and medium business owners, operators, and managers who want to use Claude - Anthropic's industry-leading AI assistant - to run their business more efficiently, compete more effectively, and grow without proportionally growing their overhead.

Whether you have a team of 2 or 200, this session will show you how Claude can multiply your capacity and elevate the quality of everything your business produces.

We begin with a clear, practical introduction to Claude - what it is, how it works in plain business terms, and why it is particularly well-suited for the diverse, fast-moving demands of running a small or medium business. You will quickly see why Claude stands out from other AI tools and how its advanced reasoning and writing capabilities translate directly into business value.

One of the biggest wins for SMBs is in business writing and communications. This session covers how to use Claude to draft professional emails, write compelling proposals, create client-facing documents, and produce polished business communications that build credibility and win business - in a fraction of the time it currently takes.

Marketing is another area where Claude delivers outsized value for SMBs. Many small businesses cannot afford dedicated marketing staff or expensive agencies, yet they need a consistent flow of quality content to attract and retain customers. In this session, you will learn how Claude can serve as your on-demand marketing assistant - writing social media posts, ad copy, email newsletters, website content, and promotional materials that are professional, engaging, and on-brand.

Operational efficiency is a constant challenge for lean SMB teams. The session covers how Claude can help you create standard operating procedures, employee onboarding materials, training documentation, and internal communications that keep your team aligned and your business running smoothly - without the time investment those documents typically require.

For business development and customer retention, Claude is a powerful ally. Participants will learn how to use Claude to craft outreach messages, write follow-up communications, develop persuasive proposals, and build stronger client relationships through consistent, high-quality communication at every stage of the customer lifecycle.

The session also covers how Claude can support research - helping SMB owners quickly gather competitive intelligence, understand market trends, summarize industry reports, and make more informed business decisions without spending hours digging through information manually.

Throughout the session, practical prompting techniques are woven in - giving participants the simple, repeatable skills they need to get excellent results from Claude quickly and consistently, regardless of their technical background.

The session closes with a frank discussion of privacy, data security, and responsible AI use - giving SMB owners the confidence to use Claude in their business knowing exactly what is safe, what to avoid, and how to protect their business and customer information.

Attend this session and walk away with a clear, practical plan for making Claude one of the most valuable assets in your business.

Why you should Attend
Running a small or medium business has never been easy - but today’s competitive landscape makes it harder than ever. Large corporations have entire departments dedicated to marketing, customer service, HR, and operations. They have professional writers crafting their communications, analysts tracking their markets, and teams producing content around the clock. As an SMB owner or manager, you are expected to do all of that and more - often with a fraction of the resources.

The gap between large enterprises and small businesses is real, and it is growing. But here’s what many SMB owners don’t yet realize: Claude is closing that gap. Right now, small business owners who are using Claude are producing marketing content that rivals what larger competitors pay agencies thousands of dollars to create. They are responding to customers with polished, professional communications. They are writing proposals, building SOPs, researching competitors, and managing their business communications - faster and better than ever before.

If you are not using Claude in your business yet, you are leaving a significant competitive advantage on the table. Every day without it is another day your time is consumed by tasks that AI could handle in minutes. Every proposal written from scratch, every email laboriously drafted, every piece of marketing content you struggled to produce - these are hours you could have spent growing your business, serving your customers, or simply reclaiming your time.

This session is designed specifically for SMB owners, operators, and managers who want to understand exactly how Claude can help their specific business right now. No technical knowledge required. No expensive implementation. No lengthy learning curve. Just practical, immediately usable skills that give your business the AI-powered advantage it deserves.

The businesses that thrive in the next decade will be the ones that learn to work with AI now. Don’t let larger competitors with bigger budgets be the only ones who benefit. Attend this session and discover how Claude can become your most productive, most versatile, and most cost-effective team member.

Areas Covered in Session:

  • Introduction to Claude: what it is, how it works, and why it is the right AI tool for small and medium businesses
  • Using Claude to handle everyday business writing: emails, proposals, contracts, reports, and client communications
  • Marketing on a budget with Claude: social media content, ad copy, email campaigns, and website copy without hiring a copywriter
  • Using Claude to streamline operations: creating SOPs, employee handbooks, training materials, and internal communications
  • How Claude helps SMBs compete with larger organizations by multiplying the output and capability of a small team
  • Using Claude for financial and administrative tasks: summarizing reports, drafting budgets narratives, and preparing business documents
  • Customer acquisition and retention with Claude: outreach messages, follow-ups, proposals, and client relationship communications
  • Using Claude to research markets, competitors, and industry trends quickly and cost-effectively
  • Practical prompting for SMB owners and managers: simple techniques to get great results without a technical background

Who Will Benefit:
  • Small and medium business owners
  • Entrepreneurs and self-employed professionals
  • CEO’s / CFO’s / COO’s of SMBs
  • Managers of all levels in small and medium businesses
  • Operations and office managers
  • Sales and business development professionals
  • Marketing coordinators and content creators
  • HR Professionals in smaller organizations
  • Administrators
  • Anyone wearing multiple hats in a growing business


Speaker Profile
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.


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