bILTup
AI Training for Business Leaders

Your QBR shouldn't take the weekend before. It should take a session.

Claude for Business Leaders teaches executives, VPs, and directors to use Claude as a true AI Chief of Staff — preparing board-level deliverables, strategic analyses, and quarterly reviews from raw documents to finished package in a single session.

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QBR
Done in one session
Raw documents to finished board-ready package — without the weekend before.
4 hrs
Program duration
Half-day, instructor-led. Virtual or on-site.
1 command
To run it every quarter
Build a plugin your team runs on a schedule — no manual work each cycle.

What this program covers

This 4-hour workshop is for executives, VPs, directors, and senior managers who prepare board-level deliverables, strategic analyses, and quarterly reviews. The workshop uses a real QBR as the hands-on scenario — participants leave with a working plugin their team can run every quarter.

The program progresses from raw document analysis, to a persistent Claude Project with your company's context, to Cowork-produced finished deliverables, to a reusable plugin that runs the whole process from a single command.

No technical background required. Active Claude account recommended.

What your team will be able to do

✓Prepare a complete QBR from raw documents to finished package in one session
✓Build a Claude Project that acts as your AI Chief of Staff with full company context
✓Produce finished deliverables — documents, slide summaries, risk registers — via Cowork
✓Connect live data sources: Google Drive, Gmail, and Slack for real-time context
✓Build a /quarterly-review plugin that runs the entire process on a schedule
✓Eliminate manual aggregation and formatting across the leadership team

Program Modules

MODULE 01

Raw Analysis — Claude Meets Your Documents

  • –Structured prompting with Persona and Recipe patterns for executive-quality output
  • –Connect Google Drive, Gmail, and Slack for live context
  • –Produce a first-draft competitive landscape analysis from your own data
MODULE 02

Add Context — Projects Make Claude Your Analyst

  • –Build a QBR Project with persistent documents and custom instructions
  • –Use negative and positive examples to eliminate generic output
  • –Make Claude your Chief of Staff for ongoing strategic work — not just one-off queries
MODULE 03

Delegate — Cowork Produces the Finished Package

  • –Move from chat Q&A to finished deliverables: formatted documents, slide summaries, risk registers
  • –Review outputs as a team and refine in real time
  • –Schedule automation with /schedule for quarterly cycles
MODULE 04

Systematize — Build Your QBR Plugin

  • –Plugin architecture: skills, connectors, and slash commands
  • –Build /quarterly-review to pull data, apply your framework, and produce the full package
  • –Hand the plugin to your team so the process runs the same way every quarter

Who this is for

→Executives and VPs who prepare board-level reporting and strategic reviews
→Directors and senior managers who want consistent, high-quality deliverables without the manual work
→Leadership teams adopting AI and needing a structured starting point
→Organizations that want AI embedded in their quarterly rhythms — not just individual productivity

Logistics

Duration4 hours (half-day)
FormatInstructor-led — virtual or on-site
Group sizeUp to 15 participants
PrerequisitesNo technical background required. Active Claude account recommended.
CustomizationAdapted to your reporting structure, data sources, and quarterly cadence

Ready to bring this to your leadership team?

We'll adapt it to your reporting structure, your data sources, and your quarterly rhythm.

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