Claude for Small & Medium Businesses

Instructor: Tom Fragale

Product ID: 5338

Date & Time: September 29, 2026 | Time: 3:00 PM EDT

Duration: 60 Min

Why Should You Attend

Small and mid-sized businesses face growing pressure to compete with larger organizations while managing limited time, staff, and resources. Claude helps business owners and managers improve productivity by streamlining communication, creating marketing content, drafting proposals, handling customer interactions, and supporting daily operations more efficiently.

This session provides practical guidance on how SMBs can use Claude to save time, improve workflow efficiency, enhance business communication, and gain a competitive advantage without requiring technical expertise or complex implementation.

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Description of the Topic

This session is designed specifically for small and medium business owners, managers, and operators who want to use Claude to improve productivity, streamline operations, and grow their business more efficiently. Participants will learn how Claude can support everyday business activities including communication, marketing, customer engagement, research, and internal operations without requiring technical expertise.

The session covers practical ways to use Claude for drafting professional emails, proposals, client communications, marketing content, social media posts, newsletters, SOPs, onboarding materials, and internal documentation. Participants will also explore how Claude can support customer communication, business development, market research, and decision-making while helping lean teams save time and improve workflow efficiency.

In addition, the session includes practical prompting techniques to help users get better AI-generated results quickly and consistently. Participants will also learn best practices for privacy, security, and responsible AI usage so they can confidently integrate Claude into their daily business operations and gain a competitive advantage in today’s fast-changing business environment.

Areas Covered in the 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


  Instructor Profile


Tom Fragale is a computer professional with over 35 years of professional IT experience , including over 23 years of training experience. I have trained over 50,000 people in live seminars , webinars, VILT's, and onsite /on-site training. I can do 1-on-1 training, Virtual training, VILT's , private webinars for your group, and on-site training on : Excel, PowerPoint, Word, Outlook, Access, SQL, SharePoint, Visio, PowerBI, and other computer topics. I can travel anywhere in the USA and the world.

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 project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, 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. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

Price Details 

Single Live: One registration is valid for one attendee to attend the live session only.

Access details for the live session will be emailed 24 hours prior to the scheduled date and time.

Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.

Corporate Live: Access to the live session only for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time.

Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.

Live + Recorded: One registration is valid for one attendee to attend the live session and receive access to the recorded version.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.

Corporate Live + Recorded: Access to the Live + Recorded package is valid for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.

Price Informations 

Single Live: One registration is valid for one attendee to attend the live session only.

Access details for the live session will be emailed 24 hours prior to the scheduled date and time.


Corporate Live: Access to the live session only for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time.


Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.


Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.


Live + Recorded: One registration is valid for one attendee to attend the live session and receive access to the recorded version.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.


Corporate Live + Recorded: Access to the Live + Recorded package is valid for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.