Quotes
- Today
- You start from an old quote and change quantities and prices by hand, at night.
- Claude
- From your site-visit notes and past quotes, Claude prepares the new one with your prices and terms.
- You
- You review and send.
Program · construction and renovation contractors
The program for contractors: your quotes without starting from scratch.
The same 2 mornings, applied to your business. Claude learns your prices, your templates and how you quote, then prepares your quotes and links your timesheets to your job tracking. You review and sign.
2 mornings of 3 hLive, small groupOn your real filesNo coding
Example · plan mode
Quote for a full bathroom at Mr. Gagnon's, 8 ft x 10 ft. Use my June quote as the base.
Claude · my plan
- 1Reuse the structure and prices from your June quote
- 2Calculate materials and labour for 80 sq ft
- 3Add your terms and your logo
- 4Output the quote as a PDF, ready to review
Shall I start?
You
You adjust a price. You send.
The tasks we build with people in your trade
For each: what you do today, what Claude does, what you keep. You pick the one we build together during the training.
Timesheets and job tracking
- Today
- Hours come in on paper or by text, and you retype them.
- Claude
- Claude puts the timesheets into your quote file, which also serves as your job tracking.
- You
- You see where every job stands.
Client inquiries
- Today
- The same questions by email, answered one by one.
- Claude
- Claude drafts a reply to each inquiry with your real information: timelines, areas served, next steps.
- You
- You review and send.
Invoices and reminders
- Today
- You build the invoice from the quote and the hours, then chase payment when you think of it.
- Claude
- Claude prepares the invoice from the quote and timesheets, then writes reminders for overdue invoices.
- You
- You approve and send.
You keep your tools:
ExcelGoogle SheetsQuickBooksGmailOutlookGoogle DrivePDF
The program, morning by morning
Live, shared screen: Yassir shows, you do the same on your side, on your tools. No slides to watch.
1Morning 1 · 3 h live
Claude learns your business
You leave with Claude installed, set up for your business, and your first automation under way.
- We install everything together
Claude inside Visual Studio Code, a free tool that lets you keep several conversations open at once. Step by step, shared screen.
- Your working folder and your rules
A file Claude reads before every task: who you are, your trade, your clients, what it must never do. That's what turns a chat into an assistant that knows your business.
- Plan mode: it proposes, you decide
Before acting, Claude shows you its plan and asks its questions. You correct, you say yes, it executes. You stay in control.
- Your first automation
You give Claude a real document (an old quote, a report, a statement) and it builds the tool that redoes it for you, the same way every time.
- Talk instead of typing
You dictate your requests out loud, like to a colleague. It's faster, and you give more detail without noticing.
In your trade: Your rules file: your prices, your terms, your areas. Then your first automation, often the quote, built from one of your real quotes.
2Morning 2 · 3 h live
Claude plugs into your tools and remembers
You leave with a Claude that works with your tools, remembers what it learns, and the right security habits.
- Plug Claude into your tools
Gmail, Google Drive, Shopify, your CRM: Claude reads the tool's documentation and writes the connection itself. You provide the access, it does the rest.
- Make your numbers talk
Statements, sales, calls, Excel files: you provide the raw data and an example of the report you want. Claude produces the report, the same way every time.
- A memory that grows
At the end of each work session, Claude writes down what it learned: your projects, your decisions, your tools. It gets better every week.
- Serious research
A research tool that compares sources across the web and hands you a summary, for a market study or a supplier decision.
- Security habits
Where to keep your keys and passwords, why never to install a tool found just anywhere, and how to spot a booby-trapped document trying to give Claude orders.
In your trade: Your timesheets linked to your job tracking, Claude plugged into your email or Google Drive, and a memory of your jobs and clients.
Every month · live
The Q&A session
Bring what's blocking you or your next automation idea. We solve it together and go over what's new in Claude.
The method
One recipe, for all your tasks.
It's the same for a quote, a report or a Gmail connection. You practise it during the 2 mornings, then repeat it on your own.
- 1You describe the task
Out loud, like to a colleague, with an example of the result.
- 2Claude proposes a plan
It reads your folder, then asks its questions.
- 3You approve, it builds
The tool is ready to reuse, next time in minutes.
- 4It remembers
What it learned goes into its memory. Next time, it already knows.
They did it in their business
“My timesheets go straight into my quote file, which is also my job-tracking file. It would have cost me a fortune to have an Excel specialist build that.”
Quotes, timesheets and job tracking linked
Pick your cohort
2 live online mornings of 3 hours, 9 a.m. to noon (Montreal time). Come with THE task you want off your week.
$1,500
per person, plus tax
October 2026
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Training daySelected cohortMontreal time
- BookOpen for registrationOctober 22 cohortThu, Oct 22 and Thu, Oct 29 · 9 a.m. to 12 p.m.
- Registration not open yetNovember 19 cohortThu, Nov 19 and Thu, Nov 26 · 9 a.m. to 12 p.m.
- Only one cohort is open at a time. The next one opens the day this one starts.
- 2 live mornings of 3 hours, small group, shared screen
- You build on your real files, not on examples
- Session recordings, to rewatch as often as you like
- Course notes and ready-to-copy prompts
- A live Q&A session every month
Not sure where to start?
Take the free AI diagnostic: Clara spends 15 to 20 minutes with you (and your team, if you want) and tells you which tasks to automate first.
Frequently asked questions
I'm not comfortable with computers. Is this for me?
Yes. You talk to Claude like to an employee, out loud if you want. We install everything together, and sessions are recorded so you can rewatch each step.
Does it work with my Excel file?
Yes. Claude reads and fills your Excel and Google Sheets files. That's often where we start.
Do I need to know how to code?
No. You describe what you want, Claude proposes a plan, you approve and it writes the code. We install everything together.
What do I need?
A computer (Mac or PC), a paid Claude subscription (from about US$20 a month) and an example document for the task you want to automate.
How much does it cost?
$1,500 per person, plus tax, for the 2 mornings, recordings, notes and the monthly session.
The program for other trades
Accountants
Data entry, statements, payroll, follow-ups
See the programMarketing agencies
Proposals, client reports, content, admin
See the programE-commerce
Product listings, warehouse, sales
See the programCoaches and trainers
Sales calls, reports, course outlines
See the programYour trade isn't listed?
The method is the same. The free diagnostic tells you which task to start with.
Take the diagnostic