Context

A specialist education provider training dental professionals, run by a small leadership team across two related businesses. They were already paying for AI tools and curious about more — with pain points across marketing, their student support portal, invoice processing and content review.

The problem

Like many smaller organisations, they had energy but no roadmap: which tool, which use cases first, what about data security, and how do busy leaders build real skill without weeks off the tools? Their IT provider had also raised legitimate data and security concerns that needed straight answers before anything went ahead.

What we did

After a discovery session mapping their businesses and pain points, we recommended Claude and addressed each of the IT security concerns directly with their provider. We then delivered a Leaders Exploration Session on Claude for the leadership team, followed by an intermediate team session and 1:1 intensives.

To make the capability stick, we built them a branded organisational skill pack — their letterhead, presentation templates and logos wired into Claude — so every document and deck the team produces comes out on-brand by default.

The outcome

• Leaders moved from first exposure to confidently self-driving within weeks — including building their own branded presentations in Claude unaided

• IT security concerns resolved in writing with their managed IT provider

• A branded skill pack embedded, so AI output ships in the organisation's own look and voice

• Engagement progressed to advanced sessions on the team's request