Claude SMB Workshop with BMSS Advisors & CPAs - Huntsville, AL
Learn how to put Claude to work in your business.
The Claude SMB Workshop is coming to Huntsville, AL, hosted by BMSS Advisors & CPAs, an Anthropic Approved Claude SMB Trainer organization.
We’ll show how Claude works with tools like QuickBooks, Shopify, and Gusto, and run real workflows together: answering leads, turning a voice memo into a priced proposal, closing the books, and a Monday brief that starts your week with cash, leads, and priorities in one place.
What you’ll get
A real task working. Bring one of yours (payroll, invoices, marketing, a lead to follow up) and leave with a first version running in Claude, not just a plan to try it later.
Practical AI fluency. Learn what Claude does well, what to double-check, and where the limits are. It’s built for business owners, not engineers, so no technical background is needed.
Help in the room while you build.
One free month of Claude Max for people new to Claude Max.
Lunch with the group.
The session at a glance
9:00 AM: Doors open for registration, Claude Max setup, and coffee. Please arrive on time so your account is ready before we start.
9:30 AM: Welcome, and why you’re here
9:35 AM: AI fluency: the new-hire mental model, the 4Ds, and how trust gets built
9:50 AM: Is your data safe? Then Q&A
10:00 AM: How they did it: real examples and four power moves
10:15 AM: Demo of Claude Cowork and the Claude for Small Business plugin, then Q&A
10:35 AM: Scope your task, starting with a live whiteboard of one attendee’s workflow
10:50 AM: Build time
11:30 AM: Lunch
12:00 PM: Keep building, and save your workflow as a skill
12:30 PM: Show what you built
12:50 PM: Wrap-up: community, feedback survey, and next steps
1:00 PM: Close
What to bring
Your laptop with the Claude desktop app installed, and a charger
One real task you’d love to hand off, plus any files or information it needs (sample or non-sensitive material only, no CUI or export-controlled data)
Before you arrive
Answer the short survey in your registration (about 3 minutes). It tells us which task you’re bringing and where you are with AI.
We’ll email your Claude Max code the day before. Redeem it before you arrive and confirm you can sign in.
The fine print
This event is free to attend.
Claude is set up to ask before it sends, posts, or pays. It drafts and recommends; you decide.
Registration requires approval. Seats are limited to keep it hands-on, so register by Wednesday, November 4.
Please register with the business email address you want associated with your Claude Max account.
Want to bring a colleague? Send them this page. Each person must register individually.