Retained Claude Advisory

After training ends, people keep learning, and a standing relationship keeps the leaders, the playbook and the next department supported.

Support After The Workshops

A Standing Relationship With The People You Trained

Claude changes, and so do the departments using it. PRESWERX stays alongside your organization through a retained relationship: regular reviews with your leaders and department heads, an explanation of what new releases mean for the work and a look at where adoption is strong and where it stalls.

A named lead from our team works at your offices, hears what colleagues find hard, refreshes the playbook with its owner and helps leaders decide which department learns next. Questions that come up between reviews have a person to go to.

Leaders get a steady view of how learning is going, and the organization keeps its standard as people join, move and change roles.

Three colleagues seated at a table in front of a red brick wall, each with a printed page, one writing notes during a review meeting
What Leaders Get Each Review

Reviews, Updates And A Plan For The Next Department

How Retained Advisory Runs

From Reviews To The Next Department

1

Review With The People Using It

We meet leaders and department heads and hear what is working and what is not.

2

Update The Standard

We refresh prompts, guides and the policy with their owners as Claude and the work change.

3

Plan What Comes Next

Leaders choose the next department or office, and we prepare its training.

Advisory In Practice

A Law Firm, A Hospital Group, A Foundation And A Distributor

A Law Firm Reviews New Releases With Its Leaders

The managing partner and the practice support director meet with leaders to review what a new release changes for associates and paralegals.

A Hospital Group Checks Adoption By Site

The COO of a hospital group looks at which sites use the playbook and which need a refresher, and plans visits accordingly.

A Foundation Plans Its Next Program Office

The executive director of a foundation chooses the next office to train and asks the advisor to prepare its workshop.

A Distributor Refreshes Its Policy

The CFO and the IT director of a distribution company update the policy with the advisor as new connectors are considered.

Advisory Questions

What Leaders Ask About Ongoing Support

What does a retained relationship include?

Regular in-person reviews, answers between reviews, updates to your playbook and policy, and help planning the next department.

Who from PRESWERX works with us?

A named lead from our team, who stays with your organization so you do not repeat yourself.

Do we need to have been trained by PRESWERX?

No, though it helps. We begin by learning what your people already know and what they use.

Does the advisor make decisions for us?

No. Leaders and the reviewers your organization names decide. We offer an informed view and the questions to settle.

How does it help new staff?

Leaders and the playbook onboard them, and reviews show where the guidance needs to change.

How is it sequenced with other work?

It starts after the first workshops and grows as more departments learn.

What would you want reviewed first?

Tell us who you have trained and what is happening since, and we will outline how a standing relationship could help.

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