Training & business services for

ChatGPTClaude

Make intelligence
your advantage.

Practical AI training. Creative possibilities. Expert support to bring ChatGPT and Claude into the way you work.

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The platforms

Two leading AI assistants. One practical approach.

ChatGPTby OpenAIDrafting, summarising, research, and working with files and data.ChatGPT courses Claudeby AnthropicLong documents, careful writing and reusable Projects.Claude courses

Three pathways

Your next chapter starts here.

Capability showcase

From an idea to something useful.

Pick an area to watch a rough brief become a structured, reviewable output.

Input · BriefRough

Spring workshop series for HR managers, Sydney.
Modest budget. Six weeks to fill it.
Goal: around 40 registrations.
Tone: warm, practical, no hype.

Output · Campaign planDraft for review

Spring HR workshop series

Objective: 40 registrations across three sessions within six weeks
Audience: HR managers and people leads at 50–500 person firms
Message: One practical morning that saves hours every month
Channels: LinkedIn organic and paid · partner newsletter · two-email sequence
Measures: Registrations, cost per registration, show-up rate

Learn this workflow in AI for Marketing and Content

Illustrative examplePrepared demonstrations of the kind of work you learn to produce. These are not live AI responses.

The collection

Learn the tools. Change the way you work.

6 courses

ChatGPT Foundations for Work

Write, summarise and analyse everyday work with confidence and good judgement.

Level BeginnerDuration 1 dayFormat Live online

View course ChatGPT Foundations for Work Register interest in ChatGPT Foundations for Work

Claude Foundations for Work

Use Claude for long documents, careful drafting and structured thinking.

Level BeginnerDuration 1 dayFormat Live online

View course Claude Foundations for Work Register interest in Claude Foundations for Work

AI for Marketing and Content

Turn briefs into campaign plans, content calendars and on-brand drafts.

Level IntermediateDuration 1 dayFormat Live online

View course AI for Marketing and Content Register interest in AI for Marketing and Content

AI for Sales and Account Management

Prepare for accounts, follow up faster and keep pipeline notes useful.

Level IntermediateDuration Half dayFormat Live online

View course AI for Sales and Account Management Register interest in AI for Sales and Account Management

AI for Operations and Productivity

Document processes, build reporting workflows and remove repetitive steps.

Level IntermediateDuration 1 dayFormat Live online

View course AI for Operations and Productivity Register interest in AI for Operations and Productivity

AI for Business Leaders

Identify where AI creates value, manage the risks and lead adoption.

Level All levelsDuration Half dayFormat Live online

View course AI for Business Leaders Register interest in AI for Business Leaders

Going further with Claude

The Claude pathway

Six further courses after Foundations, taken in order: from multi-step work in Cowork and visual prototypes in Claude Design to connectors, skills and your own MCP integrations.

See the pathway and examples

Stage 1: Foundations
Claude Foundations
Stage 2: Practical workflows or design
Claude Cowork or Claude Design
Stage 3: Connectors or skills
Claude Connectors or Claude Skills
Stage 4: MCP configuration
Claude MCP: Configure
Stage 5: MCP development
Building MCP Integrations

Not sure where to start? Find my course

AI services

Build the confidence to move forward.

A staged approach that starts with real opportunities and ends with teams who use AI well. Select a stage to see what it involves and what you receive.

The problem

Lots of AI ideas, no shared view of which ones are worth doing.

What happens

Short interviews with the people doing the work
A workshop to list where time is lost or quality slips
Each idea ranked by value, effort and risk

What you receive

An opportunity register your leadership team can choose from, with risks and constraints noted early.

Discuss AI opportunities More about Discover

Sample deliverable · Opportunity register Illustrative

Opportunity	Value	Effort	Risk
Proposal first drafts	High	Low	Low
Meeting summaries	Medium	Low	Medium
Support triage	High	Medium	Medium

The problem

Unclear whether people, processes, data and accounts are ready for a pilot.

What happens

A review of skills and confidence
Mapping where work would change
What data can and cannot be shared, and which accounts to use

What you receive

A readiness assessment, usage guidelines drafted with you, and a recommendation for the first pilot.

Discuss AI readiness More about Prepare

Sample deliverable · Readiness assessment Illustrative

Area	Status	Action
People	Mixed confidence	Foundations training for pilot group
Process	Documented	Agree review step
Data	Customer data in scope	Use work accounts only
Access	Personal accounts in use	Move to managed accounts

The problem

Enthusiasm without evidence: no clear way to know whether AI actually helps.

What happens

One workflow, a small group and a fixed timeframe
Agreed measures captured before and after
Weekly check-ins to fix problems early

What you receive

A pilot charter with evaluation measures, then a short results report with a recommendation to scale, change or stop.

Discuss a pilot More about Pilot

Sample deliverable · Pilot charter and measures Illustrative

Item	Agreed
Workflow	Proposal drafting
Group	Six people, sales team
Timeframe	Four weeks
Measures	Hours per proposal · edits needed · team confidence

The problem

A successful pilot that never spreads beyond the first group.

What happens

Role-based training in waves
A small network of internal champions
A regular review of what is working and what to change

What you receive

A training and rollout plan, plus resources your teams keep using after the sessions end.

Discuss team adoption More about Adopt

Sample deliverable · Training and rollout plan Illustrative

Wave	Who	When
1	Champions	Month 1
2	Sales and marketing	Month 2
3	All staff	Month 3

Explore AI services

See what you’ll create

Real work, taking shape.

Prepared examples of what people practise in our courses, and samples of what clients receive from our services. Open any one to read the finished result.

AI for Marketing and Content

A campaign brief becomes a plan, a calendar and coordinated drafts

Inspect it step by step on the AI for Marketing and Content page

AI for Sales and Account Management

Meeting notes become actions, a follow-up email and a CRM-ready note

Inspect it step by step on the AI for Sales and Account Management page

ChatGPT Foundations for Work

Rough call notes become a clear follow-up email

Inspect it step by step on the ChatGPT Foundations for Work page

12 examples

ToPriya Shah
SubjectNext steps on the March order
- Delivery: 14 March, confirmed
- PO by Friday holds the price
- Price applies at 500+ units
- Packaging question asked
Everyday workCourse exercise
Rough call notes become a clear follow-up email
Starts as Five lines of shorthand notes from a supplier call.
See it take shape on the ChatGPT Foundations for Work page
Supplier comparison
- Four points, side by side
- Page reference for every answer
- Two points to verify
- Ready for the decision meeting
Everyday workCourse exercise
Two proposals become a comparison with points to verify
Starts as Proposals from two suppliers, 14 and 11 pages.
See it take shape on the Claude Foundations for Work page
Week 1 drafts
- LinkedIn: the problem, in one story
- Email: invitation and dates
- Partner: 60-word introduction
- Same message, same action
MarketingCourse exercise
A campaign brief becomes a plan, a calendar and coordinated drafts
Starts as A one-paragraph brief for a series of HR workshops.
See it take shape on the AI for Marketing and Content page
CRM-ready note
- Stage: renewal · 25 seats
- Next step: call on 28 May
- Open: confirm who signs off
- Paste into your CRM
SalesCourse exercise
Meeting notes become actions, a follow-up email and a CRM-ready note
Starts as Rough notes typed during a renewal meeting.
See it take shape on the AI for Sales and Account Management page
September summary
- What changed, in three lines
- What we know and what we don’t
- Action: review North pipeline
- Reviewed before sending
OperationsCourse exercise
Reporting inputs become a reviewed management summary
Starts as Monthly order numbers for three regions.
See it take shape on the AI for Operations and Productivity page
- Scale: quality holds
- Change: useful, needs work
- Stop: rules can’t be met
LeadershipCourse exercise
A proposed use case becomes a pilot brief
Starts as One promising use case from the register.
See it take shape on the AI for Business Leaders page
Riverbend rollout · outputs
- Status report · one page
- Action register · 9 actions
- Management brief · half page
- Launch: 28 November
OperationsCourse exercise
A project folder becomes a status report, action register and management brief
Starts as A fictional project folder: two sets of meeting notes, a milestones sheet, an actions log and steering notes.
See it take shape on the Claude Cowork: Practical Workflows for Business page
MarketingCourse exercise
A brief and brand references become a landing-page prototype
Starts as A one-page brief for a fictional bookkeeping business, brand colours, a typeface and a reference photo.
See it take shape on the Claude Design: From Brief to Visual Prototype page
Permissions record
- Tools: 2 read, 0 write
- Data: sample orders only
- Key stored locally, not shared
- Owner and review date set
IT and integrationCourse exercise
A demonstration MCP server is configured, tested, fixed and documented
Starts as An approved demonstration server with two read-only tools over sample order data.
See it take shape on the Claude MCP: Connect and Configure page
1. Template: campaign email
2. Template: follow-up email
3. Template: report summary
4. Review standard v1
Teams and servicesCourse exercise
Different roles share one method and build reusable templates
Starts as People in marketing, sales and operations, each using AI differently.
See it take shape on the Private team training page
1. 1 Proposal first draftsRecommended first
2. 2 Meeting summariesQuick win
3. 3 Support triageAfter data rules
Teams and servicesService deliverable
An opportunity register taking shape
Starts as Ideas from short interviews and a workshop with the people doing the work.
See it take shape on the Discover service page
- Scale to more teams
- Change and re-test
- Stop and record why
Teams and servicesService deliverable
A defined workflow moves through a pilot to a decision
Starts as One real workflow, measured before anything changes.
See it take shape on the Pilot service page

Prepared demonstrations Fictional names and figures. Course examples show the kind of work practised; service samples show the structure of what you receive. None of them is live AI output.

About & approach

Human expertise. Practical AI.

Wizard Training is an independent provider teaching people and teams across Australia to use ChatGPT and Claude with skill and judgement, live online. Sessions are hands-on, grounded in the work you already do, and designed so the habits stick after the day ends.

“The goal isn't to use AI more. It's to do better work, and to know when the tool is wrong.”

Wizard Training is not affiliated with OpenAI or Anthropic. We teach both platforms so you can choose what suits your work.

How every session runs

01BriefWe start with the work you actually do and what you want to be able to do afterwards.
02DemonstrateEach technique is shown live on a realistic task before you try it.
03PractiseYou apply it to your own scenario, with a trainer there to unpick what worked and why.
04ReviewEvery output gets checked: facts, tone, privacy and whether it is actually useful.
05KeepYou leave with prompts, templates and checklists you can reuse and share.

An invitation

What will you
do next?

Start with a course, or start with a conversation about where AI could make the biggest difference.

Find your course Talk about your business

Finished example · prepared demonstration

Two proposals become a comparison with points to verify

You practise this in the course

Sources: Supplier A proposal (14 pp), Supplier B proposal (11 pp)

Point	Supplier A	Supplier B
Price basis	Per user, monthly (p. 4)	Flat annual fee (p. 3)
Support	Business hours (p. 7)	24/7 (p. 6)
Data location	Australia (p. 9)	Not stated
Contract term	12 months (p. 12)	24 months (p. 10)

To verify before deciding

Supplier B: where is data stored? The proposal does not say.
Supplier B: does 24/7 support have exclusions or extra costs?

Fictional names and figures. Prepared to show the kind of output, not live AI output.

Finished example · prepared demonstration

A campaign brief becomes a plan, a calendar and coordinated drafts

You practise this in the course

Objective: 40 registrations across three sessions
Audience: HR managers, organisations of 50–500 staff
Message: One practical morning saves hours later

Week	LinkedIn	Email	Partner
1	Problem post	—	Introduction
2	Short tip	—	—
3	Explainer	Invitation	—
4	Behind the scenes	—	—
5	FAQ	Reminder	Mention
6	Last places	Final reminder	—

Week 1 drafts

LinkedIn: “Most HR teams lose a day a month to the same three admin tasks. Here’s the first one we’ll tackle in the workshop.”
Partner note: a 60-word introduction your partner can paste into their newsletter.

The “day a month” line is a placeholder claim: replace it with a figure you can source, or remove it.

Fictional names and figures. Prepared to show the kind of output, not live AI output.

You start with: A one-paragraph brief for a series of HR workshops.
What you practise: Building a campaign plan and a six-week calendar from a brief, then drafting pieces that share one message.
The prompt used: From this brief, draft a campaign plan with objective, audience, message and one measure, then a six-week calendar across LinkedIn, email and a partner newsletter. Write week 1 drafts that share one message.
The finished output contains: Objective, audience, message and measure
A six-week calendar across three channels
First drafts for a post, an email and a partner note
Still needs human checking: Claims and statistics, each with a source
Dates against your team’s capacity
That no customer data was used
Related course: AI for Marketing and Content · Module: From brief to campaign plan · Content planning

Download this sample (PDF, 18 KB)

Finished example · prepared demonstration

Meeting notes become actions, a follow-up email and a CRM-ready note

You practise this in the course

Actions

Action	Owner	Due
Send pricing for 25 seats	Account manager	Thursday
Confirm who signs off the renewal	Account manager	Next call
Book the review call	Account manager	28 May

ToOperations director, Coastal Freight

SubjectPricing for May and next steps

Thanks for the time today. As promised, I’ll send pricing for 25 seats by Thursday.

I’ve pencilled in a call for 28 May to go through onboarding for your new starters.

Could you let me know who will sign off the renewal, so we can include them?

CRM note (to paste into your own system)

Renewal, 25 seats; new starters expected in May.
Next step: review call on 28 May.
Open: confirm who signs off.

Fictional names and figures. Prepared to show the kind of output, not live AI output.

You start with: Rough notes typed during a renewal meeting.
What you practise: Turning meeting notes into actions with owners and dates, a follow-up in your own voice and a short CRM note.
The prompt used: From these anonymised meeting notes, list actions with owner and date, draft a short follow-up email in my voice, and write a three-line CRM note: stage, next step, open question.
The finished output contains: Actions with an owner and a date
A follow-up email ready to edit and send
A three-line CRM note in the team’s format
Still needs human checking: Dates and commitments match what was agreed
The email sounds like you
Personal details removed before using an AI tool
Related course: AI for Sales and Account Management · Module: Proposals and follow-up · Records and responsible handling

Note: The CRM note is text you paste into your own system. Nothing here connects to or updates a CRM.

Download this sample (PDF, 22 KB)

Finished example · prepared demonstration

Reporting inputs become a reviewed management summary

You practise this in the course

Period: September compared with August
Source: Regional order sheets

Region	Aug	Sep	Change
North	120	108	−12 (−10%)
South	95	101	+6 (+6%)
West	64	66	+2 (+3%)
Total	279	275	−4 (−1%)

Summary

Orders were broadly steady overall, down 1%.
North fell by 10%; South and West rose slightly.

What we don’t know yet

Why North fell. The data does not say; the regional lead will report back before the next meeting.

Fictional names and figures. Prepared to show the kind of output, not live AI output.

Finished example · prepared demonstration

A project folder becomes a status report, action register and management brief

You practise this in the course

Project: Riverbend client portal rollout (fictional)
Period: September to October
Sources: Five files in the project folder

Status report

On track, with one date change: launch moves from 14 to 28 November, as agreed at the steering meeting on 3 October.

Milestone	Date	Status
Pilot complete	26 Sep	Done
Training materials	17 Oct	In progress
Launch	28 Nov (was 14 Nov)	On track

Action register (extract)

Action	Owner	Due	Source
Confirm launch communications	Priya	31 Oct	Steering notes
Book training sessions	Tom	24 Oct	October meeting
Update the risk log	Sam	20 Oct	Actions log

Management brief

Decision needed: approve the revised launch date of 28 November. Main risk: training sessions must be booked by 24 October to keep the new date.

Fictional names and figures. Prepared to show the kind of output, not live AI output.

You start with: A fictional project folder: two sets of meeting notes, a milestones sheet, an actions log and steering notes.
What you practise: Scoping a multi-step task, reviewing Claude’s plan at a checkpoint, correcting an assumption and checking the results against the files.
The prompt used: Using the files in the Riverbend project folder, produce a one-page status report, an action register (action, owner, due date, source) and a half-page management brief. Show me your plan before you start, and flag any dates you are unsure about.
The finished output contains: A status report with milestones and the corrected launch date
An action register: action, owner, due date and source
A half-page brief that leads with the decision needed
Still needs human checking: Dates and owners against the source files
That the corrected date is communicated
Anything Claude marked as uncertain
Related course: Claude Cowork: Practical Workflows for Business · Module: Working with files and deliverables · Checkpoints, permissions and review

Account note: Cowork needs a paid Claude plan; local folders need the Claude desktop app. On some accounts Cowork appears inside chat, on others as a separate option, and Enterprise organisations enable it centrally.

Download this sample (PDF, 24 KB)

Finished example · prepared demonstration

A demonstration MCP server is configured, tested, fixed and documented

You practise this in the course

claude_desktop_config.json

{
  "mcpServers": {
    "demo-orders": {
      "command": "uv",
      "args": ["--directory", "/path/to/demo-orders",
               "run", "server.py"],
      "env": { "DEMO_API_KEY": "set locally, never shared" }
    }
  }
}

Test log

Test	Result	Action
Tools listed	list_orders, get_order	–
“List last week’s orders”	401 Unauthorized: API key missing	Key added to the server environment locally
Same query again	12 sample orders returned	Passed

Permissions record

Item	Value
Tools	list_orders, get_order (read-only)
Data	Fictional sample orders
Limitations	No write tools; no customer contact details
Owner	Named IT owner
Review	Quarterly

Fictional names and figures. Prepared to show the kind of output, not live AI output.

You start with: An approved demonstration server with two read-only tools over sample order data.
What you practise: Adding a server to the Claude desktop configuration, running a read-only test, diagnosing an access failure and writing the permissions record.
The prompt used: Configure the demo-orders server in the Claude desktop app, confirm its two read-only tools appear, run a test query, and record the server’s permissions, limitations and owner.
The finished output contains: A working configuration with no secrets in shared files
A test log: success, failure and fix
A permissions record: tools, data, limits, owner, review date
Still needs human checking: Where the API key is stored
That only read tools are enabled
The owner and review date with the business
Related course: Claude MCP: Connect and Configure · Module: Configuration and authentication · Testing and troubleshooting

Account note: In the course you use your own Claude desktop app and a test server you are permitted to run. File locations follow the official MCP documentation.

Download this sample (PDF, 29 KB)

Finished example · prepared demonstration

Different roles share one method and build reusable templates

Practised in private team training, using your own tasks

Shared method

Context: who it is for and why.
Task: what you want, in one sentence.
Constraints: length, tone and format.
Example: a short sample of good output.
Check: what you will verify before using it.

Template library

Template	Team	Owner
Campaign email	Marketing	Marketing lead
Follow-up email	Sales	Sales lead
Report summary	Operations	Operations lead

Review standard

Facts and figures checked against the source
No client or personal data pasted
A second person reviews anything external

Fictional names and figures. Prepared to show the kind of output, not live AI output.

What you receive · sample · prepared demonstration

An opportunity register taking shape

Service deliverable: prepared with your team, not a learner exercise

Opportunity	Value	Effort	Risk	Note
Proposal first drafts	High	Low	Low	Recommended first
Meeting summaries	Medium	Low	Medium	Quick win
Support triage	High	Medium	Medium	Data rules needed
Forecasting	Medium	High	High	Not yet

Ratings are agreed with your team; the register is a starting point for the decision, not the decision itself.

Fictional names and figures. Prepared to show the kind of output, not live AI output.

Courses

Services

Make intelligenceyour advantage.

Two leading AI assistants. One practical approach.

Your next chapter starts here.

From an idea to something useful.

Learn the tools. Change the way you work.

ChatGPT Foundations for Work

Claude Foundations for Work

AI for Marketing and Content

AI for Sales and Account Management

AI for Operations and Productivity

AI for Business Leaders

The Claude pathway

Build the confidence to move forward.

01DiscoverFind valuable opportunities

02PrepareAssess readiness

03PilotProve it on a real workflow

04AdoptTrain teams and improve

Real work, taking shape.

A campaign brief becomes a plan, a calendar and coordinated drafts

Meeting notes become actions, a follow-up email and a CRM-ready note

Rough call notes become a clear follow-up email

Rough call notes become a clear follow-up email

Two proposals become a comparison with points to verify

A campaign brief becomes a plan, a calendar and coordinated drafts

Meeting notes become actions, a follow-up email and a CRM-ready note

Reporting inputs become a reviewed management summary

A proposed use case becomes a pilot brief

A project folder becomes a status report, action register and management brief

A brief and brand references become a landing-page prototype

A demonstration MCP server is configured, tested, fixed and documented

Different roles share one method and build reusable templates

An opportunity register taking shape

A defined workflow moves through a pilot to a decision

Human expertise. Practical AI.

What will youdo next?

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Make intelligence
your advantage.

What will you
do next?