How to set up Claude for your business

Setting up Claude for a business runs in three stages: the brand foundation, the working systems, and the team. First your brand is captured and structured into a foundation Claude reads and applies, so every document comes out sounding like your company. Then working systems are built around the documents your team already produces, so reports assemble themselves and routine posts and releases arrive ready to review. Then the team is trained on their own real documents until working this way is normal. Ortopylot does this as a one-off engagement. The Setup, the foundation installed and the team shown how to use it, is $2,000. The Implementation, all three stages run on your real business, starts at $10,000. You pay once. There is no subscription, and the whole thing is handed over to run without us. Pulse Technology Hub runs on a full implementation today.

Stage one builds the brand foundation

Stage one captures what your company already is and structures it into a foundation built for Claude to apply. Most teams have tried the shortcut. Upload the brand guide, let Claude match it. Anthropic suggests it, and it helps, and it drifts as soon as the documents get long and real, because a guide written for people to read is not structured for a model to apply the same way every time.

The foundation is a full set of foundational documents built in a specific structure. It is installed into your team's Claude environment, so it sits in the background whenever anyone starts writing. Nobody opens a guide first and nobody pastes anything in. The standard lives in the environment.

Stage two builds the working systems

Stage two builds systems around the documents your team makes every week, so the routine ones produce themselves. A monthly report stops being a day of assembly and becomes a review. Posts and releases arrive drafted, formatted, and on brand, waiting for a yes or an edit.

Which systems get built depends on what your business actually produces, which is why this stage starts with the documents on your team's desks rather than a standard package. The measure of stage two is plain: the routine documents that used to consume senior hours now arrive ready to review.

Stage three trains the team on their own documents

Stage three trains your team on their own real documents, and it decides whether everything built in the first two stages gets used. A system a team was shown once in a demo gets quietly ignored within a month. So the training runs on live work: this week's proposal, this month's report, the release that goes out Friday. By the end, producing finished documents with Claude is simply how the company writes. Then Ortopylot hands the whole thing over.

Who an implementation is for

An implementation suits an established business of roughly 10 to 50 people whose expensive people spend too much of their week on admin. The pattern repeats across industries: senior staff on serious salaries formatting proposals and rewording the model's output to make it sound like the company again. If your team already uses Claude and the output comes out a little different with every person and every day, you are who this was built for.

What it costs

The Setup is $2,000 and The Implementation starts at $10,000, both paid once. The Setup covers the foundation: your brand captured, structured, installed into Claude, and your team shown how to use it. The Implementation covers all three stages, and the price moves with scale: more document types, more systems, and more people to train sit above the floor. Where a brand needs defining first, that is built as a stage inside the engagement rather than sold as a separate branding project. Clients who want Ortopylot to stay on and run the system with them arrange that separately.

What Pulse got

Pulse Technology Hub, a peer network in the energy and resources sector, got the full implementation. Its brand was captured and structured into a foundation, working systems were built around its real documents, and the team was trained on live work. Vendor materials, proposals, advisory reports, and articles now come out as Pulse from Claude, whoever wrote them. Aston Ladzinski, Director Technology Services, put it plainly: "Now every proposal and report my team sends comes out as Pulse, whoever wrote it." The full story is in the Pulse case study.

Where to start

If the documents your team makes with Claude come out inconsistent, start with the foundation. It is the smallest piece of the work and everything else is built on it.

See how it works at ortopylot.com/how-it-works. Two minutes on what we would build, then tell us about your business and the documents your team makes.