Hizmedia Intelligence, home
AI strategy reportVol. 01

Discover what Claude can really do for your business.

We plan, set up and roll out Claude across your business: connected to your tools, shaped around how you work and used well by your whole team, so you can save your team hours, win more work, cut costs, sharpen decisions, launch new services

Opportunity map · example
  • Proposals from call notes

    Sales · Low effort

    Quick win
  • Enquiry triage and replies

    Customer service · Low effort

    Quick win
  • Company knowledge assistant

    Whole business · Medium effort

    Big bet
  • Cash flow forecasting

    Finance · Medium effort

    Big bet
Pick your industry and this map changes. Your audit builds the real one.

Claude, connected to

  • + your own systems

Chapter 01The possibility gap

Most businesses have only scratched the surface.

Ask a team what they use Claude or ChatGPT for and you will usually hear the same three things. That is the tip. Underneath are the uses that change how a business runs: how you win work, serve customers, control costs and make decisions.

Most teams never see them, because nobody has set Claude up for their business. That is exactly what we do.

Find

every opportunity

Rank

by impact and effort

Deliver

the ones that matter

What most teams use AI for

  • Drafting emails
  • Summarising documents
  • Quick questions

What is possible with Claude, set up properly

  • Lead scoring
  • Contract review
  • Customer triage
  • Quote automation
  • Company knowledge assistant
  • Cash flow forecasting
  • Staff onboarding
  • Churn early warning
  • Pricing analysis
  • Marketing at scale
  • Board reporting
  • Supplier comparison
  • Recruitment support
  • Scenario planning
  • New AI enabled services
  • Competitor monitoring
  • Quality checks
  • Training assistants

18 uses below the surface

Chapter 02What's possible

Claude can help every part of your business.

Pick a team to see a few of the opportunities we look for. Your strategy maps the ones that fit your business and shows which to do first.

  • Sales · 01Revenue

    Lead scoring

    Know which enquiries are worth chasing first, based on the ones you actually won.

  • Sales · 02Time

    Proposals from call notes

    A first draft in your format, minutes after the call ends.

  • Sales · 03Revenue

    Pipeline health alerts

    Deals going quiet are flagged before they slip away.

  • Sales · 04Time

    Account research on tap

    A short briefing on every prospect before every meeting.

  • Sales · 05Revenue

    Personal follow ups at scale

    Every lead gets a relevant, timely reply, not a template.

  • Sales · 06Insight

    Win and loss analysis

    Patterns in why you win and lose, pulled from your own deals.

Try it

Ask Claude something your team does every week.

This is what Claude looks like once it is set up for a business: it reads your knowledge, follows your way of working and pulls live information from your tools, then a person approves the result.

Pick a task

Claude

Set up for your business

Demo

Pick a task to see Claude at work.

Illustrative demo with example responses · not connected to Claude

Chapter 03Why Claude

We specialise in Claude. And we set it up properly.

Claude is Anthropic's AI, and it is exceptionally good at the work most businesses run on: writing, analysis, research and reasoning. But a login is not a rollout. The value comes from how it is connected, what it knows and how well your team uses it.

  • 01

    Built for real work

    Strong at writing, analysis and reasoning across long documents, spreadsheets and data.

  • 02

    Learns your business

    Projects hold your knowledge and instructions. Skills teach it your standard ways of working.

  • 03

    Works where you work

    Connectors link Claude to email, files, calendars, CRM and the systems you already run.

  • 04

    Safe for business

    Business plans do not train on your data by default, with admin controls over who sees what.

  • 05

    Grows with you

    From everyday chat to Claude Code for technical teams and custom tools built on the Claude API.

AdminAccessPolicy

Your data and rules

Access · permissions · usage policy

EmailFilesCRMCalendar

Connectors

Email · files · calendar · CRM

SalesOpsFinance

Projects and Skills

Your knowledge · your processes

Claude

Set up for your business

Your team on top · Claude set up underneath

Chapter 04Your Claude strategy

We build your Claude strategy. Then we help you deliver it.

Rolling out Claude is a business decision, not a software install. We start with your goals, not the technology, and work out where Claude will make the biggest difference to how you win work, serve customers and run the business.

  1. 01

    Understand the business

    Your goals, your customers, how work really gets done and where the time and money go.

  2. 02

    Map every opportunity

    Every place AI could help, across every team, from small time savers to new services.

  3. 03

    Prioritise with you

    Each idea scored for impact, effort and risk, so the order is obvious and agreed.

  4. 04

    Roadmap, then rollout

    A costed Claude roadmap with quick wins first, and the team to deliver it when you are ready.

Opportunity landscape · example Prioritised
  • Quick wins
  • Big bets
  • Easy extras
  • Not yet
  • Roadmap

A note from us

AI is not a tool decision. It is a business decision, and it deserves a proper strategy.
Hizmedia Intelligence

Chapter 05How we deliver

Strategy first. Then we make it real.

Every engagement starts with strategy. From there we roll Claude out, tune it to how you work, train your team and build what is missing.

Where every engagement starts

Strategy

Know exactly where Claude fits in your business.

We map every opportunity across your business, score each one for impact and effort, and turn them into a clear, costed Claude roadmap, including the right plan for your team. You see what is possible, and you know which ideas are worth doing first.

Good fit if · You know Claude could help but are not sure where it fits, or what it could really do for you.

About Claude strategy
02

Implement

Roll Claude out across your business.

We set up your Claude plan properly: workspaces, access, data settings and connectors to the tools you already use. Then we make sure it is actually used.

Good fit if · You have chosen Claude, or want to, and need it set up properly for the whole team.

How we implement
03

Optimise

Teach Claude how your business works.

We build Projects loaded with your knowledge and Skills that capture your standard processes, so Claude produces work in your format, your voice and to your standards.

Good fit if · Your team uses Claude, but the results depend on who is asking.

How we optimise
04

Train

Get your whole team confident with Claude.

Practical, role based sessions built around Claude and your team's real tasks. People leave knowing what to use it for, how to get great results and when not to use it.

Good fit if · Adoption is patchy and you want the whole team, not just the keen few, on board.

How we train
05

Build

Build custom tools on Claude.

When the Claude apps are not enough, we build on the Claude API: assistants on your data, document tools, agents and custom connectors that plug Claude into your own systems.

Good fit if · You have a process that is specific to you and nothing off the shelf quite fits.

How we build

Chapter 06The plan

What working with us looks like.

A typical engagement. Yours is shaped by the audit, phases overlap so momentum never drops, and you can stop after any of them.

  1. Strategy audit

    Opportunities mapped, roadmap agreed

    Wk 1–2
  2. Claude rollout

    Plan, access and first connectors live

    Wk 3–6
  3. Team training

    Claude workshops and role playbooks

    Wk 5–10
  4. Projects and Skills

    Claude tuned to how each team works

    Wk 7–14
  5. Custom builds

    Agents and tools on the Claude API

    Wk 11–20
  6. Ongoing support

    Reviews, updates and new starters

    Wk 17+
Start Delivery, overlapping Ongoing, optionalIllustrative timings

Chapter 07Where to start

Start with an AI strategy audit.

Before anyone buys a tool or writes a prompt, we map where AI can make a real difference across your business, from quick wins to bigger bets. You get a strategy you can act on, with us or without us.

  1. 1

    Discovery call

    A short conversation about your business, your team and what you want AI to help with.

  2. 2

    Opportunity mapping

    We look at how work gets done, where time and money go, and every place AI could help.

  3. 3

    Your AI strategy

    A prioritised, costed roadmap. Quick wins first, bigger bets next, and the case for each.

What you walk away with

  • Every AI opportunity across your business, mapped
  • Quick wins you can act on straight away
  • Bigger bets, with the business case for each
  • The right Claude plan and setup, plus what to stop paying for
  • Data, privacy and safe use considerations
  • A prioritised roadmap and a walkthrough call
Book an AI audit

For teams in the UK and US.

Chapter 08Why Hizmedia Intelligence

Not another AI consultancy. A Claude team that builds.

We are part of Hizmedia, a web, marketing and IT company. So the people who plan your rollout can also build what it needs, in plain English and without the hype.

The tool
The usual approach: UsualWhichever AI tool is in fashion this quarter.
How we work: Claude, known inside out. If it is not the right fit for you, we say so.
The output
The usual approach: UsualA strategy deck, then you are on your own.
How we work: The same team sets up, connects and builds what the strategy calls for.
The training
The usual approach: UsualGeneric prompt workshops.
How we work: Sessions built around your team's real tasks and documents.
Your data
The usual approach: UsualTreated as an afterthought.
How we work: Access, data settings and a usage policy are part of every setup.
Ownership
The usual approach: UsualA retainer you cannot easily leave.
How we work: Your Projects, Skills and policies stay yours. Stop after any phase.

Chapter 09Questions

Good questions.

Something else on your mind? Ask us directly.

We don't know where to start with AI. Is that a problem?

Not at all. Most of our clients start exactly there. The audit exists to show you what is possible in your business, then narrow it down to what is worth doing first.

What does an AI strategy actually include?

A map of where AI can help across your business, each opportunity scored for impact, effort and risk, a prioritised roadmap, the tools and costs involved, and how you will measure whether it is working.

Do we need technical people on our team?

No. Most of our clients do not have an in house technical team. We handle the setup and train your people to use what we put in place.

Why do you focus on Claude?

Because it is exceptionally good at the work most businesses run on: writing, analysis, research and reasoning across long documents. Its business plans do not use your data to train models by default, and features like Projects, Skills and connectors let it learn how your business works. Specialising means we know it deeply.

Which Claude plan do we need?

It depends on your team size and the controls you need. Smaller teams usually start on Claude Team, while larger organisations or those with stricter security needs often choose Enterprise. We recommend the right plan in your audit and set it up for you.

We already use ChatGPT or Copilot. Can you help?

Yes. We look at what is working first. If Claude is a better fit for some or all of your work, we plan a sensible move and train the team. If it is not, we will tell you.

Is it safe to use AI with our business data?

It can be, when it is set up properly. Claude's business plans do not train on your data by default. We review your data and privacy needs, configure access and settings, and build clear guidance on what should and should not go into Claude.

How much does it cost?

The AI audit is a fixed fee agreed up front. Anything after that is quoted against the plan, so you know the cost before any work starts.

Do you work with businesses outside the UK?

Yes. We work with businesses across the UK and the US, working remotely.

What if we just want training?

That is fine. Training can be booked on its own. We will still ask a few questions first so the sessions are built around your team's real work.

From AI curious to AI capable

Find out what AI can do for your business.

Start with an audit. You will know exactly where AI fits, what to do first and what it should give back. Your report looks something like this.