Build the foundations for AI to work inside your business.

Basecamp is a hands on AI setup and training session designed to get your team, devices and business systems ready for practical AI implementation.

We configure individual Claude accounts, connect essential business tools, organise your working environment and train your team using real tasks from inside your business.

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Workspace

Claude

What is Basecamp?

Your starting point for practical AI implementation.

Giving your team access to AI is not the same as successfully implementing AI. Accounts need to be configured, business systems need to be connected, files need to be organised and employees need to understand how to use the technology safely and consistently.

Basecamp brings these foundations together in one structured session. We work directly with your team to establish a clean, practical AI environment that can be used from day one.

Basecamp is not a generic AI presentation. It is a practical setup and training session completed inside your actual business environment.

On-site · Australia-wide

Your office is the basecamp.

The Basecamp Session is delivered in person — we fly in, set up your Claude workspace, connect your tools and train your team at your own desks. Melbourne-based, booked Australia-wide.

MelbourneHQ · Melbourne-based

Sydney>> sessions available

Brisbane>> sessions available

Perth>> sessions available

Adelaide>> sessions available

Canberra>> sessions available

Hobart>> sessions available

Darwin>> sessions available

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What's included

What's actually involved in a Basecamp Session?

Where team members operate individual Claude accounts, each account and computer needs to be configured separately. We complete a clean setup for each participating team member before training them on the workflows relevant to their role.

Account and access setup

We configure each team member's Claude account and make sure they have the appropriate plan and access for the tools they need.

Confirm and configure individual Claude accounts
Check that each user is on the appropriate Claude plan
Complete profile and preference settings
Establish the company's preferred writing style and tone
Walk each person through chats, projects, artifacts and settings
Configure access according to each person's role

Different roles may require different access levels, tools and connections.

Connect your business tools

We connect Claude to the business systems that provide the information your team works with every day.

Microsoft 365 and Outlook
Business email accounts
Xero
OneDrive
SharePoint
Shared drives
Client documents
Internal templates and reference files

All connections are subject to the permissions, security settings and integration options available within each platform.

Basecamp establishes the foundational Xero connection for approved reporting, contact, invoice and financial information. Deeper XPM job automation or custom accounting workflows can be delivered as a separate implementation phase.

Local computer setup

We create a clean and consistent working structure so AI generated work is saved in predictable locations and can be easily found by the team.

Standard client folder structure
Central templates folder
Dedicated AI or Claude outputs folder
Consistent file naming conventions
Clear document versioning
Repeatable structure across team computers

Branding and business knowledge

We provide Claude with the core brand information it needs to produce work that sounds and looks like your business.

Company logos
Brand colours
Brand fonts
Tone of voice
Writing preferences
Service information
Approved company descriptions
Common terminology
Branded letter and document templates
Email style examples

The objective is to produce work that sounds like your business not generic AI content.

Core workflow training

The team is trained using realistic tasks from inside the business, rather than generic demonstrations.

Drafting client emails
Responding to common enquiries
Summarising email threads
Finding information in connected files
Summarising reports and business documents
Extracting approved information from Xero
Creating client ready documents from templates
Turning notes into structured outputs
Preparing internal summaries
Using projects to organise recurring work

Role based prompt systems

Each team member receives practical starting prompts based on the work they perform.

Role specific prompt cheat sheets
Reusable prompt structures
Approved email prompts
Document creation prompts
File analysis prompts
Report summary prompts
Quality control prompts
Clear examples of what information should not be entered

Human approval

AI assists. Your team remains in control.

Claude can help draft, organise, summarise and analyse information, but it should not become an unsupervised decision maker. Every Basecamp Session includes training around human review, privacy, accuracy and approval.

01
Claude prepares
Claude creates a draft, summary, recommendation or structured output.
02
A person reviews
A team member checks the facts, tone, calculations, context and client information.
03
Your team approves
Only an authorised person sends, publishes or actions the final output.

Nothing client facing should be sent without an appropriate human review and approval checkpoint.

Basecamp training also covers:

AI errors and hallucinations

Reviewing factual accuracy

Protecting confidential information

Appropriate access permissions

Maintaining professional responsibility

Knowing when not to use AI

Before the session

A little preparation helps us accomplish more on the day.

Device access

All participating laptops are available
Administrator access is available where required
Devices are updated and working correctly
Relevant employees can sign in to their computers

Account access

Microsoft 365 or Outlook login details
Xero login details
OneDrive or SharePoint access
Shared drive access
Claude account access
Multi factor authentication devices are available

Brand resources

Logo files
Brand guidelines
Brand colours
Brand fonts
Email signatures
Letterheads
Document templates
Approved company descriptions

Training examples

A typical client email
A standard client letter
A report or financial document
A meeting summary
A recurring internal task
A commonly used template

Prepare two or three real, sanitised examples of common work. Sensitive or confidential examples should be sanitised before being used during training.

Who it's for

Built for businesses ready to move beyond experimenting with AI.

Professional services firms

Accounting and finance teams

NDIS and compliance businesses

Agencies

Consultants

Service businesses

Administrative teams

Growing companies

Remote and offshore teams

Businesses adopting Claude or generative AI

Basecamp is especially valuable for businesses where employees are already experimenting with AI but there is no consistent setup, training, governance or implementation plan.

Beyond Basecamp

Basecamp is the foundation not the finish line.

Once your team has the correct foundations in place, Established Agency can identify and implement more advanced opportunities across your business.

Explore AI Implementation

Custom AI assistants

AI powered internal dashboards

Automated document workflows

Client onboarding automation

Email triage and drafting systems

CRM integrations

Xero and accounting workflows

Knowledge bases

Compliance systems

Custom internal platforms

AI agents

Reporting and operational automation

Enquire · Basecamp

Request a Basecamp Session.

Share a few details about your team and systems. We'll respond within one business day to confirm scope and a preferred session date.

Get started

Give your team a better starting point with AI.

Book a Basecamp Session and establish the accounts, connections, workflows and practical skills your business needs to begin using AI properly.

Book Your Basecamp Session Talk to Established Agency