We set up Claude Team so your whole team works the same way
For owners and operators of 2–150 person companies who've bought Claude Team seats. We set up the shared Projects, skills, connectors and controls, so everyone gets the same reliable results and client data stays where you want it.
The problem
Everyone uses Claude differently
You bought the seats. Now everyone uses Claude their own way, nothing adds up to a workflow, and nobody has locked down which connectors or plugins people can turn on. You pay for seats that sit idle, and client data ends up wherever someone pasted it.
Anthropic's Claude for Small Business(opens in a new tab) ships with 15 ready-to-run workflows. We treat it as a starting point and configure it for each client. The difference is what we add: your processes, voice and guardrails, set up once so the whole team works the same way, with controls an owner can trust.
Still choosing a plan? Read our guide to the Claude Team plan first.
What you get
Four steps, starting with a free call
Each step builds on the one before. On the free call, we work out together whether the diagnostic is worth doing.
Free 30-minute call
Free30 minutes
- We look at how your team uses Claude today and where it's falling short.
- You leave knowing whether the diagnostic is worth it for you.
Claude Team Setup Diagnostic
Fixed priceabout 3 days, quoted on the free call
- Seat plan Who gets Standard and who gets Premium, and whether to turn on usage credits with per-person caps. Limits are per person and never pool. Anthropic's Team plan guide(opens in a new tab)
- Security and admin review SSO and domain verification, data settings, which connectors are enabled and what each tool may do (Always allow / Needs approval / Blocked), plugin and skill policy (User-created skills, Skill sharing, Publishing: Open vs. review), the desktop extension allowlist, and whether you need Enterprise instead (HIPAA, SCIM, audit logs).
- Workflow map The 3–5 repetitive processes most worth handing to Claude, ranked by hours saved.
- Written setup plan With acceptance criteria. If it misses them, the revision is free.
Setup and foundation
Price: quoted after the diagnostic
- Org settings and product toggles
- Shared Projects per process or client
- Connectors to your existing tools
- 3–5 org-wide skills written from your real processes (brand voice, proposal format, support replies), packaged as a plugin in a private marketplace and marked Required
- The first scheduled routines in Cowork: a weekly reporting digest, then support and feedback triage
- Managed Claude Code settings for teams with developers
- A team training session and a one-page usage playbook
Ongoing support
Monthlyscoped to your team
- About 5 hours a week of new skills and automations
- Monitoring of your routines
- Office hours for your team
- Standard is $20/seat/month billed annually ($25 monthly).
- Premium is $100/seat/month billed annually ($125 monthly).
- 2–150 seats; Claude Code is in every seat.
Security and control
Controls an owner can trust
We set these during setup, so your team works inside limits you chose.
Your org's Claude policy
Example
| What | Rule |
|---|---|
| Connectors | |
| Read and search tools on connectors you approvedYour team looks things up without asking.Always allow | Always allow |
| Tools that send email or change filesClaude can't do either until someone approves it.Needs approval | Needs approval |
| Connectors you haven't enabledNobody connects a tool you haven't approved.Blocked | Blocked |
| Plugins and skills | |
| Plugins we mark RequiredNobody can remove them.Required | Required |
| Plugins from outside your private marketplaceNobody installs a hidden plugin.Blocked | Blocked |
| Publishing a skill to the whole orgNothing goes out to the whole team unchecked.Needs review | Needs review |
- Anthropic doesn't train its models on Team data by default. Anthropic's privacy center(opens in a new tab)
- When someone leaves, Projects shared with the organization stay with the company, and we set up your shared Projects that way from the start. Anthropic's help center(opens in a new tab)
Proof
Systems we've built
A few systems we've built for clients. We keep client names private.
Shared Claude setup for a consumer brand
A team of about 25 working from one setup, with a brand plugin, a reporting dashboard, and a Slack approval step.
MLS data sync rebuild
A 10,000-record run went from 35–85 minutes to 5–8.
Merchandise automation rebuild
We moved a merchandise company's automation off n8n, with run monitoring and nightly reconciliation.
How it works
From first call to a working setup
Book a free call
Pick a 30-minute slot. We ask how many seats you have, who uses Claude for what, and which tools it should reach. No pitch.
Review the plan
If the diagnostic is worth it, you get a written setup plan in about 3 days. You check it against its acceptance criteria before anything changes in your org.
Sign off on the setup
We build what the plan lists and walk your team through it. You sign off against the same acceptance criteria.
Common Questions
Frequently Asked Questions
What does the diagnostic include?
The Claude Team Setup Diagnostic is a fixed price we quote on the free call, and takes about 3 days. You get a seat plan, a security and admin review, a map of the 3–5 processes most worth handing to Claude, and a written setup plan with acceptance criteria. If the plan misses them, we revise it for free.
Do we need Premium seats?
Usually not for everyone. We look at how each person actually works, then recommend who gets Standard, who gets Premium, and whether usage credits with per-person caps make sense. That seat plan is part of the diagnostic, so you stop paying for capacity nobody uses.
Can you work with our existing Claude Team?
Yes. We start from the setup you have. We review what's in place today, keep what works, and fix what doesn't: seat mix, connectors, plugin and skill policy, and shared Projects. You don't need to start over or switch plans to work with us.
Is our data safe?
We set it up so you decide. We turn on only the connectors you approve, set tools that send email or change files to Needs approval, and keep org-wide publishing behind review. The security and control section on this page lists each control we set, with links to Anthropic's own sources.
Do you need admin access?
For setup, yes. We change org settings, connectors and plugin policy, so we ask for admin access while we work, and you remove it when we finish. For the diagnostic, we can work from a screen share with your admin instead.
What if we need Enterprise?
The diagnostic checks for that. If your compliance or admin needs point to Enterprise rather than Team, we tell you before you spend anything on setup, and we plan the setup for Enterprise instead. You get a straight answer either way.
How long does setup take?
It depends on your team size and how many processes we write skills for, so we quote it after the diagnostic. The written setup plan lists each step and its acceptance criteria, which fixes the scope and timeline before setup starts. The diagnostic itself takes about 3 days.
What does ongoing support cover?
Ongoing support is a monthly retainer scoped to your team. It covers about 5 hours a week of new skills and automations, monitoring of the routines we've set up, and office hours for your team's questions. It's for teams that want their Claude setup to keep growing after the first rollout.
Book a free call
A free 30-minute call, then a fixed-price diagnostic if it's worth it, then setup quoted from the plan. Next you pick a time on our calendar, and we'll ask about your seats and the tools you use.