Platform Mastery Guides
Past the panic stage. Now make AI safe enough to put your name on.
Three deep-dive platform guides for senior finance professionals who want a structured, governed way to deploy AI. Plus two Claude-specific playbooks: the Foundations Playbook for operators new to Claude, and the Power-User Playbook for running it as a system. Every workflow ends with what to verify before the work leaves your desk. From $29, paid once, yours to keep.
Every guide has been rewritten for the models shipping now: Claude Opus 5, Fable 5 and Sonnet 5, GPT-5.6 in all three tiers, and Gemini 3.5 Flash. Including the part the release notes leave out, which model to put on which job, and where each one still needs a human check.
See the guides ↓The platform guides
Choose your platform.
Each guide is a complete professional walkthrough: setup, every feature that matters, advanced workflows, and 30+ ready-to-use prompts. Pick the platform you already live in, or get all three below.
The Claude Playbook for Professionals
Claude is built for depth: long-document analysis, complex reasoning, precision writing, and agentic workflows. If your work involves contracts, financial analysis, or strategy documents where accuracy is non-negotiable, this is your platform. Includes workflow templates for document review, financial analysis, and extended research tasks.
30-day guarantee. Read it, and if it does not earn its place on your desk, email us for a full refund. No questions.
Get the Claude Playbook →The ChatGPT Playbook for Professionals
The most versatile AI platform, and the one most professionals reach for first. This guide covers every feature from voice mode to ChatGPT Work, data analysis, custom GPTs, and Deep Research. Includes 30+ prompts organised by function: finance, strategy, communications, and operations.
30-day guarantee. Read it, and if it does not earn its place on your desk, email us for a full refund. No questions.
Get the ChatGPT Playbook →The Google AI Playbook for Professionals
If your team already lives in Google Workspace (Gmail, Docs, Sheets, Drive), this guide turns tools you already use into an AI-powered operation. Covers Gemini across every Workspace app, NotebookLM as a research engine, and AI Mode in Search. No new platforms to learn. Just your existing tools working significantly harder.
30-day guarantee. Read it, and if it does not earn its place on your desk, email us for a full refund. No questions.
Get the Google AI Playbook →Get all three for $97.
Individual price: $141
Save $44. You pay for two guides and get the third.
For context: the ICAEW digital GenAI course runs about £300, and an in-person specialisation runs into four figures, billed per seat. This is a quarter of the digital course, paid once, and it is yours to keep. No subscription, no renewal, no six-month access window.
Get the Complete Collection, $97 →60-day guarantee on the bundle. Work through all three, apply one workflow from each, and if it has not paid for itself, we refund you.
The Foundations Series
New to Claude? Get the foundations strong.
You already know your craft. This is the working guide that sets Claude up once, then puts it on the jobs that grow the business. No coding background assumed, and it never treats you as a beginner at your own job.
The Claude Foundations Playbook
The entry point. For business owners, consultants, and operators who are senior at their craft but new to Claude. Organised around six jobs rather than features: competitor research, trend analysis, social media content, client acquisition, sales collateral, and changing your own website. Every prompt written out in full.
30-day guarantee. Read it, and if it does not earn its place on your desk, email us for a full refund. No questions.
Get the Foundations Playbook →The Power-User Series
Already on Claude? Run it as a system.
A different job from the platform guides above. Not platform-versus-platform, and not finance-specific: a non-technical walkthrough of running Claude itself as a system, whatever your field. Most people use a fraction of what it can do.
The Claude Power-User Playbook
Most people use a fraction of what Claude can do. This is the guide to running it as a system: the three surfaces (Chat, Cowork, Code), projects and CLAUDE.md so it already knows your standards, and a memory that compounds the more you use it. Cross-vertical, with a governance step in every chapter.
30-day guarantee. Read it, and if it does not earn its place on your desk, email us for a full refund. No questions.
Get the Power-User Playbook →Why these and not the hundred other AI guides
Every workflow ends with a governance step. So you can defend the output to your audit partner.
The problem was never that AI is slow. It is that it gives confident wrong answers and doubles down when you push back. Most guides skip this entirely. Every workflow in these playbooks ends with what to verify, what the model cannot be trusted to do, and where you keep the judgement. The AI drafts. You sign it off. That division of labour is the whole point.
Written by a PwC-trained auditor and former Head of Finance who has sat in your seat through a month-end close, a board pack, and an audit file. Not a content creator describing AI from the outside. A practitioner who deploys it in the field and knows what a regulator will and will not accept.
Who these are for.
The three platform guides are for senior professionals, finance directors, controllers, in-house lawyers, property developers, operators, consultants, who want to deploy AI inside their existing workflows with the same rigour they bring to every other professional decision.
The Claude Power-User Playbook is for anyone who wants to run Claude properly as a system, whatever their field and whether or not they are technical. If you can follow a recipe, you can build it.
New to all this? Start with The AI Playbook. It is free, takes 45 minutes, and maps the landscape: which platform for which job, and the shape of an AI-assisted workflow. Then come back.
Get The AI Playbook, free →Questions.
Which guide should I start with?
If your work is finance, start with Claude. It is built for the document-heavy, accuracy-critical work where a confident wrong answer costs you: contracts, reconciliations, analysis. If your work is broader, ChatGPT is the more general starting point. Either way, start with the platform you already live in.
There are three Claude guides now. Which one do I need?
They are three rungs of one ladder. The Claude Foundations Playbook ($29) is for operators new to Claude: the 45-minute setup, six growth workflows, and your website, no technical background assumed. The Claude Playbook for Professionals ($47) goes platform-deep on finance work: contracts, reconciliations, analysis. The Claude Power-User Playbook ($47) is the advanced system: surfaces, memory, connectors, hooks, and the setup most people never see. Start where you are; each one stands alone.
How is the Claude Power-User Playbook different from the three platform guides?
The three platform guides teach you to apply one platform, Claude, ChatGPT, or Google AI, to professional work, with the workflows and prompts for your field. The Claude Power-User Playbook is a different job: a non-technical guide to running Claude itself as a system, the surfaces, the memory, and the tools, so it gets better the more you use it. Whatever your field, and you do not need to be technical.
Do I need all three platform guides?
Not necessarily. Most professionals develop a primary platform and use the others occasionally. That said, the $97 bundle is structured so that the saving is equivalent to getting one guide free, which makes it the economical choice if you work across more than one platform.
How do these handle AI getting things wrong?
Directly. Every workflow includes a verification step: what to check, what the model cannot be trusted to produce, and where your professional judgement stays in control. The guides are built on the assumption that you have to be able to defend the output, not just generate it.
Will these go out of date as AI evolves?
The guides are updated as the platforms make significant changes, and purchasers receive updates at no extra cost. The core frameworks (how to think about prompting, how to build professional workflows, how to QA outputs) are durable regardless of model updates.
What format are the guides?
PDF, delivered instantly after purchase. Formatted for professional readability: clean layout, clear structure, designed to be read once and referenced repeatedly. No fluff, no padding.
Ready to go deeper?
Pick one platform, get all three for $97, or run Claude itself as a system with the Power-User Playbook. Either way, you will have the depth to deploy AI with genuine professional confidence.