The paid playbook
The AI Transformation Playbook.
How we move a business onto Claude and ChatGPT, written down in three parts, with a 60-minute call with James to apply it to yours. A one-off price, credited in full against any other Sentry AI offer bought within 90 days.
Book a Claude training day What it is
The AI Transformation Playbook is Sentry AI's method for moving a business onto Claude and ChatGPT, written so an owner or operations lead can run it. It has three parts: Claude and ChatGPT across your business, building your company's second brain, and Claude optimisation, which covers cost, usage, skills and MCP connections. It comes with a 60-minute call with James Oldham, and its full price is credited against any other Sentry AI offer you buy within 90 days.
The three parts
In the order a business usually needs them. Start where you are: a team already on Claude may go straight to part three.
Claude and ChatGPT across your business
How to choose, set up and roll out Claude or ChatGPT so the whole team uses it on real work, not just the keen few.
- Choosing the plan: Claude Team or Enterprise, ChatGPT Business or Enterprise, and where Copilot fits
- The set-up: workspace, projects, connectors, and who gets what
- A one-page AI policy: what your team may and may not put into it
- One workflow per person: picking it, timing the baseline, building it into a skill
- What to check a week later, and what to report to the board
Building your company's second brain
How your business works, written down once, so your team and your AI tools answer from the same page.
- What a second brain is for a business, in plain words
- The first pages to write, and the order to write them in
- Who owns it, and what triggers an update
- Where to keep it so Claude and ChatGPT can read it
- The mistakes that make one go stale
Claude optimisation
For a team already on Claude: keeping cost, usage, skills and connections in good order as it grows.
- Reading cost and usage per seat, and matching seat types to use
- Skills: which earn their place, which to retire, and how to write one well
- MCP connections: what each may read and write, and holding writes for a named person
- Security and access by department
- Ranking what to build next
What is included
One purchase, three things. The training day and any development work are not included; the playbook is credited against them.
The playbook
All three parts, written to be followed by an owner or operations lead, with the steps in order and the checks at each one.
A 60-minute call with James
To apply it to your business: your plan, your systems and the first workflows worth moving. Bring the people who will lead it.
Credit against further work
Buy any other Sentry AI offer within 90 days, from a Claude training day to an AI Department or development work, and the full price of the playbook comes off it. Each offer is agreed separately.
Who it is for
Owners, operations leads and finance leads at small and mid-sized businesses in New Zealand and Australia who want to lead the move to Claude or ChatGPT themselves, or who want to see the method before they book a training day. If you would rather we came in and did it with your team from the first day, go straight to the training day. If you are already on Claude and want what you have built reviewed, see Claude optimisation.
Start free
Not ready yet? Take a free framework
The best automations to set up first, for a department or an industry, emailed to you as a PDF. All of them on free frameworks.
Departments
- Free frameworkFinanceThe finance jobs we would move to Claude or ChatGPT first: what each one does, the system it reads, and the human check that stays.Get the framework
- Free frameworkMarketingThe marketing jobs we would move to Claude or ChatGPT first, starting with your brand voice written down as a skill.Get the framework
- Free frameworkOperationsThe operations jobs we would move to Claude or ChatGPT first, starting with your processes recorded and written down as skills.Get the framework
- Free frameworkCustomer serviceThe customer service jobs we would move to Claude or ChatGPT first, starting with your brand voice and policies written down as a skill.Get the framework
Industries
Free frameworkConstructionThe office jobs a construction or civil business would move to Claude or ChatGPT first, from tender summaries to progress claims.Get the framework 
Free frameworkRetailThe retail and ecommerce jobs we would move to Claude or ChatGPT first, from customer service drafts to the weekly trading report.Get the framework 
Free frameworkMedicalThe administrative jobs a practice would move to Claude or ChatGPT first, with patient data kept onshore and every clinical decision left with a clinician.Get the framework
Frequently asked questions
What is The AI Transformation Playbook?
It is how Sentry AI moves a business onto Claude and ChatGPT, written down so you can lead it yourself. It has three parts: Claude and ChatGPT across your business, building your company's second brain, and Claude optimisation, which covers cost, usage, skills and MCP connections. It comes with a 60-minute call with James Oldham to apply it to your business.
What is included?
The playbook itself, a 60-minute call with James, and a credit: buy any other Sentry AI offer within 90 days of buying the playbook, whether a Claude training day, an AI Department or development work, and the full price you paid comes off it.
Does the credit apply to development work?
Yes. If the call leads to a build, such as connecting Claude to your ERP or building automations for a department, and you sign it within 90 days of buying the playbook, the full price you paid comes off that work. The credit applies once, to the first Sentry AI offer you buy.
Is the Claude training day included?
No. The training day is separate and booked on its own. What the playbook gives you is a credit: buy a training day, an AI Department or any other Sentry AI offer within 90 days and the full price of the playbook is taken off it.
How much does it cost?
It is a one-off price, shown at checkout in New Zealand dollars plus GST. We do not publish prices on the site. Book a call if you want to talk it through first.
Does it cover ChatGPT, or only Claude?
Part one covers both: choosing between Claude and ChatGPT plans, setting either up for a team, and moving work onto it one workflow at a time. Part three, Claude optimisation, is specific to Claude, because that is where most of our clients run.
How is it different from the free frameworks?
A free framework lists the best automations to set up first for one department or industry. The playbook is the method behind all of them: how to choose and set up the tools, how to write down how your business works, and how to keep Claude's cost, skills and connections in good order as you grow.
Do we need technical staff to use it?
No. It is written for owners, operations leads and finance leads. Where a step needs a developer, such as building a new MCP connection to an in-house system, the playbook says so.
Lead it yourself, with the method in hand
The playbook, a call with James, and the full price credited against any other Sentry AI offer bought within 90 days.