Investment

Let’s Get Started

$6,000
60-day engagement · total project fee

Includes company-wide Claude training, workflow-based guidance, prompting and output quality improvement, workflow assessment, and an introduction to the TRC AI Workspace model.

The goal: By the end of this engagement, every team member at TRC will know how to use Claude effectively, the highest-value workflows will be supported by practical AI guidance, and the path forward for deeper AI implementation will be clear.
Proposed Start Date
March 30, 2026
05
What’s Included (cont.)

Assessment &
Future Vision

4
Workflow Assessment
Review of how the team is currently using Claude and where AI can reduce inefficiency, save time, and support more consistent execution across the organization. This includes identifying bottlenecks, repetitive tasks, and areas where better prompting alone could produce meaningfully stronger results.
5
Introduction to the TRC AI Workspace / RAG / Knowledge Base
As part of this engagement, we can also begin introducing the advantages of a more structured TRC AI Workspace over time. That includes identifying where a centralized AI environment, built around TRC's internal documents, workflows, and business intelligence, could support larger projects such as practice financials, proposals, financial documents, marketing, and other internal workflows.
The goal: Give the TRC team a stronger foundation for using Claude strategically, improve day-to-day usage, and create clarity around the next most valuable opportunities for the business. By the end of this engagement, the team will have a clear picture of what is working, what can be improved, and where a deeper AI investment would deliver the highest return.
04
What’s Included

Five Areas of
Immediate Impact

1
Company-Wide Claude Training
Training for leadership and team members on how to use Claude more effectively across the business, with an emphasis on practical use rather than generic AI education.
2
Workflow-Based Guidance
Application of Claude to real TRC workflows, including internal processes, tailored proposals, marketing, selected analysis tasks, and financial documents, so the team can use AI in ways that are immediately useful.
3
Prompting & Output Quality
Guidance on how to improve prompting, review, refinement, and consistency so the team gets stronger outputs and uses Claude more strategically.
03
The Focus

Practical Claude Training
for the Entire Team

The focus of this engagement is company-wide Claude training for TRC. The goal is to help your team use Claude more effectively across the business, improve prompting and output quality, and apply Claude to real workflows in a practical way.

Every session, every workflow, and every recommendation will be built around how TRC actually operates and where Claude can make the biggest difference right now.

Practical
Applied to TRC
workflows
Team-Wide
Leadership and team
members included
Strategic
Better prompting, stronger
outputs, consistent quality

The engagement covers everything from foundational Claude usage to advanced prompting, workflow integration, and a forward-looking assessment of where a centralized AI workspace could create even more value over time.

The opportunity: TRC already sees the value of Claude. This engagement gives the team a structured foundation to use it strategically, improve day-to-day output, and create clarity around the next most valuable opportunities for the business.
02
Elizabeth Kanna
Prepared Exclusively For

Company-Wide
Claude Training

Terri Ross Consulting
Terri Ross Consulting
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