AI Strategy8 min read

Train Your Charlotte Team on Claude AI, Claude Code & Perplexity: The Complete Guide

Generic AI training fails—95% of pilots deliver no ROI. We train Charlotte teams on a specific stack: Claude AI for analysis and writing, Claude Code for developers, Claude Cowork for automation, and Perplexity for research. Accenture is training 30,000 professionals on Claude. Only 5.1% of NC businesses use AI. This guide covers why we focus on Anthropic tools, what each tool does best, skills your team will master, and your 90-day path from AI novice to Claude expert.

By Chris Short|
Train Your Charlotte Team on Claude AI, Claude Code & Perplexity: The Complete Guide

Why We Train Teams on Claude Instead of ChatGPT

Most AI training is generic. "Here's how to use ChatGPT." "Here are some prompts." "Good luck."

That approach fails. 95% of AI pilots fail to deliver ROI. Not because the tools don't work. Because nobody taught people how to use them properly.

We focus on Anthropic's Claude ecosystem—Claude AI, Claude Code, Claude Cowork, plus Perplexity for research—because these tools are built differently. They're designed for serious work, not party tricks.

Accenture is training 30,000 professionals on Claude. There's a reason the largest consulting firm in the world chose this platform.

The Four Tools That Matter

Here's what we train Charlotte teams on—and why each tool serves a specific purpose.

Claude AI

Anthropic's flagship assistant. Best-in-class for complex reasoning, document analysis, and nuanced writing. The 200K context window means Claude can analyze entire contracts, research reports, or codebases in a single conversation.

Best for: Business writing, document analysis, strategy work, customer communications, content creation

Who needs it: Everyone. This is your foundation.

Claude Code

An agentic coding assistant that runs in your terminal. It doesn't just suggest code—it understands your entire codebase, executes multi-step tasks, and maintains context across complex projects. Enterprise teams report 2-10x development velocity improvements.

Best for: Software development, code refactoring, automated testing, documentation generation

Who needs it: Developers, technical managers, anyone who writes code

Claude Cowork

Anthropic's newest tool—Claude Code power for non-developers. It brings agentic capabilities to knowledge workers: automated research, document processing, workflow automation. If you've ever wished you had an AI assistant that could actually do things instead of just talk, this is it.

Best for: Research automation, document workflows, repetitive knowledge work

Who needs it: Consultants, analysts, operations teams, anyone doing repetitive knowledge work

Perplexity AI

AI-powered research with real-time web search and automatic citations. Deep Research mode delivers 100+ cited sources in under 4 minutes—work that used to take hours of manual searching.

Best for: Market research, competitive analysis, fact-checking, sourced reports

Who needs it: Marketing teams, executives, anyone who needs research with citations

Why This Stack Beats Generic AI Training

Most AI training teaches one tool. We teach a system.

Claude handles your thinking work. Claude Code handles your development. Cowork handles your automation. Perplexity handles your research. Each tool has a job. When your team knows which tool to use for what task, they stop fumbling and start producing.

The Right Tool for the Right Job

TaskToolWhy
Draft a proposalClaude AINuanced writing, strategic thinking
Refactor legacy codeClaude CodeUnderstands full codebase context
Automate weekly reportsClaude CoworkAgentic workflow for non-devs
Research competitorsPerplexityReal-time web search with citations
Analyze a contractClaude AI200K context for long documents
Build a new featureClaude CodeMulti-step autonomous execution

What Charlotte Teams Actually Learn

Here's what your team walks away with after training:

Claude AI Mastery

  • Write prompts that get results on the first try
  • Use the 200K context window for book-length documents
  • Create custom system prompts for consistent outputs
  • Chain-of-thought prompting for complex analysis
  • Role-based prompting for specialized tasks

Claude Code for Developers

  • Set up Claude Code in your development environment
  • Use agentic workflows for multi-step coding tasks
  • Configure memory and preferences for your projects
  • Generate tests, documentation, and code reviews
  • Integrate with your existing CI/CD pipeline

Claude Cowork for Knowledge Workers

  • Automate repetitive document processing
  • Build research workflows that run autonomously
  • Create reusable templates for common tasks
  • Integrate AI into your daily operations

Perplexity Research Skills

  • Use Deep Research for comprehensive market analysis
  • Generate reports with automatic source citations
  • Set up Collections for ongoing competitive monitoring
  • Verify facts and find supporting data quickly

The Charlotte Opportunity

Only 5.1% of North Carolina businesses currently use AI. Most of them are using ChatGPT for basic tasks. Almost none have trained their teams on Claude's advanced capabilities.

Charlotte ranks 15th among major metros for AI exposure. The finance and professional services sectors—Charlotte's backbone—are among the most affected. The businesses that train their teams on serious AI tools will outperform those still playing with basic chatbots.

NC TECH projects AI job growth to outpace the labor market by 3x. The skills gap is real. Companies that build Claude expertise in-house won't have to compete for scarce external talent.

Your 90-Day Path to Claude Mastery

Days 1-30: Foundation

  • Set up Claude Pro accounts for your pilot team
  • Complete Claude AI fundamentals training
  • Learn prompt engineering basics: structure, context, iteration
  • Identify 3-5 daily tasks that Claude can improve
  • Start building your team's prompt library

Days 31-60: Specialization

  • Developers: Claude Code setup and agentic workflows
  • Knowledge workers: Claude Cowork for automation
  • Research teams: Perplexity Deep Research training
  • Everyone: Advanced prompting techniques
  • Weekly practice sessions to share wins and troubleshoot

Days 61-90: Integration

  • Roll out to full team based on pilot learnings
  • Integrate tools into standard operating procedures
  • Establish AI champions for ongoing support
  • Measure productivity gains against baseline
  • Plan for continuous learning as tools evolve

Why Train With Us

We're based in Davidson. We work with Lake Norman and Charlotte businesses. We use these tools every day to run our own consulting practice.

Our AI training programs focus specifically on Claude, Claude Code, Perplexity, and the Anthropic ecosystem. We don't teach generic "how to use AI" courses. We teach the specific tools that will transform how your team works.

We offer:

  • Beginner Track: For teams new to AI—Claude fundamentals, basic prompting, daily workflow integration
  • Intermediate Track: For teams ready to level up—Claude Code, Cowork, advanced prompting, custom workflows
  • On-site training: We come to your Davidson, Cornelius, or Charlotte office
  • Virtual sessions: Live training for distributed teams
  • Ongoing support: Monthly retainers for continuous skill development

48% of employees want formal AI training. Your team is waiting. The tools are ready. The question is whether you'll give them the skills to use them.

Ready to Train Your Team on Claude?

Schedule a free consultation. We'll assess your team's current skills, identify the right tools for your workflows, and design a training program that delivers results.

Topics

Claude AIClaude CodePerplexityAI TrainingCharlotte BusinessAnthropicPrompt EngineeringLake Norman