--- title: "ChatGPT & Claude Consulting Services" description: "ChatGPT and Claude consulting for growing SMBs: configure shared instructions, approved knowledge, permissions, evaluation, and practical team workflows." url: https://lidvizion.ai/services/ai-setup/ site: Lid Vizion index: https://lidvizion.ai/llms.txt --- [Services](https://lidvizion.ai/services/) · 01 Configure your AI # ChatGPT and Claude consulting that makes AI useful at work. ChatGPT and Claude consulting for growing SMBs: configure shared instructions, approved knowledge, permissions, evaluation, and practical team workflows. [Let’s map your workflow](https://lidvizion.ai/contact/) · [All services](https://lidvizion.ai/services/) Illustrative workflow Prepare an account brief from approved company knowledge, with clear sources and a human review step. The exact implementation depends on your tools, access, constraints, and definition of success. What we work on ## Deliverables you can hold us to. 1. Workflow and capability review 2. Shared instructions and approved knowledge 3. Tool access and permission planning 4. Practical team handoff and evaluation A good fit when ## You’ll recognise the problem. - Your team already uses ChatGPT or Claude, but results depend on who is asking. - You have documents and policies the AI should draw from. - You need clear rules on what AI can and cannot see. Examples ## Where it shows up. Illustrative workflow patterns, not results from a specific customer. Configure your AI ### Account briefs Prepare a brief from approved company knowledge, with sources cited and a review step. Configure your AI ### Policy answers Answer internal questions from the current policy set instead of from memory. Configure your AI ### First drafts Draft proposals or replies in your house style, ready for a person to edit. How it runs ## Start with the operation. We map the work, establish the boundaries, and choose the smallest useful implementation. 1. 01 / Map The trigger, the context, the handoffs and the owner. 2. 02 / Bound What the workflow may read, change and must escalate. 3. 03 / Implement The smallest configuration, connection or build that works. 4. 04 / Measure Completed work, review effort, exceptions and cost. What you leave with ## Something your team can run. Every engagement ends with a handoff, not a dependency. - A shared workspace configured with instructions and approved knowledge - Written guidance on what the AI may see, do, and must not do - A small evaluation set to check quality over time - A handoff session so your team can maintain the setup Use cases ## Where teams start. Illustrative workflow patterns for this service. [All use cases](https://lidvizion.ai/use-cases/) - [A consistent AI setup for the team](https://lidvizion.ai/use-cases/team-ai-setup/): Leadership Shared projects, instructions and approved sources so everyone gets the same quality from ChatGPT or Claude. - [Internal knowledge assistant](https://lidvizion.ai/use-cases/internal-knowledge-assistant/): Operations Answer staff questions from approved policies, procedures and product documents, with the source shown and a clear handoff when the answer is not there. - [Meeting notes to tracked actions](https://lidvizion.ai/use-cases/meeting-notes-to-actions/): Operations Turn meeting notes or transcripts into a short summary, decisions and owned action items in the tools the team already uses. Field guides ## Run it yourself first. Free, ungated playbooks for this kind of work. [All guides](https://lidvizion.ai/guides/) - [Set up ChatGPT or Claude for a team](https://lidvizion.ai/guides/set-up-chatgpt-or-claude-for-a-team/): A four-step playbook to turn scattered individual AI use into a shared, governed setup your team actually uses. - [Build a shared prompt library for your team](https://lidvizion.ai/guides/build-a-shared-prompt-library/): A four-step playbook to turn the prompts people already rely on into a small, tested, owned library the whole team can reuse. - [Choose an AI assistant for your team](https://lidvizion.ai/guides/choose-an-ai-assistant-for-your-team/): A four-step way to compare AI assistants on your own work, your data rules and your existing tools, so the choice rests on evidence rather than a demo. Direct answers ## Questions buyers ask first. [All answers](https://lidvizion.ai/answers/) - [Does a small business need an AI use policy?](https://lidvizion.ai/answers/does-a-small-business-need-an-ai-policy/): Yes, if staff use AI tools for work — and most already do. A short policy that names the approved tools, the information that may and may not go into them, and which outputs need review protects the business without stopping useful work. - [How can a company keep AI-generated answers accurate?](https://lidvizion.ai/answers/how-to-keep-ai-answers-accurate/): Keep AI answers accurate by limiting them to approved sources, showing the source with each answer, testing against a fixed set of real questions before and after every change, routing low-confidence or sensitive questions to a person, and naming an owner who keeps the sources current. - [How should a company prepare its data before using AI?](https://lidvizion.ai/answers/how-to-prepare-company-data-for-ai/): Prepare only the data one priority workflow needs: find where it lives, decide who may access it, clean the fields that workflow relies on, and name an owner who keeps it current. Company-wide data projects before a first use case usually stall. Questions ## Common questions. ### ChatGPT or Claude? Often both have a place. We compare them on your actual tasks, data rules and existing accounts, then recommend a setup rather than a brand. ### How is our data handled? That depends on the plan and settings you use. We review the relevant options with you and configure the workspace to match your requirements. ### What if people still use it differently? That usually means a missing shared instruction or knowledge source. We make the good pattern the default, then check it with the evaluation set. Related ## Other ways in. [See all services](https://lidvizion.ai/services/) - [Connect your tools](https://lidvizion.ai/services/integrations/): Put the right context within reach of the workflow. - [Automate the repeatable](https://lidvizion.ai/services/automation/): Give recurring work an owner, a trigger, and a stop rule. - [Build the missing piece](https://lidvizion.ai/services/custom-software/): Custom tools and applications for the gaps that matter. Bring the messy version ## One workflow. A better way to run it. Show us the tools, the handoffs, and the part that keeps slowing your team down. [Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)