Getting Started With Cowork: Training, Workshops, and the Course

If the first four posts in this series convinced you that Cowork might fit your business, the question becomes: how do you actually get going? Here's an honest answer, including the options I offer and where each one fits.

Option 1: Figure It Out Yourself

Cowork is designed to be usable by non-technical owners. Anthropic publishes documentation, and the tool itself is conversational, which means you can learn a lot just by trying things.

If you're someone who enjoys figuring out new tools, has a few free hours, and has a low-stakes test project in mind, doing it yourself is a perfectly reasonable path. Most of what I'd teach in an intro session you can pick up on your own with a weekend and patience.

Where this approach falls short: if your time is better spent on actual client work, or if you've got a higher-stakes project where you need it to work the first time, structured help pays for itself quickly.

Option 2: A One-on-One Cowork Training Call

This is the most common starting point for my clients. A focused session, usually 60 to 90 minutes, on a real project. Not a generic walkthrough.

How it works:

• Before the call, you tell me one or two specific things you'd like Cowork to do for your business
• On the call, we set them up together. You drive, I guide.
• By the end, you have one or two working Cowork workflows running on your real files, plus enough understanding to extend them yourself

This is the fastest path from zero to actually using Cowork in your business. Most clients leave the call having already saved more time than they spent in it.

Option 3: A Team Workshop

If you have a small team, a workshop format works better than individual training. Two to three hours, usually four to eight people. We pick three or four use cases relevant to your business and work through them together. Everyone leaves with the same baseline understanding and at least one workflow they personally can run.

Best for: practices, agencies, small firms where multiple people will be using Cowork. Doing it as a workshop avoids the "one person knows the tool, no one else does" trap that kills a lot of internal AI rollouts.

Option 4: The Cowork Course (Coming Soon)

Some of you would rather learn at your own pace, on your own schedule, without booking a call. That's exactly what the upcoming Clarebridge Cowork course is for.

It will cover:

• Cowork fundamentals: how it thinks, what it sees, what it can and can't do
• Use case walkthroughs across file management, client intake, reporting, and admin
• Worked examples you can follow along with on your own files
• A library of starter workflows you can adapt

The course is in development now. Early signups will get a discount.

Which Option Fits You

• If you've got one specific project and want it working fast: a training call
• If you have a team and need everyone on the same page: a workshop
• If you're a self-paced learner who'd rather work through it on your own: the course (waitlist now, available soon)
• If you're not sure: book the free 30-minute discovery call. We'll figure out which makes sense.