KPI & Production Trackers
Excel workbooks with formulas, conditional formatting, and variance logic — scoped for real operational reporting.
Taught by a 40-year operations practitioner — not a tech educator. You'll build the same deliverables I build for clients every week: Excel trackers, SOPs, leadership briefs, revenue forecasts, and work order reports. Real work. Real standards.
You leave each month with deliverables you can hand to a client, a manager, or your own team — produced to a professional standard.
Trackers, SOPs, reports, and briefs that meet a professional standard — not AI-looking drafts that need rewriting.
Use Claude the way an operator would: scoped, structured, grounded in Lean principles. Less output, more value.
Leave with templates, prompts, and a repeatable process tuned to the actual work your role demands.
Every module ends with a deliverable you can put to work the same day. Three representative examples:
Excel workbooks with formulas, conditional formatting, and variance logic — scoped for real operational reporting.
Clean, repeatable Standard Operating Procedures — delivered in English and Spanish for field and shop-floor teams.
Board-ready briefs, status updates, and revenue forecasts with scenarios you can defend in front of a leadership team.
Every module builds on the last. Start from zero or jump in where your work demands.
Set Claude up the right way, understand the models, and run your first productive working session — not a toy conversation.
Context, constraints, examples, standards. A Lean approach to prompting that strips waste and gets usable output the first time.
Build the spreadsheets operators actually use — production trackers, KPI dashboards, variance reports — with Claude doing the lift.
Turn tribal knowledge into clean, repeatable SOPs — including bilingual (English / Spanish) documentation for field teams.
Executive-ready memos, status updates, and board-level briefs that sound like you wrote them — because you did, with help.
Pressure-test assumptions, build scenarios, and produce forecasts you can defend in front of a leadership team.
Structured reporting for operations, service, and field work — turn messy notes and photos into client-ready documents.
Know when to trust Claude, when to push back, and how to verify. Applying a QA mindset to AI-assisted work.

William is an operations practitioner, not a tech educator. Four decades running real operations — Lean Six Sigma, process design, field and shop-floor work — and now using Claude every day to build the actual deliverables clients pay for: Excel trackers, SOPs, bilingual documentation, leadership briefs, revenue forecasts, work order reports. This class is the working playbook, taught by someone who uses it.
Running production, service, or field teams who need better documentation, reporting, and process discipline.
Billing for outcomes. Claude is leverage — if you know how to use it without losing quality.
Wearing ten hats. Need trackers, SOPs, and briefs that used to require a full-time analyst.
Who already know the work — and want a serious tool to do more of it, faster, at a higher standard.
Join the master class and learn to use Claude the way an operations professional does — on real deliverables, to a real standard.
Enroll — $97/month