Introducing

Activate

Beta

Your team has Claude. Now they'll actually use it.

A coach for every person. A library of what works. And the hours it saves, counted.

Watch it work

Private beta · five firms · autumn 2026

Activate · Skill library

Skill library · 17 published

Sorted by uses this week

Meeting prep
Financial planning · Sofia R. · v3
Healthy
41 uses
Client update letter
Wealth advisory · Priya N. · v2
Healthy
27 uses
RMD reminder
Client service · Daniel O. · v1
Review due
12 uses
Weekly ops pack
Operations · Amara K. · v4
Healthy
9 uses
Fee change note
Wealth advisory · Tom H. · v1
Unused 30d
3 uses
Call write-up
Sales · Zain L. · v1
In review
0 uses

Promotion queue

Nothing reaches the team unreviewed.

1DraftCall write-up
2Reviewed
3Approved
4Published

Checklist · trigger line clear · two real examples · boundary written down · ran on three sample requests · 7 of 7

Activate · Practice

Sales call prep · practice

For your next call prep, write the prompt you'd give Claude.

Using Salesforce, pull the Harbor Trust account and, from Gong, our last call. Write a one-page prep note: what we agreed, what's open, three questions to ask. Under 200 words.

+⚡ Gong · Salesforce · ApolloClaude Opus 5 ⌄↑

In Claude

Pulled Harbor Trust from Salesforce and Thursday's call from Gong. Prep note — Harbor Trust, Tue 10:00. Last time we agreed a two-branch pilot…

7.4/ 10

Try again

What worked

You named the tool, said what to fetch and what to do with it.

What to change

Say who reads the note: the rep before the call, or the manager after it.

Try next

Ask for the three questions in the order you would actually ask them.

Try againBack to module

Activate · Mission control

Hours back this month

0 h

net of rework, 4 teams

Active on real work

of 48 seats, last 7 days

Skills published

3 in the promotion queue

Return this month

0.0×

hours back × loaded rate ÷ spend

Hours back per week

12 weeks

JunJulAugSep

By team · active and hours back

Financial planning13.3h / wk
Wealth advisory5.1h / wk
Client service3.5h / wk
Sales2.2h / wk

Where people are

Provisioned
48
Logged in
44
First real work
39
L1
31
L2
19
L3
9
L4
4
L5
1

Demo firm data

Nobody sits through a course. Each person does their own job with Claude, a little better each week, and everything they figure out goes to the team.

Meet your coach

Ask what to do. Get one thing.

Coach knows your job, your tools and how you're doing. It picks the next small step and explains why.

Activate · Coach

Coach · knows your work, remembers your progress

Hey, I have 20 minutes. What should I do?

Do your call prep for Harbor Trust with Claude this time. You said it takes you 20 minutes by hand. Write the ask, I'll show you what comes back and tell you what to fix.

StartSomething else

Why this one?

You do it 25 times a week, and last time you skipped the account history. Get this right and it saves you about 5 hours a week.

Later that day · Nice. 8.1 out of 10. That one's good enough to turn into a skill for the whole sales team. Want to?

Practice

Do your real work. Get a score.

Write the ask the way you would in Claude. Claude does it with your tools. Coach tells you what worked and what to fix.

Activate · Practice

Sales call prep · practice

For your next call prep, write the prompt you'd give Claude.

Using Salesforce, pull the Harbor Trust account and, from Gong, our last call. Write a one-page prep note: what we agreed, what's open, three questions to ask. Under 200 words.

+⚡ Gong · Salesforce · ApolloClaude Opus 5 ⌄↑

In Claude

Pulled Harbor Trust from Salesforce and Thursday's call from Gong. Prep note — Harbor Trust, Tue 10:00. Last time we agreed a two-branch pilot…

7.4/ 10

Try again

What worked

You named the tool, said what to fetch and what to do with it.

What to change

Say who reads the note: the rep before the call, or the manager after it.

Try next

Ask for the three questions in the order you would actually ask them.

Try againBack to module

Make it a skill

Something worked? Share it with one click.

A pass can become a skill. A champion checks it. Then everyone on the team can use it.

Activate · Make a skill

8.1/ 10

Pass

Call prep · your prompt, Claude's note, Coach's three lines.

✦ Turn this into a skill

Skill · drafted from your work

call-prep

Use when someone asks to prepare for a customer call. Reads Salesforce and the last Gong call. Writes a one-page note: agreed, open, three questions.

2 real examplesWhat it may readWhat a person checks

On its way to the team

1
Written
by you, from work that passed
2
Checked
a champion runs the checklist
3
Approved
boundary and examples signed off
4
Published
in the library for everyone

call-prep v1 is live. 11 people on the sales team can use it now.

The library

Pick up what your teammates built.

Every skill in one place, with who made it and how much it's used. Adopt one and Coach adds a practice to try it.

Activate · Skill library

Skill library · your firm

17 skills · 4 teams

Meeting prep
Financial planning · by Sofia R.
Healthy
Gets you ready for a customer meeting: what you agreed last time, what is open, three questions.
41 uses this weekUse this
Client update letter
Wealth advisory · by Priya N.
Healthy
Drafts the quarterly note in your voice, from the review.
27 uses this weekUse this
RMD reminder
Client service · by Daniel O.
Review due
Spots who needs a reminder this month and drafts it.
12 uses this weekUse this
Weekly ops pack
Operations · by Amara K.
Healthy
Builds the Monday ops pack from four sources.
9 uses this weekUse this

Added to your practice: Run Meeting prep on your next customer meeting. About 15 minutes.

Six steps up

Everyone knows where they stand.

You move up by doing good work, not by finishing lessons.

Orientation

One real piece of work today

Conversational

Clear asks, checked answers

Context

A Project that remembers

Skills

One task, reusable by all

Workflows

Mapped, measured, reviewed

Champion

Reviews others, runs the queue

For the boss

See the hours come back.

We time each task before and after. Rework counts. Every team, every month, one screen.

Activate · Mission control

Hours back this month

0 h

net of rework, 4 teams

Active on real work

of 48 seats, last 7 days

Skills published

3 in the promotion queue

Return this month

0.0×

hours back × loaded rate ÷ spend

Hours back per week

12 weeks

JunJulAugSep

By team · active and hours back

Financial planning13.3h / wk
Wealth advisory5.1h / wk
Client service3.5h / wk
Sales2.2h / wk

Where people are

Provisioned
48
Logged in
44
First real work
39
L1
31
L2
19
L3
9
L4
4
L5
1

Demo firm data

Activate · Hours back

Hours per week, before and after · rework counted

Signed by a second person

Call prep4.6h back

Client update letters3.7h back

Weekly ops pack2.9h back

RMD reminders1.6h back

Demo firm data

Inside Claude

Works with the tools you already use.

Salesforce, Gong, Drive, whatever your firm has switched on. Claude only sees what you could open yourself.

Your keys
Your rules on what stays out
Your permissions, person by person
Nothing shared without a review

The beta

Five firms.
One quarter.
A number at the end.

You're already on Claude. We set Activate up for your teams and run the first quarter with you.

You bring

One team of 10 to 40 people.

We bring

Everything else.

You get

The hours back, on paper.

Or book 20 minutes and we'll show you a real team's numbers.

Buying Claude was the easy part.

Talk to LightCI What else we build on Claude →

Activate

Ask what to do. Get one thing.

Do your real work. Get a score.

Something worked? Share it with one click.

Pick up what your teammates built.

Everyone knows where they stand.

See the hours come back.

Works with the tools you already use.

Five firms.One quarter.A number at the end.

Buying Claude was the easy part.

Five firms.
One quarter.
A number at the end.