Source: wiki synthesis: WEO AI Governance, WEO AI Governance, WEO AI Governance, WEO AI Governance
Time: Read 5 min
Five-minute orientation. Three things to understand before you start: what this course is, why WEO is doing it, and what’s expected of you by the end.
What This Course Is
A WEO-specific path through Anthropic’s official Claude training. Each foundations module (1, 2, 4, 6) anchors on a free course from Anthropic Academy or a Claude tutorial — you’ll spend most of your time on Anthropic’s own material. The wiki side adds three things on top: dental marketing examples, WEO role playbooks (Module 3), and governance rules (Module 7).
Scope is Claude.ai — the chat interface at claude.ai. Claude Code (the terminal-based developer tool) and Claude Cowork (the file-and-folder companion) are separate products and covered briefly in Module 8 for staff who want to go further.
Why WEO Is Doing This
Three reasons in plain language:
- Speed. AI-assisted work is measurably faster on the routine tasks we already do — drafting copy, summarizing client calls, generating ad variants, writing meta descriptions. WEO’s goal is 20–30% productivity lift on routine work so we spend more time on thinking and relationships.
- Quality consistency. Claude is a strong editor, researcher, and second-opinion partner. Used well, it lifts the floor on work quality across the team. Used badly, it produces generic dental marketing slop. This course is how we avoid the second.
- Competitive reality. Dental marketing competitors are adopting AI aggressively. See Cory Roletto’s competitive landscape briefing for the full picture. Short version: not optional.
At the same time, WEO has real constraints — client data, patient-adjacent information (HIPAA considerations), brand voice, quality control. The governance policies in Module 7 exist so you know where the guardrails are.
What You’ll Be Able to Do After This Course
- Send well-structured prompts that get usable output on the first try more often than not.
- Know when to use plain chat vs. Projects vs. Claude Design.
- Have a role-specific prompt playbook with 3–5 prompts tailored to your work.
- Understand what data you can and cannot put into Claude under WEO policy.
- Optionally earn Anthropic’s Claude 101 certificate as a foundation-knowledge credential.
The Claude 101 Course (recommended)
Everyone at WEO who uses Claude on real client work is encouraged to complete Anthropic’s Claude 101 course.
Why:
- It’s free.
- It takes about 90 minutes.
- It covers Claude’s core features — chat, projects, artifacts, skills, connectors — from Anthropic directly.
- It gives the team a common baseline, so when someone says “put it in a Project” or “save it as a Skill,” everyone knows what that means.
This onboarding course (the WEO-specific one you’re reading now) sits on top of Claude 101. Claude 101 teaches you how Claude works; this course teaches you how to use Claude on WEO’s specific work.
Ground Rules Before You Start
- Do the Try It sections. Reading about Claude without using Claude is like reading about swimming — you retain about 10%. Every module has a concrete hands-on exercise. Actually do them.
- Use sandbox data, not real client data, while you’re learning. Module 7 covers this in depth, but as a rule of thumb: don’t paste real patient info, real client contracts, or real PII into Claude while practicing.
- If you’re confused, ask. The WEO AI council exists for questions like “is it OK to…?” or “what should I do when…?” Module 8 tells you how to reach them.
Key Takeaways
- The course is a WEO-specific layer on top of Anthropic’s free Claude 101.
- Recommended outcome: complete Claude 101 + build a working personal prompt library.
- Scope is claude.ai — not Claude Code, not the API, not Cowork.
- Module 7 governance is mandatory before real client work.
- Speed, quality, and competitive reality are the three drivers.
Related
- Next: Module 1 — Claude.ai Interface Essentials
- Anthropic Academy — Claude 101 course (free, 90 min, certificate)
- CEO Strategic Vision
- WEO AI Policies (full document)
- WEO AI Implementation Roadmap
Try It (2 minutes)
Before you move on, answer these three questions for yourself — out loud or on paper:
- What’s one task in my current role I’d love to spend 30% less time on?
- What’s one task in my role I’d never want to hand to AI (and why)?
- What client data would I definitely NOT paste into a chatbot?
Hold on to your answers — we come back to them in Module 3 and Module 7.