Claude for Marketing: How to Turn Discovery Calls Into 30 Days of Content

Most business owners are not short on marketing ideas. They are short on a system that makes those ideas easy to execute and sustainable to maintain. Between client work, compliance deadlines, and the demands of running a practice, marketing becomes the thing that falls off the list.

In this session, Katie Thomas, CPA, named Top 50 Women in Accounting, walks you through a practical AI-powered marketing workflow using Claude Cowork.

She’ll show you:

  • How Claude Cowork can turn discovery call notes into a 30-day marketing campaign
  • How to use real prospect language to create messaging and content, while keeping full control over accuracy, tone, and compliance
  • How to set up a lightweight metrics loop that shows you which efforts booked calls, and where to make weekly adjustments

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