Running a recruitment business on Claude: a tech founder’s guide

Event Details

There’s a reason Claude has become the tool serious businesses reach for. While ChatGPT made AI familiar, Claude is built for work: it holds deep context about your business, connects securely to the tools you already run on, and handles the documents recruitment lives on, contracts, terms, proposals and rate cards, with far more care. The firms that have worked this out are already moving faster than the ones that haven’t. This session is about making sure you’re in the first group.

Chris South, co-founder of Roi-AI, will show you exactly how his own tech business runs on Claude day to day, then map it directly onto your recruitment business. You’ll see how to set Claude up properly as a business owner: giving it lasting knowledge of your clients, terms and margins so your whole team stops starting from scratch, and connecting it to the systems you already use.

You’ll see how Skills turn the way you do things into saved, repeatable procedures, so a CV, a proposal or a margin calculation comes out to the same standard whoever produces it. And how Cowork puts Claude to work on real, multi-step jobs across your own files and folders, turning an afternoon of admin into minutes. If your business runs on Microsoft Copilot or Google Gemini, the same principles apply, and you’ll see where each fits.

Use cases covered on the day: marketing, margin calculations, rates calculators, sales proposals, bids and tenders, client account management, staff onboarding, internal HR and career management, leadership and forecasting.

You’ll leave with:

• A clear picture of why Claude, and how the same principles apply on Copilot and Gemini

   

• A business owner’s setup playbook: context, team access, Skills, privacy and data settings

   

• Practical workflows across sales, finance, marketing, onboarding and HR you can implement the same week

About Roi-AI and Ainstein
Roi-AI enables recruiters with powerful recruitment automation, marketing smarts and AI-led data enrichment. Built specifically for recruitment agencies and integrated with all the major recruitment databases, it’s used by over 2,500 recruiters across multiple countries to save time and generate more revenue.

The platform spans three core products:

• Recruitment Automation — automates the manual processes and workflows across your database, like Zapier or n8n but built for recruitment.

• Marketing Cloud — the only marketing automation platform built for recruitment, for email and SMS campaigns, personalised journeys and branded AI content.

• Ainstein — Roi-AI’s AI-led data enrichment engine, keeping your database current and actionable with intelligent profile updates, job-search activity alerts, B2B contact and company enrichment and live hiring hotlists. Genius data, powered by Roi-AI.