Done-for-you Claude setup for small businesses

Your Business
on Claude.
Done For You.

Time to hit CTRL-ALT-AI on how you run your business.

Claude's Small Business plugin pack connects your tools and unlocks AI skills — from daily cash flow snapshots to invoice follow-ups to customer complaint handling. We handle the entire setup so you can skip the learning curve and start using AI. No tech background required.

Get Started
31 SkillsIntegrationsBriefingsCash FlowSales & CRMCustomer SupportMarketingHiring & Legal 31 SkillsIntegrationsBriefingsCash FlowSales & CRMCustomer SupportMarketingHiring & Legal
How It Works

Three Steps. Zero Guesswork.

01

Submit the Form

Tell us which tools you use and what areas of your business you want to tackle first. No call needed. We review every submission personally.

02

We Build Your Setup Plan

Within 24 hours you'll get a custom plan showing exactly which integrations we'll connect and which skills will be most useful for your business.

03

You're Live in Claude

We handle the entire installation. Once everything is live, we walk you through the skills that matter most, and you start running your business from Claude.

You'll grant access to each tool through that platform's own secure login — we never see or store your passwords. Payment for your setup is handled separately by invoice once you approve your plan.

Integrations

One Setup. All Your Tools,
Talking to Each Other.

We connect Claude to the platforms you're already using so every skill has live data to work with. These are just the most common ones — if yours isn't listed, there's a good chance we can still connect it.

📧
Gmail
📊
QuickBooks
🎯
HubSpot
💳
Stripe
💬
Slack
📅
Calendar
🎨
Canva
💰
PayPal
📁
Drive
🖥️
Microsoft 365
✍️
DocuSign
🟦
Square

Only need a few? No problem. We connect what applies to your business and skip the rest.

Pricing

Simple Pricing. No Guesswork.

One flat fee gets your business fully set up on Claude. Ongoing Support is entirely optional, for if you want us in your corner after that.

Ongoing Support

$500/mo
Optional · 3-month minimum
We stay in your corner long-term.
  • Everything in Setup
  • Monthly optimization check-in
  • Priority support (4hr response)
  • All reconnections handled
  • Quarterly workflow review
Add Ongoing Support

Already set up and just need a fix? One-time support incidents are $200, no ongoing commitment — see the FAQ for details.

What's Included

31 Skills. Five Areas
of Your Business.

Once we set you up, you'll have a command for almost everything. Here's what you get access to:

Briefings

Daily & Weekly Snapshots

  • /business-pulse — cash, sales, pipeline & follow-ups in one page
  • /monday-brief — the three things worth doing this week
  • /friday-brief — revenue vs. last week & anything to watch
Money

Cash, Invoices & Tax

  • /cash-flow-snapshot — 30, 60 & 90-day forecast
  • /invoice-chase — follow-ups to late payers
  • /plan-payroll — cash mapped against payday
  • /margin-analyser — margin by product
  • /close-month — books closed, P&L written
  • /tax-prep — quarterly estimates or year-end packet
Sales & CRM

Pipeline, Leads & Reviews

  • /call-list — five leads worth calling today
  • /lead-triage — score & draft first follow-up
  • /crm-cleanup — stale deals & duplicate contacts
  • /quarterly-review — QBR as a deck or PDF
Customers

Support & Complaints

  • /customer-pulse — themes from every review & ticket
  • /handle-complaint — reply drafted in your tone
  • /ticket-deflector — response + PayPal refund if warranted
Marketing

Content & Campaigns

  • /content-strategy — 30-day plan around what's selling
  • /canva-creator — designs, captions & HubSpot queue
  • /run-campaign — end-to-end campaign execution
Setup, Hiring & Legal

Onboarding & Contracts

  • /smb-router — routes you to the right skill
  • /job-post-builder — advert, rubric & offer letter
  • /contract-review — flags unusual or risky clauses
  • /review-contract — red flags rated, redlines suggested
FAQ

Common Questions

Do I need a paid Claude plan?

Yes. The Small Business plugin pack requires Claude Pro or Team. Most business owners need Pro ($20/month), which more than pays for itself once you're using it daily. We'll help you pick the right tier in your setup plan.

How long does setup take?

It depends on how many tools you're connecting, but we move quickly once you submit your form. You'll get a clear timeline in your custom setup plan.

What if I don't use one of the tools you list?

Completely fine. We connect whatever you're actually using — and if something you use isn't on our list, there's a good chance we can still connect it. You're not paying for integrations you don't need.

Will you train my whole team?

Setup covers the business owner or one primary user. Additional team members are $150 each — just mention it in the form.

What if a connection breaks after my support window ends?

We offer a one-time support incident for $200, no ongoing commitment. Or the Ongoing Support plan at $500/month handles everything automatically.

Tell Us What You're
Working With

Select the tools you use and we'll send you a custom setup plan within 24 hours — completely commitment-free.

Step 1 — Which tools do you want connected?
Step 2 — Which areas matter most? (choose up to 3)
Step 3 — A little about you