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 12 of your tools and unlocks 31 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 it on day one.

Get Started Setup completed in 48 hours or less. No tech background required.
31 Skills12 Integrations48-Hour SetupBriefingsCash FlowSales & CRMCustomer SupportMarketingHiring & Legal 31 Skills12 Integrations48-Hour SetupBriefingsCash FlowSales & CRMCustomer SupportMarketingHiring & Legal
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
How It Works

Up and Running in 48 Hours

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. From your next morning, you're running your business from Claude.

Integrations

One Setup. Twelve Tools.
Everything Talking to Each Other.

We connect Claude to the platforms you're already using so every skill has live data to work with.

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

Don't use all twelve? No problem. We connect the ones that apply to your business and skip the rest.

Pricing

Simple Pricing. No Guesswork.

Setup

$997
One-time
Get connected and get moving.
  • Full plugin pack installation
  • Connection of up to 12 tools
  • 60-minute skills walkthrough
  • Custom reference sheet
  • 7 days email support
Get Started

Ongoing Support

$500/mo
3-month minimum
We stay in your corner long-term.
  • Everything in Setup + Training
  • Monthly optimization check-in
  • Priority support (4hr response)
  • All reconnections handled
  • Quarterly workflow review
Get Started

One-Time Support

$200
Per incident
Already set up? Just need a fix.
  • One reconnection or fix
  • Troubleshooting session
  • Resolved within 48 hours
  • No ongoing commitment
Get Started
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?

We complete setup within 48 hours of sending your custom plan. The actual connection work takes us a few hours — you just need to be available to grant access to your accounts.

What if I don't use all 12 tools?

Completely fine. We connect whatever you're actually using. You're not paying for integrations you don't need.

Will you train my whole team?

Setup + Training 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, resolved within 48 hours. 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 — no call required.

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