Claude for Small Business
For founders and operators who do everything themselves. The setup takes 30 minutes. What it replaces took hours every week.
You already know this would help. The same way you know you should probably talk to a therapist — you just haven't made the appointment.
It's not that you don't believe it would save time. It's that finding 30 minutes to sit down and actually do it keeps not happening, because there's always something more urgent in the queue. I get it.
I've set up Claude for 6 founders now. Every single one said the same thing in week 2: "why didn't I do this earlier?" Not because the results were dramatic — because the results were quiet. The thing that used to take 90 minutes just wasn't there anymore. And something more valuable took its place.
"Claude not only could problem-solve, it also showed me problems I didn't know I had."
Brian Ludviksen, COO — Purity Coffee, after their QuickBooks reconciliation setupThe work that repeats every week.
Connected to QuickBooks, HubSpot, Gmail, Slack, and Google Drive — or whichever subset you actually use.
Reconcile QuickBooks transactions, flag discrepancies, generate P&L narrative for your accountant. The 4-hour process becomes a 20-minute review.
Score new leads from your CRM against your ICP, draft personalized follow-ups for the top ones. Zero-touch triage before your first coffee.
Cash position, overdue invoices, top priorities, calendar — one Slack message before your first meeting. Runs on a schedule, nobody builds it manually.
From client brief to polished proposal in your format. Not a template — built from your actual past work. Saves the 2-hour rebuild every time.
Job description, interview questions, candidate scorecard, and first 30-day onboarding plan — from one conversation. Structured. Defensible. Reusable.
Analyze your weakest revenue months, draft a promotional strategy, generate the assets, segment your list. One session instead of a half-day.
Copy into Claude, replace the brackets, run.
You don't need a configured setup to use these. They work in regular Claude.ai right now.
I'm uploading my QuickBooks export for [month]. Please reconcile the transactions, flag anything unusual, calculate my actual cash position, and list the top 3 overdue invoices with a draft reminder email for each.Connect QuickBooks via claude.ai/settings/connectors and it pulls automatically — no upload needed.
Here are [N] new leads from my CRM: [paste or upload]. My ICP is [describe your ideal customer — industry, company size, role]. Score each lead 1-10 and explain the score in one sentence. For the top 3, write a personalized first outreach email under 100 words each.Connect HubSpot or Attio and it pulls new leads automatically without any copy-paste.
I need to hire a [role] at my company. We do [what your company does]. Write: (1) a job description under 400 words that doesn't sound generic, (2) 5 interview questions that reveal how they actually work rather than what they know, (3) a first 30-day onboarding plan for this role.Save the output as a template. The next hire in this role takes 5 minutes instead of 3 hours.
I need a proposal for [client name] who wants [service/project description]. My standard format: executive summary, scope, timeline, and next steps. Tone: direct and confident. Under 500 words total.Connect Google Drive and Claude pulls from your past proposals — every new one starts from your actual work, not a blank page.
If you use a product every day and live in Claude — imagine if they worked together.
Every context switch between your tools and Claude costs focus. A Claude MCP connector eliminates it. The products listed on Claude's directory get accessed without a tab switch — users just ask Claude and it handles the rest. If your favourite business tool isn't listed yet, send them this.
Subject: [Product] + Claude — your small business users want this Hi [Company] team, I run a small business and [Product] is part of my daily workflow. So is Claude. Every day I switch between them — pull something from [Product], paste it into Claude, get what I need, switch back. It's friction that small business owners absorb because we have no choice. A Claude MCP connector would eliminate this. Small business owners using Claude could access [Product] without switching tabs or copying anything — just ask Claude and it handles the rest. The directory is growing fast. The tools that build a connector now become the default recommendation when Claude suggests [Product category] tools to its users. Build it now is the advice. — [Your name]
30 minutes to configure. Results visible in week one.
Book my 30-minute setup call.
I'll look at what you actually do each week, connect the tools you already use, and show you what's possible before we build anything.
Already know what you need? Let's just do it.
30–60 minutes. We configure Claude around your actual week — not a demo, not a template. You leave with something that runs.