Built for small business and made to be simple, Claude puts real AI to work across your marketing, sales, customer service, and back office. Here's what it does, and where it saves you real time. When you're ready, we set it up for your team.
Sources: Salesforce Small & Medium Business Trends Report; U.S. Chamber of Commerce and S&P Global Market Intelligence; QuickBooks 2026 AI Impact Report.
These are real, pre-built workflows. Type a slash command, or just say what you need and Claude picks the right one. You approve every step that touches money or customers.
Content that sounds like you, on repeat.
/run-campaign runs an end-to-end campaign, from sales analysis to Canva posts./content-strategy tells you what to promote this month to fill your calendar, from your own sales data./canva-creator turns an approved brief into scheduled posts and designs.Know your prospect before they pick up.
/monday-brief gives you a start-of-week snapshot of cash, sales, pipeline, and your top three to-dos./lead-triage surfaces the five leads most worth calling today, with talking points./account-research pulls background on any prospect or competitor before a call./proposal-builder drafts quotes and proposals in your voice, a custom skill we can create for you.Your process, captured and repeatable.
/ticket-deflector drafts a reply in your voice and can issue a refund, with your approval./customer-pulse pulls themes from your reviews and tickets, plus three things to fix this week./business-pulse gives you a one-page snapshot of the whole business from your connected tools.Just ask to turn a happy client into a review request, in your voice.The paperwork, handled.
/plan-payroll forecasts cash and chases overdue invoices before payroll./close-month reconciles the books and writes your P&L narrative./tax-prep preps quarterly taxes or 1099s, ready for your accountant./contract-review flags red flags in NDAs and vendor contracts, in plain English./job-post-builder builds a job post, interview guide, and offer letter.Claude does the work where the work happens. Connect QuickBooks, PayPal, and HubSpot for the best experience, then add the rest as you go. Most workflows still work even when a connector isn't there.
The difference: Claude doesn't just answer questions. It can carry out real, multi-step tasks across your tools, from planning a campaign to organizing your month-end, with you approving the important moves.
In a recent survey, half of small business owners named data security as their single biggest hesitation about AI. Claude was built with that front and center.
Tools aren't enough on their own. You and your team need to know when and how to use them, and most owners haven't had the chance to learn. Start with this free course from Anthropic, or we can train your team directly.
Explore AI Fluency for Small Business →The tools are powerful. The results come from setting them up right: training AI to understand your expertise and what makes your business different from the rest, building the workflows around how you actually work, and getting your team confident running it.
Set up the whole system, or just the one piece you need right now. We do both.
Tell us how your business runs, and we'll show you exactly where Claude can save you time, then build it around you and train your people to use it.
Book a Discovery Call →