Powered by Claude AI · Built for US Small Businesses

Stop chasing your own
business.

Claude AI collects overdue invoices, follows up on leads, and briefs you on your cash every Monday morning. You review it. You approve it. Everything else runs.

Find My Workflows — Free See the Dashboard
Free to get started No long-term contracts 60-day guarantee
Claude for Small Business
Monday Morning Brief Live
Monday, May 19 · Ready for your review
Cash Position
$47,340
Overdue Invoices
3 · $8,200
Leads in Pipeline
7
Actions Queued
2 ready
Waiting for your approval
Follow-up: Apex HVAC · $4,800 overdue
Invoice #0104 · 14 days past due
Approve
Lead follow-up: Green Valley Plumbing
No response in 3 days
Review
Nothing sends until you approve · Powered by Claude · Anthropic
✦ HVAC company · $18,000 recovered in 30 days ✦ Consulting firm · 9 hours saved every week ✦ Roofing contractor · Lead response time: 4 minutes ✦ Med spa · Cash position clear every Monday ✦ Accountant · Month-end close: 3 hours instead of 2 days ✦ Plumber · Zero cold leads lost in 60 days ✦ HVAC company · $18,000 recovered in 30 days ✦ Consulting firm · 9 hours saved every week ✦ Roofing contractor · Lead response time: 4 minutes ✦ Med spa · Cash position clear every Monday ✦ Accountant · Month-end close: 3 hours instead of 2 days ✦ Plumber · Zero cold leads lost in 60 days
How do you want to work?

Pick your path

Whether you want to do it yourself, get your local SEO sorted, or have us handle everything — there's a clear starting point.

Self-Guided

Do It Yourself

Free

Follow our step-by-step guide. Connect your tools. Turn on the workflows. Start getting your Monday Morning Brief this weekend.

  • Full DIY setup guide (6 steps)
  • Workflow finder quiz
  • Tool connection walkthroughs
  • Takes 4–8 hours total
  • Upgrade anytime when you get stuck
Read the Free Guide →
Most Popular Add-On
Managed Service

Local SEO Visibility

$297/month

We manage your Google Business Profile every week — posts, photos, reviews, and Q&A — so you show up when local customers search. No paid ads needed.

  • Google Business Profile management
  • 4 posts per month (we write them)
  • Review response drafts for your approval
  • Monthly local search report
  • Month-to-month · No setup fee
Book a Free Call →
Done For You

Full Operations Setup

$597/month + setup

We handle everything. Tool connections, workflow setup, training, and ongoing support. You focus on your business. We keep everything running.

  • We connect all your tools
  • We configure your workflows
  • 90-minute training session
  • Ongoing support included
  • 60-day satisfaction guarantee
Book a Free Call →
The real cost of doing nothing

Your business is losing money right now.

Every week you chase invoices by hand, lose track of leads, and guess about cash flow — it costs you time and money. Here's where it happens.

Invoices go unpaid

You send one reminder. Then it gets awkward. Then it just... stays open. The average small business has $12,000 sitting in unpaid invoices right now.

Leads go cold

A lead comes in on Tuesday. You're busy. By Friday, they've already hired someone else. Speed of follow-up wins more business than price does.

No cash visibility

You log into QuickBooks when something feels wrong. That's not a system — that's reacting. You need to see the number every Monday before it becomes a problem.

Month-end is chaos

Pulling reports. Reconciling expenses. Chasing receipts. It takes a full day every month — and it still isn't quite right. This should take 30 minutes.

Marketing stalls out

You know you should post consistently. You know you should send the newsletter. But you're the one who also runs jobs, quotes work, and manages everyone.

Admin owns your evenings

Drafting follow-up emails. Writing quotes. Answering the same questions. You started this business to do the work — not to drown in paperwork after hours.

How it works

Set up once. Runs every week.

Four steps from zero to a business that runs itself. You stay in control at every stage.

1
Week 1

Connect your tools

Link QuickBooks, Gmail, HubSpot, and whatever else you use. Takes about an hour.

2
Week 1–2

Turn on your workflows

Pick the automations you want. Invoice Chaser. Lead Triage. Cash-Flow View. Each one flips on like a switch.

3
Week 2

Review your first draft

Claude prepares everything. You see every email, report, and action before it goes anywhere. You approve what you want.

4
Every week

Get your Monday Brief

Every Monday: cash position, overdue invoices, leads in the queue, and actions waiting for your approval. That's it.

Nothing sends, posts, or pays without your review and approval first — always.
2-minute quiz

Which Claude workflows does your business actually need?

Answer 4 quick questions. Get a personalised list of the exact workflows to turn on — plus the tools you need and how much they cost.

Find My Workflows — It's Free
Takes 2 minutes · No email required to see results
Works with your tools

7 official integrations

Claude for Small Business connects directly to the tools you already use.

QuickBooks
PayPal
HubSpot
DocuSign
Google Workspace
Microsoft 365
Canva
All connections are made through official APIs · You control access · Revoke anytime
Simple, honest pricing

Start free. Upgrade when you're ready.

No surprises. No hidden fees. Pick the level of support you want.

Self-Guided

DIY Setup

Free
You'll need Claude Team at $30/mo per person
  • Full DIY setup guide (step-by-step)
  • Workflow finder quiz
  • Tool connection instructions
  • 4–8 hours of your time
  • Upgrade to DFY when ready
Read the Guide →
Most Popular
Managed Service

Local SEO

$297 /month
Month-to-month · No setup fee
  • Google Business Profile management
  • 4 posts per month (written by us)
  • Review response drafts (you approve)
  • Q&A and photo updates
  • Monthly local visibility report
Book a Free Call
Done For You

Full Operations

$597 /month
$1,997 setup fee · 3-month minimum
  • We connect all your tools
  • We configure your workflows
  • 90-minute training session
  • Ongoing support + adjustments
  • 60-day satisfaction guarantee
Book a Free Call
Setup fee available in 3 monthly installments · Cancel anytime after 3-month minimum · All plans include the 60-day guarantee
Common questions

Everything you need to know.

Still unsure? Book a free 20-minute call and ask us anything directly.

No — and that's the whole point. Claude AI does the technical work. You connect your tools once (we walk you through it), choose the workflows you want to run, and then review and approve what Claude prepares. If you can use email, you can use this.
Never. Claude connects to QuickBooks through its official API with read-only access to invoice and transaction data. It cannot move money, make payments, or take any financial action at all. You can disconnect it at any time through your QuickBooks settings.
You do. Always. Claude prepares a draft — you see it, you approve it, or you edit it. Nothing sends, posts, or pays until you click approve. This is how Claude for Small Business works by design. Anthropic built the approval-first rule into the product itself.
You need Claude Team ($30/month per person) — that's the product that powers everything. Beyond that, most people start with just QuickBooks and a Gmail or Outlook account. That's enough to get Invoice Chaser, Cash-Flow View, and your Monday Morning Brief running. HubSpot, PayPal, DocuSign, and Canva can be added as you grow.
If you follow the free guide yourself, most people are up and running in 4 to 8 hours over a weekend. If we set it up for you (done-for-you plan), it takes 14 to 21 business days and you don't have to do anything technical — just show up to the 90-minute training.
Yes. Our DIY Setup Guide is completely free. It walks you through every step — connecting your tools, turning on the right workflows, and getting your first Monday Morning Brief. The only cost is Claude Team at $30/month per person, which you pay directly to Anthropic.
For the done-for-you plan, there's a 3-month minimum — that's the honest time needed to set up, train you, and prove real value. After that, it's month-to-month with 30 days' notice to cancel. The Local SEO plan is month-to-month from day one. No annual contracts, ever.
If within 60 days of going live you don't see clear, documented value — invoices recovered, time saved, leads followed up — we refund your most recent monthly payment and keep working to fix it at no extra charge. We've built this in because we're confident in what we deliver.
No — it makes them better. Claude handles the repetitive parts: flagging overdue invoices, drafting follow-ups, preparing month-end summaries. Your bookkeeper stops formatting data for hours and starts doing actual analysis. Your assistant stops chasing leads manually and handles higher-value work. Most team members become more effective after we set up.

Ready to stop chasing your own business?

Book a free 20-minute call. We'll show you exactly what your setup would look like.

Book a Free Discovery Call Start With the Free Guide
Response within 24 hours No long-term contracts 60-day guarantee