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This is your business 30 days after Vantage sets everything up.

All 15 Claude workflows running. Every integration connected. Every Monday morning brief waiting in your inbox — before you sit down.

Technology Partner
Powered by Claude · Anthropic
claude.ai › Cowork › Vantage Ops Hub — Riverside Plumbing Co.
Claude Cowork
Overview
Business Pulse
Weekly Brief NEW
Finance
Invoice Chaser
Cash-Flow View
Month-End Close
Payroll Planning
Sales
Lead Triage 3
Campaign Analysis
Operations
Approval Queue 5
Contracts
Good morning, Michael 👋
Monday, May 19 · Business Pulse delivered at 8:00am · 5 items need your approval
Cash Position
$47,340
+$8,200 this week
Overdue Invoices
3
$6,840 outstanding
Pipeline (Active)
7
3 new leads triaged
Hours Saved
11.5h
This week · 47h this month
Awaiting Your Approval
5 pending
Invoice Chaser · Garcia Roofing
2nd reminder draft · $2,400 · 14 days overdue
Lead Triage · Sarah Mitchell
New HVAC inquiry · Score 87 · Response drafted
DocuSign Follow-Through · Westside Realty
Contract unsigned 5 days · Reminder ready
Business Pulse — Monday Brief
May 19 · 8:00am
Cash: $47,340 in checking. Payroll ($12,400) due Friday — you're covered.
Receivables: 3 overdue invoices ($6,840). Follow-up drafts ready for your review.
Pipeline: 7 active leads. 3 new inquiries triaged and scored since Friday.
Action: 2 send approvals · 1 contract unsigned · Payroll due in 4 days.
All 15 Claude Workflows

Toggle on exactly what your business needs.

These are Anthropic's exact 15 workflows — pre-built, pre-connected, ready to run. Vantage configures each one to your business specifics. You approve every action before it fires.

All (15)
Finance (6)
Sales (3)
Marketing (3)
Operations (3)
12 of 15 active
Invoice Chaser
Finance
Reads your open invoices and payment status. Ranks overdue items by age and amount, then drafts follow-up emails for your approval — in your voice, from your email address.
Connects to: QuickBooksPayPal
Last run: Mon 8:02am · 3 invoices queued
Cash-Flow View
Finance
Builds a 30-day forward-looking cash position forecast from your QuickBooks and PayPal data. Flags shortfalls before they happen and surfaces what's due this week.
Connects to: QuickBooksPayPal
Live · Forecast updated
Month-End Close
Finance
Pulls QuickBooks and PayPal transaction data, flags reconciliation items, generates a P&L in plain English, and exports a close packet ready for your accountant.
Connects to: QuickBooksPayPal
Next run: May 31
Payroll Planning
Finance
Matches your QuickBooks cash balance against incoming PayPal settlements to confirm payroll is covered. Surfaces discrepancies and drafts a payment plan if there's a shortfall.
Connects to: QuickBooksPayPal
Next payroll: May 23 · Covered ✓
Margin Analyzer
Finance
Surfaces margin by product or service line from QuickBooks. Tells you which jobs or service types are profitable and which are eating into your margins.
Connects to: QuickBooks
Last report: May 12
Tax-Season Organizer
Finance
Pulls categorized expenses from QuickBooks, flags unusual items, and assembles year-end documentation ready to hand to your accountant. No last-minute scramble.
Connects to: QuickBooks
Not active
Lead Triage
Sales
Scores and segments every new lead from HubSpot. Drafts a personalized first response in under 4 minutes — you approve before it sends. No lead goes cold while you're on-site.
Connects to: HubSpot
3 new leads today · Responses drafted
Campaign Analysis
Sales
Generates attribution summaries and revenue gap analysis from HubSpot. Surfaces what campaigns drove revenue, what's underperforming, and a plain-English recommendation each week.
Connects to: HubSpot
Last report: Fri 5pm
Customer Pulse
Sales
Surfaces trends in HubSpot contact and deal data. Flags at-risk accounts before they churn and identifies which existing customers are ready for expansion conversations.
Connects to: HubSpot
1 at-risk account flagged
Content Strategist
Marketing
Drafts content calendars and topic recommendations based on your business activity and HubSpot campaign data. Gives you a weekly content plan ready to review and approve.
Connects to: HubSpotGoogle Workspace
3 pieces queued for approval
Canva Asset Generation
Marketing
You give Claude the campaign brief. Canva generates fully editable, on-brand assets — social posts, promotions, service announcements. Review in Canva, publish when ready.
Connects to: Canva
Not active
Campaign Management
Marketing
Drafts and plans your next campaign when HubSpot data shows a sales lull. Suggests promotional strategy, subject lines, and timing — ready for your approval before anything goes out.
Connects to: HubSpotCanva
Not active
Business Pulse
Operations
Your Monday Morning Brief. Cross-functional business health summary: cash position, sales trends, pipeline activity, and weekly commitments — all pulled automatically and delivered at 8am.
Connects to: QuickBooksHubSpotPayPal
Delivered today 8:00am
Contract Reviewer
Operations
Reads contracts from DocuSign and flags clauses by risk level — non-standard terms, missing protections, expiry dates, and payment conditions — before you sign anything.
Connects to: DocuSign
1 contract flagged for review
Weekly Commitments
Operations
Drafts your prioritized weekly plan every Sunday by reading across your calendar, tasks, and business metrics in Google Workspace or Microsoft 365. Your week, organized before it starts.
Connects to: Google WorkspaceMicrosoft 365
Next run: Sunday 9pm
DocuSign Follow-Through
Operations
Tracks document status in DocuSign. When contracts go unsigned for too long, it drafts a follow-up reminder for your approval and chases outstanding signatures on your behalf.
Connects to: DocuSign
Not active
Nothing fires automatically. Ever.
Every workflow above generates a draft and puts it in your approval queue. Claude does the work — you decide what sends, posts, or pays. Anthropic's rule, not just ours: "Claude does the work; you approve before anything sends, posts, or pays."
No Downloads. No Installation. No New Software.

Everything runs inside your Claude account.

Claude for Small Business is a toggle install inside Claude Cowork. Vantage connects your tools, configures your workflows, and hands you the keys. You log in — it's already running.

Claude.ai (Browser)

Your Cowork dashboard lives here. Open any browser, see your brief, review your queue.

Claude Desktop

Mac and Windows app. Same dashboard, native app experience — runs alongside your other tools.

iOS & Android

Approve pending actions from your phone. A lead comes in at 7am — you can approve the response before breakfast.

Your Inbox

The Business Pulse brief arrives as an email every Monday at 8am. You don't even need to open Claude to stay informed.

Why there are no files to download

Claude for Small Business workflows are toggle-installed inside Claude Cowork — not software you download, not files you configure. Vantage sets up each workflow directly inside your Claude account: tools connected, permissions set, workflows tested. You log in on setup day and it's already running. The only deliverable that comes as a file is your written SOPs — and those are yours to keep.

Business Pulse Workflow

Your week, ready at 8am Monday. Nothing to open, nothing to build.

The Business Pulse workflow pulls cash position, sales trends, pipeline movement, and weekly commitments — every Monday morning, automatically.

Clients tell us they used to spend the first 60–90 minutes of Monday manually pulling this information. Now it's done before they sit down.

Business Pulse — Monday Brief
Monday, May 19 · 8:00am
Riverside Plumbing Co. · Week of May 19
Cash Position (Checking)
$47,340
Overdue Receivables
$6,840 · 3 invoices
Payroll Due (May 23)
$12,400 · Covered ✓
New Leads (Fri–Mon)
3 · Responses drafted
Active Pipeline
$38,200 across 7 jobs
This Week — Approve Before You Start
Approve 3 invoice follow-ups — $6,840 overdue
Review 3 lead responses before 10am
Contract with Westside Realty — expires June 3
7 Official Integrations

Works with the tools you already pay for.

These are the 7 tools Anthropic ships Claude for Small Business connected to. No new software subscriptions. Vantage handles the connection setup — you just grant permission.

📊
QuickBooks
Connected
Payroll, cash-flow, month-end, margins, tax prep
💳
PayPal
Connected
Settlements, invoicing, disputes, refunds
🔵
HubSpot
Connected
Lead triage, customer pulse, campaign attribution
🎨
Canva
Connected
Asset generation, on-brand content, publishing
✍️
DocuSign
Connected
Contract review, status tracking, follow-through
📁
Google Workspace
Connected
Calendar, Drive, Gmail — weekly commitments
🪟
Microsoft 365
Connected
Outlook, Teams, Calendar — weekly commitments
What Vantage Does For You

In 4 weeks, you go from zero to fully operational.

We handle every step of the setup. The only things you do are: attend two calls, fill out one questionnaire, and grant integration permissions on screen with us watching.

01

Claude Account Setup

We configure your Claude Team or Pro account — Cowork enabled, skill permissions set, organization settings configured. You don't touch anything.

02

7 Tool Integrations

We connect all 7 integrations using your credentials, on a call with you present. Every permission request is visible to you before you grant it.

03

Workflow Configuration

We configure each workflow to your business: your invoice tone, your lead scoring criteria, your Monday Brief format. Nothing generic.

04

Live Test & Handoff

We run each active workflow on your real data with you watching. You see the output, you approve or edit, you understand exactly how it works.

05

Written SOPs

You receive a complete operations playbook — every workflow documented, every approval step explained. Your team can run it independently.

06

Monthly Maintenance

Retainer clients get monthly workflow updates, a performance review, and a Vantage operator on call as your business and tools change.

Setup takes 4 weeks · First workflow live in week 2

Ready to have this running for your business?

Book a free 20-minute discovery call. We'll review your current tools and tell you exactly which workflows will move the needle first — no pitch, no commitment.

Book a Free Discovery Call
Responses within 24 hours  ·  No long-term contracts  ·  60-day satisfaction guarantee
Powered by Claude · Built on Anthropic's Claude for Small Business platform