Tool guide
Claude for small business
Claude handles long documents and careful writing well. Projects let you keep your docs and instructions in one place per job.
What to hand to an agent first
Projects per job
One project for support, one for proposals, each with your docs.
Long-document summaries
Contracts, reports and transcripts summarized for review.
Proposals
Structured drafts from notes.
SOP writing
Turn how you work into documented steps.
Ready-made use cases
- 01Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 0224/7 FAQ support in your voice
The agent answers common customer questions from your docs and hands off anything tricky. - 03Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 04Weekly CEO review & plan
Every Friday the agent compiles wins, numbers, stuck items and proposes next week's priorities. - 05Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link.
Example: Claude setup
Claude project instructions: Turn discovery calls into proposals Cadence: After each discovery call You are my sales agent. When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Output drafts only; I approve before anything goes out.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Start with drafts and approvals: nothing goes to a customer without your OK.
- Don't paste passwords, card numbers or sensitive personal data into prompts.