Claude for Small Business
A video course for owners and managers

Hand Monday's admin to Claude. Keep the decisions.

Twenty-six short lessons show you, on a real-looking small business, how to get invoices chased, books checked, deals followed up and reports written by Claude, with nothing sent until you say so.

Get the course · $149
26lessons46 minof video32 pagesworkbook0coding
HARBOR LANE BAKERY
214 Harbor Lane · Portsmouth NH
MONDAY ADMIN · 7:30 AM
Weekly report30 2 min
Chase 3 overdue invoices25 5 min
Follow up 5 open deals30 5 min
Check the books45 8 min
BY HAND130 min
WITH CLAUDE20 min
Drafts only. Nothing sent without approval.
THANK YOU · COME AGAIN
What you'll watch

Real work on a real-looking business, not slides about AI

Every lesson is filmed in the Claude desktop app on Harbor Lane Bakery: six invoices, ten crumpled receipts, five customer emails, a QuickBooks company and a HubSpot pipeline. Animated explainers show what Claude is doing while it works.

Explainer: three overdue invoices, what each customer's email said, and the tone of each reminder
Lesson 17. Claude reads the inbox before chasing anyone. One customer says he's paid, so he gets a question instead of a demand.
Explainer: month-end checklist showing ten receipts missing and September turning from profit to a loss
Lesson 18. The month-end check finds ten receipts that never made it into the books. September's profit becomes a loss.
Claude's answer listing five HubSpot follow-up tasks with draft emails
Lesson 19. Every open deal in HubSpot gets a drafted follow-up and a task due before its close date.
Explainer: the Monday routine, 130 minutes by hand versus 20 minutes with Claude
Lesson 26. The whole routine on one screen: about two hours by hand, about twenty minutes of your attention.
Curriculum

Six modules, from your first prompt to a weekly routine

Module 1What Claude does for you and your first task5 lessons · 9 min
  1. 01One box does everything Free preview1:34
  2. 02Attach a folder Free preview1:22
  3. 03First real task: tidy the receipts folder Free preview1:51
  4. 04Watching Claude work, and following up2:32
  5. 05Permission modes1:41
Module 2Documents, spreadsheets and email5 lessons · 10 min
  1. 06A quote from a price list2:10
  2. 07A spreadsheet with real formulas2:06
  3. 08A slide deck1:58
  4. 09Edit in place1:38
  5. 10Replying to customer emails1:43
Module 3Instructions and memory: making it yours4 lessons · 6 min
  1. 11Global instructions1:27
  2. 12Folder instructions1:55
  3. 13Memory across sessions1:35
  4. 14Research on the web1:31
Module 4The Small Business plugin6 lessons · 11 min
  1. 15Install the Small Business plugin1:51
  2. 16Connect QuickBooks2:04
  3. 17Chase overdue invoices1:40
  4. 18Month-end close checklist1:52
  5. 19CRM: HubSpot follow-ups1:48
  6. 20Marketing: a week of posts1:36
Module 5Scheduling and automation3 lessons · 5 min
  1. 21Your first scheduled task1:33
  2. 22Steering from your phone1:29
  3. 23Zapier and the rest2:07
Module 6Safety, cost and the weekly routine3 lessons · 5 min
  1. 24What Claude can and cannot touch1:32
  2. 25Cost and plan choice1:16
  3. 26The Monday routine Free preview1:45
What's in the box

Everything you need to do it on your own business

Course player

All 26 videos with captions, every prompt with a Copy button, and progress that remembers where you stopped. Works offline.

Workbook

One page per lesson: the outcome, the prompt, a fill-in version for your business, a tip and space for notes.

Prompt library

Every prompt rewritten with [brackets] for your own business, grouped by module.

Practice business

The Harbor Lane files used on screen, so you can follow along before touching real customers.

This is for you if

  • You run or manage a business with roughly 1 to 50 people.
  • Invoices, receipts, quotes and follow-ups eat your evenings.
  • You use, or plan to use, QuickBooks or Xero, a CRM such as HubSpot, or Zapier.
  • You want to stay in control of what gets sent and paid.

It's not for you if

  • You want to build AI software or write code. There's none here.
  • You expect Claude to make money decisions for you. It drafts, you decide.
  • You won't have a paid Claude plan. Pro is the minimum.
Pricing

One price, yours to keep

Less than one hour of a bookkeeper's time, for a routine that gives you back about two hours every week.

Owner

$149 one time
  • All 26 lessons, captions and course player
  • Workbook and prompt library
  • Practice business files
  • Free updates when Claude changes
Buy for one person

Team

$399 up to 10 people
  • Everything in Owner, for your whole team
  • Lesson 24 safety checklist to roll out company-wide
  • One 45-minute setup call to plan your own Monday routine
Buy for a team

You'll also need a Claude plan: Pro is $17 a month billed yearly. Lesson 25 explains which plan fits your business.

Questions

Before you buy

Do I need to know anything technical?

No. Every lesson is typing a plain-English request and clicking Allow. If you can write an email, you can do this.

Is my business data safe?

Claude only opens folders and apps you approve, and anything that writes or sends asks first. Lesson 24 walks you through every setting.

Mac or Windows?

The Claude desktop app runs on both. The course is filmed on a Mac; the steps are the same on Windows.

What if I use Xero instead of QuickBooks?

The prompts work the same way with any accounting app Claude connects to, including Xero. Just name your app.

How long does it take?

The videos run 46 minutes. With practice, most people finish in a week of short sessions.

Claude changes all the time. Will this go out of date?

Buyers get updated lessons when menus or features change. The habits it teaches stay the same.