Free guides: Claude for small business admin

Free step-by-step guides for small business owners using Claude: overdue invoices, month-end close, CRM follow-ups and ready-to-use prompts.

How to chase overdue invoices with Claude and QuickBooksA step-by-step guide to drafting overdue invoice reminders with Claude and QuickBooks, with the exact prompt, what Claude checks, and how to keep every email under your control.How to run a month-end close check with ClaudeUse Claude to compare your books with your receipts at month end, get a close checklist, and find missing expenses before you trust the numbers.How to follow up every open deal with Claude and HubSpotUse Claude with HubSpot to draft a follow-up email for each open deal and create a task before every close date, without sending anything automatically.How to connect Claude to QuickBooks (step by step)Connect Claude to QuickBooks Online in a few minutes: where the connector is, what you approve at Intuit, and a first question to ask about your books.Is it safe to give Claude your business data? A practical checklistWhat Claude can and can't touch when you use it for business admin, the settings that control it, and a monthly safety checklist for small business owners.10 free Claude prompts for small business adminCopy-ready prompts for invoices, quotes, receipts, email and reports, with a printable PDF.

Want to see it done, step by step?

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