The Monday Routine
A video course that shows a small-business owner how to hand the weekly admin to Claude: 31 lessons, 63 minutes of screen recording, and no code to write. Every prompt comes with a Copy button, and Claude drafts while the owner approves, so nothing goes out on its own.
Who it's for. Owners and managers of a business with roughly 1 to 50 people, where invoices, receipts, quotes and follow-ups eat the evenings, and who use or plan to use QuickBooks, Xero, HubSpot or Zapier.
Three jobs it covers.
- Chase overdue invoices: Claude reads who owes money in QuickBooks, checks the customer emails, and drafts a reminder for each one. Nothing sends until the owner approves it.
- Run a month-end check: Claude compares the month's books against the receipts folder and builds the close checklist, flagging anything that needs attention.
- Follow up open deals: every deal in the CRM gets a follow-up draft and a task dated before its close date.
Price. $149 one time, with a 30-day refund. The founding price is $99 until November 25.
Try it first. Four lessons are free, including the first three and the Monday routine: https://smallbizwithai.com/#free
The bakery used on screen is Harbor Lane Bakery, a demo business made for the course, so the files are practice data and nothing real is touched.