CLAUDE FOR SMALL BUSINESS — DONE-FOR-YOU SETUP
Anthropic Built the Kit.
We Make It Run In Your Business.
Claude for Small Business ships with 15 pre-built agentic workflows and 7 connectors — QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, Microsoft 365. We install it end-to-end: authenticate every connector, customize every skill to your business rules, scope permissions, test against your real data, and train your team. 7–14 business days from kickoff to live.
15
Pre-built workflows wired in
7
Connectors authenticated
7–14 days
Kickoff to live + trained
Free 30-minute scoping call · Fixed price before work begins
THE GAP
The Workflows Are Pre-Built. The Setup Is Not.
In November 2026, Anthropic shipped Claude for Small Business — 15 agentic workflows covering finance, operations, sales, marketing, HR, and customer service, plus connectors into the tools your business already runs on.
It is the most sensible AI package any small business has ever been offered. Anthropic even built a free AI Fluency course with PayPal and a 10-city tour of free half-day workshops. They want this to work.
But it is still a kit. A powerful one. Out of the box it does not know your chart of accounts, your approval thresholds, your pricing rules, your brand voice, your tax setup, or which of your 18 employees should be allowed to run payroll planning versus contract review. Someone has to install it the way someone once had to install QuickBooks, migrate you to Google Workspace, or wire up HubSpot. That is the work we do.
THE SERVICE
End-to-End Setup. You Get a Working System, Not a Login.
We treat Claude for Small Business the same way a serious IT shop treats a new ERP install: scoped, configured, validated against real data, permission-gated, documented, and trained.
What that actually means:
Authenticate every connector to your actual accounts — QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, Microsoft 365 — each one scoped to the right permissions, the right people, and the right data. Read-only where it should be read-only. Write-enabled where it earns its keep.
Customize the 15 pre-built skills to your business — Anthropic ships templates. We configure them to your chart of accounts, your approval thresholds, your tone of voice, your pricing logic, your tax setup, your "we never do X on Fridays" rules. The skills land knowing how YOUR business operates.
Scope permissions to the right people — Finance skills exposed to finance. Marketing skills exposed to marketing. Sensitive workflows (payroll, contracts, payments) gated behind approval steps. You decide who can run what — we wire it.
Test every workflow against real historical data — Before any agent touches a live customer, payable, or contract, we run it against 30–90 days of your real data and compare outputs to what your team actually did. We surface every divergence and tune until the agent performs at or above human consistency.
Train your team on which workflow to use when — A 90-minute team session per role: what each skill does, what to type to trigger it, what approval looks like, what to do when it gets something wrong. Recorded for new hires.
Hand you complete ownership — You own the configuration, the connector setup, the skill customizations, the permissions, and the training recordings. No platform lock-in. No recurring fee to us. Anthropic charges the Team subscription directly.
CONNECTORS WE WIRE
Seven Tools, Authenticated and Permission-Scoped.
Every connector is authenticated against your actual business accounts during setup. We scope OAuth permissions tightly — read where read suffices, write only where the workflow earns it — and turn on audit logging so you see every action the agent takes.
QuickBooks
Payroll, close, reconciliation
PayPal
Settlements, invoicing, disputes
HubSpot
Lead triage, campaign attribution
Canva
Marketing assets and content
Docusign
Contract review and routing
Google Workspace
Mail, Drive, Sheets, Calendar
Microsoft 365
Outlook, OneDrive, Excel, Teams
WHAT GETS INSTALLED
The 15 Skills, Grouped by Function.
We turn on every skill that maps to a real workflow in your business, customize it to your rules, and disable the ones you do not need. Your team sees a focused menu — not a wall of modules they will never use.
Finance
Payroll planning with cash position forecasting
Monthly close and reconciliation
Margin analysis and pricing reviews
Tax organization and document prep
Operations
Business insights dashboard
Invoice chasing and AR follow-up
Contract review and red-flag flagging
Sales
Lead triage and routing
Pipeline summary and forecast
Marketing
Campaign planning and brief generation
Asset generation through Canva
Content strategy and editorial calendar
HR
Hiring and onboarding workflows
Policy and handbook review
Customer Service
Ticket triage and response drafting
IS THIS YOU?
Built for Small Businesses That Already Run on Real Tools.
Claude for Small Business shines when there is real data, real processes, and real people who will use it daily. It is not a science project — it is a working system.
You’re a fit if:
You have 5–150 employees and at least one bookkeeper, ops manager, or owner-operator wearing too many hats
You already run QuickBooks (or PayPal / HubSpot / Google / Microsoft) and want them to talk to each other through AI
You want a single AI that can plan payroll, chase invoices, triage leads and draft marketing — not five different tools
You have tried ChatGPT or Claude in the browser and it helped, but it has no access to your data and forgets everything between sessions
You want the agents to actually take actions in your tools, with permissions and approval gates
You do not have an IT team and you do not want to become one
This isn’t for:
Solo operators with no recurring back-office processes (try the $19/mo Claude Pro plan instead)
Companies whose books are not in QuickBooks and whose CRM is not HubSpot (we will tell you on the call if your stack is too far off the supported list)
Businesses that need a custom agent built from scratch for a process Anthropic did not pre-build (that is Agent Maestro)
Anyone expecting AI to fix broken processes — the agents will run your process; they will not redesign it
HOW IT WORKS
From Kickoff to Trained Team in 7–14 Days.
Every engagement runs the same four phases. No phase starts until the previous one is verified. You see every config and every test result.
Discovery & Stack Audit
We map which of the 15 skills actually fit your business and which to disable
We inventory your existing tools: which connectors will plug in cleanly, which need migration first
We document your approval thresholds, your tone of voice, your business rules — the stuff the skills need to know
We identify the 2–3 highest-leverage workflows to validate first
Deliverable: Skill activation map + connector readiness checklist + customization spec
Timeline: 2–3 days
Connector Authentication
We authenticate each connector to your specific business accounts
We scope OAuth permissions tightly — read where read suffices, write only where the workflow needs it
We test data flow both directions: agent can see what it needs, can write what it should
We set up monitoring so you can see every action the agent takes in every connected tool
Deliverable: 7 connectors live and verified with audit logging
Timeline: 1–2 days
Skill Customization & Testing
We configure each active skill with your chart of accounts, pricing logic, approval rules, and brand voice
We run each skill against 30–90 days of your real historical data
We compare agent output to what your team actually did, surface every divergence, and tune
We define escalation triggers: which decisions stop and ask a human, which run autonomously
Deliverable: All active skills tuned, tested against real data, with accuracy report
Timeline: 3–5 days
Team Training & Handoff
Permissions scoped per role: finance, ops, sales, marketing, HR each see only what they should
90-minute live training session per team — what skill to use when, how to approve actions
Recordings + cheat-sheet PDFs for new hires
Two weeks of post-launch support: any skill misbehaves, we tune it; any question, we answer
Deliverable: Live install + trained team + 2-week tuning window
Timeline: 1–2 days + 2-week support
Total engagement: 7–14 business days + two-week post-launch tuning · You own the configuration. We do not resell the Anthropic subscription.
WHY THIS WORKS
DIY vs. A Generalist Consultant vs. Us.
We have been deploying AI inside operating businesses for two years and our team has 125+ years of combined software experience. Here is the difference that buys you on a Claude for Small Business install:
DIY
Connectors
You authenticate, hit OAuth errors
Skill customization
Templates run with generic defaults
Validation
You discover errors in production
Permissions
Everyone sees everything (or nothing works)
Team adoption
Team ignores it after week 2
Cost
40+ hrs of owner time + missed coverage
Generalist Consultant
Connectors
Sometimes scopes too broad
Skill customization
Custom-built from scratch, $$$
Validation
UAT on synthetic data
Permissions
Often skipped to ship faster
Team adoption
Hands you a 60-page doc
Cost
$25K–$75K + 6–10 weeks
PushButton AI
Connectors
7 connectors live with tight permissions and audit logging
Skill customization
Anthropic templates configured to your business rules
Validation
Tested against 30–90 days of YOUR real history
Permissions
Scoped per role, gated approvals on sensitive actions
Team adoption
Live training per role + recordings + 2-week tuning window
Cost
Fixed-scope, 7–14 days, one-time
INVESTMENT
Fixed-Scope. No Retainer. You Own It.
Setup is a one-time engagement priced before the work begins. The Claude Team subscription is paid directly to Anthropic — we never mark it up and we never resell.
Fixed price, scoped before work begins — A 30-minute scoping call sets the exact number. Most installs land between $4,000 and $12,000 depending on user count, connector complexity, and how custom your business rules are.
Claude Team subscription paid directly to Anthropic — You pay Anthropic for the seats (roughly $30/user/month) — we do not mark it up, we do not resell, we do not lock you in.
No ongoing retainer with us — Two weeks of post-launch tuning is included. After that you own the configuration and run it yourself. Add AI Counsel ($99/mo) if you want a thinking partner on tap.
ROI measurable in week one — Most installs save the equivalent of one part-time hire within the first 30 days — invoice chasing and month-end close alone usually pay for the engagement.
Which of the 15 workflows would save you
the most time if it ran starting tomorrow?
Tell us your stack and the one workflow that hurts most this month. We will tell you on the call whether Claude for Small Business is the right fit, and if it is, what your install looks like.
Free 30-minute scoping call · Fixed price before work begins
READY TO INSTALL?
One Claude. Every Tool You Use.
Installed In Days, Not Quarters.
Anthropic gave you the kit. We make it run in your business — connectors authenticated, skills customized, permissions scoped, team trained, configuration handed to you. Fixed price. No retainer.
Free 30-minute scoping call · Response within 24 hours
Claude for Small Business — FAQ
What is Claude for Small Business?
It is Anthropic's small-business package — 15 pre-built agentic workflows (payroll planning, monthly close, invoice chasing, lead triage, marketing campaigns, contract review and more) plus connectors to Intuit QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365. It runs on top of a Claude Team plan.
Why pay you for setup if Anthropic already shipped it?
Because the package is a kit, not a finished product. The connectors need to be authenticated to your specific accounts, the 15 skills need to be customized to your pricing, approval thresholds and tone of voice, the permissions need to be scoped to the right people, and your team needs to be trained on which workflow to use when. That is the work we do — same way you would hire someone to install QuickBooks or migrate to Google Workspace, not write the software.
Do I need a Claude subscription before we start?
Yes. You need an active Claude Team plan (or Enterprise) on your business email domain. If you have not set that up yet we will walk you through it on the kickoff call — it takes about 10 minutes.
How long does the engagement take?
7–14 business days end-to-end. The first 2–3 days are discovery and connector auth. The next 5–7 days are skill customization, testing on your real data, and permissions wiring. The last 2 days are team training and handoff. Complex businesses with non-standard processes or heavy compliance requirements run closer to 14.
What does it cost?
Fixed-scope engagement priced by business complexity and number of users. Most engagements land between $4,000 and $12,000 one-time. The Claude Team subscription is separate (paid directly to Anthropic, roughly $30/user/month). No retainer afterwards — you own the configuration.
What if I only need 3 of the 15 skills?
That is the most common scenario and we plan around it. We turn on every skill that is relevant to your operation and shut off the ones that are not, so your team is not staring at a menu of 15 things they will never use. Pricing is the same — the work is in customizing what you actually run, not counting modules.
Will the agents actually take actions in QuickBooks / HubSpot / PayPal — or just talk about them?
Take actions. Every connector is scoped to specific permissions during setup. QuickBooks workflows can post entries, run payroll forecasts, and pull reports. HubSpot workflows can update lead stages and log activity. PayPal can pull settlement data and flag disputes. Every action is gated by approval rules we configure with you — nothing runs unsupervised on day one.
How is this different from your Agent Maestro service?
Agent Maestro builds a custom agent for one of your specific processes from scratch — useful when no pre-built workflow exists for what you do. Claude for Small Business is the opposite end of the spectrum: 15 workflows that already exist for the most common small-business problems, and our job is to wire them in. Many clients do both — install Claude for Small Business first, then add Agent Maestro for the one or two processes that are unique to their business.
Related
Where to go from here
AI Readiness Audit
Not sure if Claude for Small Business is the right starting point? Get a $249 vendor-neutral second opinion first.
Learn more →Agent Maestro™
Pre-built workflows do not cover one of your unique processes? Have us train a custom agent for it.
Learn more →AI Counsel
$99/mo for unlimited conversations and support after the install is live.
Learn more →