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16 guides · Updated Oct 2026

Setup guideFive files that teach Claude your businessFive short files (plus any extras) that Claude loads every session, so its answers fit your business.GRILL45 to 60 minNo code8 chaptersRead the guide

Setup guideGive your AI its own login in ClickUp, Slack and HubSpotYour AI gets its own user with limited access, and you can read what it did and switch it off.LOGIN25 min per toolNo code7 chapters

TemplateWorkflow map: find where your tools' AI runs outA filled-in map of one workflow, and if it has gaps, Slack and ClickUp connected to Claude with approval on.MAP45 minNo code7 chapters

ChecklistAI guardrails that hold: the one-question testEvery AI tool you use passes the one-question test: permission, approval and limits set outside the AI.GUARDRAIL30 minNo code8 chapters

Setup guideConnect Slack to Claude: 3 checks before it readsSlack connected to Claude with the right person's yes, private search blocked, and every send on approval.SLACK20 minNo code8 chapters

PromptFive different drafts from Claude, not five clonesOne prompt that gives you five genuinely different drafts, each built on a different fact you supplied.DRAFTS15 minNo code8 chapters

Setup guideUpdate your CRM after every call, with proofAfter each call Claude lists every CRM change with a quote behind it. Nothing moves until you approve.CALLS30 minNo code7 chapters

PromptTurn your SOP into a checklist Claude can runYour SOP becomes a step-by-step checklist, with a stop at every step that needs your approval.SOP20 minNo code8 chapters

PromptCatch every promise you made on a client callA list of every promise you made on a call, each with an owner, a due date and the line it came from.PROMISE15 minNo code8 chapters

ChecklistTest a Claude skill with five inputs before client workYour skill passes five tests in a fresh chat, so it is ready for a client or you know what to fix.TEST30 minNo code8 chapters

ChecklistAdd a checker chat before anything goes outA second Claude chat marks every line of your draft pass or fail against your checklist.REVIEW20 minNo code8 chapters

Setup guideSort your inbox with Claude: draft, never sendYour inbox sorted into four labels with drafts in your tone, and sending blocked so only you can send.LABEL30 minNo code8 chapters

Setup guideBuild your first Claude skill with skill-creatorOne working Claude skill for a repeat job in your business, tested before a client sees its output.SKILL45 minNo code8 chapters

PromptOne-page sales call brief with ClaudeOne prompt gives you a short brief on a prospect and their rivals, with a link behind every fact.COMPETITOR10 minNo code8 chapters

ChecklistRun a one-week AI credit testIn one week you get a real monthly credit number for one job, and a clear choice if it is over your plan.CREDITS5 days, 5 min a dayNo code8 chapters

Setup guidePlan your day with two scheduled Claude tasksOne document sets up your weekday plan and day report. Nothing gets sent, and only one log note is written.FOCUS20 minNo code8 chapters

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