AI made simple for your business

Anthropic's overview of Claude integrations with QuickBooks, PayPal, HubSpot, Canva, and more — plus 15 ready-to-run workflows for finance, ops, sales, and mark…

Getting Access Claude is available at claude.ai. Plans (as of 2026): Free — limited daily usage, basic models. Fine for occasional tasks. Pro (~$20/month) — hig…

Calculate your Debt Service Coverage Ratio and prepare your financial information for an SBA 7(a) loan. Includes a step-by-step calculator, expense classificati…

What's New In May 2026, Anthropic launched a suite of connectors that let Claude work directly inside the tools small businesses already use — QuickBooks, PayPa…

What it helps with: Runs a structured weekly business review so you go into the week knowing exactly where you stand on cash, sales, and open commitments. Use w…

What it helps with: Turns your raw income and expense numbers into a clean narrative summary your accountant can actually use. Use when: You're wrapping up a mo…

Free on-demand course from Anthropic, taught by real business owners, covering safe and practical AI adoption — from getting started to using AI in daily operat…

Treat AI Chats Like Public-Facing Notes Anything you paste into a free AI tool should be treated as if it could be read by a human at the AI company, used to tr…

The Single Most Important Thing to Know About AI Sometimes AI tools make things up. Not "they're a little off." Not "they round numbers." They will invent — con…

The Plain Version AI is excellent at helping you get oriented, ask better questions, draft documents, and think through options. It is not a substitute for a re…

Getting Started Perplexity is available at perplexity.ai. There is a free tier and a paid Pro plan. For business use, sign up for an account so your search hist…

What Is Perplexity? Perplexity is an AI-powered search and research tool. Unlike Claude, which works from a trained knowledge base, Perplexity actively searches…

Why Tone Matters for SMBs Your brand voice is one of the few things that distinguishes a small business from a faceless corporation. Customers choose you becaus…

The Instinct That Works Against You Most people write short prompts because they think the AI will "figure it out." It won't — not in a way that's useful to you…

The Feature Most Business Owners Underuse Most business owners describe their situation to the AI in a sentence or two. The ones who get dramatically better res…

The Mistake: Treating AI Like a Search Engine Most people send one prompt, get a response, feel disappointed, and give up. They treat prompting like a Google se…

Why Most Prompts Fail Research consistently shows that the majority of AI project failures come from poor human-AI communication — not from the technology itsel…

What Is an AI Prompt? An AI prompt is the instruction or question you give to an AI tool like Claude, ChatGPT, or Perplexity. A better prompt usually means a be…

The Short Version You don't need to learn every AI tool. A practical starter stack covers six basic jobs: Tool What it does for you Claude Helps you write Perpl…

What Is Claude? Claude is an AI assistant made by Anthropic. It is designed to be helpful, harmless, and honest — and it excels at tasks that require reading, w…

Getting Access ChatGPT is available at chatgpt.com and as an iOS/Android app. There's a free tier and paid plans. Sign up with an email or Google/Microsoft acco…

What Is ChatGPT? ChatGPT is an AI assistant from OpenAI. It's the most widely used AI tool in the world and is often the default starting point for small busine…

Beyond the Basics Once you're comfortable using Claude and Perplexity for individual tasks, the next level is using AI more systematically: building habits, cre…

What it helps with: Sharpen how you describe what you do, who you do it for, and why it's better — for your website, sales calls, networking events, and pitch d…

Conduct a SWOT analysis to help me think through a business decision or plan: What I'm analyzing: [new product or service / market expansion / business plan / n…

Create a launch checklist for a new product or service: Business type: [your industry or business category] What I'm launching: [name and brief description of t…

Help me build a competitive research framework for my business. I want a structured plan for how to research competitors myself — not invented facts about them.…

Brainstorm business name and tagline options for the following: What the business does: [describe your product or service clearly] Target customer: [who you ser…

Review the following business plan, idea, or decision and identify what I might be missing or getting wrong: What I'm planning to do: [describe your plan, idea,…

Create a sales call prep brief from the following information about an upcoming prospect meeting: Prospect name and company: [Name / Company] Source of the lead…

Write a professional project proposal based on the following details: Business name: [Your Business Name] Client name: [Client or Company Name] Project or servi…

Rewrite my pricing page copy to better communicate value and convert more visitors: Business type: [SaaS / service business / e-commerce / professional services…

Write professional responses to the following common sales objections for my business: Business type and what you sell: [describe your product or service] Prima…

What it helps with: Document any repeating business process so it can be done consistently — even by someone new. Use when: You need to write down how something…

What it helps with: Draft a clear, fair refund and return policy that protects your business and reads well to customers. Use when: You're putting your policy o…

Draft a business policy for the following: Business type: [your industry] Policy type: [return/refund policy / cancellation policy / late payment policy / appoi…

Create an onboarding checklist for the following: Who is being onboarded: [new employee / new client / new vendor / new team member] Business type: [your indust…

Summarize the following meeting notes into a clean, shareable recap: Meeting type: [team standup / client meeting / strategy session / vendor call / other] Date…

Privacy note: Email threads often contain names, contact info, contract details, or NDA-covered content. Before pasting, redact anything you would not want stor…

Privacy note: Contracts often contain confidential terms, names, addresses, and pricing. Before pasting, redact anything you would not want stored outside your …

What it helps with: Write a platform-ready social media post that grabs attention and drives action. Use when: You need to promote something on social media but…

Create a 7-day social media content calendar for the following business: Business type and what you sell: [describe your business in 1–2 sentences] Target audie…

What it helps with: Ask happy customers for a referral in a way that feels natural, not pushy — the highest-leverage growth channel for most SMBs. Use when: A c…

What it helps with: Brainstorm low-cost, creative ways to promote your business and get more customers. Use when: You feel stuck on marketing ideas or want fres…

Write a compelling product or service description for the following: Business type: [your industry] Product or service name: [what you're describing] Key featur…

Draft a monthly email newsletter for the following business: Business name and type: [your business] Month and any seasonal context: [month / upcoming holiday /…

What it helps with: Create a realistic, step-by-step marketing plan you can actually execute in the next 30 days. Use when: You want to be more intentional abou…

Write email subject line variations for the following campaign: Business type: [your industry] Email purpose: [promotion / announcement / newsletter / follow-up…

What it helps with: Write a high-converting marketing email for any campaign, launch, or re-engagement goal. Use when: You need to reach customers or leads by e…

Repurpose the following piece of content for use across multiple channels: Source content type: [blog post / video transcript / podcast notes / customer case st…

What it helps with: Turn a real customer success into a case study you can use on your website, in proposals, or as social media content — without it sounding l…

Write a blog post outline and draft introduction for the following: Business type: [describe your business] Target reader: [your ideal customer — who will read …

Write ad copy for the following paid advertising campaign: Platform: [Google Search / Facebook / Instagram / both Google and Facebook] Business type and what yo…

What it helps with: Draft a respectful, legally-aware termination letter and an outline for the in-person conversation. Use when: You've made the decision to le…

What it helps with: Write a professional, constructive performance review that gives employees clear feedback and a path forward. Use when: It's review season a…

Rewrite or improve the following performance review feedback to be clearer, more constructive, and more actionable: Employee role: [job title] Review type: [ann…

What it helps with: Build a clear, fair, and documentable performance improvement plan for an employee whose performance needs to change. Use when: Informal coa…

Write a welcome email and first-week overview for a new employee: Employee name: [First Name] Job title: [title] Start date: [date] Manager or point of contact:…

Write the following hiring communication: Which do you need? [offer letter / rejection email / both] If you need an Offer Letter, provide: Candidate name: [Firs…

What it helps with: Write a compelling job posting that attracts the right candidates and stands out. Use when: You're hiring for a role and need a well-structu…

Generate interview questions for the following role: Job title: [exact title] Business type: [your industry] Key responsibilities for this role: [2–4 main dutie…

Important: Employment policies are governed by federal, state, and local law, and rules change frequently. AI may produce out-of-date or incorrect state-specifi…

What it helps with: Get a clear picture of where your money goes each month, categorized and easy to review. Use when: Your expenses feel scattered and you want…

What it helps with: Make a clear, persuasive case for a business purchase — whether you need approval from a partner, investor, or just want to think it through…

Write a 3-email invoice follow-up sequence for an overdue invoice: Client name: [Client First Name or Company Name] Invoice amount: [$XXX] Invoice number: [INV-…

Break down the following business goal into a practical quarterly action plan: Business type: [your industry] The goal: [describe your goal in one clear sentenc…

Privacy note: Do not paste bank statements, account numbers, or detailed transaction records. Keep all amounts approximate or rounded. Treat AI chats like publi…

Privacy note: Keep revenue, customer count, and other metrics approximate. Do not paste full customer lists, employee names, or detailed financial statements. T…

Write a response to the following online review (Google, Yelp, or similar): Review type: [positive / negative / mixed] Paste the review text: [paste the review …

Write a re-engagement email for a customer who hasn't purchased or booked in a while: Business type: [salon / landscaping / retail / restaurant / professional s…

What it helps with: Announce a price increase to existing customers in a way that minimizes churn and maintains trust. Use when: You're raising prices and need …