Free guide · by Mike McKearin, WE•DO

Claude for Busy Owners

A step-by-step guide to Claude for people who run a business and don't have time to figure it out alone. Plain words, big screenshots, one click at a time.

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How the guides work

  • One step at a time. Every step is a single click or a single thing to type, with a picture of exactly where it is.
  • The why, not just the how. Each step says why it matters, so you can use Claude on your own afterward.
  • Real business jobs. The examples come from running an agency, not from a lab. Copy the prompts and change the details.
Level 1

Start here

Get set up and have your first useful conversation. No experience needed.

  1. 1Set up Claude in 10 minutesMake an account, pick the right plan, and know where to find Claude on your computer and phone.About 10 minutes
  2. 2Your first conversation with ClaudeAsk a real question, get a useful answer, and ask for changes until it fits.About 10 minutes
  3. 3How to ask for what you actually wantUse one simple pattern that turns vague answers into ones you can use.About 8 minutes
  4. 4Give Claude a file or a photoHand Claude a PDF, a spreadsheet or a picture and get answers about it.About 8 minutes
  5. 5Teach Claude about your business onceSet up a Project so you stop explaining your business every time.About 15 minutes
  6. 6Keep your business information safeKnow what to share, what to keep out, and which settings to check.About 10 minutes
Level 2

Everyday help

The small jobs that eat your week: email, notes, numbers and writing.

  1. 112 jobs to hand Claude this weekA short list of owner chores Claude handles well, with the exact words to use.About 10 minutes to read, then pick one
  2. 2Make Claude sound like youTeach Claude your voice so its drafts need fewer edits.About 10 minutes
  3. 3Answer email faster without sounding like a robotDraft replies, follow-ups and hard messages in a few minutes.About 8 minutes
  4. 4Turn meeting notes into a to-do listSeparate real commitments from ideas, and send the recap within the hour.About 5 minutes
  5. 5Ask questions of your spreadsheetFind what matters in sales, costs or time logs without writing a formula.About 8 minutes
  6. 6Use Claude on your phone and by voiceTalk to Claude in the truck, on a walk, or between jobs.About 8 minutes
  7. 7Coming from ChatGPT?Where to find the things you already use in ChatGPT, and what works differently.Coming soon
Level 3

Save real hours

Research, simple tools, and connecting Claude to the apps you already use.

  1. 1Let Claude research for you, and check its workGet a sourced answer to a real business question, and know how to check it.About 25 minutes (most of it waiting)
  2. 2Build a simple tool without codeMake a checklist, quote calculator or planner you can use again.About 20 minutes
  3. 3Connect Claude to your email, calendar and filesLet Claude read what it needs, and nothing more.About 10 minutes
  4. 4Stop running out of messagesWhy limits happen and five habits that stretch your plan.About 8 minutes
  5. 5Bring Claude to your teamDecide whether you need a team plan and roll it out without chaos.About 10 minutes
  6. 6When Claude is wrong, and how to catch itSpot made-up facts before they reach a customer.About 8 minutes
Level 4

Hand off whole jobs

Let Claude work on its own, on a schedule, with you checking the result.

  1. 1Let Claude do tasks on your computerHand Claude a multi-step job with your files and watch it work.About 20 minutes
  2. 2Teach Claude a job it can repeatTurn a task you explain over and over into a Skill.About 20 minutes
  3. 3Put a job on a scheduleHave Claude do a check or a report every morning without asking.About 20 minutes
  4. 4Your first AI agent, the careful wayWhat we learned running AI agents at an agency, including what went wrong.About 15 minutes