Two things, set up in your own accounts: the email and job software you already use, plus a Claude Team account in your business's name.
- Your Company Brain: a written handbook of how your business works. Your prices, your rules, and your common answers, in one place. Your team looks things up instead of pinging you. The tools use the same handbook so any draft sounds like you.
- One manual job from your plan, set up and working. You keep talking to customers. The computer does the organising, drafting and chasing around that.
What that manual job can look like (we pick one on the plan):
- A quote has sat for a week. The tool drafts a polite follow-up. Your team reads it and hits send.
- A website enquiry lands. The tool drafts a reply from your prices and past answers. Someone on your team checks it, then sends it.
- A form comes in. The tool writes a draft quote for you to edit. It never sends a price to the customer on its own.
- A call finishes and you jot rough notes or record a voice memo. The tool tidies them up and puts them into your job system or CRM, so nobody retypes them.
What I won't set up: phone bots, anything that sends to a customer by itself, anything that takes payments, or a full "replace our receptionist" product. If you need a 24/7 phone answerer, I'll say so and point you to a product built for that, rather than charging you to rebuild one.
Privacy, said plainly: If we draft email replies, the customer's name and message may be sent to an AI account that sits in your name, with training turned off. Passwords, card numbers and sensitive records are never included. If you'd rather not send customer emails through AI, we skip that job and do the Company Brain plus a different manual job instead.