Give Claude Your Rules
One file you paste into Claude once, so every chat writes in plain words and asks before anything goes out. Two short lessons, about 15 minutes, and the file is yours to keep.
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Onboard Claude
Onboard Claude Cowork the way you would a new hire, so it works like a trained employee: it reads your rules before it starts, knows what is true about your business right now, asks only what your files cannot answer, hands back a finished file, and checks its work before it says done. Twelve modules, step by step, for someone who has used AI chat but never Cowork. No code. Start with module 0, then take the 30-minute path: lessons 1.1, 1.2, 10.1, 10.2, and 10.3.
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Pick the Right Claude
Most people never touch the small setting next to the send button. It holds three: which Claude you are talking to, how hard it works on each answer, and whether it thinks the problem through first. Twelve short lessons on picking the right one for the job, what your plan really includes, and why a model sometimes changes on its own. About 45 minutes.
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Put the Plugin to Work
Anthropic's free Small Business plugin, running on the setup you built in Onboard Claude. Read what it can see, run the Monday brief on your own numbers, check it against something you know, put it on a schedule, and learn where a fact about your business belongs. Twelve short lessons, about an hour.
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