Setup Session
Set up and working in two hours
$149. Your tools, your data, one real result.
Anthropic's Claude for Small Business adds dozens of workflows for payroll, collections, month-end, and customer service, but doing the setup alone runs twenty to fifty hours. A Setup Session is two hours with Mark, applied to your business, your tools, and your first real problem, so you leave with one workflow already running on your own numbers.
What you walk away with.
Five things, done. In two hours.
Anthropic's Claude for Small Business launched May 13, 2026. The product adds 31 pre-built workflows to the Claude platform covering payroll, month-end close, collections, customer service, and campaign execution. Working through the full setup on your own takes 20 to 50 hours. A Setup Session is two hours with Mark, applied to your specific business, your tools, your first real problem. Here is what you have at the end of those two hours.
- Your tools connected. QuickBooks and PayPal connected and verified, or your payment processor equivalents. The finance skills that save the most time require these two first.
- Your data settings confirmed. Your Anthropic data training setting confirmed off before we connect anything financial. It is the step most people skip, and the one that matters most before connecting QuickBooks or PayPal.
- One real workflow run. One workflow run on a real problem in your business, using your actual data. Not a demo. Not a tutorial. Your problem, your numbers, your result.
- One weekly habit installed. The Monday brief, the Friday brief, or month-end prep, whichever fits how you work. One habit is what turns the setup into a system that compounds.
- A clear picture of what it does. You leave knowing what the system does for your type of business, and what it does not. Clear on what comes next.
Nothing in the session sends to your customers, your bank, or anywhere else without your explicit approval. Every draft waits.
The work behind it.
I have done that 20-to-50-hour work. You need two hours.
Set up and working in two hours.
How the session works.
Foundation first. The rest follows.
The session covers the foundation: QuickBooks, PayPal, and the workflows that produce value on day one. HubSpot, Canva, and the campaign layer come next.
Mark does the work with you present. You leave with it running. Most clients have a natural next question about the sales tools or the campaign layer. That conversation happens when the foundation is running.
$149. Two hours.
$149. Two hours. Book below.
One session. Your tools, your data, your first real workflow running before you leave.
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