SMB Onboard

Quick start

Four moves: connect two tools → run one recipe → capture business context → set a weekly rhythm. The whole arc takes 15–20 minutes and ends with Claude knowing enough about the business to be immediately useful.

User: "get me started"
→ Assess what's already connected; pick the best 2 tools to connect first
→ Guide connection of each tool (one at a time)
→ Run one recipe against live data to prove value
→ Ask 5 business questions one at a time; store answers to persistent memory
→ "Each Monday, say 'weekly check-in' — I'll pull your numbers and flag anything urgent."

Tone for connectors

Whenever a connector comes up — recommending one, naming what to try next, or clarifying mid-flow — describe what Claude will be able to do once it's connected, not what the platform itself is or sells. Owners already know what HubSpot, QuickBooks, Gmail, and Calendar do; they don't need a product pitch from us.