chanikul.com

A FREE GUIDE — NO EMAIL HOOPS

How to set up
Claude for
Small Business.

A plain-English playbook for owner-operators who want AI working inside their business by lunchtime. No coding. No consultants. No fluff.

See what's inside

Format

PDF, 18 pages

Read time

25 minutes

Setup time

~1 hour

Price

Free

A FREE GUIDE FROM CHANIKUL

How to set up
Claude for
Small Business.

A plain-English playbook for owner-operators. Install, customise, automate. By lunchtime.

Chanikul Dechpholkrang
AI Consultant for SMBs · chanikul.com
PDF · 9 chapters5 ready-to-paste prompts

If this sounds like you

You know AI matters. You just don't know where to start.

Anthropic just released Claude for Small Business — the first AI release I've seen that actually works for non-technical owners on day one. But "install it" and "get value from it" are two very different things.

What most owners do

  • ✗Install Claude, stare at a blank screen for 10 minutes, close it.
  • ✗Try a few prompts, get generic AI-flavoured answers, decide “it's not for us.”
  • ✗Spend £15/month and use it as a slightly nicer Google.
  • ✗Never connect a single business tool.
  • ✗Re-explain themselves to it every single conversation.

What this guide does

  • ✓Walks you through the 30-minute install, click by click.
  • ✓Shows you the 20-minute customisation step that 99% of people skip — the one that makes Claude actually know your business.
  • ✓Gives you 5 ready-to-paste prompts for the workflows that pay back the fastest.
  • ✓Covers the safety and data questions properly, so you can show your accountant.
  • ✓Bonus chapter: the 7-step power-user setup that turns Claude into an always-on operations sidekick.

What's inside

Nine chapters. Five prompts. One hour to working.

Practical-only. No theory, no breathless "AI is changing everything" intros. Just the steps in order, with the prompts you can copy.

01

What Claude for Small Business actually is

In plain English. What's a connector. What's a skill. Why this release matters.

02

What you'll need

Hardware, plan, time. A pre-flight check so you don't get stuck mid-install.

03

The 30-minute install

Five steps, click by click, with what each one actually does.

04

Customise it for your business

The 20-minute step 99% of people skip — and the reason most installs go cold.

05

Five workflows to automate first

Morning briefing · follow-up engine · cash scan · content engine · proposal builder. Prompts included.

06

Safety, permissions, data

The straight answer to 'what happens to my data?' — proper enough to show your accountant.

And the bonus chapter most lead magnets skip:

  1. 01Pick the right model. Sonnet vs. Opus, when to use which.
  2. 02Set global instructions. Your non-negotiables, applied everywhere.
  3. 03Build the about-me system. The folder that ends “Claude forgot.”
  4. 04Connectors that earn their keep. Including Chrome, Notion, Zapier.
  5. 05Built-in skills + plugins. Which 3 are worth installing day one.
  6. 06Folder structure for scale. Doesn't collapse after 3 months of outputs.
  7. 07Schedule the boring work. Briefings, follow-ups, chases, reports — running while you sleep.

Adapted with credit from Simon at Better Creating's deeper Cowork tutorial — compressed and tuned for small business owners.

18

page PDF, designed

5

ready-to-paste prompts

~1 hr

install to first useful output

How it works

Four steps. Zero coding.

If you can install an app and type a sentence, you can do this.

01

Drop your email below

I'll email you the PDF (and add you to my low-volume list — about 2 emails a month, mostly the kind of stuff you'd actually open). Unsubscribe anytime.

02

Read it (25 mins) or skim it

Nine chapters, plain English, designed PDF. Section 5 has the five prompts — those alone pay back the read.

03

Install + customise (~1 hour)

Follow the steps. By the time your coffee's cold, you've got an AI assistant that actually knows your business.

04

Stack the wins

Add one workflow a week. By week four you've got time back you didn't know you had. If you want help going faster, I run paid audits — but the guide is enough on its own.

Get the guide

Drop your email. Get the PDF in 60 seconds.

No phone number. No "free strategy call" upsell trick. Just the guide and the occasional useful email.

I'll never share your email. Unsubscribe in one click. See privacy.

Who wrote this

Built by someone who actually ships.

Chanikul Dechpholkrang

AI Consultant for SMBs · Plymouth, UK & Bangkok

I help owner-operated SMBs (10–100 staff, £1m–£50m revenue) diagnose expensive manual workflows and replace them with AI that actually works — usually with a payback period under 12 months.

Marketing graduate (Bangkok), Master's in Digital Effects (Bournemouth), 10 years in London's creative industry, now an AI builder who can both run the strategic conversation with a 60-year-old founder and ship the working solution.

If your business is bleeding hours on quoting, follow-up, reporting or admin — we should talk.

chanikul.com →LinkedIn →Book a discovery call →

FAQ

Reasonable questions, straight answers.

Yes, free. The “catch” is I'll add you to my email list — about 2 emails a month with practical AI material you'll actually open. Unsubscribe anytime in one click. I don't sell or share your email, ever.

No. The whole guide is written for owners and operators who've never touched code. If you can install an app and type a sentence, you can do this.

The install is ~30 minutes. The customisation step (the one most people skip) is another 20 minutes. So roughly an hour to a working assistant that knows your business. The 5 workflows take another 5–10 minutes each.

Any owner-operated SMB with 10+ staff. The Claude for Small Business plugin is built around tools every small business uses (Gmail, calendar, QuickBooks/Xero, a CRM, Stripe etc.). I've tested the framework with manufacturing, accountancy, property management, professional services, healthcare practices, and trades businesses.

Chapter 6 covers this in full. Short version: Anthropic does not train Claude on your business data, your existing tool permissions still apply (Claude inherits whatever access you have, no more), and Claude doesn't send, publish, or delete anything without your explicit approval. There's also a setting to opt out of conversations being used to improve Claude — I show you where to find it.

Both. The screenshots reference Mac since that's what I use, but every step works identically on Windows. The Claude Desktop app is cross-platform.

Two reasons. First, Claude for Small Business is a pre-packaged setup designed specifically for SMB workflows. Second, the guide forces you through the customisation step that makes any AI useful: telling it who you are, how you write, and what your business does. Without that step, every AI feels generic. With it, suddenly it's the colleague you've always wanted.

I run paid AI audits for owner-operated SMBs (£5k–£15k, 1–2 weeks). I sit with you and your team, interview the people doing the work, map the workflows you're losing time on, quantify the £ leakage, and hand back a prioritised AI roadmap. Book a free 30-minute discovery call from /book if you want to see if it's a fit.

Please do. Share it, print it, hand it round at your local Chamber of Commerce. Just leave the attribution intact.

One last thing

The owners who set this up in 2026
are going to run circles around the ones who don't.

Be on the right side of that line.

Find out what manual work is costing you

Ninety seconds, six questions. We'll send the £ figure and three AI quick wins for your industry.