Industries · Small business

You have Claude. Now let's make it run the business.

Anthropic's Claude for Small Business is in your Cowork. A one-click plugin that connects QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack. The next step, configuring it for how your business actually runs and getting your team using it every day, is implementation. That gap is what we close.

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The problem

The work that eats your week.

The same handful of tasks pull at every owner and operator we talk to. Different businesses, same shape: deadline-driven, low-judgment work that scales by adding hours, not by getting smarter. And, underneath all of it, the gap between Claude being installed and Claude being used.

Reconciliation

Matching QuickBooks against PayPal settlements to figure out who actually paid and what is still open. Hours that should be spent making decisions, not chasing them.

Overdue invoices

Drafting reminder emails one at a time, in your voice, with the right history attached. The long way around what should be a five-minute review-and-send.

Month-end close

Pulling the P&L together and writing the note your accountant will actually read. The work that gets pushed to the weekend and never gets shorter.

Monday-morning picture

Cash, pipeline, calendar. Building "what needs me today" from scratch every Monday. Highest cost in the week, lowest leverage.

Campaign launches

Aligning Canva assets, HubSpot segments, and the launch calendar so a promo goes out clean. A coordination problem that eats whichever afternoon you were trying to protect.

The chat window

Opening Claude when there is a real question, knowing it could help, and not having the time to figure out the right way to ask. The most common adoption failure mode we see.

Where we fit

Anthropic built the plugin. We configure it for how your business runs.

Anthropic's Claude for Small Business is the right starting point, and we are squarely behind it. A one-click plugin in Claude Cowork that connects the stack a small business already runs on. If you have not turned it on yet, turn it on.

The reality on the other side of that switch is that a self-serve toolkit and a configured system running your business are not the same thing. Anthropic says this themselves: most adoption stops at the chat window. The work between "Claude is installed" and "we use Claude every day to run the business" is configuration. Workflows shaped to how your business actually operates. Voice and standards baked in. Review steps and handoffs that fit your team. And the team trained to use it, not just you.

Claude does the assembly. You and your team review every output and make the call. That is not a limitation, that is the design, and it is the right one for a business where judgment is the asset. We do the implementation. You stay in the seat that only you can sit in.

What we build

What configured Claude actually looks like.

Specific workflows, configured for the way your business already runs and the way your team already works. Not generic capability lists.

Reconciliation

QuickBooks against PayPal settlements, with the matches Claude is confident about and the ones that need your eye separated out. You confirm, you do not chase.

Overdue invoice reminders

Drafted in your voice, against your terms, with the right account history attached. The team reviews and sends. The work that used to take an afternoon takes the time you spend reading it.

Month-end close brief

A P&L narrative ready to forward to your accountant, with the variances called out in plain English and the questions you would normally have to dig for already surfaced.

Monday-morning Slack brief

Cash, pipeline, calendar. The three things that need you today, in Slack before your first call. Built from your systems, in your voice, ready to act on.

Promo campaign assembly

A campaign plan with Canva assets and HubSpot segments lined up so launch is a review, not a build. The afternoon you were trying to protect stays yours.

Proof

Why us, specifically

We implement Claude for small businesses. It is what we do.

Shannon Advisory is built around one job: getting Claude actually working inside small and midsize businesses. Not as a chatbot in the corner of someone's browser. As a configured system the team uses every day to run the work.

We are building the firm around formal Claude certification, with our team pursuing Anthropic's Claude Certified Architect credential.

How we work

Start with one workflow.

For most businesses, the right first step is a scoped engagement: one high-leverage workflow, fully configured, with a fixed timeline and a money-back guarantee. If the business needs ongoing implementation capacity, the fractional Head of AI retainer takes over from there.

Recommended entry point

Scoped Engagement

One high-leverage workflow, fully implemented. Four to six weeks from kickoff to handoff. From $7,500. If the workflow does not work as scoped, you pay nothing.

See the engagement page

If you are not sure which workflow to start with, the call is the right next step. See the fractional Head of AI retainer for ongoing capacity.

FAQ

Questions owners ask before the first call.

I installed Claude for Small Business. Where do I actually start?

Start with the workflow that is taking the most hours and asking the most of your judgment. For most owners that is reconciliation, the month-end close, or the Monday-morning brief. We pick one, configure Claude for how your business actually runs it, prove it out against your real data, and get the team using it. The plugin is the toolkit. This is the implementation. Most owners find that once one workflow is in production, the next two get easier.

What is the difference between the Claude for Small Business plugin and a configured implementation?

The plugin connects the tools. It is what gets QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, Microsoft 365, and Slack talking to Claude. A configured implementation is the layer on top: prompts written for the work your business does, in your voice, against your standards, with the review steps your team needs. Same plugin underneath, very different daily experience. The plugin makes Claude available across your stack. The implementation makes it part of how your team actually works every day.

Do I need someone technical or IT for this?

Usually not for the first workflow. Claude for Small Business connects your stack out of the box, and most of the configuration work happens in prompts and review patterns, not infrastructure. If a workflow needs to integrate with a system your team manages directly, we bring IT or the vendor in for that step. We scope it during discovery so there are no surprises.

How long until my team is actually using it?

A scoped engagement runs four to six weeks from kickoff to handoff. That is enough to build the workflow, test it against real data from your business, document it, and train the team. The point of the engagement is not a working prompt. It is a workflow your team owns and runs on Monday morning.