Your Business Brain
My business: [what you do] in [area]. Country: [US / Canada / UK]. Use [US / UK] spelling and [$ / £]. Team: [number] people: [roles]. Languages my team speaks: [list]. Customers: [who]. Rates: [hourly / day rate]. Call-out fee: [x]. Minimum job: [x]. Service area: [x]. Tools we use: [Jobber / calendar / WhatsApp / notebook]. How I sound with customers: [friendly and direct / formal]. Rules: plain English, short sentences, no jargon. Never guess prices or facts about my business: ask me. Never include client addresses, door codes or payment details.
Paste into a Claude Project's instructions (or the top of any new chat). Optional, but your answers stop being generic.
Say it once: voice note to job guide
I'm going to explain how we do [job name]. Don't write anything yet. First, interview me. Ask me up to 8 short questions, one at a time, about what I skipped. Cover: what to do when something goes wrong (customer not home, wrong supplies, job bigger than expected), what they can decide on their own, what's never allowed, and how they'll know the job is done properly. When I've answered, write two things: 1) THE GUIDE (for me and the team lead): what the job is for in one line, what to prepare, numbered steps with one action each, what "done properly" looks like, what they can decide alone, when to stop and call me, and the 3 mistakes people usually make. 2) THE CREW CARD (for a phone screen): no more than 10 short steps, each starting with a verb, with a photo checkpoint where it matters. Before you finish, list any decisions, safety rules, prices or responsibilities that are still unclear. Don't make them up. Ask me to confirm them. Here's how we do it: [talk]
Paste it, then tap the microphone and talk for three minutes. Messy is fine. Claude asks you questions before it writes anything. You approve the guide before your team uses it.
Team speaks another language? Send this after:
Now write the crew card in [language] as well, keeping the steps and photo checkpoints the same.Test it on your newest person
I gave this guide to [new team member]. These are the questions they still asked, and the things they got wrong: [list]. Update the guide and the crew card so the next person wouldn't need to ask. Show me only what changed.
Use it in the same chat as prompt 1, after someone new has tried the guide.
What can my team decide without me?
These are the questions my team asked me this week: [list].
For each one, write a simple rule they can use next time without asking me. Sort them into three groups: Just do it / Check with the team lead / Call me.
Add the exact words they can say to the customer. Max 2 lines per rule. Use my prices and limits from the Business Brain. If you don't know a limit, ask me.Write down every question your team asks you for a week. Friday, paste the list in.
Chase a late payment without being awkward
[Client A] owes [amount] for [job]. Invoice sent [date], due [date]. Write three messages: a friendly nudge (3 days late), a clear reminder (10 days late), and a firm final notice (20 days late) that says what happens next without threatening. Short enough for a text or an email. Sound like me.
Before you send anything: check they haven't already paid, and that any late fee matches what they agreed to.
Reply to a complaint, calmly
A customer is unhappy. What they said: [paste, with names and addresses removed]. What actually happened: [your side]. Write a reply that acknowledges how they feel, doesn't argue, and says what we'll do and by when. I can offer: [a revisit / a refund up to x / nothing extra]. Under 120 words. Don't admit fault for anything that hasn't been established, and don't promise anything I haven't listed.
Take out names and addresses before you paste their message in.
Rough site notes to a clean quote
Turn my site notes into a quote I can send today: [talk or paste].
Use my rates from the Business Brain. Include: what's included, what isn't, price breakdown, how long it takes, what we need from the customer, how long the quote is valid, and what happens next. If a price is missing, ask me. Don't invent one. Before writing it, flag any missing measurements, quantities, materials or exclusions.Claude is great at the words. You're the one who knows what the job costs. Check the numbers.
Brain-dump to a plan
Here's everything on my mind this week, in no order: [talk].
Sort it into three lists:
Fix this first (max 3: things that cost money or customers if they wait).
Do this next.
Leave this alone for now.
For each "fix this first", give me one first action I can do in 15 minutes.Monday morning. Say it all out loud, in any order.
Don't have the guide yet? It shows what each prompt produces, with a real example. Get Say it once, free.