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Claude for Small Business: Setup Guide

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    • The 6-step install path inside Claude Cowork
    • How to fire the content strategy workflow with one prompt
    • How ticket deflector quietly clears the easy stuff in Gorgias and Zendesk
    • The Monday brief that replaces opening five tabs at 9am
    Free guide
    Claude for Small Business: Setup Guide
    4 pages · Step-by-step tutorial
    Perch.
    What's inside

    Four pages, three workflows, zero fluff

    Built so a small business owner who's never opened Claude Desktop can install the plug-in in five minutes and fire all three workflows from the reel by the end of the afternoon.

    01

    Install (6 steps)

    The path from "I don't have Claude Desktop yet" to a working Small Business plug-in inside Cowork. Screenshots of every menu so you don't get lost.

    02

    content-strategy

    Paste-ready prompt that pulls your sales data and drafts a 30-day content plan. Bias it toward stock you have, flag seasonal angles, swap in your hero category.

    03

    ticket-deflector

    Read the last 50 tickets, auto-draft replies to the WISMO and returns questions, leave the complaints for you. Works against Gorgias, Zendesk, or whatever you use.

    04

    monday-brief

    One Slack message every Monday morning: cash, settlements, pipeline, calendar, and what needs your attention this week. Replaces opening five tabs at 9am.

    Who's writing this
    Tom Veysey
    Tom Veysey
    AI implementer for ecom · Founder, Perch

    I'm Tom. I run Perch, where we build custom profitability dashboards for Shopify brands. I write about how operators can use AI to do what used to need a developer or a creative agency. This guide is the setup walkthrough for the three Claude for Small Business workflows I covered on IG.

    FAQ

    Do I need to be on a paid Claude plan?

    Yes. Cowork (and the Small Business plug-in inside it) only runs on Pro ($20/mo) or higher. The free tier doesn't include it. If you're already paying for Claude Pro, you're already paying for this.

    Does it work in the browser version of Claude?

    No. Cowork only lives in the Claude desktop app for Mac or Windows. Step 1 of the guide is downloading the desktop app from claude.com/download.

    What tools does it connect to?

    QuickBooks, PayPal, HubSpot, Canva, DocuSign, Google Workspace, and Microsoft 365. You connect them once via OAuth and Claude has read access from then on. Nothing sends, posts, or pays without you approving it first.

    What if my help desk isn't Gorgias or Zendesk?

    The ticket-deflector workflow works through Google Workspace or Microsoft 365 as well, so any help desk that forwards into Gmail or Outlook is fair game. If you're on Freshdesk, Re:amaze, or Help Scout natively, the workflow will still draft replies in the chat for you to copy across.

    Are these the only three workflows in the plug-in?

    No. The plug-in unlocks 30 workflows total, ranging from payroll planning to invoice chasing to margin analysis. The reel and this guide cover the three I'd turn on first. The rest are one slash command away.

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