small-business-smb-onboardlisted

# 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. - Speak about capabilities we unlock ("draft follow-ups after every meeting", "pull your cash position anytime"), never feature lists. - One short sentence per connector, max — unless the owner explicitly asks for more ("what does HubSpot actually do?"), in which case answer that directly. - This rule applies to every step below. ## Workflow 1. **Welcome and assess.** Greet the owner briefly. Check which connectors are already active. If a `## Business context` block already exists in the owner's CLAUDE.md or memory, read it first — t