AI Savvy Founders. Resources

Guides, SOPs & Quick Starts

Everything you need to build it yourself.

Step-by-step setup guides, standard operating procedures, checklists, and quick references for founders building AI infrastructure into their business.

New resources added regularly. Bookmark this page.

SETUP GUIDE

Set up your first Claude Project

Build your Business DNA inside Claude so it knows your voice, your offers, and your audience. The foundation for everything else.

SETUP GUIDE

Build your 7am morning briefing

A scheduled task that reads your calendar, inbox, and project board every morning and sends you a prioritised brief before you open your laptop.

SOP

Client onboarding process

From intake form to live Asana project in under 15 minutes. The full standard procedure for onboarding a new client using Claude, GHL, and Fathom.

CHECKLIST

The four connectors to set up first

Gmail, Calendar, your meeting recorder, and your project management tool. Connect these four and your Claude setup is immediately more useful.

CHEAT SHEET

Prompting power moves

Borrow a Brain, Tell the Feeling, Rip This Apart, Audit Clause. The four mid-conversation moves that change your output quality immediately.

SETUP GUIDE

Build your first Claude Skill

Pick a task you do every week, work through it once with Claude until the output is right, then save it as a skill you can run in seconds from now on.

SETUP GUIDE

Connect GHL to Claude via MCP

Pull contact records, read intake forms, and access pipeline stages directly from inside Claude without copying anything.

SOP

Post-call proposal generation

One sentence after a discovery call produces a complete proposal using your skill, the Fathom transcript, and the GHL intake form.

Don't want to build it yourself?

We'll build the whole system for you.

Book a free AI Business Audit. We look at your business together, identify the three highest-impact workflows, and show you what it looks like when it's all running.

Book your free audit →