Claude for Small Business — Prompts & Workflow Guide

I need help planning payroll for this period. Here’s our current QuickBooks cash position: [PASTE BALANCE]. We have the following upcoming settlements from PayPal: [PASTE AMOUNTS + DATES]. Please:
1. Tell me if we have enough cash to cover payroll on [DATE]
2. Flag any gaps or timing issues
3. Draft a 30-day cash forecast
4. List any overdue payments I should chase first

Help me close this month’s books. I’ll paste in our QuickBooks transactions and PayPal settlement report. Please:
1. Reconcile and flag anything that doesn’t match
2. Write a plain-English summary of our P&L
3. Identify the top 3 expense categories driving cost this month
4. Draft a close packet summary I can forward to my accountant

[PASTE TRANSACTIONS / REPORT]

Give me a business health snapshot for this week. Pull from what I share below and summarize:
- Cash position (from QuickBooks)
- Sales trend vs. last month
- Pipeline movement (from HubSpot)
- This week’s key commitments
- Any open invoices more than 14 days overdue

[PASTE DATA OR CONNECT INTEGRATIONS]

I want to run a promotional campaign. Here’s context:
- Business type: [YOUR BUSINESS TYPE]
- Current slow period: [MONTH/SEASON]
- Past campaign performance from HubSpot: [PASTE METRICS]
- Target audience: [DESCRIBE CUSTOMER]

Please:
1. Recommend a promo strategy for this slow period
2. Draft the campaign messaging (email subject, body, CTA)
3. Suggest 3 Canva asset formats I should create
4. Give me a send schedule

Here are my current leads from HubSpot. Please score and triage them:
[PASTE LEAD LIST OR EXPORT]

For each lead, tell me:
1. How likely they are to convert based on their activity
2. What stage of the pipeline they should be in
3. Recommended next action (call, email, proposal, etc.)
4. Which 3 leads I should prioritize this week and why

Here are my outstanding invoices: [PASTE INVOICE LIST WITH AMOUNTS + DUE DATES]

Please:
1. Flag any overdue by more than 7 days
2. Draft a polite but firm follow-up email for each overdue invoice
3. Suggest which ones to escalate and how
4. Tell me the total cash I’m owed and the expected collection timeline

Review this contract before I sign it. Focus on:
1. Any unusual or unfavorable terms
2. Automatic renewal clauses
3. Liability or indemnification language
4. Payment terms and late fee provisions
5. Exit or termination conditions

Flag anything I should negotiate or ask a lawyer about.

[PASTE CONTRACT TEXT]

Analyze my profit margins for this period. Here’s our revenue and cost data:
[PASTE DATA]

Please:
1. Calculate gross and net margin by product/service line
2. Identify which offerings are most and least profitable
3. Flag any costs that seem out of proportion
4. Recommend 2–3 specific actions to improve margins this quarter

Help me prepare for tax season. I’ll share our QuickBooks data and expense records. Please:
1. Categorize and summarize all deductible expenses
2. Flag any transactions that need receipts or documentation
3. Identify any missed deduction categories I should explore with my accountant
4. Give me a checklist of what to gather before our accountant meeting

[PASTE DATA]