20 Business-Ready Claude Prompts for Small Business Owners
Use these directly in Claude Cowork or Claude AI at https://claude.ai

--- FINANCE ---

1. "Review my QuickBooks data for the last 30 days and give me a one-page cash flow summary. Highlight any overdue invoices over $500 and flag anything unusual in my expenses."

2. "I have [X] invoices that are more than 30 days overdue. Draft a firm but professional email reminder for each customer. Keep the tone respectful but clear about the due date."

3. "Based on my QuickBooks data, what is my projected cash position in 30 days if I collect all outstanding invoices? Show me a simple forecast with best-case and worst-case scenarios."

4. "Prepare my month-end close summary for [Month Year]. Include: total revenue, total expenses, net profit, top 5 expense categories, and any transactions that need my attention before I share it with my accountant."

5. "Compare my PayPal transactions against my QuickBooks records for [Month]. Flag any discrepancies or payments that don't match."

--- SALES AND CRM ---

6. "Review my HubSpot pipeline and rank my top 10 open deals by likelihood to close this month. For each one, tell me the last interaction date and what the best next step would be."

7. "I have [X] new leads in HubSpot this week. Score each one based on company size, engagement level, and fit with my services. Give me the top 3 to contact today."

8. "Write a follow-up email to [Lead Name] at [Company]. They attended my webinar last week but haven't replied to my initial outreach. Keep it short, personal, and focused on their specific challenge."

9. "Create a 5-step email nurture sequence for leads who downloaded my free guide but haven't booked a call. Each email should be under 150 words and end with a soft call to action."

10. "Give me a weekly pipeline report: total pipeline value, deals expected to close this month, deals that have gone cold (no activity in 14+ days), and recommended actions for each."

--- MARKETING ---

11. "Look at my last 3 months of campaign data in HubSpot. Which campaigns drove the most revenue? Which underperformed? Give me 3 specific recommendations to improve results next month."

12. "Write a promotional email for [Product/Service] targeting [Audience]. The goal is to drive [specific action]. Keep it conversational, under 200 words, and end with one clear call to action."

13. "I need to post content on [Platform] 3 times this week about [Topic]. Write 3 short posts in my voice. Keep them informative and useful, not salesy."

14. "Create a simple content calendar for the next 4 weeks. My audience is [describe audience]. My goal is [awareness / leads / sales]. Include topics, formats, and post frequency."

15. "Write 5 subject lines for an email about [Topic]. Make them curiosity-driven and under 50 characters. No clickbait."

--- OPERATIONS AND CONTRACTS ---

16. "Review this contract and flag any clauses I should negotiate before signing. Focus on: payment terms, liability limits, termination conditions, and anything unusual for a [type of contract] in my industry."

17. "I need to onboard a new client named [Name] at [Company]. Draft a welcome email, a first-week checklist for my team, and a list of information I need from them to get started."

18. "Write a vendor follow-up email. We placed an order on [Date] and haven't received confirmation. The amount is $[X]. Keep it polite but firm."

19. "Help me write a refund policy for my business. We offer [Products/Services]. I want the policy to be fair to customers but also protect me from abuse. Keep it under 200 words."

20. "Draft a simple scope-of-work document for a new project. Client: [Name]. Service: [What you're delivering]. Timeline: [Duration]. Price: $[Amount]. Include deliverables, what's excluded, and payment terms."

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Claude Small Business Starter Pack from https://coding180.com
