◆ SBOSS · Hands-On Activities
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Session 01 · The Workbook

AI you can actually
use on Monday.

Seven hands-on activities you can run in the next thirty minutes — on your phone or your laptop, with the free version of Claude. Each one comes with a copy-paste prompt, written for the messy reality of running a business in Montgomery.

Start with activity 01 → Open claude.ai ↗
07
Activities
~30m
To run them all
$00
Free tier covers it
Before you start · Two minutes

Two things to have ready, then we go.

01

A free Claude account

  1. aGo to claude.ai and sign up. Email + password is enough.
  2. bOn the left rail, click Projects → New project. Name it after your business.
  3. cUpload your About page, your price list, and one email you're proud of. That's your "voice file."
02

A privacy gut-check

Before you paste anything, ask yourself: would I be okay if this showed up in someone else's training data?

✕ Never
SSNs · payment info · passwords · employee files
⚠ Careful
Client names · pricing · HR · draft legal
✓ Safe
Marketing · brainstorming · public docs · editing
The recipe · Use it every time

Five ingredients. Every prompt.

If a prompt feels off, one of these is missing. The activities below already have CRAFT baked in — you just fill the blanks.

C
Context
Who you are, who it's for, what's going on.
R
Role
"Act as a copywriter / a CFO / my customer."
A
Ask
One specific thing you want. Not five.
F
Format
Email · table · 3 versions · 200 words.
T
Tone
Warm · blunt · formal — or paste a sample.
The Playbook · Tap any card

Seven activities. Pick the one that hurts most.

Each card opens a step-by-step guide with copy-paste prompts. Don't try to do all seven today — start with whichever weekly chore eats your most time.

Refrigerator magnet · Pin this

Six DOs. Six DON'Ts.

✓ Do
  • ✓ Give Claude a role. "Act as a copywriter."
  • ✓ Show, don't tell. Paste examples of "good."
  • ✓ Specify the format. Length, structure, table.
  • ✓ Tell Claude what NOT to do.
  • ✓ New chat for a new topic.
  • ✓ Ask for 3 options when you can't decide.
✕ Don't
  • ✕ Ask open "what do you think?"
  • ✕ Assume Claude knows your brand.
  • ✕ Accept the first draft if it's off.
  • ✕ Paste anything sensitive — period.
  • ✕ Trust a stat or citation unverified.
  • ✕ Substitute for a lawyer / doctor / CPA.