What’s in this guide?
I’ll walk you through the first three steps to understand what AI can actually do for your business, and how to start using it in a smart, practical, effective way.
Step 1 · Where AI will actually help
You have a list.
Not a to-do list. A list of intentions.
The list isn’t short.
And you know it by heart.
So why is it still just a list?
The real reason things get pushed off
Most of the time, things don’t get pushed off because you don’t want to do them.
They get pushed off because they feel heavy.
“Heavy” means:
- “I don’t have time to sit down for this right now.”
- “I’m not really sure where to start.”
- “It’s going to take me hours and I’m not sure anything good will come out of it.”
- “I need to finish X first…”
That heaviness isn’t laziness.
It’s the reality of running a business with a hundred things on your head.
What I’m about to show you is that AI, and specifically Claude Code, is not a tool that adds more capabilities on top of what you already do.
It’s a tool that takes the heaviness out of the things that have always been pushed off.
Wait. I already have ChatGPT. What’s the difference?
Sure. And you’re probably using it to write a post, draft an email, brainstorm ideas.
That’s fine. It’s useful.
But it’s also about five percent of what AI can actually do. Not ChatGPT specifically. AI in general.
Most people use AI the way they use Google. Ask a question, get an answer, close the tab.
Like asking a friend for advice and hanging up before they finished helping.
The tool I’m talking about, Claude Code, works completely differently.
It doesn’t sit in a browser window waiting for questions.
It sits on your computer.
It creates files, opens folders, writes code, analyzes data, produces deliverables.
And what matters even more: it thinks with you, not for you.
The moment it clicked for me
A few months ago I wanted to build an installation guide with screenshots. Every click, every step.
I knew I needed to do it.
I couldn’t get myself to sit down for it.
So I told Claude: “I need to build a guide with screenshots. I don’t feel like sitting down for it.”
It didn’t say “Great, here’s a finished guide.”
It said: “No problem. Open this link. Take a screenshot. Send it to me.”
I sent it. It said: “Perfect. That’s screenshot one for the guide. Now click Download.”
Every few seconds, one instruction. One screenshot. That’s it.
I finished every screenshot in the guide without even noticing I was working.
It got done not because I suddenly had time.
It got done because the thing that made it heavy disappeared.
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Do this: write the list. Everything you’ve said “I’d love to do” and still haven’t. You can even open Claude and ask it to help pull the list out of you.
Step 2 · AI as your business magician
The mindset shift to make before anything else
Most people come to AI with requests.
The problem is that the tool doesn’t know what you actually do, what your style is, who your clients are, what the real needs are.
So you get a generic result that isn’t worth much.
The approach that works is different:
Do the thinking yourself. Then hand the work off.
Before you ask AI to do anything, you need to know what you actually want.
Not at the general level. At the specific level.
Not “I want marketing content”
but “I want every meeting I run to produce a social post and a video script.”
Not “I want to manage clients better”
but “I want every client who finishes a program with me to hear from me a month later.”
The gap between the two is the gap between a result that sounds nice and a result that actually changes something.
Exercise: “If AI were a magician”
Before we go further, pause for a minute.
Imagine AI could do anything for you in your business. Truly anything, no limits. What would you ask for?
Don’t think about how. Don’t think about whether it’s possible. Just what.
A few examples of what people have told me:
- “I’d want every meeting I run to automatically turn into posts and content.”
- “I’d want someone to search every relevant grant for my nonprofit.”
- “I’d want a monthly Instagram content plan I don’t have to think about.”
- “I’d want follow-up on the proposals I’ve sent to happen on its own.”
Take a few minutes and let go of the “how.” Claude Code will take care of that part.
Step 3 · AI helps in every process in the business, not just the hard stuff
Now map out what actually happens in your business
Once you have the list, there’s one more step.
Most things in a business have a process. They don’t happen once. They repeat.
Meetings? Calls? Proposals? Posts? Emails? Client updates?
Invoices? Recaps? Follow-ups? Content plans?
What’s the thing you know you should do and never do?
That’s where AI will make the biggest difference.
The list that comes out of these questions is the list AI is going to help you break down.
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Do this: take the list you wrote, and for each item write what you actually want to happen. “I want to post more” becomes “I want every meeting to produce one post.” That’s the difference between a generic result and a result that works.
Step 4 · Examples from real life
From meetings to content, without sitting down to write
I run business coaching sessions with clients.
There’s real substance in every meeting. Insights I share, things I say in the moment, things the client works out for themselves.
I knew the content was there. I never had the energy to pull it out.
So I built a tool with Claude Code that does it for me:
- Every meeting is recorded and transcribed automatically.
- The transcript goes into the tool.
- The tool analyzes it, understands my style, and produces a social post, a newsletter piece, and a video script.
One meeting produces four deliverables. And I didn’t write a word.
Client interviews: the best way to get content people actually read
The strongest posts aren’t the ones you write about yourself.
They’re the ones that tell a client’s story. Where they came from, what you did together, where they got to.
But sitting down to write it? Heavy. It usually just doesn’t happen.
And asking the client to write it for you usually gets you “It was lovely,” “It was wonderful,” “You’re the best.” Nice, but useless.
What I do: I send a WhatsApp to a client I loved working with.
I ask if they have a few minutes for a call. I want to hear their story. I record it.
The story has three parts:
- Before: What was hard? What wasn’t working? What had they tried and were still stuck on? This is what the reader identifies with.
- During: What did we do together? What did they discover? What surprised them? This shows the value.
- After: What actually changed? What are they doing today that they couldn’t do before? This is what convinces.
Before I call, I ask Claude: “Prepare interview questions that will pull out a client’s story in three parts, before, during, after, with an emphasis on specific moments and not generalizations.”
It gives me precise questions for every stage. Everything the client says turns into content.
All the things you wanted to do and couldn’t
In a session with a nonprofit director, he told me about all the things he wanted to do and hadn’t been able to.
Search grant opportunities from foundations. Update the management system automatically. Map companies for partnerships.
A year ago, impossible without a big budget and a developer.
Today, we talked about it for an hour, worked out what he actually wanted, broke it into steps.
And now he can hand it to Claude to build himself. No developer, no big budget.
Do this: pick one example from the list that speaks to you, and start there. Just one. The one that makes you say “that’s exactly what I need.”
So what did we do?
- Wrote down all the things that got pushed off, plus the “if AI were a magician” list.
- Mapped out every process in the business where AI could help.
- Got specific on what you want, so AI can actually help.
- Picked one thing from the list to start with.
Fill out this short form and I’ll send you exactly how to build the AI agent team for your business. Fill out the form →
Prefer to talk directly? Book a 30-min call →
What you got from this guide
1. The real reason things get pushed off is heaviness, not laziness.
When something feels complicated, big, “not sure where to start,” it doesn’t happen. AI takes that weight off.
Now that you see how it works: take Claude and do it together, step by step. Ask for help. It’ll give you one step, you do it, you tell it or show it that it’s done, and it keeps going. That’s how something heavy becomes light in practice.
2. The approach that works: think first, then it does.
Not general requests. Define exactly what you want, then let it do the work.
3. You already have the list.
You know what’s been pushed off, what takes time, what isn’t happening. Now all you need is to know how to get it done.