ProjectsWorkspaces with their own instructions and knowledge files; the Free plan allows up to 5, paid plans include Projects, and Team and Enterprise add project sharing.
Source: claude.com/pricingGetting startedGetting started with Claude for small businesses
The smallest useful step. We pick the plan that fits, connect the apps you already use, set up a few Projects and Skills for the jobs you repeat, and show you and your team how to use them on your own work.
Who it fits
Works on: Pro, Max, Ultra or Team.
Solo owners and individuals
Get a working setup in one sitting: the right individual plan, your apps connected, a few Projects and Skills for the jobs you repeat every week.
Usual plan: Pro, Max or UltraSmall teams
One shared workspace with central billing and single sign-on, shared Projects, a short staff workshop and a one-page AI use policy people actually read.
Usual plan: TeamMid-size companies
Usually covered by another track for this size.
Large organizations
Usually covered by another track for this size.
What we do
Google Workspace
Microsoft 365
Slack
HubSpot
QuickBooks
Housecall Pro
- A 15-minute demo first, free, so you can see Claude on work like yours before spending anything.
- Choosing the plan: an individual plan (Pro, Max or Ultra) or Team, based on how many people will use it and how much.
- Connecting the apps you use every day, such as Google Workspace, Microsoft 365, Slack, HubSpot, QuickBooks or Housecall Pro, where a connector exists.
- Two or three Projects with your instructions and reference files: quoting, customer replies, marketing copy, whatever you repeat.
- A first Skill for one repeatable job, written in plain language so you can edit it yourself.
- A hands-on session on your own tasks, and a one-page list of what to share with Claude and what not to.
What you have at the end
- 1Claude on the right plan for your size
- 2Your everyday apps connected
- 3Projects and a Skill for the work you repeat
- 4A team that knows how to use it safely
The Claude features this uses
As Anthropic describes them; each card links to the source.
ProjectsSkillsFolders of instructions, scripts and resources that Claude loads when a task needs them, so a repeatable job is done the same way each time.
Source: Claude Help CenterConnectorsLet Claude read from and act in your apps; Claude inherits each person's permissions in the connected service.
Source: Claude Help CenterHow it runs
The same stages, in this order. For a small business several happen in one session.
- 1Demo and discovery
A 15-minute demo on work like yours, then a short conversation about who would use Claude, for what, and with which systems.
- 2Pick the plan and the first uses
The plan that fits your size and the two or three jobs that pay back first. Small businesses usually stop here and go straight to setup.
- 3Set up and connect
Accounts, and for teams single sign-on and admin settings; connectors and the Business Suite MCP connection; a one-page AI use policy.
- 4Train on your own work
Hands-on sessions built from your tasks, with role-based tracks for larger teams and Claude Code sessions for engineers.
- 5Build Projects, Skills and workflows
The repeatable work becomes Projects and Skills, connected to your systems and automations where it saves a step.
- 6Measure and hand over
What people use and where they get stuck, a library your team owns, and office hours for questions afterwards.
Frequently asked questions
Is this worth it for a business of one or two people?
Yes, and it is where most of our Claude work starts. A solo owner gets the most back from Claude because there is nobody else to hand the writing, research and admin to. The setup is small and you can stop after it.
Which plan should a small business start on?
One person usually starts on Pro, or Max or Ultra for all-day use. Two or more people sharing work usually fit the Team plan, which Anthropic lists for teams of 2 to 150 and which adds shared projects, central billing and single sign-on. We check current plans with you on claude.com/pricing.
Do we buy Claude from you?
No. You subscribe to Claude directly with Anthropic and own the account. We set it up, connect it and train your people.
Can we start with the free analysis instead?
Yes. Our free business analysis comes with a private MCP address, so you can ask Claude about your own report and see how it works with your data before you pay for anything.
Consultants in a Box is an independent consultancy; this page is ours, not published or reviewed by Anthropic. Claude and Anthropic are trademarks of Anthropic PBC; other names and logos belong to their owners. Plan and feature facts are from Anthropic's pages linked above, reviewed November 6, 2026.
Talk about getting started
Book a 15-minute demo. We will show you Claude on work like yours and the first step that fits your size.