The AI Business Agent
Stop running your business and doing all its paperwork too.
Most solo consultants and small business owners spend 30% or more of their week on work that doesn't bill — emails piling up, proposals sitting half-done, invoices going out late, and no real system for tracking any of it.
The AI Business Agent changes that. It's a fully configured AI agent that runs your back office inside Claude Cowork — handling client tracking, proposals, invoicing, scheduling, and communications. Set up in ten minutes. Running the same day.
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A 24/7 back office for 54 cents a day.
Compare what you'd pay for the same coverage any other way:
Part-time virtual assistant: $1,500/month — business hours only, vacation days, turnover.
Full-time employee: $4,000/month — fully loaded with benefits and payroll taxes.
This agent: $0.54/day — 24 hours, 7 days a week, 365 days a year. One payment of $197. Ever.
A part-time VA costs more in a single hour than this agent costs for the entire year.
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What it handles for you
Client and Project Tracking
Organized pursuit-to-project pipeline. Every client, every engagement, every open item — tracked in a structured folder system the agent reads and updates automatically.
Email and Communications
Drafts client emails in your voice, manages follow-ups, flags what needs attention, and keeps your relationships from going quiet. Connects directly to Gmail.
Proposals and Documents
Templates and folder structure ready for proposals, estimates, NDAs, and contracts — organized by client and pursuit from day one.
Invoice and Payment Tracking
Invoice template and AR tracker built in. Log what you've sent, what's outstanding, and what's been paid — all in one place the agent monitors for you.
Scheduling
Respects your preferred meeting days, hours, and buffer time. Proposes specific time options to clients rather than open-ended availability.
Project Memory
Each project has a living context file the agent reads every session — so it always knows where things stand without you recapping everything from scratch.
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Set up in under ten minutes
1. Create a folder on your computer called Claude Workspace — this is the only folder the agent works in.
2. Copy the Business Development folder from your download into Claude Workspace.
3. Open the Claude desktop app, start a Cowork session, and point it to your Claude Workspace folder.
4. Type one line in the chat: Open this workspace and start with ONBOARDING.md
5. The agent walks you through a five-minute setup — your name, company, email, and preferences. Done.
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Everything included — nothing to build
✓ Lead Agent with full operating instructions
✓ Guided onboarding — walks you through setup
✓ Client folder structure and naming system
✓ Pursuit-to-project pipeline, ready to use
✓ AR Tracker spreadsheet (Excel)
✓ Invoice Template (Word)
✓ Proposal, estimate, and contract folder templates
✓ Gmail integration support
✓ Project memory system — context files
✓ Finance context and billing tracker
✓ Security rules to protect your business data
✓ Full user guide and documentation
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What you need before you start
This agent runs inside Claude Cowork — a feature of the Claude desktop app by Anthropic. You'll need a paid Claude plan (Pro, Max, Team, or Enterprise) with Cowork enabled. Plans start at $20/month at claude.ai.
The AI Business Agent itself is a one-time $197 purchase. No subscription. No ongoing fees from us. Ever.
For best results, run it on a desktop or laptop that stays powered on and connected so scheduled tasks — like your morning email digest — run automatically.
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One purchase. Yours to keep. Working the same day.
$197 — Digital download. Mac and Windows. Instant delivery after purchase.