Claude for Small Business Consulting

Stop losing nights
to admin work.

Alongside AI sets up Claude for Small Business inside the tools you already use — and stays with you as your dedicated AI success manager.

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West Roxbury neighbor
Boston community member for 10+ years
8+ years in tech
Making software actually work for real businesses
🤝
AI that earns its keep
A daily practitioner, not a trend chaser
Works with the tools you already use
QuickBooks
PayPal
HubSpot
DocuSign
Google Workspace
Microsoft 365
Canva
Slack

You've heard about AI.
You might have even tried it.

But for most small business owners, AI has never gotten past the chat window.

Time trapped in admin

Invoicing, payroll reconciliation, follow-up emails, content creation — each one burns hours you don't have. You started this business to grow it, not to manage spreadsheets.

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AI sounds good, but...

You've opened ChatGPT. You've heard about Claude. But turning a chat window into an actual workflow that saves real time every week? Nobody showed you how.

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Tools that don't talk

QuickBooks, HubSpot, Google Workspace — you're paying for all of them but they're siloed. AI could connect them and surface what matters. It just needs the right setup.

From "I've heard of this" to AI running daily workflows — in under 4 weeks

1

Discovery

We map your top time-sinks, confirm which tools you're using, and agree on the workflows that will save you the most time first.

Week 1 · 1 hr
2

Setup & connect

Claude for Small Business installed. All connectors authorized. Permissions validated. Your environment is live and ready to run.

Week 1–2 · ~2 hrs
3

Activate & test

Priority workflows configured and tested end-to-end in your actual environment. Quick Reference Guide written for your team.

Week 2–3 · ~3 hrs
4

Train your team

Live Zoom session + Loom recording. Focus on the workflows with the highest daily impact. Your team leaves confident, not confused.

Week 3 · 90 min
5

Go-live support

Day 7 and Day 14 check-ins. Real issues resolved. Workflow adjustments based on how your team actually uses it.

Weeks 3–4
6

Ongoing success

30-day report. Continued support keeps the system expanding, optimizing, and delivering as your business grows.

Month 2+

Real workflows. Real time saved.

These aren't projections. They're what Claude for Small Business actually does when it's properly set up.

4 hours to close the books
45 minutes
Month-end close with automatic reconciliation and P&L summary
QuickBooks
Manually writing follow-ups
Queued in seconds
Overdue invoice follow-ups drafted and ready to send with one click
QuickBooks
2 hrs/day triaging leads
Automated
Pipeline health check with neglected contacts surfaced and re-engagement emails drafted
HubSpot
Contracts sitting unsigned for weeks
Tracked & nudged
Every unsigned document monitored with follow-up messages drafted automatically
DocuSign

The right level of support for where you are

Every engagement starts with a done-for-you implementation. Ongoing support keeps your AI working harder for your business every month.

Autopilot
Automated delivery, minimal touch
$199/month
$1,000 implementation · Up to 3 connectors
  • Weekly Business Pulse report, delivered to your inbox
  • Monthly automated workflow run
  • Email support (5-day response)
  • Monthly group office hours
  • Quarterly prompt check & tune
Growth
Active CSM relationship with ongoing expansion
$899/month
$3,000 implementation · Up to 6 connectors
  • Biweekly 45-min strategy calls
  • Weekly Business Pulse delivery
  • 1 new workflow per month
  • Custom Business Intelligence Profile
  • Same-day async support (Slack/Teams)
  • Semi-annual QBR

Built for the owner wearing too many hats

✓ A great fit
Already using QuickBooks, HubSpot, Google, or Microsoft 365
Owner-operated — you're the bottleneck and you know it
No dedicated IT team — you need a trusted guide
Professional services, agencies, insurance, legal, accounting
Wants real ROI — not just "cool technology"
✗ Probably not a fit
Primary concerns are HIPAA compliance (complex)
Leadership is resistant to technology change
Needs custom API development or data migration
AI
Austin Isaacson
Founder, Alongside AI
8+ years helping businesses get real value from software
Strong track record of clients who keep renewing year after year
Deep roots in Boston's professional services community
Daily user of Claude, ChatGPT & Gemini
Builds real AI automations that run in production

8 years making software work for real businesses. Now doing it for yours.

I'm Austin Isaacson — a West Roxbury neighbor and a Customer Success professional who's spent 8 years inside tech companies helping businesses actually get value from the software they invest in. I founded Alongside AI because I saw a clear gap: Anthropic built something genuinely powerful for small businesses, but there was nobody to help owners set it up and keep it working.

Over my career I've worked with businesses across industries — from professional services to manufacturing to higher education — and the story is almost always the same: great software, poor adoption, results left on the table. I fix that. Now I'm bringing the same approach to small business owners who deserve that level of support but have never had access to it.

You don't need to understand the technology. That's what I'm here for.

SaaS & enterprise software Professional services Boston & nationwide

Ready to stop losing hours
to admin work?

Book a free 30-minute discovery call. We'll map your top 3 time-sinks, identify which Claude workflows solve them, and give you a clear picture of what implementation looks like for your business.

Book your free call →
No commitment. No pitch deck. Just a real conversation about your business.
Email: austin@alongsideaiconsulting.com