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The Claude Playbook: how to use Claude to run your business

Make the computer do the work.

A short, plain-English book about running a business with Claude: how one person sets it up, what it can take off your plate, and the one habit that matters more than any tool. Staying in charge.

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Chapters
8, about 88 minutes of reading
Setup time
One afternoon per Mac, mostly watching
You need
A Mac and a Claude plan, from $20 a month
Coding needed
None
Updated

The whole setup, on one page.

Everything in this guide is one of the boxes below. You talk to the laptop. The Mac mini works while you sleep. Both read and write the same brain, the same repos, and the same secrets, and they reach your tools directly.

you, at your deskLaptopThe Claude app, Code tab. One folder, ~/Code, with one project per folder.
you, anywherePhoneRemote Control: check in, answer, keep work moving.
Tailscale
always onMac miniIts own Claude. Scheduled jobs, overnight work, the 7am brief.
connectors
everything they reachYour tools
  • Gmail, drafts only
  • Calendar and Meet transcripts
  • Drive, Docs, Sheets
  • Payments and accounting
  • Your CRM, through Chrome
shared by both machines, synced automatically
every 60 secondsThe brainRules, notes, what's in flight.
every projectGitHubPrivate repos with full history.
on every pushVercelPublishes. A preview per branch.
every 10 minutesThe vaultAPI keys, encrypted.
Fig. 0. The setup. One person, one or two Macs, one shared memory. The chapters build each box, in order.

The chapters.

Eight chapters, read in order like a short book. Each one ends with a link to the next.

  1. 01The idea.Read firstYou are the boss and Claude is the crew: what a normal day looks like, what real businesses have Claude build, how to pick your first three jobs, and why letting Claude steer makes the work worse.11 min
  2. 02Getting set up.What you need and what it costs, the story of your first afternoon with Claude doing the setup, and a tour of the app: tabs, sessions, how often Claude asks, your Chrome, skills and your phone.13 min
  3. 03Teaching Claude your business.How Claude remembers your rules through a handbook and a brain it writes itself, how connectors and Chrome let it see your business while it only ever drafts, and where the few keys you need should live.13 min
  4. 04The always-on setup.Why every project lives in a private backed-up repo with previews before anything goes live, how an always-on Mac works overnight and proves its jobs ran, and how two Macs share one memory without quietly drifting apart.13 min
  5. 05Asking for work.Outcome, context, the bar and the boundaries; Plan mode and a PLAN.md for big jobs, proof always; then record every call and hand Claude the transcript for the recap, the draft and the tasks.10 min
  6. 06Staying in charge.Read firstWhy Claude hands work back and what to say in return, how to turn corrections into rules, the things it never does without your yes, the permission modes from Manual to Auto, allow rules and hooks, and the lessons people paid for.11 min
  7. 07Cowork, for the rest of the team.NewWhat Cowork is and how it differs from Chat and Claude Code, the office jobs it takes off your plate, how it stays safe with your files, recurring tasks, and Skills: teaching Claude your way of doing a job once so everyone gets it right.9 min
  8. 08The right plan for a business.NewPro, Max, Team and Enterprise compared for a business: what each costs per person, how much use each seat gets, why client data usually means Team, what a five person office actually pays, and how limits and extra usage work.8 min

Rather have it done for you?

Theory Road sets up Claude for owners and teams. Same playbook, done in days instead of weekends, with your tools connected and your rules written in from the start.

01

Setup in a day.

Your Macs set up, memory and rules written, your core tools connected, and a working first project to show for it.

02

Skills and automations.

Your repeated processes turned into Claude skills, and the integrations and scheduled jobs that run your back office.

03

Team training and guardrails.

Your team trained to get real work out of Claude, with the permission rules and policies that keep it safe.

Book a free Claude setup review →See AI consulting

Don't do what Claude tells you to do. Tell Claude what to do, and make it do all of it.

The rule this whole playbook rests on. The pushback playbook →