You're just the one doing all of it. And coaching. And managing staff. And replying to DMs at 10pm. Today that changes.
I coach hundreds of business owners. The ones doing $10–20k a month almost always have the same week: they finish coaching clients, realise they haven't posted in three days, spend an hour on a caption that doesn't sound like them, open Canva and stare at templates for 20 minutes, close Canva, promise themselves they'll do it tomorrow, and then Monday comes around again.
Meanwhile the lead from last Tuesday still hasn't been followed up. The welcome sequence is still in draft. And the 6-week challenge you wanted to launch? Still an idea in your Notes app.
Not because you can't write. Because writing something that actually sounds like you — specific to your brand, your clients, your offer — requires you to sit down, think, and craft it. Every single time. Five posts a week at 45 minutes each is nearly 4 hours. Add design time and it's a full day gone. That's a day you could have spent coaching, selling, or building the business.
Every task on its own is small. Reply to that email. Write that welcome message. Update that SOP. Chase that invoice. But they stack up. And because none of them feel urgent enough to do right now, they sit there — until they become urgent. That's when you end up doing admin at 9pm instead of being present with your family.
You've tried handing things off. To a VA, to a staff member, to that person who said they could help with marketing. The briefing took 40 minutes. The result came back at 60%. You spent another 30 minutes fixing it. Next time, you just did it yourself. So the bottleneck is still you — and now you've also lost trust in the process.
You know you should be building a lead magnet. Researching what your competitors are doing. Rethinking your offer for Q2. Planning the campaign that could change your next quarter. But that kind of thinking needs uninterrupted time — and you don't have any. The urgent eats the important every single week.
The cost isn't just your time. It's the business you could be building if you weren't trapped inside the one you're running.
Last session you taught Claude who you are. This session, you teach it what to do. Here's how I think about the sequence we're working through together.
Session 1 was Claude Chat — you built your Business Profile, your Offer Document, your ICP, and your Brand Guidelines. Those documents are the intelligence layer. Claude now knows your business better than any VA you've ever briefed. Today we're adding Cowork — the execution layer. Claude stops advising and starts doing. And in the weeks after this, we go into Claude Code — where you build real systems and tools that live permanently inside your business. Each step raises the ceiling on what you can hand off.
Your business documents loaded into Claude's Projects. This is the context layer that makes everything else work. Without it, Claude gives you generic output. With it, Claude sounds like someone who's been working in your business for six months. Every brief you write in Cowork draws on these documents — so the quality of what you built last session directly determines the quality of what you get from today.
This is where the shift happens. In Chat, Claude responds to you one message at a time. In Cowork, you describe an outcome — "create my content plan for this week with matching Canva graphics" — and Claude plans the work, executes across multiple tools, and delivers finished assets to your desktop. You approve the plan, then step away. Come back to completed work. And with Dispatch, you can send tasks from your phone and find finished work waiting on your desktop. It's the difference between asking a team member a question and actually giving them a job to do.
This is where you start building things that don't exist yet. A lead scoring tool. An automated reporting system. A client onboarding flow that runs itself. Code is where AI stops being a productivity tool and becomes part of your business infrastructure. We've got two sessions on this — and you don't need to know how to code. But Cowork is the bridge that gets you comfortable with delegation at scale first.
Chat taught Claude who you are. Cowork teaches Claude what to do. Code will teach Claude how to build.
Think of connectors like giving a new team member login access on their first day. Without access, they can think and plan but they can't actually do anything. With access to Canva, Claude can design. With access to Notion, it can read and update your knowledge base. With access to Gmail, it can draft your emails.
And when there's no connector for something — like your Mindbody or Glofox dashboard — Computer Use lets Claude navigate your screen directly. It's slower, but it means nothing is completely off-limits.
Claude generates social graphics, presentations, and marketing assets directly in Canva. It can resize for different platforms, apply your templates, and export finished files. This is the connector that saves you the most time — because design is the task most of you avoid.
Settings → ConnectorsCanva in the list and click Connect+ button → Connectors → toggle Canva onClaude can search your notes, read your SOPs, create new pages, and update databases. If you store anything in Notion — meeting notes, content ideas, business docs — this connector means Claude can pull from all of it when working on a task. Context in, quality out.
Settings → ConnectorsNotion and click ConnectSettings → Connections → make sure the pages you want Claude to read are shared with the integrationSearches and reads Google Docs stored in Drive. If you have shared docs, past campaign plans, client briefs, or strategy documents in Drive — Claude can access them and use that context in your Cowork tasks.
Settings → ConnectorsGoogle Drive and click Connect+ buttonClaude checks your availability, creates events, and finds free slots. Practical for prepping before sessions, scheduling content around your class timetable, or building a Monday briefing that knows what your week looks like.
Settings → ConnectorsGoogle Calendar and click ConnectClaude reads email threads, drafts replies, and creates new messages. The follow-up emails that sit in your head for days? Claude drafts them. The welcome sequence you've been meaning to write? Claude produces it in your voice, ready for review.
Settings → ConnectorsGmail and click ConnectClaude opens websites, reads pages, and extracts information — then combines what it finds with your own files and docs. Competitor research, pricing comparisons, content inspiration, market trends. It browses so you don't have to.
Claude in Chrome → click Add to ChromeSettings → Connectors → toggle on Claude in ChromeWhen there's no connector — Mindbody, Glofox, your booking system, any internal tool — Claude navigates your screen directly. It clicks, scrolls, and types like you would. It's slower than a direct connector, so use it for things that don't have a better path. But it means the answer to "can Claude do this?" is almost always yes.
Settings → General (under Desktop app)Computer Use and toggle it onI'm not going to show you a list of features. I'm going to show you the tasks that I know are sitting on your to-do list right now — and what happens when you hand them to Claude instead of doing them yourself at 9pm on a Tuesday.
Each example shows the task, what Claude actually does, and which connectors make it work. The coloured pills on the right tell you what needs to be connected.
This is where most of your week disappears. Let's get it back.
You write one brief. Claude reads your Brand Guidelines and Offer Document, writes 5 captions in your voice — with hooks that stop the scroll and CTAs that actually drive action — then designs matching graphics in Canva, sized for Instagram. Five ready-to-post pieces. No Canva tab open. No staring at a blank caption box. Done.
Claude browses competitor websites through Chrome to see what challenges are running in your area — pricing, duration, inclusions, positioning. Then it cross-references against your Offer Document and produces a complete challenge brief: name, structure, pricing, what's included, launch timeline, and the first week of promotional content. Saved to Notion, ready for you to review and refine.
Drop a call transcript or voice note into your Cowork folder. Claude finds the three strongest insights, rewrites each one as a standalone social post in your voice, drafts a newsletter paragraph for each, and generates matching Canva graphics. One conversation you already had becomes a week of content you didn't have to think about.
Describe the topic and who it's for. Claude writes the content, structures it as a guide with clear sections, designs it in Canva as a professional multi-page PDF with your brand feel, and exports it. You upload it to your funnel. The lead magnet that's been an idea since January is now an asset in your business.
You know the follow-up matters. You just never get to it. Now you don't have to be the one doing it.
Claude reads your Offer Document and ICP, then writes a 4-email sequence: warm welcome, value-first education, social proof story, and a soft CTA to book a call. Written in your voice, not template-speak. You take the copy and drop it straight into your CRM workflows. The thing that was costing you conversions every week is now built.
Tell Claude the situation — how long they've been inactive, what you'd normally say, what offer you'd make to bring them back. It writes the outreach: a genuine check-in SMS, a follow-up email, and a "we miss you" message with a specific reason to come back. Not generic. Written the way you'd actually say it if you had the time. Copy it into your CRM and trigger it.
Claude writes a full 30-day onboarding sequence: Day 1 welcome, Day 3 "how was your first session?", Day 7 check-in, Day 14 feedback request, Day 30 milestone celebration. Each touchpoint written in your voice with a specific purpose — building the relationship that prevents the cancellation call you hate having. Drop the copy into your CRM workflows and it runs on autopilot.
The stuff that doesn't feel urgent until it is. Let Claude handle it before it becomes a fire.
Talk through how you do something — your new member onboarding, how you handle a no-show, your trial session process. Just explain it naturally. Claude turns your explanation into a formatted, step-by-step SOP document and saves it to Notion. You've been meaning to do this for months. It takes 10 minutes when you stop trying to write it and just talk.
Claude checks your Google Calendar, reads your recent notes in Drive, and produces a Monday briefing: what's coming up this week, what needs attention, what you should prioritise, and what can wait. Delivered as a document before your first coffee. You sit down knowing exactly where to start.
Point Claude at your Business Profile, Offer Doc, ICP, and Brand Guidelines. Ask it to review them as if it were a consultant seeing your business for the first time. It reads across all four documents and produces a gap analysis — where the messaging doesn't match the offer, where the ICP doesn't align with the positioning, where a prospect would get confused. Strategic clarity in 5 minutes.
With Computer Use enabled, Claude opens your Mindbody, Glofox, or other platform in Chrome, navigates the dashboard, and pulls the data you need — attendance trends, at-risk members, class utilisation. It's slower than a direct connector because Claude is literally navigating your screen. But the alternative was you spending 30 minutes doing it manually. Pick your trade-off.
The important work that keeps getting pushed to "next week." Stop pushing it.
Name 3 competitors. Claude browses their websites through Chrome — their offers, pricing, messaging, how they describe their ideal client, what their lead magnet looks like. Then it reads your Business Profile and produces a side-by-side comparison with a section at the end on where you have the clearest opportunity to stand out. The kind of analysis you'd pay a consultant $2k for, done while you eat lunch.
Describe your current offers and pricing. Claude researches comparable businesses in your area using Chrome — what they charge, what's included, how they position value. Then it produces a pricing comparison with recommendations on where you're leaving money on the table and where you might be creating friction. Data tells the truth. Not your gut, not your competitor's Instagram — the actual market.
Put a podcast on, grab a coffee, and knock these out in one sitting. You'll thank yourself later.
Tap each item to check it off as you go.
Cowork doesn't work on the free plan. Pro gives you access to everything in this guide. Max ($100/month) gives higher usage limits if you're planning to use it heavily. Go to claude.ai and upgrade if you haven't already.
Cowork runs in the Desktop app, not the browser. Go to claude.com/download and install it. If you already have it, open it and check for updates. This is the most common reason things don't work on the call — people are running an old version.
Open Claude Desktop → Settings → Connectors → find Canva → Connect → sign into your Canva account and authorise. You need an existing Canva account — free works, Pro is better. This is the connector you'll use most.
Settings → Connectors → find Notion → Connect → authorise your workspace. Important: after connecting, go into Notion → Settings → Connections and make sure the specific pages you want Claude to read are shared with the integration. If you skip this step, Claude can see Notion but can't read anything in it.
Settings → Connectors → find Google Drive → Connect → sign in with your Google account. Claude can then search and read your Google Docs. If your business documents live in Drive, this is how Claude accesses them.
Settings → Connectors → find Google Calendar → Connect → sign in with the same Google account you use for scheduling. Once connected, Claude can read your calendar, check availability, and create events.
Settings → Connectors → find Gmail → Connect → sign in and authorise. Claude can search your inbox, read threads, and draft messages. It won't send anything without your explicit approval — so don't worry about it going rogue on your inbox.
Open Chrome → Chrome Web Store → search "Claude in Chrome" → Add to Chrome → sign in with your Claude account. Then pin it: click the puzzle piece icon in your toolbar and pin Claude. Finally, go back to Claude Desktop → Settings → Connectors and toggle on Claude in Chrome. Three steps — extension, sign-in, enable.
Claude Desktop → Settings → General (under Desktop app) → toggle on Computer Use. This lets Claude control your screen when there's no connector for an app. Currently macOS only, Pro and Max plans. We'll demo this on the call — you don't need to have it working beforehand, but having it enabled means you can follow along.
Your Business Profile, Offer Document, ICP, and Brand Guidelines from last week. If they're in a Claude Project, you're good. If they're in Notion or a local folder, make sure Claude can access them. These are the intelligence layer that makes everything in Cowork actually sound like you.
A Cowork task that coordinates across Canva, Notion, and Chrome uses significantly more of your plan allocation than a chat conversation. You'll feel this on a Pro plan. Batch related work into single sessions rather than running 10 separate small tasks — it's more efficient and produces better output.
When Claude controls your screen, every click requires a screenshot, a decision, and another action. A task that takes 2 minutes through a connector might take 15 through screen control. Use it when there's no other option — not as your default. Connectors first, Computer Use as the backup.
If you ask Claude to do 6 things across 4 tools, it might get one step slightly wrong. That's normal. You can jump in at any point and redirect. Think of it like a junior team member — capable, fast, but benefits from a check-in on bigger projects. The more specific your brief, the less often this happens.
Cowork runs on your computer. If you close the lid or quit the Claude Desktop app, the session ends. When you give Claude a task and step away, just make sure your laptop stays awake. Adjust your sleep settings if needed.
The designs Claude generates in Canva are a strong first draft. Layout, colours, text — all solid. But it's not a graphic designer. Expect to open Canva afterwards and tweak a font size, adjust spacing, or swap an image. 5 minutes of polish on top of work you didn't have to start from scratch? That's still a massive win.
There's no one-click connection for Mindbody, Glofox, or similar platforms yet. Computer Use can navigate these through your screen, but it's the slowest path. For data analysis, the fastest workaround is exporting a CSV and dropping it into your Cowork folder — Claude analyses it in seconds. For your CRM, Claude writes the copy (emails, SMS, sequences) and you paste it into your workflows — that part is seamless.
The simple filter: if a task involves writing, researching, organising, designing, or combining information from different places — Claude can do it. If it requires your physical presence, your logged-in credentials to a sensitive account, or a judgment call only you can make — that's still yours.
I've organised these by how often you'd run them. The weekly ones are your biggest time savings — they compound. The monthly ones are the projects that have been sitting on your list for months. The phone tasks are for when you're between sessions and remember something that needs doing.
Set these up once. Run them every Monday. This alone gets you 4-6 hours back per week.
5 posts — hooks, captions in your voice, CTAs, and graphics sized for your platform. One brief. Done before you finish your first coffee.
Calendar overview, priorities for the week, outstanding follow-ups, and what to focus on first. Claude reads your calendar and notes, then delivers a one-page briefing. You start Monday with clarity, not chaos.
Claude reads your recent emails, flags anything urgent, and drafts replies for the ones that need a response. You review, tweak, send. The inbox that normally eats 45 minutes becomes a 10-minute review.
Point Claude at your top-performing post from last week. It turns it into 3 new formats — a carousel, a story sequence, and a long-form caption — each designed in Canva. One idea, four touchpoints, zero extra thinking.
The bigger projects. Each one used to take a full day. Now it takes a brief and a cup of tea.
Claude pulls your recent content, coaching call insights, or Notion notes, then writes a full newsletter — opening story, value section, CTA — in your voice. Not a template. An actual newsletter you'd be proud to send.
Give Claude your offer details. It writes ad copy variations (hooks, body, CTAs), designs the creative assets in Canva, and produces a campaign brief document. Hand the package to your ads manager or run it yourself.
Concept to document in one sitting. Claude researches the market, writes the structure, pricing, inclusions, sales copy, objection handlers, and FAQ. The offer stops being an idea and becomes something you can sell from.
Nurture sequences, re-engagement flows, welcome automations, booking reminders. Claude writes the full copy for each touchpoint in your voice — you paste it into your CRM workflows. The automations you've been meaning to build finally have words in them.
Record yourself talking through 3-5 key processes — voice notes are fine. Drop them in a folder. Claude transcribes, structures, and formats each one into a proper SOP in Notion. The knowledge that's been locked in your head is now something your team can follow.
Describe the audience and what you want to achieve. Claude writes the content and builds a full presentation in Canva — slides, structure, speaker notes. Partnership meetings, team trainings, client pitches — done in 15 minutes, not 3 hours.
Topic in, designed PDF out. Claude writes the content, structures it as a guide, designs it in Canva, and exports it. Upload to your funnel. Done in 15 minutes.
Name your competitors. Claude browses their sites, analyses positioning and pricing, and delivers a comparison with your differentiation opportunities. The strategic clarity you never make time for.
Describe your expectations, culture, and key processes. Claude produces a formatted onboarding document your next hire can follow from day one. Covers what you expect, how things work, and where to find things — without you having to explain it in person for the fourth time.
Point Claude at your Google reviews, DMs, or a folder of screenshots. It extracts the strongest quotes, organises them by theme (results, experience, transformation), and designs social proof graphics in Canva. Your best marketing asset — your clients' words — packaged and ready to post.
Point Claude at your Business Profile, Offer Doc, ICP, and Brand Guidelines. It reads across all four and surfaces gaps, contradictions, and missed opportunities. A fresh set of eyes on your own positioning — without paying a consultant.
Dispatch lets you message Claude from your phone and come back to finished work on your desktop. You're between sessions, you think of something — send it. Claude handles the rest.
Send this while you're wrapping up at the gym. Claude checks your calendar, pulls relevant docs, and compiles a briefing. It's sitting on your desktop when you open your laptop in the morning.
You're on the train. You text Claude the offer details. By the time you get home, the Canva designs are exported and ready. No laptop required for the thinking — just the reviewing.
Sunday night. You're not going to open your laptop. But you want to know what's waiting for you. Claude reads your inbox and sends you a summary with draft replies for anything that needs action. You walk into Monday knowing exactly where to start.
You notice attendance was light on Thursday. You text Claude the scenario. It writes a warm, personal check-in message you can paste straight into your CRM broadcast. Proactive retention from your phone, in 30 seconds.
Here's what I've learned from building with AI every day: the tool is not the bottleneck. The brief is. Claude is extraordinarily capable — but it can only work with what you give it. A vague brief gets you vague output. A specific brief gets you something you'd actually use.
This is the same principle as delegating to a team member. You wouldn't say "do some marketing" and expect a great result. You'd say what you need, who it's for, what tone to use, and what the finished product looks like. A Cowork brief works exactly the same way.
Master this structure and everything on the previous pages becomes available to you. Skip it and you'll get frustrated with the output and blame the tool. Don't blame the tool. Fix the brief.
This is the difference. Same task. Completely different output quality.
Claude has no context about your brand, your audience, your offer, or your voice. It'll produce generic fitness content that could belong to anyone. You'll read it, hate it, and think "AI doesn't work for me." It does. Your brief just didn't give it anything to work with.
The brief takes 2 minutes to write. Claude takes 5-15 minutes to execute. You get back hours every single week. That's the trade. And it only gets faster as you learn what works.
Before next week's session, I want you to do one thing: write one brief for a task you've been putting off. Use the structure on this page. Run it in Cowork. See what happens.
Bring the result to next week's call. We'll look at what worked, what didn't, and what you'd change about the brief. That's how this skill gets sharp — not from watching demos, but from running real tasks in your own business.
Next up: Claude Code — two sessions where we go from delegation to building. If Cowork is your new team member, Code is your new developer. And you don't need to know how to code to use it. That's the whole point.
See you Wednesday. Don't just read this guide — use it.