The Claude AI Implementation Checklist for B2B Service Businesses
The exact setup framework, feature-by-feature walkthrough, and implementation sequence that turns Claude from a basic chatbot into a configured system that actually knows your business.
The Implementation Gap
Why most businesses use Claude at 10% of its potential — and the specific features they're missing that account for the other 90%.
MCP Connections
How to connect Claude to your CRM, Google Drive, Gmail, Calendar, Slack, and more — so it can read your data and take action inside your tools.
Custom Skills
How SKILL.md files work and how to build them — turning Claude into a system that generates branded proposals, reports, and deliverables on command.
Projects & Knowledge Hubs
How to configure persistent workspaces loaded with your company knowledge, SOPs, and custom instructions — making Claude an expert on your business.
The Implementation Sequence
The exact order to set things up — what to build first, what to skip, and how to get your team productive in the first week.