If you're new here, the question we get more than any other is "how do I even start with Claude?" Start by teaching it about your business. Claude doesn't know your trade, your process, your pricing, or how you talk to customers until you tell it. The more context you give it upfront, the better everything it does for you gets, from quotes to emails to job descriptions. Attached is a PDF called "Teach Claude Your Business." It has 3 prompts you can copy, paste, and run right now to start building that context with Claude. Grab it, run the prompts, and let us know what Claude gives you back.

WEEK 17: Automate Lead Intake From Inquiry to Booked Quote with Claude The full session and the Lead Intake plugin (v1) are attached. Download the plugin, drop it into Claude, and run it on a past inquiry before you try it on a live lead. A new lead comes in by text or email, and it sits until you're between job sites and can find ten minutes to write back, check your calendar, and book the quote. A free Claude plugin can run the whole hand off for you. In this week's call, Claude read a text inquiry about a bathroom remodel, checked real calendar availability, drafted a Gmail reply that referenced the exact project details, booked the confirmed time on the calendar, and logged the lead in an Excel tracker, without us touching a keyboard. 🧠 What you'll learn: - How to load the free Lead Intake plugin into Claude Cowork and connect Gmail and Calendar - A live demo turning a text inquiry into a booked quote start to finish - How Claude drafts replies that reflect back a client's exact project details - Setting connector permissions so Claude only does what you approve - Building a self updating lead tracker in Excel that logs every quote automatically Getting started: 1. Download the Lead Intake plugin (v1) attached to this post 2. Open Claude Cowork, select your project folder, and upload the plugin 3. Prompt "load this plugin" and answer its onboarding questions about your availability, buffer times, and how you track leads 4. Connect Gmail and Google Calendar in Claude's connector settings if you haven't already 5. Test it on a past inquiry first, then run it on a real lead when you're ready 6. Drop your feedback in the comments. What worked and what needs a tweak. We'll fold it into the next version. 📁 Resources mentioned: Claude: claude.ai Gmail: gmail.com Google Calendar: calendar.google.com Google Sheets: sheets.google.com Want us to build something specifically for your business? Start with the End State Audit: scelta.ca/ai-for-contractors/audit

Meeting Link: https://meet.google.com/hwd-zxzj-tmy Our AI For Contractors Weekly Call. Every step from inquiry to in person quote booked and communications sent to the client Bring your questions about AI, the Scelta team will be present to answer them. See you all tonight!

​Round 3 directs it's focus to AI on building a company brain and is sponsored by our friends at Libro Credit Union. Join us at 4470 North Service Rd E Unit #101 at 2pm. Reminder there won't be a call tomorrow at 7pm. ​See you in person tomorrow!

Claude Office hours is tonight at 7PM. Bring whatever you're working on. A prompt you can't crack, a workflow you want to pressure test, or a win you want to build on. See you there.