Thank you to everyone who attended our London In Person Event today! Photo Gallery of the Day Most of what your company knows, scopes, pricing rules, job history, how you actually run a project, lives in people's heads or gets retyped into AI from scratch every time someone opens a new chat. A company brain fixes that. This session, recorded live at our in-person AI for Contractors event in London, showed contractors how to turn a single markdown file into a change order that Claude prices and drafts for signature the same day, instead of chasing free work after the fact. 🧠 What you'll learn: - How to break your company into divisions and turn each one into markdown files Claude can actually reference - A live example of a change order file, from trigger to price to signed approval - The three "doors" that control what an AI system can see, and how to lock them down - How to set up Claude projects so estimating, accounting, and marketing stay sandboxed - How the Claude-first extraction layer we built auto-sorts a 300-page drawing set into searchable titles The full recording is attached. Steal the change order file structure, swap in your own trigger and process, and you'll have your first working file by the end of the day. Presentation 📁 Resources mentioned: Claude: claude.ai Granola: granola.ai GitHub: github.com Want us to build this for you? Start with the End State Audit: scelta.ca/ai-for-contractors/audit

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

Material prices change, but the numbers in your estimating sheet usually don't, not until you make time to check every supplier site by hand. A scheduled task in Claude does that checking for you, every week, automatically. This week we ran a live scheduled task that visited Home Depot, caught a painter's tape price drop from $11.98 to $10.97, and updated the pricing sheet on its own, no clicking required. 🧠 What you'll learn: - How to set up a scheduled task that visits supplier websites and updates your pricing sheet on autopilot - A live demo catching a real price change, including fixing a bot-detection block along the way - How to build a scheduled task from scratch just by describing what you want in plain language - How to set up a daily Gmail task that flags leads and sales opportunities automatically - What you need in place first: a paid Claude plan, Claude in Chrome, and a connected folder The full session is attached. The walkthrough shows the exact setup from start to finish, follow along with your own pricing sheet as you watch. 📁 Resources mentioned: Claude Claude in Chrome Want us to build this for you? Start with the End State Audit: scelta.ca/ai-for-contractors/audit

Thank you to everyone who attended our 3rd In Person Event today! Photo Gallery of the Day Right now, the way you run change orders, price a bathroom reno, or handle a client follow-up lives in your head. Everyone on the team has to call, text, or email you just to get it. A company brain fixes that. This week we showed the exact three-part structure behind every buildable (trigger, process, output) that turns a repeatable task like a change order into a markdown file Claude actually understands. 🧠 What you'll learn: - How to turn any repeatable task into a markdown file Claude understands, not a PDF or Word doc - The six divisions and 60 files that make up a full company brain: sales, marketing, ops, accounting, finance, and field - A live look at a finished company brain as an interconnected graph of every division and project in the business - How to connect Gmail, Google Drive, and Outlook so Claude can act for you with permission - Why recording your meetings with Granola, Otter, or Read AI feeds your brain instead of losing that information The full session and the company brain prompt are attached. Drop it into Claude, answer the interview questions, and you'll have your first company brain structure mapped out by the end of the week. Presentation 📁 Resources mentioned: Claude: claude.ai Granola: granola.ai Otter: otter.ai Read AI: read.ai Google Drive: drive.google.com OneDrive: onedrive.live.com Want us to build this for you? Start with the End State Audit: scelta.ca/ai-for-contractors/audit

This week we show the exact difference between asking Claude to "build me an estimate template" and giving it real context about how you price jobs. The second version comes back with flat-rate pricing built in, after-hours adjustments, and a PDF export already formatted so the client only sees what they need to see. 🧠 What you'll learn: - The side-by-side comparison of a generic AI template vs. one built around your actual trade, pricing model, and workflow - How to package any template into a skill so Claude uses your format every time, without re-uploading or re-explaining - How to upload community-shared skills (and what to check before trusting one from the internet) - How Claude Projects let your whole team work from the same AI foundation - When to use NotebookLM vs. Claude for sharing documents with people outside your team The full session is attached. Follow along with your own business as you watch. By the end you'll have a skill built around how you actually price work. 📁 Resources mentioned: Claude NotebookLM Next in person event: July 7th at 2PM, Scelta Windsor office: Building Your Company Brain. Sponsored by Libro Credit Union. Register here: luma.com/q3bsltrg Want us to build this for you? Start with the End State Audit: scelta.ca/ai-for-contractors/audit