Sellers are paid and working capital has hit the bank. Finally closed on my first acquisition. Quite a journey to get to this phase, but excited for the next step. It's a PR (public relations) business here in Boston, 20 years old with 7 employees. I know I haven't joined a lot of the calls and be super active in the group recently, but can attribute a lot of the mindset and approach that I used throughout the search process to various people in this group, so just want to say a quick thank you!

Quick background: I run a premium online tutoring business for high school students. We hold a sales call with every lead, and send them an email and text summarising the conversation with the link to purchase their first package. We heavily customise the email to reflect their specific goals. The win: a Claude skill now goes to a google sheet with my call notes, finds the customer I just spoke to and customises the email template to their gender, position (student/parent), subject, and even their goals, and leaves the draft in my inbox with addressee, subject and body complete. It also displays the SMS text for me to copy and send in my text system. Relevance: I'm sure you can imagine if you are holding calls with sellers, this allows you to genuinely reflect your conversation in a personalised email and text without you having to reinvent the wheel every time. Just take the notes once during the call and get Claude to do your writing for you. Time saved: 10-15 minutes per email and text pair sent.

Hi all! Just want to share some good news. My wife and I finally closed on our first business last week. It's a psychotherapy business (Puget sound psychotherapy). I want to thank this group for help with my 12.00am questions and being just a text away! Glad to be part of such an awesome group!

I've been attending Jed's sessions on using Claude for search and had a quick win this morning. I own and operate one small business while also doing some consulting and searching for acquisitions under another. The end result I needed was summarised, archived newsletters; real human issues highlighted to me; replies drafted with knowledge of my business; and a report, whenever I run the command, that summarises both inboxes as part of my morning routine. It took about 40 minutes of thinking and back-and-forth with Claude to get the result I wanted. Anything I star is kept in the inbox. Anything not starred is archived on the next pass. This might help others trying to manage multiple inboxes and focus on what matters. Let me know if this was helpful, or feel free to critique the idea! Pre-requisites: 1. Claude Code on your desktop or another environment like Antigravity IDE 2. Claude understands your business/es (ask it!) 3. Claude connected to all gmail inboxes you want it to manage (ask it how!) Set it up with copy and paste: Copy the message below, replace the bits in [brackets] with your own details in plain English, and paste the whole thing into Claude. It'll do the setup for you and create a /email command you can run each morning. You won't touch a file. _____ I want a daily email routine, and a /email command I can type to run it. Please do all the setup yourself so I don't have to create any files. MY DETAILS - Businesses and inboxes to cover: [e.g. Acme (you@acme.com) and Beta (you@beta.com)] - A shared/team inbox I'm cc'd on but don't personally answer: [e.g. support@acme.com] - My booking link and default meeting length: [e.g. calendly.com/me, 30 minutes] - My writing voice in a few words: [e.g. warm, direct, short sentences, no em dashes] - Newsletters I want KEPT in my inbox (archive all other newsletters): [e.g. none, or name a couple] - Newsletters to file but NOT mention in the summary: [e.g. none] - Tags for sorting threads: [e.g. Customers, Vendors, Applicants]

Jed, thank you for putting this content out into the universe! As someone who does not have a tech or coding background, I found your approach to using Claude very useful. The 5-day schedule was perfect, and the content build on top of the previous day, which helped me not get overwhelmed. I'm using 90% of what you showed us how to do in the class, and eyeing the other 10% now. Thank you!