A guide by New Money School

AI quick wins for the modern 9-to-5

New Money School

A little about me

Hey — it's New Money School. I build my own businesses.

The honest truth about how I scaled them both with such a lean team? AI handles about 90% of my operations and back-end work. That freed up my time to actually grow the businesses instead of just running them.

Now that I have more time — and I've seen firsthand what's possible — I want to help others get ahead in their careers by actually leveraging AI. Not using it as a chatbot. AI is so much more than that. And it's time to start diving in.

I built this for 10 different professions because the workflows are different for each one. Find your chapter. Steal these prompts. Start saving hours every week.

"

We are in a small window of opportunity. The people who learn to use AI more frequently — and more efficiently than everyone around them — are going to look back at this moment as the turning point.

Before you dive in — a heads up

What you're holding is the beginner's guide to getting started. It's built for someone who hasn't touched AI beyond a basic chatbot — and wants to change that fast. These are the first moves. The foundation. The part that starts saving you time this week.

But if you're ready to go further — if you want to become the person at your company who's running circles around everyone else, getting promoted because you're producing work that looks like it came from a team of five — I built something for that too.

Projects — how to build dedicated AI workspaces that remember your context and get smarter every time you use them

Skills — teaching Claude to do things your way, permanently, so you never have to explain yourself twice

Intro to Claude Code — your first real automations, built without writing a single line of code yourself

This guide gets you started. The full offering gets you untouchable.

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Before you dive into a chapter —

read this first.

How to download Claude, set it up properly, and give it the context it needs to actually know who you are. Skipping this means everything in this guide works at half power.

How to get the most out of Claude →

What's inside — find your chapter

01 Account Executives

02 Real Estate Agents

03 Marketing Coordinators

04 HR & Recruiters

05 Operations Managers

06 Financial Analysts

07 Executive Assistants

08 Project Managers

09 Customer Success Mgrs

10 Teachers & Educators

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One more thing

Claude is not a search engine. It's not Google. You don't need to type keyword fragments — talk to it like a brilliant colleague who happens to know everything and has infinite time for you. The more naturally and specifically you communicate, the better it performs.

Now go find your chapter. Everything else follows from here.

The real unlock

The context brief is worth more than any individual prompt in this guide. One hour of setup creates thousands of hours of better output. Don't skip it.

←Back to guide

Chapter 01

Account Executive

"Close more deals by spending less time on everything that isn't closing."

The Pain

You have a quota. You also have a calendar full of admin that has nothing to do with hitting it — follow-up emails, CRM updates, prospect research, proposal drafts. Claude can handle most of this. And not just by helping you write faster. With the right setup, it can do these things for you.

Tier 1

Claude as your thinking partner

Start here. No setup required — just open Claude.ai and use these prompts. This alone will save you 30–45 minutes a day.

Pre-call research brief

Paste this into Claude →

"I have a discovery call with [Name], [Title] at [Company] in [industry] in 20 minutes. Give me: their 3 most likely pain points, 2 questions to uncover budget and urgency, 1 thing NOT to bring up early, and a one-line opener that references something specific about their business."

Follow-up email after every call

Paste this into Claude →

"I just got off a call with [Name] at [Company]. They're interested in [product] but concerned about [objection]. Write a follow-up email under 150 words — acknowledge their concern, reinforce our value on [benefit], suggest a clear next step. Tone: confident but not pushy."

Clean CRM notes instantly

Paste this into Claude →

"Here are my raw notes from a sales call: [paste messy notes]. Reformat into structured CRM fields: Contact summary, Pain points, Objections raised, Agreed next steps, Follow-up date. Be concise."

Tier 2

Claude connected to your tools

This is where it gets real. Instead of copying and pasting, Claude connects directly to your Gmail or Outlook, reads your actual email threads, and drafts replies for you — or sends them. It can also pull from your CRM before calls without you asking.

How to connect Gmail to Claude

One-time setup (takes 2 minutes)

1. Go to claude.ai and open any conversation
2. Click the plug icon (Integrations) in the left sidebar
3. Find Gmail and click Connect — sign in with your Google account
4. Grant the permissions it asks for (read + compose access)
5. Done. Claude can now read and draft emails in your actual inbox

Now tell Claude to do the work

Once connected, you can type naturally — no special syntax:

Say this to Claude →

"Look at my last email thread with [Name] at [Company]. Draft a follow-up that moves toward booking a demo. Keep it under 100 words. Show it to me before sending."

Or this →

"Check my inbox for any prospects I haven't followed up with in more than 5 days. List them with the last thing they said, and draft a short check-in for each."

Connect your CRM (HubSpot or Salesforce)

Setup

1. In Claude's Integrations panel, find HubSpot or Salesforce
2. Connect with your work account credentials
3. Now Claude can pull deal history, contact notes, and pipeline data

Then say →

"I have a call with [Company] in 15 minutes. Pull their contact record and deal history from HubSpot and give me a 5-bullet brief on where we are and what I should focus on."

Before / After

The shift to make

Stop thinking of Claude as a writing assistant. Start thinking of it as a junior AE who never sleeps, has access to all your tools, and can handle every task that isn't the actual conversation. Your job is to be in the room. Claude's job is everything that gets you there and follows up after.

Quick win to try today

Connect Gmail right now (the 2-minute setup above). Then say: "Find every email in my inbox where someone asked a question I haven't answered yet. List them and draft a reply for each." That's the moment it clicks.

Chapter 02: Real Estate Agent →

←Back to guide

Chapter 02

Real Estate Agent

"Spend your time showing homes — not writing about them."

The Pain

You're running a solo business with the workload of a team. Listing copy, lead follow-up, market reports, client updates, scheduling — it's relentless. And most of it is repeatable work that AI can either do or dramatically accelerate.

Tier 1

Claude as your thinking partner

Listing descriptions in 5 minutes

Paste this into Claude →

"Write an MLS listing description for a [beds/baths] [property type] in [neighborhood]. Key features: [list 6–8]. Target buyer: [e.g. young family, investor, downsizer]. Vibe: [modern / cozy / luxury]. Under 200 words, no clichés like 'nestled' or 'charming,' make it feel real."

Re-engage cold leads without the awkwardness

Paste this into Claude →

"Write a text to [Name] who was looking to buy in [area] 3 months ago and went quiet. Market has changed since then — [brief update e.g. rates dropped slightly / inventory is low]. Under 60 words, casual, not salesy, ends with a soft question."

Monthly market update email for your entire list

Paste this into Claude →

"Write a monthly market update email for my clients in [city/area]. Stats: median price [X], avg days on market [X], active listings [X] vs last month [X]. Tone: knowledgeable but conversational, not corporate. End with a soft CTA to chat. Under 250 words."

Tier 2

Claude connected to your tools

Connect Claude to Gmail and Google Calendar and it stops being a writing tool — it becomes a follow-up machine that actually knows what's going on in your business.

Automatic showing follow-ups

Setup

1. Connect Gmail and Google Calendar in Claude's Integrations panel
2. That's it — Claude can now see your appointments and email history

After every showing, say this →

"I just finished a showing of [address] with [Name]. They seemed [interested/hesitant/very excited]. Their main concern was [X]. Draft a follow-up email that acknowledges where they're at, answers their concern, and suggests a soft next step. Then check if I have any other showings this week and remind me to follow up on those too."

Never let a lead go cold again

Every Monday morning, say this →

"Look through my Gmail for anyone I've been in a real estate conversation with who I haven't emailed in more than 2 weeks. List them, what we last talked about, and draft a short personal check-in for each."

Connect Google Sheets for your pipeline

If you track leads in a spreadsheet, connect Google Sheets in the Integrations panel. Then:

Say this →

"Open my lead tracker sheet. Find everyone in the 'Warm' column who I last contacted more than 10 days ago. Draft a follow-up email for each one based on the notes in their row."

Before / After

The shift to make

The agents winning right now aren't the ones working harder — they're the ones whose follow-up never stops even when they're at a showing, at dinner, or asleep. Claude is the team member you couldn't afford to hire.

Quick win to try today

Connect Gmail. Then say: "Look at my last 30 sent emails. Find any conversations where someone expressed interest in buying or selling and I haven't followed up in over a week. List them and draft a message for each."

← Chapter 01: Account Executive

Chapter 03: Marketing Coordinator →

←Back to guide

Chapter 03

Marketing Coordinator

"Less time producing content. More time on the strategy behind it."

The Pain

You're expected to output like a team of five with the budget of one. Content calendar, copy, captions, reports, briefs, campaigns — all urgent, all the time. AI doesn't just help you write faster here — it starts doing the research, pulling the data, and generating entire content systems for you.

Tier 1

Claude as your thinking partner

Full month of content ideas, one prompt

Paste this into Claude →

"Generate a 30-day social content calendar for [brand], a [industry] company targeting [audience]. Platforms: Instagram, LinkedIn, TikTok. For each post: topic, format (carousel/video/static/reel), caption concept, and best day/time to post. Mix: 40% educational, 30% brand/product, 30% engagement. Our tone: [describe]."

One idea → three platform-ready posts

Paste this into Claude →

"Turn this into 3 platform-specific posts: [paste your core message or blog excerpt]. LinkedIn version: professional, insight-led, first-person. Instagram caption: punchy, visual hook, 3–5 hashtags. TikTok script: hook in first 2 seconds, conversational, 45 seconds max. Same message, different energy for each."

Campaign recap that your boss will actually read

Paste this into Claude →

"Write an executive campaign recap for [campaign name]. Results: [paste your metrics]. Format: one headline result at the top, 3 key wins, 2 areas to improve, 3 recommendations for next time. Under 300 words. No marketing jargon."

Tier 2

Claude connected to your tools

Connect Claude to your analytics and project management tools and it stops just writing — it starts reading your actual performance data and generating insights on its own.

Connect Google Analytics via Sheets

Google Analytics doesn't connect directly to Claude yet — but here's the workaround that takes 5 minutes and unlocks everything:

Setup

1. In Google Analytics, go to Reports → Export → Google Sheets for any report
2. Connect Google Sheets in Claude's Integrations panel
3. Now Claude can read your actual traffic, conversion, and engagement data

Then say →

"Open my analytics export sheet. Identify the top 3 performing pages this month and the 3 that dropped the most. Write a 1-paragraph summary for my weekly team update explaining what's happening and why — use the data to support it."

Connect Notion or Asana for your content calendar

Setup

1. Connect Notion or Asana in the Integrations panel
2. Claude can now read your content calendar and task board

Say this every Monday →

"Look at my content calendar in Notion. What's going out this week? Is anything missing a caption or visual brief? Draft the missing copy and flag anything that looks incomplete."

Brief your designers automatically

Say this →

"I need a design brief for this week's Instagram carousel. Topic: [X]. Key message: [X]. Target emotion: [X]. Dimensions: 1080x1080px, 6 slides. Write the brief in a format my designer can execute from without asking me follow-up questions."

Before / After

The shift to make

Marketing coordinators who use AI well don't just produce faster — they produce smarter. When Claude handles the execution, you get to spend your time on what actually moves the needle: strategy, creative direction, and the insights that no algorithm can have.

Quick win to try today

Export last month's top analytics data to Google Sheets. Connect it to Claude. Then say: "What story does this data tell? Write 3 sentences I could say in a team meeting to explain what's working and what isn't."

← Chapter 02: Real Estate Agent

Chapter 04: HR & Recruiter →

←Back to guide

Chapter 04

HR & Recruiter

"Find better people faster — and actually have time to onboard them well."

The Pain

HR runs everything and gets credit for nothing. Hundreds of applicants, dozens of roles, onboarding docs that never get updated, and an inbox full of questions that all have the same answer. AI can handle the volume so you can focus on the decisions that actually require human judgment.

Tier 1

Claude as your thinking partner

Job descriptions that attract the right people

Paste this into Claude →

"Write a job description for a [role] at a [company type]. Key responsibilities: [list 4–5]. Must-haves: [list]. Nice-to-haves: [list]. Culture in one sentence: [describe]. Make it feel like a real opportunity, not a requirements list. Lead with why someone would want this role. Avoid corporate buzzwords. Under 400 words."

Screen resumes faster

Paste this into Claude →

"I'm hiring for [role]. The must-have criteria are: [list]. Here are 5 resumes: [paste text of each]. For each one: give a Yes/No/Maybe, explain why in 2 sentences, and flag anything worth asking about in an interview. Be direct — I don't have time for maybes without a reason."

Rejection emails that feel human

Paste this into Claude →

"Write a rejection email for a candidate who applied for [role] and made it to [stage]. We liked them but went another direction. Warm, genuine, no corporate language, no empty 'we'll keep you on file' promises. Under 100 words."

30-60-90 day onboarding plan

Paste this into Claude →

"Create a 30-60-90 day onboarding plan for a new [role] joining a [company type]. For each phase: key goals, who to meet, what to learn, what success looks like. Format: scannable, with clear section headers. Include one 'quick win' they should hit in their first two weeks."

Tier 2

Claude connected to your tools

Connect Claude to your email and ATS (applicant tracking system) and it can manage candidate communications, track where everyone is in the pipeline, and flag who needs a follow-up — without you having to check.

Connect Gmail to manage candidate comms

Setup

1. Connect Gmail in Claude's Integrations panel
2. Connect Google Sheets if you track candidates in a spreadsheet
3. Claude can now see your candidate emails and pipeline data

Say this every morning →

"Look through my Gmail for emails from candidates applying to any open roles. Who's waiting for a response from me? Who's at what stage? Draft a reply for anyone I haven't responded to in more than 48 hours."

Automate interview scheduling

Setup

1. Connect Google Calendar in Claude's Integrations panel

Say this →

"I need to schedule first-round interviews for 6 candidates this week. Look at my Google Calendar and find 30-minute slots on Tuesday and Thursday between 10am and 4pm. Draft an email to each candidate with 2 time options and a Google Meet link."

Connect Notion for your onboarding docs

Say this →

"I have a new [role] starting on [date]. Go to my Notion onboarding template, fill in their name, role, start date, and manager. Then draft their welcome email, their first-day agenda, and a list of tools to set up for them."

Before / After

The shift to make

The best HR teams don't process people — they develop them. AI handles the process so you can actually spend time on the conversations that shape culture, retain talent, and make hiring decisions worth making. Give the admin to Claude. Keep the humans for yourself.

Quick win to try today

Paste the last job description you wrote into Claude and say: "Rewrite the opening paragraph so it leads with why someone would want this job — not what we're looking for. Then flag any phrases that sound like corporate copy and replace them."

← Chapter 03: Marketing Coordinator

Chapter 05: Operations Manager →

←Back to guide

Chapter 05

Operations Manager

"Build systems that run themselves — starting now."

The Pain

Operations is the job nobody sees until something breaks. Your days are documentation, communication, process firefighting, and translating chaos into clarity for everyone around you. AI is uniquely suited for operations work — because operations is fundamentally about systems, and Claude is very good at building them.

Tier 1

Claude as your thinking partner

SOPs people will actually read

Paste this into Claude →

"Write an SOP for [process name]. The person following this is a [role/experience level] with no prior knowledge of this process. Include: purpose (1 sentence), step-by-step instructions, common mistakes to avoid, and who to contact if something goes wrong. Format with numbered steps. Under 500 words — if it's longer it won't get read."

Status updates in 5 minutes flat

Paste this into Claude →

"Turn these rough notes into a weekly ops update for senior leadership: [paste your notes]. Format: one headline sentence at the top, key wins this week, current blockers and what we're doing about them, priorities for next week. Tone: direct. Under 200 words."

Meeting notes → action items instantly

Right after any meeting →

"Here are my raw meeting notes: [paste]. Extract: key decisions made, action items (with owner and due date), open questions still unresolved, and anything that needs escalation. Format it so I can send it to the team in the next 10 minutes."

Tier 2

Claude connected to your tools

Connect Claude to your project management tools and it becomes the team member who always knows the status of everything — and tells you what needs your attention before you have to ask.

Connect Asana, Notion, or Monday.com

Setup

1. Go to Claude's Integrations panel
2. Connect Asana, Notion, or Monday.com — whichever your team uses
3. Claude can now read and update your task boards and project pages

Every Monday morning, say this →

"Open my Asana projects. What tasks are overdue? What's due this week? Who has the most open assignments? Give me a 5-bullet briefing on where we stand as a team and flag anything that's at risk of missing its deadline."

Auto-generate your weekly ops report

Every Friday, say this →

"Pull this week's completed tasks from Asana, check my Gmail for any vendor or team updates, and write a weekly ops summary for leadership. Include: what was completed, what's still in progress, any risks I should flag, and team capacity for next week."

Connect Slack for real-time operational awareness

Setup

1. Connect Slack in Claude's Integrations panel
2. Claude can now read channel messages and thread history

Say this →

"Read the #operations and #general Slack channels from the last 48 hours. Summarize anything that needs my attention — decisions pending, problems raised, things people are waiting on me for. Ignore anything that's already resolved."

Before / After

The shift to make

The best operations managers aren't the ones who know everything that's happening — they're the ones who've built systems that surface the right information at the right time. Use Claude to build those systems. Then use your brain for the decisions only you can make.

Quick win to try today

Connect Asana or Notion. Then say: "What's overdue right now? Who owns it? What's the most urgent thing I should deal with before noon today?"

← Chapter 04: HR & Recruiter

Chapter 06: Financial Analyst →

←Back to guide

Chapter 06

Financial Analyst

"Spend your time on the analysis. Let Claude write the story around it."

The Pain

You're great with numbers. The problem is that everyone wants the numbers translated into words — clearly, quickly, and in a way that non-finance people can act on. Then they want it again next month. And the month after that. Claude becomes your narrative layer on top of your models.

Tier 1

Claude as your thinking partner

Executive commentary from raw numbers

Paste this into Claude →

"Here are this month's financial results: [paste key metrics]. Write executive commentary in 3 paragraphs: (1) headline performance and key number, (2) main drivers — what went well, what missed, and why, (3) forward-looking implications and what leadership should watch next month. No jargon. Write for a CEO who doesn't want to read footnotes."

Variance explanation in plain English

Paste this into Claude →

"Explain this budget variance in 2–3 plain-English sentences: [actual vs budget for line item]. The main driver is [your explanation]. Write it for a non-finance executive — no formulas, no accounting terms, just a clear explanation of what happened and why it matters."

Build a financial model faster

Paste this into Claude →

"I'm building a [revenue/cost/headcount] model in Excel. I need formulas for: [describe what you're trying to calculate]. Walk me through the best structure for this model and give me the exact Excel formulas I need, explained in plain English so I understand the logic."

Tier 2

Claude connected to your tools

Connect Claude to your spreadsheets and it can read your actual financial data, identify the trends worth calling out, and write the narrative — without you manually reformatting anything first.

Connect Google Sheets to your financial models

Setup

1. Connect Google Sheets in Claude's Integrations panel
2. Share your model or report sheet — Claude can read live data
3. Note: for Excel files, export as Google Sheets or paste data directly

Then say →

"Open my monthly P&L sheet. Find the top 3 line items that moved the most month-over-month (positive or negative). Write the commentary paragraph I'd put in the board packet — 3 sentences, no jargon, explains what moved and why."

Instant ad hoc response drafts

Say this →

"A VP just emailed asking: [paste their question]. Open my finance sheet and find the relevant data. Write a clear 3-sentence email reply that answers their question directly, includes the key number, and notes any important context or caveats. Don't overcomplicate it."

Presentation slide narrative

Say this →

"I have a slide deck for the QBR. Open my financial data sheet and write the speaker notes for each of these slides: [list slide titles]. Each note should be 3–4 sentences I can say out loud — not a restatement of the chart, but the insight behind it."

Before / After

The shift to make

Your value as an analyst isn't knowing the numbers — it's the judgment behind them. Claude writes the words. You provide the context, the caveats, and the recommendations that only someone with your understanding of the business can give.

Quick win to try today

Export your latest monthly report to Google Sheets and connect it to Claude. Then say: "What's the most important thing leadership should know from this data that they probably didn't notice? Give me one paragraph."

← Chapter 05: Operations Manager

Chapter 07: Executive Assistant →

←Back to guide

Chapter 07

Executive Assistant

"Handle more — without being everywhere at once."

The Pain

You keep someone else's entire world running while simultaneously managing your own inbox, calendar, and priorities. The margin for error is zero and the volume is constant. With the right setup, Claude becomes a second pair of hands that actually knows your executive's voice, their calendar, and their priorities.

Tier 1

Claude as your thinking partner

Draft emails in your exec's voice

Paste this into Claude →

"I'm drafting an email on behalf of my executive [Name], a [title] at [company type]. Their communication style: [describe — e.g. direct, warm, concise, strategic]. Here are 2 examples of their actual writing: [paste]. Draft an email to [recipient] about [topic]. Key points: [list]. It should sound exactly like them — not like an assistant wrote it."

Summarize long email threads instantly

Paste this into Claude →

"Summarize this email thread in 4 bullet points: [paste thread]. I need: what the main issue is, what's been decided, what's still unresolved, and what action (if any) is needed from my exec. Be ruthlessly concise — they have 30 seconds to read this."

Pre-meeting briefing document

Paste this into Claude →

"My exec has a meeting tomorrow with [Name/Company] about [topic]. Here's the context: [paste what you know]. Create a one-page brief with: who they're meeting and their background, purpose of the meeting, 3 key talking points, 2 questions worth asking, and any sensitive background to be aware of."

Tier 2

Claude connected to your tools

For an EA, connecting Claude to Gmail and Google Calendar isn't a nice-to-have — it's the game changer. This is where Claude stops helping you draft and starts actually managing the inbox and calendar.

Connect Gmail + Google Calendar

Setup

1. Connect Gmail and Google Calendar in Claude's Integrations panel
2. If you manage your exec's calendar from your account: connect that account
3. If you have delegate access to their Gmail: connect yours and mention "I have delegate access to [exec name]'s inbox"

Morning inbox triage — every single day

Say this every morning →

"Look at [exec name]'s Gmail inbox from the last 24 hours. Categorize every unread email as: Needs reply today, FYI only, Can wait, or Junk. For anything needing a reply today, draft a response in their voice. Show me a prioritized list with the drafts ready to review."

Daily calendar briefing

Say this each morning →

"Look at [exec name]'s Google Calendar for today. Give me: a clean agenda ordered by time, any back-to-back meetings with no buffer (flag those), any prep I should have ready before each meeting, and any conflicts or scheduling issues I should fix today."

Meeting follow-up while you're still in the room

Right after any meeting →

"My exec just came out of a meeting about [topic] with [attendees]. Key outcomes: [your rough notes]. Draft: (1) a follow-up email from my exec to the group summarizing decisions and next steps, (2) any calendar invites that need to be sent, (3) any Slack messages needed to move things forward."

Before / After

The shift to make

The best EAs aren't just reactive — they're anticipatory. They know what their exec needs before they ask for it. Use Claude to handle the reactive so you have the bandwidth to be the proactive EA who makes their exec's life genuinely easier.

Quick win to try today

Connect Gmail. Then say: "Look at the last 20 emails in the inbox. Which ones have been sitting unanswered for more than 48 hours that probably need a response? Draft replies for the top 3."

← Chapter 06: Financial Analyst

Chapter 08: Project Manager →

←Back to guide

Chapter 08

Project Manager

"Less time reporting on the project. More time actually running it."

The Pain

You hold everything together for everyone else — and in return, your calendar is full of status meetings, your inbox is full of stakeholder questions, and your evenings are for catching up on the documentation no one read. Claude changes the math on all of this.

Tier 1

Claude as your thinking partner

Status updates that people actually read

Paste this into Claude →

"Write a weekly project status update for [project name]. Here's what happened: [paste rough notes]. Format: RAG status (🟢/🟡/🔴) with one-line reason, 3 key updates from this week, current blockers and who owns them, next week's priorities. Mixed audience — some technical, some not. Scannable."

Risk communication that doesn't cause panic

Paste this into Claude →

"I need to tell stakeholders about a project risk: [describe]. Impact: [describe]. We're mitigating by: [describe]. Write a 2-paragraph email that's honest and calm — acknowledge the risk clearly, show we have a plan, ask for any input needed. No alarm. No corporate hedging."

Kick-off meeting agenda and deck structure

Paste this into Claude →

"I'm running a kick-off meeting for [project name]. Stakeholders: [list roles]. Duration: [X] minutes. Build me a full agenda with timing, the 5 slides I need in the deck with bullet points for each, and the 3 most important things I need the group to align on before we leave the room."

Tier 2

Claude connected to your tools

Connect Claude to your project management platform and it becomes the team member who always knows the real status of everything — and tells you what's at risk before anyone has to chase it.

Connect Asana, Jira, or Monday.com

Setup

1. Connect your project management tool in Claude's Integrations panel
2. Available: Asana, Jira (via Atlassian), Monday.com, Notion
3. Claude can read task status, assignees, due dates, and comments

Every Monday morning →

"Open my Asana project for [project name]. Give me: what's overdue and who owns it, what's due this week, any tasks that have had no updates in 5+ days (possible blockers), and the overall health of the project in one sentence. I need this in 5 minutes before standup."

Auto-generate status reports from your actual data

Say this every Friday →

"Pull the current state of [project] from Asana. Check my Gmail for any stakeholder emails this week. Write a Friday status report I can send to the project sponsor — what was completed, what's in progress, any risks or issues, and what's next. Keep it to one page."

Meeting note automation

Right after any project meeting →

"Here are my meeting notes: [paste]. Extract the action items and create Asana tasks — include the task name, owner (match to our team members: [list names]), and due date based on what was said. Then draft a meeting summary I can drop in Slack."

Before / After

The shift to make

A project manager's real job is decision-making and risk prevention — not status reporting. When Claude handles the reporting, you get your time back for the work that actually keeps projects on track: conversations, decisions, and catching problems before they become crises.

Quick win to try today

Connect Asana or your project tool. Then say: "What's the current status of all my active projects? Which one is most at risk right now and why?" Let Claude tell you something you might have missed.

← Chapter 07: Executive Assistant

Chapter 09: Customer Success →

←Back to guide

Chapter 09

Customer Success

"Retain more customers by spending less time on everything between conversations."

The Pain

Your job is relationships — but half your time goes to everything except building them. QBR prep, renewal outreach, health score tracking, escalation responses — all of it is important, none of it is actually talking to a customer. Claude handles the prep and the paperwork so you can show up to every customer interaction ready and present.

Tier 1

Claude as your thinking partner

QBR prep in a fraction of the time

Paste this into Claude →

"I'm preparing a QBR for [client name], a [industry] company, [X] months as a customer. Their usage data: [paste metrics]. Their original goals: [list]. Build me a QBR agenda and talking points covering: value delivered this quarter, progress vs their goals, any risks to address, and strategic recommendations for next quarter. Tone: consultative and forward-looking."

Renewal outreach that opens the conversation

Paste this into Claude →

"Write a renewal outreach email for [client] whose contract renews in [timeframe]. They've been a customer for [length]. 3 wins they've had: [list]. I want to start the conversation early — not a sales pitch, just a natural check-in that leads toward the renewal conversation. Under 150 words, warm, specific."

Escalation response that rebuilds trust

Paste this into Claude →

"A customer is upset about [issue]. What happened: [explain]. What we've done: [explain]. Write a response email that genuinely acknowledges the problem (no corporate apology language), explains clearly what happened, outlines concrete next steps with timelines, and ends in a way that rebuilds confidence without overpromising."

Tier 2

Claude connected to your tools

Connect Claude to your CRM, inbox, and customer data — and it can monitor account health, flag at-risk customers before they churn, and handle routine communication while you focus on the relationships that need real attention.

Connect Gmail + your CRM

Setup

1. Connect Gmail in Claude's Integrations panel
2. Connect HubSpot or Salesforce if available
3. Connect Google Sheets if you track accounts in a spreadsheet

Every Monday →

"Look at my Gmail and HubSpot for all customer accounts. Which customers haven't heard from me in more than 2 weeks? Which ones have upcoming renewals in the next 60 days? Give me a prioritized list and draft a check-in for the top 5 I need to contact today."

Automatic at-risk account detection

Say this weekly →

"Look at my customer account sheet. Flag any accounts that show at least 2 of these warning signs: haven't logged in recently, support tickets in the last 30 days, low NPS score, renewal coming up in 90 days, or no contact in 30 days. For each flagged account, suggest the right outreach approach."

Pre-call customer brief

Before any customer call →

"I have a call with [customer name] in 30 minutes. Pull their history from HubSpot: last contact, recent support tickets, their usage trend, and what we talked about last time. Give me a 5-bullet brief so I walk in knowing exactly where they are and what they care about."

Before / After

The shift to make

Customer success is a relationship job — and relationships require presence, not paperwork. Every hour Claude saves you on prep and admin is an hour you can spend actually understanding your customers, which is the only thing that really drives retention.

Quick win to try today

Connect Gmail. Then say: "Find every customer email in my inbox from the last 30 days where someone mentioned a problem, expressed frustration, or asked a question I haven't fully answered. List them and draft a response for each."

← Chapter 08: Project Manager

Chapter 10: Teacher & Educator →

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Chapter 10

Teacher & Educator

"Less admin. More teaching. More of the reason you started."

The Pain

You didn't get into teaching to spend Sunday nights writing rubrics and Friday evenings answering parent emails. The admin is relentless and it's stealing time from the actual work — the human, irreplaceable work of reaching students. AI can take a significant chunk of that admin back.

Tier 1

Claude as your thinking partner

Lesson plans in 15 minutes

Paste this into Claude →

"Create a lesson plan for [grade level] on [topic]. Learning objective: [what students should be able to do]. Duration: [X] minutes. Class context: [any relevant info — ELL students, mixed ability, etc.]. Include: a hook to open, main activity or instruction, a check for understanding, closing reflection. Style: [inquiry-based / direct instruction / collaborative]."

Differentiated materials for different levels

Paste this into Claude →

"Take this activity: [paste]. Create 3 versions: (1) scaffolded for students who need more support — break it into smaller steps with sentence starters, (2) on-level — the activity as-is with clear instructions, (3) extended — add a higher-order thinking challenge for students who finish early. Same learning goal, three entry points."

Rubrics that students can actually use

Paste this into Claude →

"Create a grading rubric for [assignment] in [subject] for [grade level]. Skills being assessed: [list]. Use 4 levels: Exceeds, Meets, Approaching, Below. Write the criteria in plain language that students can understand and use to self-assess before submitting. No education jargon."

Difficult parent emails

Paste this into Claude →

"I need to email a parent about [concern — academic, behavioral, attendance]. Student: [Name, grade]. Situation: [brief description]. I've already tried: [what you've done]. Write an email that's honest, kind, and solution-focused — not alarming. Include: what I've observed, what I've tried, and a clear next step that involves them. Under 200 words."

Tier 2

Claude connected to your tools

Connect Claude to Google Classroom, your gradebook, and Gmail — and it starts managing the administrative layer of your classroom so you can focus entirely on instruction.

Connect Google Classroom and Gmail

Setup

1. Connect Gmail in Claude's Integrations panel (handles parent + admin comms)
2. Connect Google Drive and Google Sheets for lesson materials and gradebook
3. Google Classroom doesn't have a direct connector yet — workaround: export your class roster and assignment data to a Google Sheet

Weekly parent communication digest

Every Friday →

"Look at my Gmail for any parent emails from this week that need a response. Also, I want to send a weekly class update to all parents — here's what happened this week: [paste your notes]. Draft the update email (warm, informative, under 200 words) and draft replies for any parent emails that are waiting."

Grade comment generator

If you track student performance in Google Sheets:

Say this →

"Open my grade tracker sheet. For the 5 students with the biggest grade drops this marking period, write a brief progress note for each one that I can add to their report card — specific, constructive, and appropriate for the grade level. Based on their data, suggest one concrete strategy for each student."

Create a full unit plan from a standard

Say this →

"I need to teach [standard/skill] to my [grade level] class over [X] weeks. Build me a full unit plan with: week-by-week sequence, lesson titles and objectives, one major assessment and 2 formative checks, and a list of materials I'll need. Save the outline to a new Google Doc."

Before / After

The shift to make

Teaching is one of the most irreplaceable human jobs that exists. AI can't build a relationship with a student, can't read the room, can't notice that someone's struggling for reasons that have nothing to do with the content. But it can handle every minute you spend on paperwork — and give that time back to the work only you can do.

Quick win to try today

Pull up a lesson you're planning for next week. Give Claude the topic, grade level, and how long you have. Let it build the full plan. Then adapt it for your specific students. You'll have it done in 20 minutes instead of 2 hours — and the time you saved is now yours.

You've made it through all 10 chapters. Go back to yours — not to read it again, but to do the first thing in Tier 1 today, and to set up one Tier 2 integration this week. That's how this changes anything.

The window is open right now. The people who move first are the ones who'll look untouchable in two years. Start today.

← Chapter 09: Customer Success