Download the ZIP from the email we send.
It arrives within a minute or two of submitting the form above.
← All resources
The Business Foundation Skill.
A free skill that interviews you for about 20 minutes and saves your business facts, in your own words, to a folder that later chats can read. For owners using Claude or Codex.
Free · sent by email
We email the ZIP, the install steps and a link to the Module 5 walkthrough. Unsubscribe whenever.
your business folder
Saved as you answerCLAUDE.md who you are, standing rules, folder mapbusiness/what-we-sell.md items, prices, what changes a pricehow-we-work.md hours, how people buy, policiescustomers.md who buys, who isn't a good fitvoice.md how you write, with real samplesright-now.md goals, dates ahead, current offers Then, in a new chat in the same project“What do I sell, and what do I charge for [your most popular item]?”
Stop explaining your business in every new chat.
A new AI chat doesn't know your prices, your policies or how you talk to customers. So you type the basics in again, or you get a generic answer.
Business Foundation writes those basics down once. It asks one plain question at a time for about 20 minutes, reads your website or files first so it can skip what's already written down, and saves your answers as it goes. You end up with a CLAUDE.md file and five files in a business/ folder: what you sell, how you work, your customers, your voice, and what's happening right now.
It records your facts in your own words. Anything you don't know or skip is marked as a gap, never guessed.
It ends with a test. A new chat in the same project should be able to tell you what you sell and what you charge.
Who it's for.
Small-business owners who use Claude or Codex for everyday work, such as replying to a customer, quoting a price or writing a post, and are tired of explaining the basics each time.
You need a folder for your business that the AI can read and write, and that later chats in the same project can open. An empty folder is fine. In the Claude desktop app, that means a Cowork project with a folder. A plain chat with only temporary files won't keep the notes.
What you get.
- The skill install file (
business-foundation-v1.1.zip), for Claude (Cowork or Claude Code) and Codex. - A 20-minute interview, one plain question at a time. Short answers are fine. You can skip questions, stop, and pick up later.
CLAUDE.md: your business overview, standing rules for future chats, and a map of the folder.- Five files in
business/: what you sell and your prices, how you work and your policies, your customers, your voice, and what's happening right now. - A new-chat test at the end. If the new chat can't answer, the skill gives you one line to add to your project's instructions.
How to install.
About five minutes to install. The interview itself takes about 20.
Install sheet5 min
In the Claude desktop app, open Settings, find Skills and upload the ZIP.
You need a paid Claude plan with code execution turned on (Settings, then Capabilities). In Claude Code, unzip it into your project's .claude/skills/ folder; in Codex, into .agents/skills/.
In a Cowork project that uses your business folder, say "run the business foundation".
You can stop at any point. To pick up later, say the same thing in the same project.
Open a new chat in the same project and ask: "What do I sell, and what do I charge for [your most popular item]?"
If it doesn't know, add the line the skill gives you to the project's instructions and ask again.
Module 5 of the Cowork course walks through a full run.
What it's not.
- Not strategy, branding or a marketing plan. It writes down what you tell it. It doesn't analyse your business or give advice.
- Not a guess. If you don't know an answer or skip a question, the file says "Not known yet" instead of filling it in.
- Not a place for private details. Leave out passwords, bank or card numbers, ID or tax numbers, and anything that identifies a customer. The skill keeps them out of the notes.
- Not a connection to your other tools. It doesn't pull live data from your booking, accounting or email software.
Get the Skill.
Free · sent by email
We email the ZIP, the install steps and a link to the Module 5 walkthrough. Unsubscribe whenever.