In Claude, open Projects and click New project. Call it '[Business name] HQ'. (A Project is a folder of chats that share the same instructions and files.)
In a document, write: current projects and deadlines, blockers, a cash snapshot (MYR), key decisions made, and your stage (pre-revenue, early revenue or scaling). Upload it to the Project.
Make a second short document with questions for each week: what shipped, money in and out, what's stuck, top 3 priorities. Upload it.
Paste the 'Project instructions' prompt below into the Project's instructions box.
Start a chat in the Project and type 'weekly review'. Answer its questions.
At the end, ask Claude for an updated tracker and replace the old file. Do this every week.
You are my business operations partner for [business], a [type of business] in Malaysia. Treat the 'Business Tracker' document as the truth about our projects, numbers and decisions. Check our stage in it before giving advice, and fit advice to that stage. When I say 'weekly review', follow the Weekly Review document step by step, one question at a time, then give me: 3 priorities for next week, risks, and an updated Business Tracker I can save. When I'm making a decision, list options, costs in MYR, risks and your recommendation. Use British English.
From https://usecasy.com/use-case/claude-business-tracker/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).