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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

A one-person trade business using Claude for the offer, website check and every follow-up

โฑ๏ธ About 1 hour ยท ๐ŸŽฏ Easy ยท ๐Ÿ’ต Free plan to start; Claude Pro from about USD 20/month

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Install Claude

    Use the buttons on this page to install Claude on your phone or computer, or open claude.ai.

  2. โ˜
    2. Build your offer

    Paste the 'Better offer' prompt. Answer Claude's questions honestly about customers and prices.

  3. โ˜
    3. Audit your website

    Paste the 'Website check' prompt with your website link. Fix the top 3 issues first.

  4. โ˜
    4. Save a follow-up template

    After each quote, paste the job details and ask for a follow-up and answers to likely objections.

  5. โ˜
    5. Keep a Project

    Put your offer, prices and best emails in a Claude Project so it remembers them every time.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Better offer
I run [trade, e.g. aircon servicing / renovation / LED lighting] in [area]. Customers: [homeowners/shops/offices]. Current packages and prices (MYR): [list].
Ask me 5 questions about my customers first. Then design 3 clear packages (good / better / best) with what's included, a guarantee I can actually keep, and the price. Explain why each would appeal.
๐Ÿ’ฌ Website check
Review my website [link] as if you were a potential customer in [area]. List the 10 biggest reasons someone might leave without contacting me, in order of importance, and the exact fix for each (wording I can paste in).

๐Ÿ”— Links

From https://usecasy.com/use-case/claude-one-person-trade/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).