A module inside every BCC

Your Playbook lives inside your Business Command Center.

76 prompts, organized by cadence and by module, one click away from your Claude. So you always know exactly what to ask — and your Claude always has the context it needs to answer well.

bcc / playbook
Sections
  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Annual
  • By module
  • Guiding principles

Weekly rhythm

Financials
Weekly cash pulse

Walk me through what came in and what went out this week. Flag anything unusual.

HR
Team check-in brief

Summarize what my team logged this week and surface anything I should follow up on.

Tax Center
Sales tax status

Am I on track for this month's sales tax filing? What's the balance owed so far?

Three problems the Playbook solves

"I don't know what to ask my AI"

The Playbook shows you exactly what to ask, when. Daily, weekly, monthly, quarterly, annual — every prompt lives under the cadence you'd actually use it in.

"I forget to give my Claude the context"

Every prompt has a "Try in Claude" button that wraps the prompt in your business context automatically — entity name, date, module — and copies it to your clipboard.

"My team is intimidated by AI"

Grant your bookkeeper, GM, or virtual assistant access to just the Playbook. They see 76 vetted starting points instead of a blank prompt box.

Get the 76 Prompts as a PDF

The full Playbook — every prompt, organized by cadence and module — delivered to your inbox.

No spam. Unsubscribe any time.

bcc / playbook
Sections
  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Annual
  • By module
  • Guiding principles

Weekly rhythm

Financials
Weekly cash pulse

Walk me through what came in and what went out this week. Flag anything unusual.

HR
Team check-in brief

Summarize what my team logged this week and surface anything I should follow up on.

Tax Center
Sales tax status

Am I on track for this month's sales tax filing? What's the balance owed so far?

  1. Browse by cadence — or by module

    Land on Monday morning, open the Weekly section. Or need to prep for a tax deadline? Jump to Tax Center. Both paths lead to the right prompts.

  2. Click "Try in Claude"

    The prompt copies to your clipboard with the full business context already attached. Your Claude sees exactly what it needs — no explaining.

  3. Paste into your Claude — done

    Your Claude has your Persistent Memory, your live data through your BCC, and now a well-formed prompt with context. You get a real answer, not a generic one.

What's inside the Playbook

76 prompts across 13 sections. Every prompt tested against real small business situations.

By cadence

  • Daily rhythm — start your day with the right questions
  • Weekly cash & operations pulse
  • Monthly close & review
  • Quarterly deep dive
  • Annual planning & objectives

By module

  • Dashboard — daily orientation
  • Financials — P&L, balance sheet, cash flow
  • Bank & Automations — QBO sync, payroll, close
  • HR / People — team, payroll, PTO
  • Tax Center — deadlines, filings, planning
  • Documents — search & retrieve anything
  • Automations — the recipes that run for you
  • Persistent Memory — teach your Claude

Same 76 prompts, indexed two ways — pick the entry point that matches how you're thinking.

Three prompts from the Playbook

Here's what "context-wrapped" actually means.

Daily

What needs my attention this morning?

"Give me my morning briefing — what happened yesterday, what's on my plate today, and what should I be worried about."

Your Claude opens with your yesterday's numbers, today's calendar, and any flagged alerts.

Monthly

Walk me through my P&L for last month

"Pull last month's P&L. Compare to same month last year and to budget. What moved? What should I ask about?"

Your Claude reads the P&L, does the math on year-over-year and budget variance, and hands you three questions to sit with.

Annual

Help me draft my annual owner objectives

"Based on last year's actuals and what you know about my business, help me draft 3-5 objectives for the coming year. Make them measurable."

Your Claude uses your real historicals and your Persistent Memory about where you want to take the business.

Every BCC ships with the Playbook

The Playbook is a module inside your Business Command Center — same login, same permissions system as the rest of your BCC.

You (the owner) see it on day one.

Your team gets access when you grant it — bookkeeper, GM, VA, or manager. You control who sees what.

Ships with Tier 1, Tier 2, and Tier 3. No extra add-on to buy.

The Playbook comes with the BCC.

The BCC comes with a co-founder — me — walking you through setup and giving your Claude the context it needs to run beside you.