AI Foundations · free starter
Give Claude the client context behind your best work.
Start with the free dashboard and guides, then give Claude the context behind your client work. Your research, voice and editorial decisions stay with you.
Free AI starter kit
The starter is free. Building your own dashboard and scheduled brief needs a paid Claude plan and the Claude desktop app; connections need setup.
I ran Studio Moku and founded Design Match before Switchboards. This starter comes from the AI setup I use to keep track of my own business.
Danielle Thompson, founder of Switchboards
Clients pay you for the line that sells. Most of your week goes on everything around it: reviews, feedback and explaining each brand to a blank chat.
Set up in the free starter
Now:
Every new chat starts with you pasting the brand, the offer and the audience again before AI writes a usable line.
With AI:
Use the guide to save your business and client context, then provide the relevant brief with each task. That’s why knowing the client beats a clever prompt.
Set up in the free starter
Now:
Feedback, approvals and new briefs land overnight, and your first hour goes on working out what’s urgent.
With AI:
Prepare a brief from feedback and deadlines you supply or supported connections. Check dates and missing information before choosing what to do first.
Next, not included
Now:
You read hundreds of reviews and survey answers to find the phrases that will carry the headline.
With AI:
Reviews, call transcripts and competitors’ pages come back sorted into the words buyers use, with sources. Here’s how to run competitor research with Claude.
Next, not included
Now:
The kickoff call sits in your notes for a week, and the first draft sounds more like you than like the brand.
With AI:
Each call becomes a written brief, then a first draft and headline options built on a voice guide for that client.
Start with the sample and guides. Your own dashboard and connected brief need additional setup.
Visualize
Give Claude your current retainers, drafts and invoice information to adapt the sample dashboard. Keep each client’s material within the permissions you have.
Automate
Prepare a brief from supplied updates or supported connections. Scheduling needs paid Claude Desktop and additional setup; check the first brief against your own records.
Optimize
Use the weekly review guide to look at current work and choose one improvement, such as a brief template that keeps causing another round of edits.
Once Claude knows your business, research, briefs and drafts build on it instead of starting cold. You set up the base in AI Foundations, free.
No. It’s AI Foundations, a free 20-minute starter for anyone running a business, and it teaches Claude yours. When you want your own posts handled too, The Social Machine is the live next step.
AI writes generic copy when it knows nothing about the buyer. Give it the client’s research and style first, and you edit drafts that already sound like the brand. The line that sells stays yours.
Yes, on your terms. You choose what goes in, names can stay out, and you can practise on the sample business first.
The sample opens without an account. Your own dashboard and scheduled brief need a paid Claude plan and the Claude desktop app; connections require setup.
Start with the sample and your client context. Prepare a first brief before configuring any recurring connections.
The starter is free; your own setup needs paid Claude Desktop. Signup also includes Switchboards emails.