Small-business coach pack

What each client fills in

Business name

How messages sign off.

Before you come

One or two lines: forms to fill (with the link), what to bring, where to park.

AI model

The model the client’s key can use.

Owner’s email

Gets the summaries and the cases a person must handle.

Team channel

The Slack channel that hears about it.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Calendly

  In the client’s Calendly: Integrations & apps → API and webhooks → Personal access tokens → Generate new token, with the scopes scheduling_links:write (booking links) and, for the triggers, users:read, webhooks:read and webhooks:write. A token made before Calendly introduced scopes keeps full access.

• 

• 

• 

  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• 

  platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

• 

  In the client’s Stripe dashboard: Developers → API keys → Create restricted key. Give it only what the steps need: Customers write, Payment Links write, Prices read, Invoices write, and Webhook Endpoints write for the triggers. Leave “IP access” empty: Thrum has no fixed addresses, so a key locked to IPs fails every call.

• 

  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Calendly, for “Someone books a meeting”
2. Connect the client’s Twilio (SMS), for “Confirm by text”
3. Connect the client’s Resend (email), for “Confirm by email”
4. Connect the client’s HubSpot (optional: the step can be turned off instead), for “Add to the CRM”
5. Fill in Business name (How messages sign off)
6. Fill in Before you come (One or two lines: forms to fill (with the link), what to bring, where to park)
7. Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
8. Connect the client’s Anthropic, for “Write the brief”
9. Connect the client’s Resend (email), for “Tell the owner”
10. Fill in AI model (The model the client’s key can use)
11. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
12. Connect the client’s Stripe, for “An invoice is paid”
13. Connect the client’s Resend (email), for “Thank the customer”
14. Connect the client’s HubSpot (optional: the step can be turned off instead), for “Mark them a paying customer”
15. Connect the client’s Slack, for “Tell the team”
16. Fill in Team channel (The Slack channel that hears about it)