Turn Claude Into a Business Coach
A Q&A session.
You’ve got a decision you need to make, so you turn to Google, trying to figure out the exact search query you should use to get useful information.
The problem? What you’re looking for might not be a single question → answer flow. It might not even wrap up in three questions. Decisions can take you down different paths, especially as you do research or think of additional questions you’d like to answer.
What this automation does
I created a skill that switches Claude into a “coaching mode” built around questions. It reads all of my business context first (which I store in Notion), looking at my business roadmap and what I plan to get done over the next few months.
I let Claude know what’s on my mind and what I’m trying to solve, whether it’s switching to a new tool or launching a new resource. Then Claude asks one question at a time until I reach a clear answer. When I’m done, it creates a Google Doc documenting the decision and adds any tasks to my to-do list.
Anna Burgess Yang
Tools
- Claude (or your favorite AI tool)
- Notion*
- Google Docs
Step 1: Set up the coaching skill
Create a Claude skill with your coaching rules and the phrases that trigger it, like "help me think through something” or “go into coaching mode.”
Your coaching rules might be things such as “be direct” or “skip motivational language” — whatever is best for your unique style of processing information.
Step 2: Share what's on your mind
Type or dictate whatever you're stuck on. It doesn't need to be organized.
Step 3: Pull your business context
Claude reads any relevant documents, such as information about your business and goals. Add links to all of the relevant documents in the skill, so Claude knows exactly what to read.
Step 4: Work through the questions
Claude asks one question at a time. Answer each, and Claude adjusts based on what you say.
Step 6: Bring in supporting documents as topics come up
If pricing comes up, Claude looks up comparable offers or products online. Brand or positioning questions pull in any branding documentation you have.
Step 7: Choose the output
Claude creates a decision document in Google Docs with the full Q&A included, as well as a summary of the decision. If the decision needs any follow-up, Claude creates tasks on your to-do list.
