An independent jeweler runs CRM and marketing ops with Claude.
Flowline set up the store's own Claude account, connected it to HubSpot, and added a content skill in the store's voice, so the owner runs marketing and client follow-up without a marketing hire.
One Claude account, many agents
Claude is the origin agent. Each step connects a new tool or skill to the same account, set up in the store's name.
Select a step for details.
Set up Claude
Everything starts with one Claude account in the owner's name, organized around projects. Claude is the origin agent: every later step connects to it. Before building anything, Flowline interviewed the owner to capture how the store talks about its work and the facts every message has to get right.
This store runs on Claude. The same setup is available in ChatGPT.
- Claude account in the owner's name, organized around projects
- Brand voice interview and a written voice guide
- Store facts the agents rely on, written down once
- Flowline keeps manager access only
- If the store stops working with Flowline, it keeps everything
Connect HubSpot
Flowline built a HubSpot pipeline around the store's sales process and an inquiry page that feeds it, then connected Claude to HubSpot. Every request lands in one place, and the CRM stays current without anyone logging in to update it.
- HubSpot pipeline set up for the store
- Inquiry page with a form that feeds HubSpot
- Claude connected to HubSpot, so the owner talks through a lead call and the CRM updates
- Follow-up drafts and plain-language questions about sales
- Every inquiry tracked in a CRM the store owns
Add the marketing content skill
The content engine is packaged as a Claude skill. Staff add photos and videos of pieces and bench work, and the skill returns Instagram, Facebook, and Google Business Profile posts in the store's voice.
- Posts written from the store's voice guide
- Cropped and formatted for each platform
- The owner approves every post before it goes out
- Google Business Profile audited and fixed
- Flowline runs it for two months, then the owner's staff takes over
Add the Product Finder
A customer shows a photo of a style they want. The Product Finder is being built to search the store's vendor catalogs for matching pieces, so staff can answer without paging through catalogs.
- Search from a photo of the style
- Across the store's vendor catalogs
- Runs inside the store's own Claude account
Claude & GPT agents for your business
The same steps work for other independent retailers and service businesses.
Start with a 20-minute call
Share a little about your business and where you post today. You'll get a reply with a time to talk and anything worth looking at before the call.
Email or a call both work.