Getting Started
How It Works.
The Agentic Who gives your small business a team of 16 AI specialists — real workers, not just a chatbot. They handle marketing, finance, operations, and brand inside Claude, Anthropic's AI platform.
How is this different from just using ChatGPT, Claude, or Gemini on their own?
Without helpers, Claude is a blank slate. It's incredibly smart — but it doesn't know your business, your industry, or what you actually need done. You have to explain everything from scratch, every single time.
Our helpers supercharge Claude by giving it deep specialist knowledge, proven frameworks, and real business tools. Think of it like this:
Plain Claude
"Write me a marketing plan"
→ Generic template. No industry context. No competitor insight. You spend an hour filling in the gaps.
Claude + Marketing Manager Helper
"Plan my Q2 marketing campaign"
→ Pulls your brand voice, analyses your competitors, picks channels based on your budget, creates a timeline with milestones. Ready to execute.
Plain Claude
"Help me with my finances"
→ General tips about budgeting. No analysis of your actual numbers. No forecasting.
Claude + Financial Analyst Helper
"What does my cash flow look like?"
→ Runs a 20+ ratio analysis on your data, forecasts the next 3 months, flags a cash shortfall in week 6, and suggests 3 ways to fix it.
Plain Claude
"Write me a proposal"
→ Plain text document. No formatting, no branding, no structure. You spend 2 hours making it look professional.
Claude + Document Stylist Helper
"Turn this into a client proposal"
→ Polished Word doc with your branding, table of contents, scope of work, pricing table, and terms — ready to send to the client.
The bottom line: Without helpers, you're doing all the thinking. With helpers, you're directing a team.
Your helpers remember your business, use proven frameworks, access specialist tools, and produce work that's ready to use — not a rough draft you have to fix.
Create Your Account
Head to theagenticwho.com/signup and fill in your details — first name, last name, email, business name, and a password.
This takes about 30 seconds. You'll get a welcome email confirming your account is live.
Choose Your Packs
After logging in, you'll land on your dashboard. You'll see four packs to choose from:
Marketing Pack
Campaign planning, copywriting, SEO, social media — 4 specialists to get you found and chosen.
Finance Pack
Cash flow forecasting, expense analysis, compliance, budgeting — 4 specialists to keep your money right.
Operations Pack
Workflow automation, day-to-day ops, customer success, HR — 4 specialists to run things smoothly.
Brand Pack
Brand strategy, PR, professional documents, visual identity — 4 specialists to make you look the part.
You can select packs one at a time, or grab the Everything You Need Bundle for all four at a discounted rate ($349/mo instead of $596/mo).
Not sure where to start? Pick the one area that's eating the most of your time right now.
Complete Payment
Add your packs to the cart, review your order, and click "Pay with Stripe." You'll be redirected to Stripe's secure checkout to enter your payment details.
All plans are month-to-month. No contracts, no lock-ins. Cancel anytime from your dashboard.
Set Up Claude (Your AI Platform)
Your helpers run inside Claude — Anthropic's AI platform. Think of Claude as the office where your AI team works.
We recommend the Claude Pro plan ($20/mo)
- +Claude Pro gives you significantly more usage — free accounts hit limits quickly, especially if you're using helpers daily.
- +Pro includes access to Claude's most capable models, which means better quality output from your helpers.
- +You get priority access during peak times — no waiting when you need something done.
- +Extended context windows let your helpers work with longer documents, bigger spreadsheets, and more complex tasks without losing track.
You can start with the free plan to test things out, but most business users switch to Pro within the first week.
We also recommend downloading Claude Desktop (available for Mac and Windows) for the best experience. It runs on your computer and gives your helpers full access to tools like Gmail, Calendar, and your local files.
Connect Your Helpers to Claude
Once you've paid, you'll receive a connection link in your dashboard. This link connects your AI helpers to Claude so they can start working.
The full step-by-step walkthrough for this is in our Helper Setup Guide — it takes about 10 minutes and requires no technical knowledge.
Start Working With Your Team
Open Claude and start chatting. Your helpers are ready to go. Just talk to them like you'd talk to a new team member.
Try something simple to start: "Can you write me a social media post about our weekend special?" or "What does my cash flow look like based on these numbers?"
The more you work with them, the better they get. Give feedback, share context about your business, and watch them improve.
Ready to connect your helpers?
Follow the Helper Setup Guide for step-by-step instructions on connecting your helpers to Claude.
Helper Setup Guide →