THE CLAUDE OPERATOR

FREE TEMPLATE · 4-BUSINESS STACK · MAY 2026

How I run 4 brands on Claude Code with one operator.

The exact CLAUDE.md structure, morning email schemas, and dispatch prompts I use every day. Copy it. Strip the parts you do not need. Ship.

4
businesses
6
AI agents
~1 hr
per company / day

The pattern

One operating company at the top. Four brands underneath. Six agents that act across brands (one per function, not one per business). One file makes the whole thing legible to Claude Code.

1. CLAUDE.md (Layer 1 — the operating company)

# CLAUDE.md

You are the operating partner. CEO is [name]. Your job is to make the
portfolio visible, move safe internal work without asking, and surface
only decisions that need the CEO.

## Portfolio
| Company | What it is | Stage |
|---|---|---|
| Brand A | [one line] | revenue / pre-launch / paused |
| Brand B | [one line] | ... |

## Decision Rights
- GREEN  execute (research, drafts, internal docs, approved publishing)
- YELLOW prepare + ask (outreach sends, CRM writes, public announcements)
- RED    never without explicit per-action approval
              (spend, contracts, irreversible writes, anything with
               legal / financial / reputational blast radius)

## Reporting Cadence
- Daily 07:00 — state-of-portfolio email (one line per brand)
- Mon  07:30 — weekly brief (revenue + pipeline + 3 priorities per brand)
- On-fire    — immediate alert if anything would change CEO's day

## Bootstrap Principle
Manual first. Automate the second time, only if it recurs and saves
time, reduces errors, or improves consistency.

## Memory
Root: MEMORY.md (auto-loaded). Tag entries by brand: [A] [B] [C] [D].

2. CLAUDE.md (Layer 2 — one per brand, in 03-projects/[brand]/)

03-projects/
├── brand-a/
│   ├── CLAUDE.md          ← brand-specific voice, ICP, offer, pricing
│   ├── 01-context/        ← business background, voice transcript
│   ├── 02-offers/         ← what we sell + at what price
│   ├── 03-icp/            ← who we sell to + how we recognise them
│   ├── 04-outreach/       ← templates, sequences, log
│   ├── 05-content/        ← published, drafts, calendar
│   ├── 06-pipeline/       ← active prospects, deals, status
│   ├── 07-assets/         ← landing pages, PDFs, images
│   └── 08-sops/           ← standard operating procedures
├── brand-b/
│   └── (same structure)
...

3. The 6 agents (one per function, not one per business)

01 / OUTREACH
Outreach agent
Reads ICP + templates. Drafts personalised messages. Verifies prospect signals via scraper. Never sends — drafts only, CEO approves.
02 / RESEARCH
Research agent
Daily 4-niche scan. Top 5 items per niche with source, why-it-matters, recommended content angle. Email by 06:30.
03 / CONTENT
Content agent
Newsletter, threads, posts. Reads voice rules + memory. 5 posts/day cadence. Lead-magnet pattern on the anchor post.
04 / SALES OPS
Sales ops agent
Pipeline state + reply triage. Hot / warm / nurture / dead. Recommended next move per reply, in order.
05 / ASSET
Asset agent
Landing pages, PDFs, lead magnets, images. Brand-aware. Output ready to deploy or hand to designer.
06 / REPORTING
Reporting agent
Daily portfolio digest + Monday weekly brief. Cron-fired. State of each brand in one line. One decision per day, max.

Morning email schemas

Three emails. They land in your inbox before 07:00. By the time you sit down with coffee you have everything you need to run the day in 25 minutes.

Email 1 — Daily portfolio digest

Subject: [Daily] State of portfolio — {{date}}

State of each brand (one line each):
- Brand A 🟢 [headline]
- Brand B 🟡 [headline]
- Brand C 🟢 [headline]
- Brand D 🔴 [headline + reason]

Today's three highest-leverage moves:
1. [task] — [brand] — [why it matters today]
2. ...
3. ...

One decision needed (max one per day):
- [decision] — [recommended answer + reasoning]

Cron + automation status:
- All green / [n] failed (see below)

Email 2 — Daily intel (4 niches)

Subject: [Intel] What's hot — {{date}}

Top story across niches:
[1 sentence — the meta-story that ties multiple niches together]

[Niche 1] — 5 items
1. [headline] — [source] — why it matters: [...] — angle: [...]
2. ...

[Niche 2] — 5 items
...

Recommended lead-magnet angle for today:
- [asset] — anchored on [receipt] — link to [page]

What's NOT hot:
- [item] — saturated / too broad / no edge

Email 3 — Overnight reply triage

Subject: [Triage] Overnight inbox — {{n}} replies

By company, by priority:

HOT (act today):
- [name] — replied positive — recommended response: [draft]

WARM (act this week):
- [name] — replied neutral — recommended response: [draft]

NURTURE:
- [name] — soft signal — add to follow-up sequence [N]

DEAD:
- [name] — auto-archive

Numbers: {{open}} open / {{replied}} replied / {{bounced}} bounced

Three dispatch prompts I use daily

Outreach (ICP-aware draft)

Read 03-projects/[brand]/03-icp/ and 04-outreach/dm-template-v1.md.

For prospect [@handle], find their last 3 X posts via scraper (verbatim,
never paraphrase). Confirm current role, current company size, current
public stance.

Draft a 117-word DM that:
- Quotes their actual line (not a summary)
- Mirrors the operator situation in their own words
- Offers [specific value, ≤ 1 link]
- Has no self-announcing prefix
- Ends with a low-friction CTA

Show me the DM. Do not send. I approve before fire.

Content (5/day pattern)

Read MEMORY.md, 01-context/voice-rules.md, today's daily-intel email.

Draft 5 X posts for [brand]:
1 lead-magnet anchor (specific number + pain + free thing + visual + link)
1 thread topic with 7-step hook (pattern interrupt, authority, mirror,
   reveal, gap, promise, transition)
3 reactive takes mapped to today's discourse (quote / reply / standalone)

Voice rules: no em-dashes. No self-announcing prefixes ("Operator
question:", "For operators:"). First-person. Specific numbers.
2-3% swearing rate. Never expose live client work.

Output: 5 drafts, ranked by which I should ship at 09:00 today.

Research (daily 4-niche scan)

Run Exa + Firecrawl across these 4 niches:
- [Niche 1 — anchor accounts + queries]
- [Niche 2 — anchor accounts + queries]
- [Niche 3 — anchor accounts + queries]
- [Niche 4 — anchor accounts + queries]

Window: last 48 hours, 7 days for context.

For each niche:
- Top 5 items
- Source URL (must be real, dated within window)
- Why it matters in 1 sentence
- Recommended content angle (post / thread / lead-magnet)

Synthesise via Anthropic API. Email digest by 06:30 to [editor email].
Hard 250-word ceiling per niche. Be honest if a niche is thin.

The decision rights matrix is the unlock

The 6 agents move work without you because GREEN / YELLOW / RED tells them when they can ship and when they have to wait. Most operators I see fail with AI agents fail because they have not written this matrix down. The agent then asks permission for everything, which is worse than no agent at all.

GREEN → execute (research, internal drafts, approved publishing)
YELLOW → prepare + ask (cold outreach, CRM writes, public announcements)
RED → never without explicit per-action approval (spend, contracts, irreversible writes)

Write the matrix once. Reference it from every agent's CLAUDE.md. The agents will then surface decisions only when they actually need a call. Everything else moves while you sleep.

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THE CLAUDE OPERATOR · 4-BUSINESS STACK · CLAUDEOPERATOR.CO/SYSTEM
Built by an operator who runs his own businesses on Claude. Not affiliated with Anthropic.