Collect Deposits Automatically Before the Work Starts (Claude Cowork Self-Install Kit)

Lock in the deposit before you ever commit your time to the job.

You've blocked out a whole afternoon for someone who never showed and never paid a cent. You need the deposit secured before you commit the time, not after the no-show has already cost you the slot.

The leak isn't your booking process. It's that nothing stands between a confirmed booking and the work itself, so you front your time on clients who may ghost.

What this kit does

Every confirmed booking automatically sends a deposit or retainer request with a payment link through Stripe, and the job stays unconfirmed until it's paid. Work runs through QuickBooks for the books. You stop fronting time on clients who ghost, because the cash is secured before you pick up a tool.

What you can expect

Deposits get collected before work begins, so cash is secured and ghost-job losses are avoided on every booking. The request fires on its own the moment a booking confirms, instead of waiting on you to chase payment by hand.

Who it's for

Built for service business owners, local service businesses, and coaches and consultants who book work in advance and want the deposit locked first. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit earns its keep by protecting time you'd otherwise give away for free. A single avoided ghost-job is usually worth more than the kit, and it secures the cash on every booking instead of the ones you remembered to chase.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork, Stripe, and QuickBooks accounts. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Stripe and QuickBooks at claude.com/connectors and authorize each account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing invoicing and deposit-collection software, this is the install-it-once alternative. You set up your own deposit flow and keep it, with no monthly platform fee. Add it to your cart, open it in Claude Cowork, and secure the cash on your next booking.