Writes prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that prospect, builds the follow-up sequence behind it, queues every send for approval, and logs each touch to the CRM. Runs draft-only when no mail connector is available, so the copy can be pasted anywhere. Use this whenever the owner needs to reach out to prospects or customers — including phrasings like "write this cold email," "draft a follow-up," "reach out to these leads," "what do I say to them," "I need a sequence for this list," "nudge the people who didn't reply," or "write it but don't make it sound like a robot." Reach for it whenever outreach copy is the deliverable, even for a single message.
Gets payroll ready to run without anyone getting shorted: pulls timesheets from Gusto, QuickBooks Payroll, or an uploaded spreadsheet, totals regular, overtime, and PTO hours by person, flags every anomaly it finds — missed punches, overtime spikes, rate changes, mid-period hires and terminations, hours off the schedule — and stages the run for the owner to approve line by line before a dollar moves. Anomalies are always raised, never quietly corrected. Once the owner runs it, the journal posts to the ledger or goes to the bookkeeper. Reach for this whenever payroll comes up at all — "run payroll," "payroll is due," "check the timecards," "did everyone clock out," "how many hours did the crew put in," "why is payroll so high this week," "I need to pay the guys Friday" — and use it after cash-flow-snapshot when the owner is worried about whether payroll clears.
Works the bill pile from the AP inbox all the way to a staged payment run — reads and codes every bill, then checks the cash position before a dollar is committed, then stages the run for one-click approval and keeps the books tidy for close. Coding and paying are two separate decisions with two separate approvals, and the cash check sits between them on purpose. Runs on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and a mail connector (Gmail or M365), deepens with Expensify and Ramp, and works from uploaded PDFs or phone photos with the run sheet exported for manual entry. Use it when the owner says "pay the bills," "the bills are piling up," "what do I owe," "who needs to get paid this week," "can I afford to pay these," or forwards a stack of vendor invoices.
Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets, flags every anomaly, and stages the run with payroll-prep. On Gusto the run is staged for the owner to submit; on QuickBooks Payroll, or with no payroll system, the last step is a validated run sheet the owner keys in. This chain never presses the payroll button. Builds on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), with Gmail or M365, PayPal, Square, Stripe, and either Gusto or QuickBooks Payroll adding detail, and falls back to CSV and timesheet uploads. Use it whenever payroll is the worry, including "can I make payroll," "payroll is due Friday," "plan payroll," "will I have enough to pay the crew," or "I need to run payroll but money is tight." Accepts optional horizon and payroll-date arguments.
Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signature and triggers the deposit invoice once it's accepted. Works entirely from uploaded files when no connector is available, producing DOCX and PDF the owner can send themselves. Use this whenever a quote, bid, estimate, proposal, or SOW is the deliverable — including phrasings like "write this up for them," "put together a quote," "I need to bid this job," "turn my notes into a proposal," "respond to this RFP," or "price this out." Reach for it when the owner describes a job they just looked at, even without saying the word quote.
Wins back customers who have quietly stopped buying — finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what the relationship was worth, drafts a win-back message per customer in the owner's voice, and sends and logs only what the owner approves. Chains review-reputation, outreach-composer, and crm-autopilot, and keeps the rule that the first touch acknowledges the gap without pitching. Use this whenever the owner is worried about customers drifting away, including phrasings like "who hasn't ordered in a while," "win back my old customers," "which customers have gone quiet," "we lost some regulars," "reach out to the people who stopped calling," or "how do I get them back." Reach for it when the owner names a customer they have not heard from, as readily as for a full win-back campaign.
Turns a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a chat summary plus an XLSX workbook, and saves the definition so the same report reruns on demand or on a schedule. Handles anything from "sales by location versus last year" to AR aging to labor as a percentage of revenue. Works fully from an uploaded CSV or XLSX when no connector is available. Use this whenever the owner asks for a report, dashboard, KPI pack, metrics summary, or recurring numbers — including phrasings like "can you track this every week," "I need to see these numbers monthly," "build me a report on," "same report as last time," or "put together a KPI dashboard." Reach for it even when the owner names the metrics without using the word report.
Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule.
Turns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, drafts the purchase order and the vendor email, and then stages the matching entry so the bill matches against the PO when it arrives. Flags the money sitting still too, so dead stock gets cleared instead of reordered. Runs on Shopify, Square, or an uploaded sales and stock CSV, and deepens with QuickBooks, Gmail or M365, Calendar, and NetSuite. No PO is sent and no vendor is emailed without approval. Use it when the owner says "what do I need to reorder," "am I going to run out," "restock," "we keep running out of filters," "draft a PO for my supplier," or "how much cash is sitting in the warehouse.
Watches what customers are saying in public and in private, then does something about it. Aggregates Google, Yelp, and Facebook reviews alongside disputes, tickets, and email into themes backed by verbatim quotes; drafts a reply to every review in the owner's own voice for approval; spots customers who have gone quiet or look likely to leave; and drafts win-back offers for the ones worth keeping. With Shopify connected, order and fulfillment patterns become a sentiment signal too. Works from pasted or exported reviews when nothing is connected. Use this whenever the owner asks about reviews, ratings, reputation, complaints, or repeat business — including "what are people saying about us," "did we get any bad reviews," "how do I respond to this one-star," "our rating dropped," "which customers have gone quiet," "who hasn't ordered in a while," "how do I win them back," or "are customers happy."
Audits and fixes both halves of being found — classic search and AI answers. Search side: rankings, site structure, page speed, titles and descriptions, and content that answers what customers search for. AI side: whether assistant crawlers can reach the site, pages render without JavaScript, an llms.txt file, schema.org data, and presence in the directories assistants read. For online stores it also runs a bulk catalog cleanup, rewriting product titles, descriptions, alt text, and SEO fields in approved batches. Works on any public website with no connector. Use this whenever the owner talks about being found online, including "nobody finds us on Google," "how do I show up in ChatGPT," "make my website AI friendly," "SEO audit," "GEO," "AEO," "AI search visibility," "my competitor ranks above me," "fix my product listings," or "I asked an AI about my industry and we weren't in the answer."
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.
Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them, repurposes one asset into every channel format, and stages posts for approval instead of publishing on its own. Pulls product photos and prices from Shopify when connected; with no connectors, drafts the calendar and asset briefs for manual posting. Use this whenever the owner talks about posting, content, or social — including "I need to post more," "we've gone quiet on Instagram," "what should we post this month," "make the content," "give me a month of posts," "write this in my voice," "repurpose this," or "set up our content calendar." Reach for it for a single post as readily as for a full quarter. One handoff: a finished, approved campaign brief goes to canva-creator; this skill owns the standing operation.
Makes sure no inbound lead goes unanswered. Watches web forms, the shared inbox, and the CRM for new inquiries, qualifies each one against the owner's criteria, drafts a reply in the owner's voice with real meeting times for the owner to approve and send, routes anything hot to a human right away, and logs the whole thing to the CRM. Never sends on its own. Built to run on a schedule so overnight inquiries are drafted and sorted by morning, and works from forwarded or pasted inquiries when no connector is available. Use this whenever the owner is worried about inbound leads or response time — including phrasings like "leads are going cold," "did anyone answer that inquiry," "I keep missing form submissions," "nothing falls through the cracks," "handle my inbound," "respond to this lead," or "we lose people because nobody gets back fast enough." Reach for it for a single unanswered inquiry as readily as for a standing setup.
Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.
Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags.
Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
A folder with a SKILL.md file: a name, a description of when to use it, and instructions. Claude loads a skill only when the task matches its description.
How do I use one I find here?
Copy the folder into your project's .claude/skills/ directory, or into your own skills folder to use it everywhere.
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Open a skill to see its discussion. Reports from people and their agents are coming.
AnthropicSkill