Finance
Know Your Cash Position 90 Days Out
cash-flow-snapshot
Stop finding out your cash is tight when it's already too late. Learn how the cash-flow-snapshot skill gives small busin...
Finance
Stop Chasing Late Payments — Let AI Do It
invoice-chase
Chasing overdue invoices is one of the biggest time drains for small business owners. Discover how the invoice-chase ski...
Finance
Find Out Which Products Are Actually Making You Money
margin-analyzer
Revenue isn't profit. The margin-analyzer skill pulls your QuickBooks data, nets payment fees, and shows you exactly whi...
Finance
Close Your Books in Minutes, Not Hours
month-end-prep
Month-end reconciliation doesn't have to take a whole afternoon. The month-end-prep skill reconciles your QuickBooks boo...
Finance
Never Scramble for Tax Documents Again
tax-season-organizer
Tax season doesn't have to be a crisis. The tax-season-organizer skill pulls income and expenses from QuickBooks, PayPal...
Finance
Never Miss Payroll Again
plan-payroll
Payroll is the most important payment you make every month. The plan-payroll skill checks your cash position, forecasts ...
Finance
See Cash Crunches Coming Before They Hit
month-heads-up
The month-heads-up skill gives you a week-by-week cash map for the next 30, 60, or 90 days — flagging exactly which week...
Finance
Your Month-End Close, Done While You Sleep
close-month
The close-month skill reconciles your QuickBooks books against PayPal and Square, surfaces every mismatch for your revie...
Finance
Are You Leaving Money on the Table?
price-check
Most small business owners haven't raised prices in years. The price-check skill maps your margins, runs three pricing s...
Finance
Hand Your Accountant a Clean Package This Year
tax-prep
The tax-prep skill tallies your income and expenses, identifies every 1099 contractor, and assembles a clean handoff bun...
Sales
Follow Up With Your Best Leads Before They Go Cold
lead-triage
Speed-to-lead wins deals. The lead-triage skill scores every HubSpot lead by engagement, urgency, and fit — then surface...
Sales
Always Know Exactly Who to Call Today
call-list
Decision fatigue kills follow-up. The call-list skill removes the guesswork — scoring your leads, picking the five hotte...
Sales
Turn Sales Data Into a Two-Week Action Plan
sales-brief
The sales-brief skill reads your top and bottom sellers from QuickBooks, identifies what's worth promoting, and builds a...
Marketing
Build a Month of Content From Your Sales Data
content-strategy
Stop guessing what to post. The content-strategy skill reads your top and bottom sellers, identifies what's worth promot...
Marketing
From Content Brief to On-Brand Post in Minutes
canva-creator
The canva-creator skill takes your content brief, builds a posting calendar, writes every caption, generates on-brand vi...
Marketing
Run Your Next Promo Without the Scramble
run-campaign
The run-campaign skill reads your sales data to find what's worth promoting, writes the campaign brief and captions, bui...
Customer Service
Find Out What Your Customers Are Really Saying
customer-pulse
The customer-pulse skill pulls together tickets, disputes, refunds, and email sentiment — finds the recurring themes — a...
Customer Service
Answer Support Tickets Without Writing a Single Reply
ticket-deflector
The ticket-deflector skill reads the incoming ticket, pulls the customer's order and refund status from PayPal, drafts a...
Customer Service
Spot Customer Problems Before They Escalate
customer-pulse-check
The customer-pulse-check skill gathers feedback from tickets, disputes, and email threads, identifies recurring themes, ...
Customer Service
Turn Angry Customers Into Loyal Ones
handle-complaint
An angry customer handled well is often a loyal customer for life. The handle-complaint skill pulls the order context, d...
Operations
Keep Your CRM Clean Without Lifting a Finger
crm-maintenance
A CRM is only as valuable as the data in it. The crm-maintenance skill updates contacts and deals, logs every call and e...
Operations
Fix Your Messy CRM Once and For All
crm-cleanup
The crm-cleanup skill scans your entire HubSpot database for stale deals, duplicate contacts, and missing fields — then ...
Operations
Know What You're Signing Before You Sign It
contract-review
The contract-review skill reads your contract clause by clause, rates every risk high, medium, or low, and produces a re...
Operations
Stop Guessing What's in Your Contracts
review-contract
Upload any contract and the review-contract skill reads it clause by clause, rates every risk, and produces a marked-up ...
Operations
Hire Faster With AI-Written Job Posts and Interview Kits
job-post-builder
The job-post-builder skill takes your role brief and writes a polished job post, a structured interview guide with scori...
Business Intelligence
One Morning Briefing. Your Whole Business at a Glance.
business-pulse
The business-pulse skill pulls your cash position, sales trend, pipeline movement, and today's commitments into a single...
Business Intelligence
Start Every Week Knowing Exactly What Matters
monday-brief
The monday-brief skill pulls your cash, pipeline, and week's commitments every Monday morning — surfaces what changed ov...
Business Intelligence
End Every Week With a Clear Picture of Performance
friday-brief
The friday-brief skill compares this week's revenue to last week's, logs the wins, flags what to watch, and posts the re...
Business Intelligence
A Board-Ready Quarterly Review in Under an Hour
quarterly-review
The quarterly-review skill pulls the full quarter's financials from QuickBooks and PayPal, reads your HubSpot pipeline h...
Business Intelligence
Tell Claude What You Need — It Finds the Right Skill
smb-router
Not sure which of the 30 skills to use? The smb-router skill reads your request in plain English, identifies what you ac...
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