🏗️ THE SKILL FACTORY

We build the skill
your business actually needs.

The 31 skills in our library cover the most common business jobs. But some of the most valuable work we do is the skill that doesn't exist yet — built around your exact workflow, your tools, your data, and the output your team actually uses.

WHAT IS A CUSTOM SKILL

A workflow that runs
exactly your way

A custom skill is a Claude-powered automation built around one specific job your business does repeatedly — connected to your real data, producing your exact output format, running on your schedule.

It's not a general-purpose AI assistant. It's not a chatbot. It's a precision workflow — the equivalent of hiring a specialist who does one thing extremely well, every time, without you having to explain it again.

Every output is held for your approval before anything moves. The skill does the heavy lifting. You stay in control.

EXAMPLE: Monthly Close Package
INPUT
Source
QuickBooks + PayPal settlements
↓
SKILL LOGIC
Claude does
Cross-references transactions, flags gaps, calculates variance, writes narrative
↓
OUTPUT (held for your approval)
Delivers
Close packet: reconciliation, flagged items, P&L narrative — ready to review

Every custom skill follows this structure — tailored to your workflow

THE PROCESS

From scoping call to
running on your data

Every custom skill starts with a conversation. We don't build anything until we understand the workflow completely — and you've approved the scope and price.

STEP 01

Scoping Call

We walk through the workflow together. What triggers it, what goes in, what decisions get made, what the output looks like, and how it gets used. We define exactly what the skill will do — and what it won't.

⏱ 60 min · Zoom
STEP 02

Fixed-Price Quote

After scoping, you receive a written quote — a fixed price and timeline before any work begins. No hourly surprises. You approve the scope and price explicitly before we touch anything.

⏱ Delivered within 24–48 hrs
STEP 03

Build & Test

We build the skill, connect it to your tools, and run it against real data in a test environment. We iterate until the output matches what you need — before handing anything over.

⏱ Typically 3–7 business days
STEP 04

Deploy & Maintain

We deploy the skill, walk you through the approval workflow live, and hand over Loom documentation. Retainer clients receive ongoing refinements, new use case additions, and priority support.

⏱ Ongoing
HOW CUSTOM SKILLS WORK

Every skill is built on three layers

Custom skills aren't prompts. They're structured workflows with a defined input source, business-specific logic, and an output format your team can act on immediately.

01 · INPUT

Your real data

The skill pulls from the tools you already use. No manual data entry. No copy-paste. It reads from the source on the schedule you set.

  • QuickBooks transactions and reports
  • PayPal, Stripe, or Square settlements
  • HubSpot contacts, deals, and tickets
  • Google Workspace documents and Sheets
  • Uploaded files, PDFs, transcripts
  • Custom connectors (Oracle, Epic, Salesforce)
02 · SKILL LOGIC

Your business rules

This is where the work happens. Claude applies your specific business logic — the rules, thresholds, calculations, and decisions that are unique to how your operation runs.

  • Cross-reference and reconcile data sources
  • Flag anomalies against your defined thresholds
  • Calculate variance, margins, and totals
  • Draft narratives in your voice and format
  • Prioritize, rank, or score based on your criteria
  • Generate structured reports for your approval
03 · OUTPUT

Exactly what you need

Output is held for your approval — always. When you approve, it goes where it needs to go. The format matches what your team actually uses.

  • PDF or XLSX close packets and reports
  • Plain-language summaries for non-finance teams
  • Flagged item lists with context and next steps
  • Draft emails, proposals, or follow-up messages
  • Dashboard data ready to paste or export
  • Approval-gated — nothing sends without your say-so
CUSTOM SKILL EXAMPLES

Built for real business workflows

These are examples of custom skills we scope and build. Every engagement is different — these illustrate the range, not the limit.

Healthcare / Dental

Monday Morning Revenue Reconciliation

IN
Billing system export + QuickBooks AR report
OUT
One-page reconciliation with every discrepancy flagged, held for approval
⏱ Replaced 3 hrs of manual work every Monday
Construction / Trades

Weekly Job Costing Report

IN
Time tracking export + materials invoices + QuickBooks project codes
OUT
Job-by-job P&L with margin vs. estimate, flagged overruns, and PM notes
📊 Budget vs. actual visible every Friday morning
Legal / Law Firms

Client Intake Summary Generator

IN
Intake form submission + initial consultation notes
OUT
Structured matter summary, conflict check flags, and recommended engagement type
📋 Attorney-ready in 90 seconds vs. 25 minutes
Accounting / Financial Services

Period-End Close Package

IN
QuickBooks trial balance + prior month + payment processor settlements
OUT
Complete close packet: reconciliation, uncategorized flags, P&L narrative, and XLSX
📁 Close packet ready in minutes, not days
Real Estate / Brokerage

Listing Description Writer

IN
Property specs, photos, neighborhood notes, agent talking points
OUT
MLS-ready listing copy in your brokerage voice, held for agent approval
✍️ Consistent voice across every agent in the office
B2B Sales / Agencies

Sales Call Intelligence Report

IN
Recorded call transcripts (batch of 20–100 calls)
OUT
Voice-of-customer report: top objections, buyer language patterns, deal stall reasons
🎯 Turns 100 recorded calls into a sales playbook
Oracle / ERP

Data Fix Diagnostic Package

IN
Oracle EBS / Fusion data exports + business rules
OUT
Flagged data integrity issues, root cause analysis, and corrective SQL summary
🔍 27 years of Oracle expertise baked into the skill
Home Services / Franchise

Weekly Operations Pulse

IN
ServiceTitan or Field Edge job data + QuickBooks revenue
OUT
Revenue vs. target, top techs, callback rate, outstanding estimates — one dashboard report
📈 Monday morning in 5 minutes instead of 90
🏗️
Your workflow here
If it happens on a schedule and your team does it manually, it can probably be a skill.
Book a scoping call →
STANDARD VS. CUSTOM

What makes a custom skill different

The library skills get you running fast. Custom skills get you something nobody else has.

Library Skill (Standard)
  • 📦Pre-built for common workflows across many businesses
  • ⚡Configured and live in days with no scoping required
  • 🔌Connects to standard tool stack (QuickBooks, HubSpot, PayPal)
  • 📋Output format is standardized — works for most cases
  • 💰Included in your setup tier — no additional build cost
  • 🔄Updated as Anthropic and SmartDesk release improvements
Custom Skill (Skill Factory)
  • 🎯Built for one specific workflow at your business — not generalized
  • 🔍Scoped through a dedicated interview — logic matches exactly how you work
  • 🔗Can connect to non-standard tools (Oracle, Epic, ServiceTitan, custom data)
  • 📄Output format matches what your team actually uses — your template, your structure
  • 🏗️Fixed-price build engagement — you own the result permanently
  • 📅Maintained and improved on retainer as your workflow evolves
INVESTMENT

Fixed price. No surprises.

Every custom skill engagement is scoped and priced before any work begins. You receive a written quote — fixed price, fixed timeline — and approve explicitly before we build anything. Requires an active SmartDesk setup tier (Growth minimum).

SINGLE SKILL

One Workflow

From $2,500 · fixed price

One custom skill, scoped and built for a single repeating workflow. Includes scoping call, build, testing on real data, deployment, and Loom documentation.

  • 60-min scoping call
  • Written fixed-price quote before build
  • Built and tested on your real data
  • Deployed with live walkthrough
  • Loom training documentation
Growth tier minimum. Final price set in scoping.
ENTERPRISE / ONGOING

Skill Factory Retainer

$1,997 / month

Included in the Enterprise tier. Up to 5 custom skills, built and refined on an ongoing basis. As your business evolves, your skills evolve with it. Dedicated Slack channel and same-day response included.

  • Up to 5 custom skills per engagement cycle
  • Ongoing refinement and new use cases
  • Dedicated Slack channel
  • Bi-weekly strategy calls
  • Statement of Work provided
  • All custom connectors included
Enterprise tier. SOW-based. Scoped before work begins.
COMMON QUESTIONS

What people ask before scoping

Do I need the Enterprise tier to get a custom skill?

No. Single-skill and bundle engagements are available at the Growth tier minimum. The Enterprise tier includes ongoing custom skill builds as part of the monthly retainer. If you're on Starter, you'll need to upgrade before we can build.

How long does a custom skill take to build?

Most single skills are scoped, built, and deployed within 3–7 business days after you approve the quote. More complex skills involving custom connectors or enterprise platforms (Oracle, Epic, Salesforce) are scoped individually — timeline is included in your written quote.

What if the skill doesn't work the way I expected?

We test against your real data before delivery. If the output doesn't match what was defined in the scope, we fix it — that's included in the build price. Bundle engagements include a 30-day post-delivery refinement window.

Can you connect to tools not in your standard connector list?

Yes. Oracle EBS, Fusion Cloud, Epic, ServiceTitan, Salesforce, AthenaHealth, Great Plains — if it has an API or can export structured data, we can build a connector. Custom connectors are included in Enterprise and scoped individually for bundle engagements.

Will the skill keep working as Anthropic updates Claude?

Yes. We monitor Anthropic releases and update skills when model changes affect behavior. Retainer clients get proactive updates. Single-skill clients can purchase maintenance on a per-update basis or upgrade to a retainer tier.

Is the scoping call free?

Yes. The scoping call is complimentary and carries no obligation. We use it to understand your workflow and determine whether a custom skill is the right fit. If it is, you'll receive a written fixed-price quote within 24–48 hours. No work begins until you explicitly approve.

READY TO START

Book your scoping call.
No obligation.

The scoping call is free. We'll walk through your workflow together, determine whether a custom skill is the right solution, and tell you exactly what it would cost and how long it would take — before any work begins.

✓ Free scoping call
✓ Fixed price before build
✓ No work until you approve
✓ Tested on real data
✓ Growth tier minimum
Request a Custom Skill Scoping Call →

Or email William directly: wagreen@william-delaney.com