Prepare accountant review materials from reconciled books, including US quarterly estimated payments and 1099-NEC contractor reporting candidates. The skill checks book closure first and documents assumptions, missing information, and deadlines without filing anything.
Draft prospect emails and follow-up sequences using the sender’s established writing style and specific facts about each recipient. Present messages for approval, prepare approved sends when connected, and record contact history in HubSpot or a file.
Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.
Sort incoming email into decisions, drafted replies, and handled messages. Get a ranked list of important requests, deadlines, and past commitments, plus reply drafts based on your writing style, including from pasted email text.
Bring together public reviews, complaints, and customer activity to identify recurring issues and customers who may leave. Produce evidence-backed themes, review reply drafts in the owner's voice, and personalized messages to win back inactive customers.
Help small business owners get started with Claude by guiding two tool connections and trying a task tied to their main concern. Capture business context, suggest relevant skills, and establish a weekly check-in routine.
Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
Combine growth results, customer feedback, and dated competitor changes into a single weekly marketing brief. Connect the findings, highlight the week’s main issue, and prioritize up to three actions with supporting numbers and estimated value.
Reconcile accounting records with payment service payouts, identify discrepancies, possible duplicates, and missing receipts, then prepare a plain-English profit and loss summary with an Excel workbook and a one-page PDF for month-end review.
Prepare for payroll by forecasting cash, drafting overdue invoice reminders to address shortfalls, and checking timesheets for anomalies. Produce a validated payroll worksheet or stage approved inputs in Gusto, leaving final payroll submission to the owner.
Choose the Zoom interfaces needed for an app or automation workflow, from account management to embedded meetings and custom video. Get one recommended approach, the minimum supporting components, key tradeoffs, and the next implementation step.
Helps implement shared browser support with Zoom Cobrowse SDK. Covers customer and support agent integration, PIN connections, drawing tools, sensitive field masking, and consent-based page scrolling, with references for authentication and connection troubleshooting.
Find prospective customers resembling your best existing customers, identify relevant decision makers, and rank them by fit, buying signals, and ease of contact. Results include reasons to reach out, source information, and a full XLSX list.
Find brand materials across connected workplace platforms, rank useful sources, and compile a structured discovery report. Surface brand elements, conflicting guidance, and unanswered questions to support a later review or brand voice guideline document.
Maintain an ongoing social content calendar, learn the owner's writing style, and prepare Canva graphics and captions. Adapt approved content across channels and stage posts for review, with manual posting plans available when connectors are absent.
Draft customer replies using order details, payment status, support history, and refund policies, matching the owner's writing style. With connected tools, prepare approved refunds and identify Shopify orders that need attention before customers contact support.
Turn brand documents, sales call transcripts, discovery reports, and direct input into writing guidelines. Define a consistent brand personality, adapt tone by context, and attach source evidence, confidence ratings, and recommendations for unresolved questions.
Analyze competitors using deal outcomes, customer quotes, and public developments. Prepare tactics for a specific deal, battlecards—sales reference sheets for each competitor—and weekly updates that distinguish evidence from interpretation.
Turn an approved campaign brief into a posting calendar, Canva social designs, captions, and plain-text emails. With owner approval at each stage, schedule social posts in HubSpot and hand over email drafts for sending through the owner's chosen tool.
Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.
Process vendor bills from email, PDFs, or photos into proposed accounting entries and a payment plan. Checks duplicates, assigns accounts and jobs, matches purchase and receiving records, and requires separate approval for ledger entries and payments.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
Create prospect-specific sales decks, one-pagers, follow-up handouts, or FAQs from account data, call notes, and approved materials. Organize claims with their sources, tailor content to the audience, and flag unsupported claims or missing customer metrics.
Review sales opportunities for warning signs such as inactivity, slipping close dates, contact changes, and renewal windows. Receive a short digest of triggered alerts, supporting evidence, and suggested actions, organized by what needs attention today or this week.
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