Step 0
Get Claude
5 minutesAlready paying for your CRM and wondering what Claude adds to the bill? Here's the honest version.
Start here
Pro
$20/month
Or $17 a month paid yearly. Covers everything on this page: skills, connected tools, scheduled tasks and the phone app.
Free
$0
Fine for a look around. You'll hit the limit fast and can't schedule tasks.
Max
$100/month
About 5 times Pro. Only if you keep seeing "you've reached your limit."
Ultra
$200/month
For people in Claude all day. Most owners never need it.
It works like a phone plan: a set amount of use that refills every five hours, plus a weekly cap. No contract, and you can change plans any time in your Claude settings. Prices can change, so check claude.ai before you buy.
Step 1
Tell Claude who you are
25 minutesClaude can't sound like you or get your prices right until it knows you. Start here, before anything else.
1. Build your fact dossier
How every skill works: click Copy the skill, paste it into a new chat in Claude, click Save skill when it appears, then answer the questions. That's it.
3
Your fact dossier
my-fact-dossierThe true facts about you and your business: your story, what you sell and for how much, your policies and what must never be said. Every other skill checks it before stating a fact or a price.
Have this ready: Your About page, a bio, your price list and your FAQ, if you have them.
Don't have it? No price list or FAQ yet? Skip them. Claude asks you one question at a time and builds it with you.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: my-fact-dossier description: My fact dossier. The true facts about me and my business, including who I am, my story, what I sell and at what price, my policies, the questions customers ask, my signature stories and what must never be said, so Claude never invents, rounds or guesses. Use whenever writing anything that mentions me, my background, my business, an offer, a price, a policy or a client, including emails, replies, bios, posts, landing pages and briefings. --- # My Fact Dossier Your brand voice tells Claude how to sound. Your links tell it where to send people. This dossier tells it what's actually true: about you, your story and your business. With it, Claude stops inventing your career, rounding your numbers and promising refunds you don't offer. If a fact isn't in here, Claude doesn't make it up. It leaves a clear gap like **[CONFIRM: price]** and asks you. ## Rules for Claude 1. **Check here before stating any fact** about me, my business, an offer, a price, a policy, a client or a number. 2. **Never guess, round or embellish.** If it's missing, write **[CONFIRM: what's missing]** and tell the user. 3. **Prices are exact.** Never discount or invent a deal that isn't listed here. 4. **Anything marked [PRIVATE] is never used**, in any content, for anyone. 5. **Anything marked [ESTIMATE] is used carefully**, never as a hard number. 6. **Check the "last updated" date.** If it's more than 3 months old, remind the user once to review this file. ## First-time setup If the sections below still show **[FILL IN]**, say: "Let's build your fact dossier. I'll interview you one question at a time, and you can paste anything you already have (an About page, a bio, a price list, an FAQ). It takes about 20 minutes and every other skill uses it." Interview them section by section, one question at a time. Accept pasted material and sort it into the right sections. Then show the finished dossier and tell them to replace this skill with it. Leave out sections that don't apply. **Last updated:** [FILL IN: date] ## Core identity - **Name, and what to call me in public:** [FILL IN] - **What I do, in one sentence:** [FILL IN] - **My mission, in my words:** [FILL IN] - **Where my businesses operate:** [FILL IN: e.g. the US, online, my city] ## My businesses Copy this block for each business. **Business:** [FILL IN: name and website] - **Founded:** [FILL IN: year] - **What it does and for whom:** [FILL IN] - **Status:** [FILL IN: e.g. active, main focus, background credibility only] ## My story (timeline) [FILL IN: the key moments, year by year. Jobs, businesses started or closed, moves, turning points. Real dates only.] ## Key achievements [FILL IN: results, numbers, awards, speaking, media. Mark anything approximate as [ESTIMATE].] ## What I sell Copy this block for each offer. **Offer:** [FILL IN: name] - **What it is:** [FILL IN: one or two sentences] - **Who it's for:** [FILL IN] - **What's included:** [FILL IN] - **What's NOT included:** [FILL IN: this stops scope creep in replies] - **Price:** [FILL IN: exact, with currency, monthly or one-time] - **How to buy or start:** [FILL IN: e.g. book a call, buy online. Link lives in my-links] - **Timeline:** [FILL IN: e.g. set up in 7 days] ## Policies - **Payment terms:** [FILL IN] - **Refunds:** [FILL IN] - **Cancellations:** [FILL IN] - **Contracts or minimum terms:** [FILL IN] - **Guarantees:** [FILL IN, or "none, never promise results"] - **Hours and response time:** [FILL IN] ## How working with me goes [FILL IN: the steps from first contact to done, e.g. 1. discovery call, 2. proposal, 3. onboarding, 4. first results] ## Questions customers ask most Copy this block for each one. **Q:** [FILL IN] **A:** [FILL IN] ## My business in numbers - **Team:** [FILL IN: size and roles, or "just me"] - **Audience:** [FILL IN: followers, email list. Mark as [ESTIMATE] and date it] - **Tools I use:** [FILL IN: CRM, payments, email, etc.] - **Revenue:** [FILL IN, or "[PRIVATE] never reference"] ## Who I serve [FILL IN: my ideal customer, what they struggle with, what they've already tried, what they want instead] ## The human side Real details that make content sound like a person wrote it. Use them as written, never add to them. - **Background:** [FILL IN: where I'm from, education, languages, anything I'm happy to share] - **Family and life:** [FILL IN: only what I'm happy to have in public content] - **Stories I tell:** [FILL IN: 2 to 4 short stories, one or two lines each] - **What I believe:** [FILL IN] - **Favorite things:** [FILL IN: food, places, habits, for light personal touches] - **My humor:** [FILL IN: e.g. dry, self-deprecating, never cheesy] ## Signature stories [FILL IN: the 2 or 3 stories I want to be known for, and what each one proves] ## Proof I can share publicly [FILL IN: real results, testimonials, client names that gave permission. Anything not listed here stays private.] ## Privacy: never say [FILL IN: private client names, figures I don't share, family details that are off limits, anything marked [PRIVATE]] --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
What's my refund policy?
2. Turn it into your profile
New chat, paste this, then copy the result into Settings, in the profile section where you tell Claude about yourself.
Read my my-fact-dossier skill and turn it into short profile preferences for Claude, 10 to 15 lines maximum. Only include things that should apply in every single chat: who I am in two lines, how I like answers, spelling and currency, and words I never want to see. Leave out anything marked PRIVATE.
3. Create a Project for your business
In Claude, create a new Project. Add your price list, your About page and two or three of your best emails or posts to its knowledge. Do your business work inside this project.
Step 2
Connect your tools
10 minutesPulseGrowth or HighLevel: in Claude, go to Settings, then Connectors, then Add custom connector. Paste this address, click Connect, sign in and pick your sub-account.
https://services.leadconnectorhq.com/mcp/anthropic/v2
Another CRM (HubSpot and others): same Connectors page. Search for your CRM by name and connect it.
Your meetings: connect Zoom (search "Zoom") or Microsoft 365 for Teams. Zoom needs a paid plan with cloud recording and AI Companion meeting summaries on, and only shows meetings you hosted. Teams needs recording and transcription on. On a work account, your IT admin approves the Microsoft 365 connector once. On Google Meet or free Zoom? Install Granola, which records any meeting app, and connect it the same way.
Everyday tools: email, calendar and Google Drive. Add payments and your task app if you'll use the money report and the daily rundown.
Test it in a new chat:
Show me the 5 newest contacts in my CRM.
Running more than one business? Composio lets one Claude connect to several accounts: composio.dev
Step 3
Add your foundations
25 minutesEvery other skill reads these two before it writes a word. Together with your fact dossier, they're the difference between AI that sounds like AI and AI that sounds like you.
How every skill works: click Copy the skill, paste it into a new chat in Claude, click Save skill when it appears, then answer the questions. That's it.
1
Your brand voice
my-brand-voiceHow everything Claude writes for you should sound, who you write for and the words you never use.
Have this ready: Two or three things you wrote that sound like you: an email, a post, a caption.
Don't have it? Nothing written yet? Paste this into a new chat:
Interview me about how I talk to my customers. Ask me 5 questions, one at a time, then write 3 short sample emails in my voice that I can use as examples.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: my-brand-voice description: My brand voice. How everything Claude writes for my business should sound, the words I never use, and who I'm writing for. Use whenever writing or editing anything other people will read, including emails, blog posts, social posts, landing pages, scripts and replies. Every other writing skill loads this one first. --- # My Brand Voice This is the one file that makes Claude sound like you instead of like every other AI post on the internet. Every other skill in this bundle reads it before writing a word. It works alongside two other foundation files: my-links (every URL) and my-fact-dossier (who I am, what I sell and what must never be said). Fill it in once. Update it whenever you catch yourself correcting the same thing twice. ## First-time setup (do this once) If any line below still has a **[FILL IN]** marker, stop before writing anything and say: "Your brand voice isn't set up yet. I'll ask you 8 quick questions, then I'll give you the finished file to save." Then ask, one at a time, in plain language: 1. What's your name, your business name, and what do you sell, in one sentence? 2. Who is your ideal customer? Describe one real person you love working with. 3. What do they say their problem is, and what's the problem they actually have? 4. Why do people choose you over someone else? 5. Three words you'd want people to use to describe how you sound. 6. Paste two or three things you've written that sound exactly like you (an email, a post, a caption). 7. Any words or phrases you never want to see in your content? 8. How do you sign off emails? And is there anything you'd never say or promise? From their answers, fill in every section below, show them the finished file, and tell them to replace the old version of this skill with it. ## Who I am - **Name:** [FILL IN] - **Business:** [FILL IN: business name and website] - **What I do, in one sentence:** [FILL IN] - **Sign-off for emails:** [FILL IN: e.g. first name for friendly, full name for formal] ## Who I'm writing for [FILL IN: describe your ideal customer as one real person. What they do, what keeps them busy, what they're tired of.] **What they say:** [FILL IN: e.g. "I'm fine, I've always done it this way."] **What they're actually missing:** [FILL IN: e.g. how much time it's costing them.] ## Why people choose me [FILL IN: 2 or 3 honest reasons. Experience, how you work, what you include that others don't.] ## What I believe [FILL IN: 2 or 3 things you think your industry gets wrong, and what you do differently.] ## What I refuse to do or promise [FILL IN: e.g. no guaranteed results, no fake urgency, no taking work that's needed yesterday.] ## How I sound Three words: [FILL IN] Write like a real person talking to one other person. The reader should learn something and never feel lectured. Default rules (keep, change or delete): - Teach first, sell second - Clear beats clever. If a sentence can be simpler, make it simpler - Use contractions: I'm, you're, we'll, don't - Mix short sentences with longer ones. Don't make every paragraph the same size - Don't turn everything into a list. Mix in examples, stories and questions - Go easy on emojis. One every few paragraphs at most - US or UK spelling: [FILL IN] ## Examples of my writing Use these to match rhythm and tone. Don't copy them. [FILL IN: paste 2 or 3 short samples] ## Words and phrases I never use Default list, AI wallpaper that makes writing sound generic: Game changer. Unlock. Delve. Leverage. Elevate. In today's fast-paced world. Imagine this. Whether you're. Not only... but also. Let's dive in. It's not just... it's. Revolutionary. Skyrocket. Tapestry. My own additions: [FILL IN] Punctuation rule: [FILL IN, optional: e.g. "Never use long dashes. Use commas, periods or two sentences instead."] ## Final check before handing anything over Read it back. Then ask: 1. Would I actually say this out loud? 2. Would I stand behind every promise in it? 3. Would someone enjoy reading it? If any answer is no, rewrite it. Then scan once more for the banned words. --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Set up my brand voice.
2
Your links
my-linksEvery link your business uses in one place, so Claude never guesses a URL or leaves [insert link].
Have this ready: Booking link, website, sales pages, social profiles and your review link.
Don't have it? Links scattered everywhere? Paste this into a new chat:
Go to my website [your website address] and list every link you can find: booking, sales pages, social profiles and contact. Then ask me for anything missing.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: my-links description: The one list of every link my business uses, including booking link, website, sales pages, social profiles, review link and lead magnets. Use whenever writing anything that might need a link, such as emails, blog posts, social posts, landing pages and replies, even when no link was asked for. Never guess a URL and never leave a placeholder like [insert link]. --- # My Links AI is very good at writing and very bad at remembering your URLs. Left alone, it guesses, invents a page that doesn't exist, or leaves "[insert link]" in an email you were about to send. This skill fixes that. It's the only place Claude gets a link from. ## Rules for Claude 1. **Check here first.** Before writing anything that could include a link, read this list. 2. **Never guess a URL.** If the link you need isn't here, stop and ask: "I don't have a link for [thing]. What should I use?" Then suggest they add it to this file. 3. **Never leave a placeholder.** No [insert link], no [URL], no example.com. 4. **Use the default call to action** below unless the content clearly needs a different one. 5. **Brand check.** If the business has more than one brand, only use links from the brand you're writing for. ## First-time setup If the lists below still show **[FILL IN]**, ask the user to paste their links in one message, in any order. Sort them into the sections below, then show the finished file and tell them to replace this skill with it. Leave out any section they don't need. ## Default call to action - **Main link I want people to click:** [FILL IN: usually your booking link or free trial] - **Use it for:** emails, follow-ups, blog posts and social posts, unless something below fits better ## Core links | What | Link | When to use it | |---|---|---| | Website | [FILL IN] | General "learn more" | | Booking link | [FILL IN] | Calls, consultations, next steps | | Pricing page | [FILL IN] | Only when price is the topic | | Contact page or email | [FILL IN] | Support or questions | ## Offers and sales pages | Offer | Link | Who it's for | |---|---|---| | [FILL IN] | [FILL IN] | [FILL IN] | | [FILL IN] | [FILL IN] | [FILL IN] | ## Free stuff (lead magnets, webinars, newsletter) | What | Link | Notes | |---|---|---| | [FILL IN] | [FILL IN] | e.g. only use while the webinar is still running | ## Social profiles | Platform | Link | |---|---| | LinkedIn | [FILL IN] | | Instagram | [FILL IN] | | Facebook | [FILL IN] | | YouTube | [FILL IN] | | TikTok | [FILL IN] | ## Reviews and proof | What | Link | |---|---| | Leave a Google review | [FILL IN] | | Case studies or testimonials | [FILL IN] | ## Links that are retired (never use these) [FILL IN: old pages, expired offers, closed webinars. Listing them here stops Claude finding them in old content and reusing them.] ## Keeping it current Whenever you launch, rename or close something, update this file the same day. A wrong link in an email costs more than a missing one. --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Set up my links.
Step 4
Add the skills that do the work
10 minutes eachDon't add all of them today. Pick the one you'll use most this week, get it working, then add the next.
How every skill works: click Copy the skill, paste it into a new chat in Claude, click Save skill when it appears, then answer the questions. That's it.
Content
4
Meeting to blog
meeting-to-blogTurns your recorded calls, webinars and podcasts into blog posts in your voice, saved as drafts. Can run every Friday on its own.
Have this ready: Zoom (paid plan, cloud recording and AI Companion summaries on) or Microsoft Teams (recording and transcription on), connected in Claude. On Google Meet or free Zoom? Install Granola (granola.ai) and connect it instead. Plus a blog in your CRM or WordPress.
Don't have it? No recorded call yet? Record a 10 minute voice memo on your phone explaining one tip, paste the transcript into a chat and say "Blog this."
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers.
---
name: meeting-to-blog
description: Turns my recorded meetings, webinars and podcasts from Zoom, Microsoft Teams or Granola into SEO and AI-search friendly blog posts in my voice, saved as DRAFTS on my blog or in my CRM, never published. Runs on demand or on a weekly schedule. Use when I say blog this, blog my last call, turn my webinar into a blog post, write up this week's calls, process my transcripts, or when I share a transcript and want written content from it.
---
# Meeting to Blog
You already say smart things on calls, webinars and podcasts every week. This skill turns them into blog posts so you don't have to start from a blank page.
One transcript in, one finished blog post out, sitting as a **draft** for you to review and publish yourself.
## Load these first, every time
1. **my-brand-voice** for how the words sound
2. **my-links** for every URL. Never guess a link
If either is missing, ask the user to install it rather than guessing.
## Your settings
If any line below still says **[FILL IN]**, ask the user once, then tell them to update this file so you never ask again.
- **Meeting tool:** [FILL IN: Zoom, Microsoft Teams or Granola. It must be connected in Claude (Zoom for Claude connector, the Microsoft 365 connector for Teams, or the Granola connector)]
- **Which meetings to blog:** [FILL IN: e.g. only meetings with "Webinar", "Podcast", "Masterclass" or "Live" in the title. Everything else is skipped]
- **Never blog:** [FILL IN: e.g. anything with "Client", "Sales", "1:1", "Onboarding" or "Support" in the title]
- **Where drafts go:** [FILL IN: e.g. my CRM's blog (HighLevel, HubSpot), WordPress, or a Google Doc]
- **Who the post is from:** [FILL IN: me personally ("I") or my company ("we")]
- **Main call to action at the end:** [FILL IN: usually the default link in my-links]
- **Blog categories I use:** [FILL IN]
## Before the first run: make sure transcripts exist
The skill can only blog what was transcribed. Check once with the user:
- **Zoom:** a paid Zoom plan, cloud recording on, and AI Companion meeting summaries and Smart Recording turned on. Only meetings the user hosted are available.
- **Microsoft Teams:** recording and transcription turned on for the meeting. On a work or school account, an IT admin approves the Microsoft 365 connector once.
- **Granola:** the Granola app open on the user's computer during the meeting. It works with any meeting app, including Google Meet and free Zoom.
If a meeting has no transcript, skip it and say so in the report. Never write a post from a meeting title or summary alone.
## Step 1: Find the meetings
- **On demand** ("blog my last webinar"): find the most recent meeting in the connected tool that matches the request.
- **On a schedule** ("blog this week's calls"): list every meeting from the last 7 days, keep only the ones that match "Which meetings to blog", and drop anything that matches "Never blog".
- If the user pasted or uploaded a transcript, use that instead.
- For each meeting, read the **full transcript**, not the summary. A summary is too thin to write a real post from, and writing from one produces invented content.
- Skip any meeting that already has a blog draft, so a weekly run never doubles up.
## Step 2: Decide if it should become a blog post
Check before writing:
- **Private calls** (client calls, sales calls, support calls, anything about money, health, HR or legal): never name the person or share specifics. Write a general teaching post on the topic, or skip it.
- **Too short or no real teaching in it:** skip it and say why.
- **Clear lessons, how-tos, opinions or frameworks:** go ahead.
When in doubt, write the general version. A useful post about the topic is better than an accurate post that leaks something private.
## Step 3: Pull out the good stuff
From the transcript, note:
- The one main idea (one post, one idea)
- The main search phrase: what a customer would actually type into Google or ask ChatGPT
- 3 to 5 related phrases
- Every useful tip, step, example or story
- 2 or 3 lines that sound exactly like the speaker, worth keeping almost word for word
## Step 4: Rewrite it. Don't transcribe it
Spoken words read badly on a page.
- Cut the filler: um, like, you know, basically, so, anyway
- Shrink the tangents to one sentence, or cut them
- Say each point once
- Turn spoken lists into real lists
- Keep the stories, numbers and real examples. They're the best part
- Fix names the transcript got wrong
## Step 5: Write the post
Length: 1,200 to 2,500 words for a webinar or long call, 800 to 1,400 for a short video. Never pad.
Structure:
1. **Title:** main search phrase near the front, still sounds human
2. **Hook:** 2 or 3 sentences. A problem, a surprising point or a sharp observation. Never "In this blog post..."
3. **Quick answer:** 2 to 4 plain sentences near the top that directly answer the main question. This is what Google and AI tools quote
4. **3 to 5 sections** with headings phrased as real questions where it fits
5. **One soft mention** of how you help, mid-post. Teach first
6. **Key takeaways:** 5 one-line action points
7. **FAQ:** 4 or 5 questions written the way a real person would ask, each answered in 2 to 4 sentences
8. **Call to action:** one clear next step, using the link from my-links
## Step 6: SEO and AI search basics
- Main phrase in the title, first 100 words, one heading, the meta description, the URL slug and the image alt text
- Meta description: 150 to 160 characters, written to earn the click
- Slug: short, lowercase, hyphens, main phrase first
- At least 2 links to your own pages, from my-links
- Short, clear sentences an AI tool could quote as an answer
## Step 7: Save it as a draft
- Save to the place listed in "Where drafts go", with status **DRAFT**.
- If the platform needs a featured image, write a one-line image brief and mark it **image needed**. Don't invent a final image.
- If saving fails, put the full post in a Google Doc instead and share the link. Report the exact error.
## Step 8: Report back
```
Blog draft ready: [Title]
From: [meeting name, date]
Skipped: [meetings skipped and why, or "none"]
Saved: [where, with link]
Main search phrase: [phrase]
Meta description: [text]
Words: [count]
Image: needed, brief: [one line]
Status: DRAFT
```
Then offer once: "Want social posts from this?" (that's the blog-to-social skill).
## Autopilot
Once the user has run this by hand and likes the result, suggest a scheduled task:
"Every Friday at 10am, run meeting-to-blog on this week's meetings and save the drafts."
On a scheduled run, never stop to ask questions. Use the settings above, skip anything unclear, and list what was skipped and why in the report.
## Never
- Publish or schedule anything. Drafts only
- Invent quotes, stats, names or results that weren't in the transcript
- Name a client or share private details from a call
- Use a link that isn't in my-links
---
From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Blog my last webinar.
5
Blog to social
blog-to-socialTurns one blog post into a week of LinkedIn, Instagram and Facebook drafts, a carousel outline and video hooks.
Have this ready: One published blog post (a link or the text).
Don't have it? No blog post yet? Run Meeting to blog first.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers.
---
name: blog-to-social
description: Turns one blog post into a week of native social media drafts for LinkedIn, Instagram and Facebook, plus a carousel outline and short video hooks, in my voice and saved as drafts, never posted. Use when I say turn this blog into social posts, repurpose this post, make social from this, give me posts for this week, make this a carousel, or paste a blog post or link and ask for social content.
---
# Blog to Social
One blog post holds a week of social content. This skill pulls it out so you're not staring at an empty caption box every morning.
Nothing gets posted. Everything lands as a draft for you to add images and schedule.
## Load these first, every time
1. **my-brand-voice** for how the words sound
2. **my-links** for every URL. Never guess a link
## Your settings
If any line still says **[FILL IN]**, ask once, then tell the user to update this file.
- **Platforms I post on:** [FILL IN: e.g. LinkedIn, Instagram, Facebook]
- **Who posts:** [FILL IN: my personal profile ("I") or my business page ("we")]
- **Where drafts go:** [FILL IN: my CRM's social planner (e.g. HighLevel Social Planner), a scheduling tool, or a Google Doc]
- **Hashtags I always use:** [FILL IN, or "none"]
## Step 1: Get the blog post
- If they pasted it, use it.
- If they gave a link, fetch it. If the page won't load, ask them to paste the text.
- Read the whole post. Note the main idea, the 3 to 5 strongest points, any numbers or stories, and the call to action.
## Step 2: Check what's working right now (quick)
Do a short web search for how people currently talk about this topic on social, the questions they ask, and the words they search for. Use what you find to shape hooks and keywords. Don't copy anyone's posts.
## Step 3: Write the drafts
Write each one **native to its platform**. Don't paste the same caption three times.
**LinkedIn (2 posts)**
- First line has to earn the "see more" click. A sharp observation or a specific problem
- Short paragraphs, plenty of white space
- One clear takeaway per post
- Link: put it in the first comment, and note that in the draft
- 1,000 to 1,500 characters
**Instagram (2 captions)**
- Hook in the first line, under 125 characters, so it shows before "more"
- Use the words people search for. Instagram search reads captions
- End with a simple question or "save this for later"
- 3 to 5 relevant hashtags, or the user's own
- Note "link in bio" instead of pasting a URL
**Facebook (1 or 2 posts)**
- Conversational, like talking to a neighbor
- A question works well to get comments
- Link can go in the post
**Carousel outline (1)**
- 7 to 10 slides. Slide 1 is the hook, the last slide is the call to action
- One idea per slide, under 25 words each
- Include a short design note: colors, style, one image idea
**Short video hooks (5)**
- Opening lines for a reel, short or TikTok, each under 12 words
- Each one should make someone stop scrolling in the first 2 seconds
## Step 4: Check every draft
- Sounds like the person in my-brand-voice, not like AI
- No banned words from my-brand-voice
- Every link is from my-links
- No claims or numbers that weren't in the blog post
- Each post works on its own, even if someone never reads the blog
## Step 5: Save as drafts
Save to the place in "Where drafts go" as **drafts only**. If the tool can't save drafts, put everything in one Google Doc with a section per platform and share the link. Never schedule or publish.
## Step 6: Report back
```
Social drafts from: [blog title]
LinkedIn: 2 drafts
Instagram: 2 captions
Facebook: [1 or 2] posts
Carousel: 1 outline ([N] slides)
Video hooks: 5
Saved: [where, with link]
Images needed: [list]
Nothing has been posted or scheduled.
```
## Never
- Post or schedule anything
- Use the same caption on every platform
- Invent stats, results or testimonials
- Use a link that isn't in my-links
---
From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Turn my latest blog post into social posts.
Money
6
Weekly money report
weekly-money-reportYour CFO view every Monday: what came in, what went out, cash, tax and what to do this week.
Have this ready: Payments (Stripe or similar) and accounting (QuickBooks, Xero or a Google Sheet) connected. Your monthly revenue goal and the percent you set aside for tax.
Don't have it? Don't know your tax percent? Ask your accountant. The report marks it [CONFIRM] until you fill it in.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: weekly-money-report description: My weekly money report, the CFO view of my business. Pulls numbers from my payment and accounting tools, then tells me what came in, what went out, what's at risk, cash on hand, what to set aside for tax, and what to do this week. Use when I say money report, run my numbers, weekly finance report, how did we do this week, cash flow, who owes me money, or can I afford this. --- # Weekly Money Report Most business owners look at their bank balance and guess. This skill gives you the report a good CFO would hand you on a Monday morning: what the numbers are, what they mean, what's about to go wrong, and what to do about it. If the report reads like a spreadsheet export, it has failed. It should tell you something. ## Your settings If any line still says **[FILL IN]**, stop and ask for it. Never guess a tax rate, a target or a number. - **Payments come in through:** [FILL IN: e.g. Stripe, Square, PayPal, my CRM's payments] - **Accounting tool:** [FILL IN: e.g. QuickBooks, Xero, a Google Sheet, or "none"] - **Currency and time zone:** [FILL IN] - **Revenue types:** [FILL IN: e.g. monthly subscriptions, one-off projects, retainers] - **Monthly revenue goal:** [FILL IN] - **Percent I set aside for tax:** [FILL IN: ask your accountant, don't guess] - **Big fixed monthly costs:** [FILL IN: e.g. team, software, rent] Tax and accounting note: this report helps you see your numbers. It isn't tax or legal advice. Check tax amounts with your accountant. ## Step 1: Set the dates "This week" is the last 7 full days ending yesterday. "Last week" is the 7 days before that. Put the exact dates at the top of the report. ## Step 2: Pull the numbers Use the connected tools listed above. Pull only what you can actually read. **From payments:** - Money in this week and last week - Active subscriptions, new ones, cancelled ones, failed payments - Refunds **From accounting:** - Expenses this week and last 30 days - Cash in the bank - Who owes you money (unpaid invoices and how overdue) - What you owe soon (bills due in the next 30 days) **From email and calendar (optional):** - Payment failure notices, cancellation emails, invoices waiting - Sales calls or renewals coming up in the next 2 weeks If a tool fails or isn't connected, write **[NOT AVAILABLE]** for that part and say why. Never fill a gap with an estimate. ## Step 3: Work it out - **Revenue:** this week vs last week, and the 4 week average - **Recurring vs one-off:** always split these. One big project invoice can hide the fact that subscriptions went nowhere - **Monthly recurring revenue (if you have subscriptions):** from active subscriptions only, not from total charges. Annual plans count as one twelfth per month - **Churn:** how many cancelled, and what that's worth per month. With a small number of customers, say the number, not just the percent. "1 of 12 cancelled" is honest. "8% churn" sounds scarier than it is - **Cash on hand:** bank plus payment balance - **True cash:** cash minus bills due in 30 days minus tax you should have set aside - **Tax check:** profit so far this year times your tax percent, compared with what you've set aside. If you're short, say how much per week would close the gap - **Concentration:** if one customer is more than 25% of revenue, flag it **Sanity check before writing.** If a number looks wildly off (revenue up 400%, cash negative), double-check the source before reporting it. Say so if you can't confirm it. ## Step 4: Write the report Keep it to one page. Plain words. Lead with what matters. ``` Money Report: [date range] The short version [3 sentences: how the week went, the one thing to worry about, the one thing to do] Money in This week: $X (last week $Y, 4 week average $Z) Recurring: $X | One-off: $X Monthly recurring revenue: $X ([+/-] vs last week) Customers New: X | Cancelled: X | Failed payments: X ($ at risk) Cash In the bank: $X True cash after bills and tax: $X Owed to you: $X ([N] invoices, oldest [N] days) You owe in next 30 days: $X Tax Should have set aside: $X | Actually set aside: $X Status: AHEAD / ON TRACK / BEHIND To catch up: $X per week Watch list - [risks: big customer, failed payments, overdue invoices] Do this week (ranked) 1. [most important action, with the dollar amount] 2. ... 3. ... ``` ## Step 5: Deliver Show the full report right here in the chat as a clean, easy-to-read page. Then offer once: "Want me to save this as a Google Doc too, so you keep a history?" Only save it if they say yes, or if the scheduled task asked for it. Never email it unless asked, and then as a draft only. ## Never - Guess a number, rate or target - Mix recurring and one-off revenue into one headline - Give tax or legal advice beyond flagging what to check with an accountant - Move money, send invoices or change anything in a payment tool. This skill only reads --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Run my money report.
Clients
7
Call briefing
call-briefingA one page briefing before any client call, sales call or podcast, with talking points, questions and an intro to read on air.
Have this ready: CRM, email and calendar connected.
Don't have it? No call booked? Try it on any client: "Brief me on [name]."
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: call-briefing description: Prepares me for a client call, sales call or podcast interview. Pulls everything I know about the person from my CRM, email and calendar, researches them online, and gives me a one-page briefing with talking points and questions. For podcasts, also writes an intro I can read on air. Use when I say prep me for my call with, brief me on, who is, what's the story with, catch me up on, or I'm going on a podcast. --- # Call Briefing Walk into every call knowing exactly who you're talking to, what happened last time, and what you want out of it. Five minutes of reading instead of thirty minutes of digging. This skill only reads. It never changes your CRM, sends anything or books anything unless you ask. ## Load these first 1. **my-brand-voice** (only for the podcast intro and any suggested wording) 2. **my-links** (if the briefing suggests sending something) 3. **my-fact-dossier** (what I sell and at what price, so talking points are accurate) ## Your settings If any line still says **[FILL IN]**, ask once, then tell the user to update this file. - **My CRM:** [FILL IN: e.g. HighLevel, HubSpot, Pipedrive] - **My email:** [FILL IN: e.g. Gmail, Outlook] - **What I sell, in one line:** [FILL IN, or "see my-brand-voice"] - **My ideal next step after a sales call:** [FILL IN: e.g. book a strategy session, send a proposal] ## Step 1: Work out who and what From the request, find: - **Who:** name, company or show name - **What kind of call:** client check-in, sales call, partner call, or podcast interview - **When:** check the calendar for the meeting. If there are several people with the same name, ask which one ## Step 2: Gather what you already know **From the CRM:** contact details, tags, pipeline stage, deals, past purchases, notes, recent conversations, and anything open (unpaid invoice, unanswered message). **From email:** search the last 90 days for threads with this person. Note what they asked for, what was promised, and anything left unanswered. **From the calendar:** past meetings with them and anything already booked. If a source isn't connected, skip it and say so in the briefing. ## Step 3: Research them online Search for the person and their company. Use only reliable sources (their website, LinkedIn, interviews, recent news). Look for: - What their business does and who it serves - Anything recent: launches, news, hiring, a new offer - For podcasts: the show's topic, audience, recent episodes and the host's style Never include personal or private details beyond their professional life. If you're not sure a fact is about the right person, leave it out. ## Step 4: Write the briefing One page. The most useful thing first. ``` Briefing: [Name], [Company] Call: [type], [date and time] In one line [who they are and why this call matters] Where things stand - Relationship: [new lead / customer since X / past client / podcast host] - Last contact: [date, what happened] - Open items: [anything promised or unanswered] - Spent so far: [total, if a customer] What's going on with them - [2 to 4 points from research] What I want from this call [the one outcome to aim for, e.g. book the next step] Talking points 1. ... 2. ... 3. ... Questions to ask 1. ... 2. ... 3. ... Watch out for - [sensitive topics, past complaints, anything to avoid] ``` ## Podcast interviews: add these two sections **Episode intro to read on air** (30 to 45 seconds, in the user's voice) Who the host is, what the show is about, and one line on what the user will share today. Warm and natural, not a résumé. **Likely questions and short answers** 5 questions the host will probably ask, each with 2 or 3 bullet points the user can talk from. Include one story or example for each. ## Step 5: Deliver Show the briefing in chat and save it as a Google Doc titled "Briefing: [Name], [date]". Share the link. Then offer once: "Want me to add a short note about this call to their CRM record?" Only add it if they say yes. ## Never - Change, add or delete anything in the CRM without asking - Invent facts. If something isn't found, say "not found" - Include private or personal details that aren't professional --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Prep me for my next call.
8
Inbox replies
inbox-repliesFinds the emails that actually need you and drafts replies in your voice. Never sends, never deletes.
Have this ready: Your email connected (Gmail or Outlook).
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: inbox-replies description: Goes through my inbox, works out which emails actually need a reply from me, and writes ready-to-review drafts in my voice. Drafts only, never sends or deletes. Use when I say clear my inbox, draft my replies, what needs answering, do my email, catch up my inbox, or reply to this, or paste an email and ask for a reply. --- # Inbox Replies Your inbox, answered in your voice, with replies drafted and waiting. All you do is read, tweak if needed, and press send. This skill decides what deserves a reply and drafts it. It never sends, deletes, archives or marks anything as read. Your inbox stays exactly as you left it, plus some drafts. ## Load these first, every time 1. **my-brand-voice** for how the replies sound 2. **my-links** for every URL. Never guess one, never leave [insert link] 3. **my-fact-dossier** for prices, offers and policies. Never guess a fact, leave a [CONFIRM: ...] gap instead ## Your settings If any line still says **[FILL IN]**, ask once, then tell the user to update this file. - **Inbox to check:** [FILL IN: e.g. my Gmail, my Outlook] - **How far back:** [FILL IN: default 7 days] - **How I sign off:** [FILL IN, or "see my-brand-voice"] - **Emails I always want to handle myself:** [FILL IN: e.g. anything about refunds, legal, press, my family] - **Common questions and my usual answers:** [FILL IN, optional: paste 3 to 5 replies you send again and again] ## Step 1: Find emails that need me Search the inbox for the time window above. Skip promotions, newsletters, notifications and automated mail. For each thread, look at the **last message**. If it's from you, it's already answered. Skip it. Skip if there's already a draft on that thread, so a second run doesn't stack duplicates. ## Step 2: Decide: reply or leave it Be strict. A messy drafts folder is worse than an empty one. **Draft a reply when:** a real person wrote it and expects something back. A question, a request, a booking, a client update, a complaint. **Don't draft when:** it's automated, it's FYI only, it's a cold sales pitch, or the conversation is finished. **Not sure?** Don't draft. List it under "worth a look" in the report. **Handle with care (draft, but flag it):** refunds, cancellations, angry customers, legal or contract questions, press and speaking requests, anything from the "handle myself" list. Draft carefully and add one line on what needs deciding first. ## Step 3: Write each draft - Open with something specific from their email in the first two lines. Never "I hope this finds you well" - Answer what they actually asked, in the order they asked it - One clear next step at the end - Links only from my-links - Short. Most replies should be readable on a phone without scrolling - Vary the openings. A batch of drafts that all start the same way looks automated - If you don't know something (a date, a price, a policy), leave a clear gap: **[CONFIRM: price]**. Never invent it ## Step 4: Create the drafts Create each draft in the connected inbox as a reply on the original thread, so it lands in the right conversation. If drafts can't be created, put all of them in one Google Doc with the sender and subject above each one, and share the link. Never say a draft was created if it wasn't. ## Step 5: Report back Keep it short and scannable: ``` Inbox check: [date range] Looked at: [N] emails Drafted: [N] Need a decision first: [N] Worth a look (no draft): [N] Drafts 1. [Sender], [subject]: [one line on what they want] 2. ... Need you to decide first - [Sender]: [what needs deciding] Gaps to fill in drafts - Draft 3: [CONFIRM: start date] ``` ## Never - Send, schedule, delete, archive, or mark as read - Make promises, prices or dates up - Reply to automated emails or spam - Use a link that isn't in my-links --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
What in my inbox needs a reply?
11
Meeting follow-up Bonus
meeting-followupAfter a call, drafts the follow-up email with what you covered, next steps and anything you promised.
Have this ready: Zoom, Teams or Granola, your CRM and your email connected.
Don't have it? No recording? Give Claude three bullet points from the call and it drafts from those.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: meeting-followup description: After a call, finds the meeting, reads what was actually said, checks the person in my CRM, and drafts a ready-to-send follow-up email with what we covered, next steps and anything I promised. Drafts only, never sends. Use when I say follow up on my call, check my meeting, draft the follow-up, recap that call, or I just finished a call with someone. --- # Meeting Follow-up The follow-up email is the part everyone means to send and half the time doesn't. Finish a call, say "follow up on my call with Sam," and get a draft that sounds like you, remembers what you promised, and is ready to send in under a minute. ## Load these first, every time 1. **my-brand-voice** for how the email sounds 2. **my-links** for any link you promised to send 3. **my-fact-dossier** for prices, offers and policies. Never guess a fact, leave a [CONFIRM: ...] gap instead ## Your settings If any line still says **[FILL IN]**, ask once, then tell the user to update this file. - **Where my meetings are recorded:** [FILL IN: e.g. Zoom, Microsoft Teams or Granola, connected in Claude] - **My CRM:** [FILL IN: e.g. HighLevel, HubSpot] - **Where drafts go:** [FILL IN: e.g. my Gmail drafts, my Outlook drafts] - **Task tool for my action items:** [FILL IN, or "none"] ## Step 1: Find the meeting - If they named someone, search the recording tool for the most recent meeting with that person. - If they named nobody, use the most recent meeting that has a transcript. - If two meetings could match, use the most recent and say which one in the report. Read the **full transcript**, not just the AI summary. Summaries drop the details that make a follow-up feel personal. If there's no transcript, say so and ask for three bullet points from the call. Never write a follow-up from a calendar invite alone. ## Step 2: Check the CRM Look the person up by name or email. Use it to: - Get the right email address - See if they're a lead, a customer or a partner, so the tone and next step fit - Spot anything already in motion (an open deal, a past purchase, a recent message) so the email doesn't repeat or contradict it If they're not in the CRM, say so and offer to add them. Don't add them without asking. ## Step 3: Pull out what matters From the transcript: - What they need, in their own words - What was offered, recommended or promised - Agreed next steps, who does each one, and by when - Anything you said you'd send (a link, pricing, a proposal, a recording) - Questions that were left open Never invent a date, price or promise that wasn't said. If something is missing, leave a clear gap: **[CONFIRM: start date]**. ## Step 4: Write the email - **First line:** something specific from the call. Not "Great speaking with you today" - **What we covered:** 2 or 3 short lines - **Next steps:** a short list with who and when - **What I promised:** the actual links, from my-links - **One clear call to action** - **Sign-off:** from my-brand-voice Short enough to read on a phone. Plain, warm, no filler. ## Step 5: Create the draft Create it as a draft in the email tool from the settings, addressed to the person's email from the CRM. If the draft can't be created, put the email in a Google Doc titled "Follow-up: [Name], [date]" and share the link. Never say it was drafted if it wasn't. ## Step 6: Report back ``` Follow-up drafted for [Name] ([Company]), call on [date] Source: [recording tool] In CRM as: [lead / customer / partner / not in CRM] Draft: [where] Gaps to fill: [list, or "none"] Your action items: - [item, date] ``` Then offer once: "Want me to add your action items to your task list, or add a note about this call to their CRM record?" Only do it if they say yes. ## Never - Send anything - Invent facts, dates or prices - Add or change a CRM record without asking - Paste long chunks of the transcript into the email --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Follow up on my call with [name].
Pages
9
Landing page builder
landing-page-builderA full landing page, sales page or registration page from a two line description: designed, with SEO settings and real links. You then paste or import the HTML into your CRM or page builder.
Have this ready: One offer and who it's for.
Don't have it? No clear offer yet? Paste this into a new chat:
Help me shape one offer I could sell this month. Ask me 5 questions first, one at a time.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: landing-page-builder description: Builds a landing page, sales page, opt-in page or webinar registration page from a plain description, with conversion-focused copy in my voice, page structure, SEO settings and image briefs, ready to build in my CRM's page builder. Use when I say build me a landing page, write a sales page, I need an opt-in page, webinar registration page, page for my new offer, or describe an offer and want a page for it. --- # Landing Page Builder Describe what you want in a sentence or two. Get back a finished page: every section written, the order worked out, the SEO done, and clear notes for whoever builds it. No dragging boxes around a page builder trying to think of a headline. ## Load these first, every time 1. **my-brand-voice** for how the copy sounds 2. **my-links** for every URL, including the button links. If a link isn't there, ask for it 3. **my-fact-dossier** for prices, offers and policies. Never guess a fact, leave a [CONFIRM: ...] gap instead ## Your settings If any line still says **[FILL IN]**, ask once, then tell the user to update this file. - **Page builder:** [FILL IN: e.g. HighLevel funnels, WordPress, Webflow, Canva websites] - **Brand colors and fonts:** [FILL IN] - **Proof I can use:** [FILL IN: real testimonials, numbers I'm happy to share, logos of clients who said yes] ## Step 1: Understand the page Before writing, make sure you know these. Ask only for what's missing, in one short message: 1. **What's the offer?** Name, what's included, price (if any) 2. **Who is it for?** One sentence 3. **What do you want them to do?** Buy, book, register, download 4. **What kind of page?** Sales page, opt-in, webinar registration, booking page 5. **Any date or deadline?** Only if it's real If they give enough in their description, don't ask. Start writing. ## Step 2: Pick the right length - **Opt-in or webinar registration:** short. Headline, 3 to 5 bullets, form, a line about the host. People decide in seconds - **Low price (under $100):** medium. Problem, solution, what's included, proof, price, FAQ - **Higher price or a call:** long. Full story, objections handled, more proof, detailed FAQ ## Step 3: Write the page Section by section, in this order (skip what doesn't fit the page type): 1. **Headline:** the outcome they want, in their words. Specific beats clever 2. **Subheadline:** who it's for and how it works, in one line 3. **Main button:** action words, e.g. "Save my free seat", "Get the recording". Never just "Submit" 4. **The problem:** what it feels like right now. Make them nod 5. **The shift:** what changes, and why the old way isn't working 6. **What you get:** bullets that say the benefit, not just the feature 7. **Who it's for, and who it isn't for:** builds trust fast 8. **About the host or business:** short, real, with a photo note 9. **Proof:** only real testimonials and real numbers from the settings. If there are none, leave this section out. Never invent one 10. **Price and what's included:** clear and simple 11. **FAQ:** 4 to 6 real objections, answered plainly 12. **Final button:** repeat the main call to action Rules: - Every button links to a URL from my-links - No fake scarcity, fake countdowns or made-up "only 3 spots left" - Nothing promised that the user wouldn't personally stand behind - Readable on a phone: short paragraphs, clear headings ## Step 4: SEO and sharing settings Write these so the page looks right in Google and when shared: - **Page title (SEO title):** under 60 characters - **Meta description:** 150 to 160 characters - **URL slug:** short, easy to say out loud - **Social share title, description and image note** Remind the user: if they cloned an old page, update all of these, because the old page's settings copy over. ## Step 5: Image and design notes For each section that needs an image, write a one-line brief (what it shows, any text on it). Use the brand colors from settings. Never generate stock-photo clichés like handshakes or glowing robots. ## Step 6: Deliver Ask once which they want, then deliver it: - **A designed page (the default):** one complete HTML file using the brand colors from settings, mobile friendly, with every section, the real button links, and the SEO title and description built in. Then tell them how to use it: paste it into their page builder's custom HTML or code element (HighLevel and PulseGrowth funnels have one, WordPress has a Custom HTML block), or import it if their builder supports HTML import. - **The copy only:** the full page in a Google Doc, section by section, with the button links, SEO settings and image briefs clearly marked, so it's easy to hand to whoever builds it. If the page builder is connected and the user asks, create the page there as a draft. Never publish it. ## Never - Invent testimonials, results, numbers or deadlines - Publish a page - Use a link that isn't in my-links --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Build me a landing page for [offer] for [audience].
Your day
10
Daily rundown
daily-rundownWhat to do first today, in priority order: emergencies, then quick wins, then the work that makes money.
Have this ready: Your task app, calendar and email connected.
Don't have it? No task app? It still works with just your calendar and email.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: daily-rundown description: My daily rundown of what actually matters today. Pulls my tasks, calendar and email, sorts everything into priority tiers that put emergencies first and money next, and tells me what to do first, what to delegate and what can wait. Use when I say what's on my plate, what should I work on today, daily rundown, prioritize my tasks, what's urgent, what am I behind on, or where should I start. --- # Daily Rundown Stop opening five tabs every morning to work out where to start. This skill looks at everything on your plate and tells you, in order, what to do first. The rule behind it: **stop the bleeding, then make money, then build.** ## Your settings If any line still says **[FILL IN]**, ask once, then tell the user to update this file. - **Task tool:** [FILL IN: e.g. Todoist, Asana, ClickUp, Trello, my CRM's tasks, or "none"] - **Calendar:** [FILL IN: e.g. Google Calendar, Outlook] - **Email:** [FILL IN: e.g. Gmail] - **My time zone:** [FILL IN] - **My team (for delegation ideas):** [FILL IN: name and what they're good at, or "just me"] - **My main goal this quarter:** [FILL IN: e.g. 10 new clients, launch my course] ## Step 1: Pull everything 1. **Tasks:** pull **all** open tasks from the task tool. If there's more than one page of results, keep going until there are none left 2. **Calendar:** today and the next 7 days 3. **Email:** the last 7 days, looking only for things that need action: direct requests, unanswered client questions, invoices, payment problems, anything with a deadline **If a source fails, say so.** Never quietly build the rundown without it. A rundown missing half your tasks is worse than none, because you'll trust it. Check your count: the number of tasks in the rundown must equal the number you pulled. ## Step 2: Sort into tiers Every item goes into exactly one tier. **1. Fire alarms:** could cause real damage if ignored today. Something broken that customers are hitting, an angry client, a bill that could cut off a service, a hard deadline in the next 24 hours. Overdue alone isn't enough. Overdue plus a real consequence is. If this tier is empty, say so. Don't pad it. **2. Quick wins:** truly done in under 5 minutes. A reply, an approval, sending a link. Be strict. If it needs thinking, it isn't a quick win. **3. Money today:** could bring in money in the next 24 hours. A proposal ready to send, a hot lead to follow up, an invoice to send, a payment to chase. **4. Money this week:** proposals to write, warm leads, upsells, renewals. **5. Calendar prep:** anything happening in the next 48 hours that needs preparing. Sales calls first. Flag meetings that could be declined or delegated. **6. Building the business:** systems, content, hiring, planning. Rank higher anything that makes the business depend less on the owner. **7. Later:** everything else, including tasks with due dates far away. Extra flags: - **Overdue:** show how many days. Be honest, even if it's a lot - **Possible duplicate:** if the same thing shows up in two places - **Could delegate to [name]:** a suggestion only, never assigned ## Step 3: Write the rundown Short enough to read on a phone in two minutes. ``` Your rundown: [day, date] Start here 1. [the single most important thing, and why] Fire alarms - ... Quick wins (do these in one 15 minute block) - ... Money today - ... Money this week - ... Prep for upcoming calls - [time] [meeting]: [what to prep] Could delegate - [task] to [name] Overdue and worth deciding on - [task], [N] days overdue: do it, delegate it, or delete it? Totals: [N] tasks, [N] emails, [N] meetings checked ``` ## Step 4: Deliver Show it in chat. If the user asks, save it as a Google Doc or send it as an email draft to themselves. Then offer once: "Want me to move any of these dates, or add something to your task list?" Only change tasks when they say yes. ## Never - Leave a task out silently - Mark tasks done, delete them or change dates without asking - Assign work to someone. Suggest only --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
What should I work on today?
Keep it tidy
12
Skills checker Bonus
skills-checkerA monthly health check: duplicates, dead links, tools you no longer use and blanks you never filled in.
Have this ready: At least three skills installed.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: skills-checker description: A monthly health check for all my Claude skills. Lists every skill I have, flags duplicates and overlaps, spots dead links, tools I no longer use and unfinished settings, and suggests what to fix, merge or delete. Use when I say check my skills, skills health check, tidy up my skills, which skills overlap, or what skills do I have. --- # Skills Checker Skills are like apps on your phone. You add a few, then a few more, and six months later you've got three that do the same thing and one still pointing to a tool you cancelled. This skill keeps them tidy. Run it once a month. It only reads and suggests. It never edits or deletes a skill on its own. ## Step 1: List every skill Look at all the skills available in this conversation that the user created or uploaded (skip Claude's built-in ones unless asked). For each one, note: - Name - What it does, in one line - What it connects to (CRM, email, calendar, payments, etc.) - Which other skills it loads (e.g. my-brand-voice, my-links) If you can't see a skill's full contents, say so and work from its description. ## Step 2: Check each skill For every skill, look for: **Unfinished settings** - Any **[FILL IN]** markers still in the file **Dead or risky links** - URLs written directly into the skill instead of coming from my-links - Links to pages that no longer load (check a few with a quick fetch) **Tools that changed** - Connections to tools that aren't connected anymore in this account - Old tool names, e.g. a skill still talking about Zoom when the user has moved to another meeting tool **Overlaps** - Two or more skills doing the same job or triggering on the same words. These fight each other and Claude may pick the wrong one **Missing companions** - A writing skill that doesn't load my-brand-voice - A skill that uses links but doesn't load my-links **Description quality** - A description so vague Claude won't know when to use it, or so broad it triggers on everything ## Step 3: Report Keep it short and practical. ``` Skills check: [date] Skills found: [N] Healthy - [name], [name], ... Needs a fix - [name]: [what's wrong] → [suggested fix] Overlaps - [name] and [name] both [do X] → [merge / keep one / split the job] Unfinished settings - [name]: [N] [FILL IN] markers left Tools to check - [name] uses [tool], which isn't connected right now Ideas - [a job you seem to repeat that could become a new skill, if spotted] ``` ## Step 4: Offer to fix Offer once: "Want me to rewrite any of these?" If yes, write the updated skill file in full and show it so the user can save it. Never delete or replace a skill without them saying so. ## Make it automatic (optional) Suggest setting this up as a monthly scheduled task (for example, the last Sunday of each month) so it runs without being asked. --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Check my skills.
13
SOP builder Bonus
sop-builderTurns any process you repeat into a step by step guide your team can follow without asking you.
Have this ready: One process you repeat, described out loud or as rough notes.
Create a new skill from the text below and save it to my skills. Keep the name, description and instructions exactly as written. Once it's saved, ask me the questions needed to fill in every [FILL IN] line, one at a time, then update the skill with my answers. --- name: sop-builder description: Turns any repeatable process into a clear step-by-step SOP (standard operating procedure) a team member or contractor can follow without asking me. Works from a description, a screen recording transcript, a voice note or a rough checklist, and saves it as a Google Doc. Use when I say write an SOP for, turn this into an SOP, document this process, or make a how-to for my team. --- # SOP Builder Every time you explain the same thing twice, that's an SOP waiting to be written. This skill turns a messy explanation into a guide your team can actually follow, so the work doesn't have to come back to you. ## Load this first **my-brand-voice**, so the SOP sounds like you, plain and friendly. ## Your settings If any line still says **[FILL IN]**, ask these once, then tell the user to update this file: - **Who usually reads my SOPs:** [FILL IN: me, my team, contractors, clients] - **How detailed:** [FILL IN: quick checklist, or full click-by-click] - **Where SOPs are saved:** [FILL IN: e.g. a Google Drive folder called "SOPs"] - **Screenshots or videos:** [FILL IN: add placeholders for them, yes or no] ## Step 1: Get the process Accept anything: a description typed in chat, a transcript of a screen recording or Loom, a voice note, a rough checklist, or "watch how I do it" notes. If something important is missing, ask in one short message: - What's the end result when this is done right? - Who does it, and how often? - What tools or logins do they need? ## Step 2: Write the SOP Use this structure every time: ``` [Process name] Last updated: [date] | Owner: [who keeps this current] Purpose [One or two sentences: what this is and why it matters] Who this is for [Role] When to do it [Trigger or schedule, e.g. "every new client signup" or "every Monday"] What you need - [tool, login, file, template] Steps 1. [One action per step. Start with a verb.] [SCREENSHOT: what it should show] 2. ... Done right looks like - [how to check the work is correct] Common mistakes - [what goes wrong and how to avoid it] Questions or problems [who to ask] ``` Rules: - **One action per step.** "Open Settings, then click Phone Numbers" is two steps - Write exact click paths where possible: Settings, then Phone Numbers, then Add Number - Plain words. Someone new should be able to follow it on their first day - Put a screenshot or video placeholder wherever someone could get lost - Never include passwords or API keys. Write "login stored in [password manager]" instead ## Step 3: Save it Create a Google Doc titled "SOP: [Process name]" in the folder from settings and share the link. If the folder doesn't exist, ask before creating it. ## Step 4: Report back ``` SOP ready: [name] Saved: [link] Steps: [N] Screenshots to add: [N] Questions I couldn't answer: [list, or "none"] ``` Then offer once: "Want me to turn this into a checklist your team can tick off, too?" --- From the Claude + Your CRM workshop by Vera Firman.
Try it: paste this in a new chat once it's saved
Write an SOP for [process].
Step 5
Make it run on its own
2 minutes eachOnly schedule a skill once you've run it by hand and like the result. Copy one into a new chat, change the time and time zone, and approve.
Daily rundown
Set up a scheduled task that runs my daily-rundown skill every weekday at 7am Eastern time and sends me the summary.
Inbox replies
Set up a scheduled task that runs my inbox-replies skill every weekday at 4pm Eastern time. Drafts only, never send. Send me a short summary when it's done.
Money report
Set up a scheduled task that runs my weekly-money-report skill every Monday at 8am Eastern time and shows me the report when it is done.
Blog drafts from your meetings
Set up a scheduled task that runs my meeting-to-blog skill every Friday at 10am Eastern time on this week's meetings. Save drafts only and send me the list of what you drafted and skipped.
Skills check
Set up a scheduled task that runs my skills-checker skill on the last Sunday of every month.
Important: open the task's settings and turn on automatic approval if your account allows it. Otherwise the task stops and waits for you while you're away. To change or pause one later, ask Claude: "Show me my scheduled tasks."
Step 6
Run it from your phone
1 minuteOpen the Claude app, tap the microphone and just talk. Everything above works on your phone too, with no extra setup.
What should I work on today?
Step 7
Build your own skill
20 minutesEvery time you explain the same thing to Claude twice, that's a skill waiting to be made. Fill in the blanks and paste it into a new chat.
Help me create a skill and save it to my skills. Skill name: [short-name-with-hyphens] Use it when I say: [the words I'd actually type or say] What it does: [one sentence] What it needs: [tools to connect, and load my-brand-voice, my-links and my-fact-dossier if it writes anything] Steps: 1. [first step] 2. [second step] 3. [third step] What the finished result looks like: [describe it or paste an example] Never: [e.g. send anything, invent prices, use links that aren't in my-links] Ask me anything you need before you write it. Keep it drafts only.
To improve any skill later:
Update my [skill name] skill so it always [what you want changed].
Step 8
Keep a copy of your skills
10 minutesYour skills live inside Claude. Keep a plain text copy you own in Google Drive. If you ever try another AI tool (ChatGPT, Gemini, anything that takes instructions), you open the doc, copy it and paste it in. Nothing to rebuild.
Then paste this once for each skill (Google Drive needs to be connected):
Save the full, latest text of my [skill name] skill as a Google Doc called [skill name] in my Google Drive folder My Skills. If that doc already exists, replace what's in it.
Whenever you change a skill, add one line to the end of your request so your copy stays current:
Then save the updated version to my My Skills folder in Google Drive.
Want a list of everything you have?
Make me a Google Sheet in my My Skills folder that lists every skill I have: the name, what it does in one line, and the date I last updated it.
If Claude can't save to your Drive, it shows you the text instead. Copy it into a new Google Doc yourself.
Rules that keep you out of trouble
- One chat per job. New task, new chat.
- Drafts first. Nothing goes to a customer until you've read it.
- Look for [CONFIRM: ...] in any draft and fill it in before sending.
- Changed a price or a link? Update your fact dossier or links the same day.
Rather have it done for you?
I'll build, connect and customize all of this for your business.
Book a strategy callVera