Skills & automations

Build your first skill (5 min)

Pick one task you do at least weekly. Then in Claude Code:

Research the best [topic] experts in the world
— Blair Enns, Alan Weiss, Sandler, whoever is known for this.
Pull their frameworks.

Create a skill file called [name] that:
- Greets me and asks the 3-5 intake questions
- Applies the frameworks
- Outputs the finished [thing] in [format]

Save it as a skill I can trigger with /[name].

Run it

/proposal-writer

Client: café owner in Cebu. Wants to grow social media.
Budget: ₱15,000/month. 3-month engagement.

Build these first (in order)

• /proposal-writer — intake questions, framework, draft.
• /client-report — raw numbers + context → written report.
• /weekly-content — the map → kill → draft → edit loop.
• /voice-review — checks a draft against the brand voice, flags drift.
• /meeting-notes — transcript → decisions + next actions.

Automations (schedule-triggered)

Zapier / Make / GHL triggers Claude, keeps a human in the loop. Good starters:

• New lead lands in CRM → Claude drafts welcome email → you approve → send.
• Weekly trigger → Claude pulls last week's post performance → emails you a recap.
• New client form submission → Claude drafts a tailored onboarding kit.

Don't

• Build 30 skills before using 3.
• Chain automations no human reviews.
• Tool-hop before the basics pay back.