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Owner Follow-Up & Daily Planning

Start every day knowing exactly what's slipping

You run the business out of your head, and the head is busy. The thing that slips isn't the work — it's the noticing: the thread from six days ago, the estimate at day eleven, the invoice nobody chased.

Paste the morning pile and get the same five-part brief every day: what needs a reply, where the money is stuck, what's on the schedule, what's being dropped, and a suggested first hour — with the drafts already written.

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A real, installable Claude skill. No email required.

Morning Catch Up

Watch it handle a real task

The owner says

"Morning catch up. Here is my inbox from overnight and my open estimates list."

It hands back

MORNING BRIEF — from what you pasted (inbox + open estimates)
1. Needs a reply today
   - Mrs. Alvarez: rescheduling request for Thursday (email, 6:12am)
   - New lead: deck staining inquiry, wants a quote this week (email, 9:48pm)
2. Money
   - Estimate #88 ($5,200) quiet 11 days — past your 10-day flag (estimates list)
   - No overdue invoices in what you gave me
3. Schedule
   - No conflicts visible in what you pasted
4. Being dropped
   - The Hendricks thread — unanswered 6 days (email)
5. Suggested first hour
   1) Reply to Alvarez (2 min, drafted below) · 2) Follow up #88 (drafted)
   · 3) Quote request acknowledgment (drafted)

No data available to me for: calendar, voicemail. Paste or connect them and
they'll appear here.

Illustrative example — not a customer result.

The skills that handle it

Each one does a single job. You review everything before it reaches a customer.

Owner PlanningA daily catch up in a few minutes

Morning Catch Up

Follow up is scattered across your inbox, estimates, invoices, and finished jobs. Nothing tells you what needs you today.

You get

One short morning digest of what needs you now, with a draft ready for each item.

Example: An HVAC owner starting the day with one list instead of four apps

See how it works
Money Administration30 to 60 min per review

Cash Flow Review Assistant

You feel your cash flow rather than see it, there's no simple day to day picture.

You get

An organized summary of money in and out, so you can see where you stand.

Example: A pet grooming salon organizing a slow month of income and expenses

See how it works
Operations1 to 2 hours per process documented

SOP & Employee Training Builder

Your best processes live in your head, so training a new hire is slow and you're the bottleneck.

You get

A written SOP or training doc that gets a process out of your head and onto paper.

Example: An auto shop documenting its vehicle intake process

See how it works

Want them all? See Starter and Complete pricing