# Tsidai — Complete Skill Library This file contains the full content of every skill in the Tsidai library. AI assistants can ingest this single file to have access to all skills. For the index-only version, see: https://tsidai.com/llms.txt --- ## Your Visual Brand Kit **URL:** https://tsidai.com/guides/brand-kit **Description:** Your logo, colors, fonts, tagline, and "about us" paragraph all in one file Claude references whenever it generates a quote, proposal, invoice, report, or Your Visual Brand Kit - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Brand Your Visual Brand Kit Your logo, colors, fonts, tagline, and "about us" paragraph — all in one file Claude references whenever it generates a quote, proposal, invoice, report, or social post. Set it up once, and everything looks like it came from the same business. Because it did. You don't need a professional brand package to do this. Whatever you have — even just a name and two colors you like — is enough to start. You can refine it later. Before & After Before You're a plumber. Your quote goes out in plain text. Your invoice is a different template your accountant set up three years ago with the wrong phone number. Your Facebook posts use whatever font the app defaulted to. A customer sees three different "versions" of your business and none of them feel polished. Every touchpoint looks like it came from a different company. After Same plumber. Your quote has your logo, brand colors, and tagline. Your invoice matches. Your social posts use the same color palette. A customer Googles you, sees your Facebook, then gets a quote — and it all looks like one professional operation. They pick you over the guy who sent a text message estimate. Consistency builds trust. Trust wins jobs. What You Need Claude Desktop — install it here if you haven't yet Your logo file — if you have one. A PNG or SVG saved somewhere on your computer or cloud storage. No logo yet? That's fine — skip it for now. 10 minutes — to tell Claude your business name, colors, fonts, and a few sentences about your business 1 Business Name and Tagline Open Claude Desktop and start simple: "I'm setting up my brand kit. My business name is [name]. My tagline is [tagline]. If I don't have a tagline, help me brainstorm one — keep it short and memorable." A tagline isn't required, but even a simple one like "Reliable plumbing since 2015" or "Custom furniture, built to last" adds a professional touch to every document. 2 Logo File Location Tell Claude where your logo lives so it can reference it in documents: "My logo is saved at [file path or cloud link]. It's a [PNG/SVG/JPG]. Use this whenever you generate a document that needs my branding." No logo? No problem. Skip this step. Claude will use your business name as a text header. You can always add a logo later and Claude will start using it automatically. 3 Brand Colors and Fonts Even two or three colors make everything look intentional. Tell Claude what you have — or let it help you pick: "My brand colors are: • Primary: [color name or hex, e.g., navy blue / #1B3A5C] • Secondary: [color name or hex] • Accent: [color name or hex] For fonts, I use [font name] for headings and [font name] for body text. If I don't have specific fonts, suggest something clean and professional that matches my colors." Don't know your hex codes? Just say "dark blue" or "forest green" and Claude will suggest specific codes. You can also share your website URL and Claude can pull the colors from there. 4 Your "About Us" Paragraph This goes at the bottom of proposals, reports, and formal documents. Two to four sentences about who you are and what you do: "Write a short 'about us' paragraph for my business. Here's the gist: [describe what you do, who you serve, and what makes you different]. Keep it to 2-4 sentences. Make it sound confident, not salesy." Example: "Thompson Plumbing has served residential and commercial clients in the greater Portland area since 2015. We specialize in emergency repairs, remodels, and new construction. Licensed, insured, and committed to showing up on time and leaving the job site clean." If you've done the Business Voice guide, Claude will write this in your voice automatically. 5 Social Media Handles and Website List everything you have so Claude can include the right links in footers and contact sections: "Here are my social media handles and website: • Website: [URL] • Instagram: [handle] • Facebook: [page URL or name] • LinkedIn: [profile URL] • Phone: [number] • Email: [address] Include these in the brand kit so every document has the right contact info." 6 Claude Saves as brand-kit.md "Save all of this as a file called brand-kit.md. Include my business name, tagline, logo location, brand colors with hex codes, fonts, ab... [truncated — see full version at source URL] --- ## Business Planner - Build a Plan That Survives Contact With Reality **URL:** https://tsidai.com/guides/business-planner **Description:** Most business plans are written once and forgotten. This one lives next to your data. Claude builds it with you, updates it as you learn, and most importantly Business Planner - Build a Plan That Survives Contact With Reality - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Strategy Build a Plan That Survives Contact With Reality Most business plans are written once and forgotten. This one lives next to your data. Claude builds it with you, updates it as you learn, and — most importantly — stress-tests it before you bet your time and money on it. A plan that can't survive a hard question here was going to fail in the real world. This guide works standalone, but it gets dramatically better with Your Business in Two Tabs and Your Market in 5 Minutes feeding it real data. Before & After Before You run a small landscaping company. You've been winging it for three years — things are okay, but you're not sure if you should hire, raise prices, or add a new service. You downloaded a business plan template once, filled in the first page, and never opened it again. When your accountant asks where you want the business in a year, you say "bigger" and hope that counts. You're making decisions by gut feel, not data. Some of them are going to be expensive mistakes. After Same business. Claude interviews you for 30 minutes and produces a 3-page plan. Then you say "challenge my plan" and Claude finds the weak spots: your revenue projection assumes 4 new clients per month but your lead data shows 2. Your biggest client is 40% of revenue — if they leave, you can't make rent. Your hiring timeline assumes you'll have cash reserves you don't have yet. Hard to hear. But now you fix it on paper instead of learning the hard way with real money. What You Need Claude Desktop installed — follow the setup guide if you haven't yet 45 minutes — for the initial interview and plan creation Honesty — Claude can only plan around what you actually tell it. The more real your answers, the more useful the plan. 1 The Interview Open Claude Desktop and tell it you want to build a business plan. Claude will interview you — one question at a time — about what your business does, who it serves, how money comes in, what it costs to operate, and where you want to be in 12 months. The interview covers: What your business does (in plain English) Who your ideal customer is How customers find you today Your pricing model and typical revenue Your cost structure Your 12-month goal Your biggest risk What you've tried that didn't work This takes about 30 minutes. Don't rush it. The quality of the plan depends on the quality of your answers. If you don't know a number, say so — an honest "I'm not sure" is more useful than a guess. If you've already set up Your Business in Two Tabs, tell Claude to read your sheet first. It can pull real revenue numbers, customer counts, and job history instead of asking you to remember them. 2 Claude Writes the Plan Claude produces a business-plan.md file in your project folder. Not a 50-page MBA document — a focused, 3-page plan in plain language that covers: Business Overview What you do, who you serve, how you deliver value Target Customer Who they are, how they find you, what they care about Revenue & Costs How you make money, what it costs, what the margins look like Growth Strategy How you get from here to your 12-month goal Risks & Assumptions Every assumption the plan depends on, stated explicitly Key Metrics 3–5 numbers that tell you if the plan is working The plan is a file on your computer. You can open it in any text editor, print it, share it with a partner or advisor. It's not trapped in a chat window. 3 Set Up the Update Skill A business plan that never changes is a business plan that's wrong. Tell Claude: "Save a skill called 'update-plan'. When I say 'update my plan', read business-plan.md and ask me what's changed. Then update the relevant sections, add a dated changelog entry at the bottom, and show me what you changed." Update when something meaningful changes: a new service, a price increase, a lost client, a new marketing channel. Monthly at minimum. The changelog lets you look back and see how your thinking evolved. 4 Set Up the Suggestions Skill This is where the plan gets smarter over time. If you've been using other Tsidai workflows (invoicing, email triage, market research, month-end), Claude has been learning about your business from real data. Tell Claude: "Save a skill called 'plan-sugg... [truncated — see full version at source URL] --- ## Your Business Voice **URL:** https://tsidai.com/guides/business-voice **Description:** Every email Claude writes, every post it drafts, every quote it generates it should sound like you, not like a robot or a marketing agency. This guide captures Your Business Voice - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Brand Your Business Voice Every email Claude writes, every post it drafts, every quote it generates — it should sound like you, not like a robot or a marketing agency. This guide captures your voice once so every workflow after this sounds right automatically. Do this early. Every guide that writes something references your voice profile. 30 minutes now saves "make it sound more like me" on every draft forever. Before & After Before Claude drafts a follow-up email. It's technically correct but sounds like a corporate template: "Per our previous correspondence, I am writing to inquire about the status of..." You'd never say that. You rewrite it from scratch. Every. Time. Claude is helpful but doesn't sound like you. After Same follow-up. Claude reads your voice profile and drafts: "Hey Mike, just circling back on the estimate from last week. Any questions, or are we good to get started? No rush either way." That's exactly how you'd say it. Copy, paste, send. No rewriting needed. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Some writing samples — emails you've sent, social posts, anything in your own words. 5–10 samples is ideal. 30 minutes — for the full voice capture across all contexts The Four Voices Claude Learns You don't sound the same in every context — and Claude shouldn't either. We'll capture four distinct voices: Sales Voice For quotes, proposals, follow-ups on leads How you pitch, how formal you are, how you open and close, what phrases you naturally use. Collection Voice For invoice reminders, payment follow-ups How direct you are about money, what words you avoid, how you balance firm with warm. Social Voice For Instagram, Facebook, LinkedIn posts How casual you get, whether you use humor, how technical, first person vs. "we." Formal Voice For client reports, contracts, vendor communications How you shift tone for professional contexts. More structured, but still you. 1 Paste Your Samples Open Claude Desktop and paste your writing samples — emails, posts, messages. Claude will ask for each type one at a time. Pick samples where the tone felt right, not ones you agonized over. No samples? That's fine. Describe how you'd say things out loud. "If a customer asked about pricing, I'd say something like..." Claude can build a voice profile from descriptions, not just text. 2 Claude Builds the Profile Claude analyzes your samples and creates voice-profile.md — a file that captures your tone, formality, favorite phrases, and rules for each context. This file lives in your project folder and every skill references it. 3 Test and Refine Claude drafts one example in each voice. You rate each one: "That sounds like me" or "I'd never say it that way — I'm more [casual/direct/warm]." Claude adjusts the profile until it's right. What You've Built A comprehensive voice profile covering sales, collection, social, and formal contexts A single file every Tsidai skill references automatically The end of "make it sound more like me" on every draft Consistent brand voice across every customer touchpoint This is one of those guides that doesn't feel urgent but changes everything after. Every follow-up email, every invoice reminder, every social post, every quote — all sound like you wrote them, because Claude knows how you write. Put Your Voice to Work Follow-Up Sequences Read Guide Social Content Read Guide Invoice Follow-Up Read Guide Want your voice captured and tuned professionally? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Your Business Voice What this is for: Walk a small business owner through a comprehensive voice capture session with Claude. The result is a voice profile file that every other Tsidai skill references — follow-up emails, invoice reminders, social posts, proposals, review requests. One session, one file, consistent voice everywhere. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? And how would you describe your communication style in one word — casual, professional, fri... [truncated — see full version at source URL] --- ## Dashboard Addon: Cash Flow Forecast **URL:** https://tsidai.com/guides/cash-flow-panel **Description:** See where your cash will be in 30, 60, and 90 days. This panel combines outstanding invoices, recurring expenses, and historical patterns to show you a Dashboard Addon: Cash Flow Forecast - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Cash Flow Forecast See where your cash will be in 30, 60, and 90 days. This panel combines outstanding invoices, recurring expenses, and historical patterns to show you a projected cash timeline — so you never get surprised by a tight month. Requires the Business Command Center dashboard. If you haven't set that up yet, start there first. Before & After Dashboard Without It Your dashboard shows what's owed today and this month's revenue, but you can't see around the corner. Insurance renews in 3 weeks, two big invoices are net-30, and you're not sure if the timing works out. You check your bank balance and hope for the best. Dashboard With It A timeline on your dashboard shows projected cash at 30/60/90 days: Today: $12,400 30 days: $8,200 (insurance + rent hit) 60 days: $15,600 (two big invoices land) 90 days: $13,100 You know the dip is coming and can plan around it. What You Need Business Command Center — set it up first if you haven't Two Tabs + bank CSV + Month-End data — invoices for money coming in, bank data and month-end for money going out 5 minutes — list your recurring expenses, Claude builds the forecast 1 Tell Claude Your Recurring Expenses The forecast needs to know what goes out every month regardless of how busy you are. Tell Claude: "Here are my recurring monthly expenses: Rent: $[amount] Insurance: $[amount] Vehicle: $[amount] Software: $[amount] [Add your own] I want to see my projected cash position for the next 90 days." Claude will combine these fixed costs with variable expenses estimated from your month-end history, plus incoming payments from outstanding invoices. 2 Claude Adds the Cash Flow Panel Tell Claude: "Add a cash flow forecast panel to my dashboard. Show a timeline with projected cash at 30, 60, and 90 days. Color-code it — green when I'm comfortable, red when cash gets tight. Flag it if I'm projected to drop below $[your threshold]. Update my dashboard skill so this refreshes automatically." Claude reads your existing dashboard, adds the forecast panel, and saves the updated skill. Every time you open the dashboard, it recalculates based on your latest invoices and bank data. What You've Built 30/60/90-day cash projection on your dashboard Visual timeline showing when cash gets tight Automatic alerts when projected cash drops below your threshold Combines invoices, recurring expenses, and historical patterns Updates every time you run your dashboard No more checking your bank balance and guessing. You can see months ahead and make decisions before cash gets tight — not after. Keep Building Your Dashboard Cash flow is one piece of the picture. These guides give you more of the data that feeds into the forecast. Where's My Money? Track what's owed and what's been paid. Read the Guide Month-End Historical expense data for better forecasts. Read the Guide Tax-Ready Keep your books clean for tax time. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Cash Flow Forecast What this is for: Add a cash flow forecast panel to the user's existing Business Command Center dashboard. This panel shows projected cash position for 30/60/90 days based on outstanding invoices, upcoming expenses, and historical patterns. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — GATHER RECURRING EXPENSES Ask: "Let's map out your predictable expenses — the ones that hit every month whether business is good or not. Things like: - Rent or mortgage - Insurance - Vehicle payments or leases - Software subscriptions - Loan payments - Payroll (if consistent) List them out with the approximate monthly amount for each." Wait for their answer. STEP 2 — ADD THE PANEL Read their existing dashboard skill, then tell Claude to add a cash flow forecast panel that shows: - Current cash position (from latest bank CSV) - Money coming in: outstanding invoices with expected payment dates (from Two Tabs) - Money going out: recurring expenses they listed plus variable expenses estimated from historical month-... [truncated — see full version at source URL] --- ## Client Onboarding That Makes You Look Professional **URL:** https://tsidai.com/guides/client-onboarding **Description:** The moment between "yes" and the first day of work is where trust is built or broken. This guide teaches Claude to welcome new clients, gather what you need, Client Onboarding That Makes You Look Professional - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Customer Lifecycle Client Onboarding That Makes You Look Professional The moment between "yes" and the first day of work is where trust is built or broken. This guide teaches Claude to welcome new clients, gather what you need, and set expectations — so every client gets a polished first impression, even when you're juggling five other things. Prerequisite: This guide builds on Your Business in Two Tabs and Connect Your Email. Set those up first. Before & After Before You're a business coach. A new client just signed up for your 12-week program. You meant to send a welcome email Monday, but you had three other sessions back-to-back. By Thursday, the new client emails asking what happens next. You scramble to pull together a welcome packet, forget to ask for their intake form, and the kickoff call happens with half the info you need. First impression: disorganized. The client wonders if they made the right choice. After Same coaching practice. The moment you mark a lead as "Accepted" on your Inbound tab, Claude drafts a welcome email: "Hey Danielle, I'm thrilled to be working together! Here's what happens next: I'll send the intake questionnaire below, we'll schedule our kickoff for next week, and I'll have your custom action plan ready before our first session." You review it, hit approve, and the client feels taken care of before you've even started. That's how you keep clients for years. What You Need Your Two-Tab Sheet — with an Inbound tab that has a Status column (set it up here) Email connected to Claude — so Claude can draft and send welcome messages (set it up here) 15 minutes — to define your checklist, draft the welcome message, and save the skill 1 Define What New Clients Need to Know Think about the last time you brought on a new client. What did they need to hear right away? What did you forget to tell them that caused a problem later? Open Claude Desktop and say: "I'm setting up a client onboarding process. Here's what new clients need to know when they start with me: [timeline, expectations, how communication works, what you need from them]. Help me organize this into a clean welcome message." Don't worry about getting it perfect. Claude will help you shape it. The goal is to capture the information that lives in your head so it stops getting forgotten. 2 Build the Onboarding Checklist Tell Claude everything you need from the client before work begins: "Here's what I need from every new client before we start: [signed agreement, intake form, login credentials, brand assets, deposit payment, etc.]. Save this as my onboarding checklist." If you have different job types with different requirements, tell Claude. It can save separate checklists — one for coaching clients, one for group programs, one for VIP days. Whatever fits your business. The checklist is the backbone. Once Claude has it, no new client slips through with missing information. Ever. 3 Set Up the Trigger Tell Claude when onboarding should kick in: "Whenever a row on my Inbound tab moves to 'Accepted' status, start the onboarding process for that client. Pull their name, contact info, and job details from the row." This is the handoff moment. The sale is done — now it's time to make the client feel like they made the best decision. The faster you respond after "yes," the more confident they feel. 4 Claude Drafts the Welcome Message Tell Claude what the welcome email should include: "Draft a welcome email for this new client. Include: a thank-you for choosing us, what happens next (the first 2–3 steps), what I need from them (from the checklist), and when they can expect to hear from me again. Use my voice. Show me the draft before sending." Claude will pull the client's name and job details from your sheet and weave them into the message. Review it, tweak anything that doesn't sound right, and approve when it's ready. Example draft for a coaching client: "Hey Danielle, I'm so excited to get started! Here's what happens next: I'll send over the intake questionnaire (takes about 10 minutes), we'll lock in our kickoff call for next week, and I'll have your custom action plan ready before our first session. If you can get the questionnaire back to me by Friday, we'll be right on track. Any questions at all, ... [truncated — see full version at source URL] --- ## Client Report Template **URL:** https://tsidai.com/guides/client-report-template **Description:** Your clients deserve to know what they're paying for. A monthly or project-end report showing work completed, outcomes, and next steps takes an hour to write Client Report Template - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Client Report Template Your clients deserve to know what they're paying for. A monthly or project-end report showing work completed, outcomes, and next steps takes an hour to write from scratch — or five minutes when Claude fills a template from your real data. Professional, consistent, and the kind of thing that keeps retainer clients renewing. Recommended first: Your Business in Two Tabs (so Claude has data to pull from) and Your Business Voice (so the report sounds like you). Before & After Before You're a bookkeeper managing monthly books for eight clients. At the end of each month, one client emails: "Hey, can you summarize what you did this month?" You spend 45 minutes writing a one-off email from memory. The other seven clients never ask — but they also never really know what you did for them. Come renewal time, two of them wonder if they still need you. No report means the value is invisible. Invisible value gets cut. After Same eight clients. On the first of each month, you say "client report for Garcia's Landscaping" and Claude generates a polished one-pager: 47 transactions reconciled, payroll processed for 12 employees, quarterly estimates filed on time, next month you're prepping for year-end. Five minutes per client. All eight get one. Nobody questions the value. 40 minutes total. Eight impressed clients. Zero retention questions. What You Need Your Two-Tab Sheet or project data — Claude needs somewhere to pull completed work from (set it up here) Claude Desktop — connected to your data via MCP 20 minutes — to define your sections, map data sources, and generate the first report 1 Define Report Sections Open Claude Desktop and describe the report structure you want to send clients. Start with this framework: "I want a client report template with these sections: • Executive Summary — 2-3 sentences on the big picture • Work Completed — what we did this period, with specifics • Outcomes — measurable results or impact • Next Steps — what's coming in the next period I run a [your business type] and send these to [monthly retainer / project-end] clients." Add or remove sections for your business. A contractor might add "Budget Status." A marketing consultant might add "Key Metrics." 2 Set Data Sources Tell Claude where to find the data for each section: "Here's where to pull data for each section: • Work Completed: Outbound tab — filter by client name and this month's dates • Outcomes: Outbound tab — look at completed items and any tracked metrics • Next Steps: Outbound tab — items scheduled for next month for this client • Executive Summary: Generate from the other sections" The more data Claude can access, the better the report. If you track hours, budgets, or metrics anywhere, include those sources. 3 Add Branding and Formatting A client report is a professional deliverable. Give it your brand: "Format the report with my business name at the top, the client's name and the reporting period. Use clean headers for each section. End with my contact information and a professional closing line. If I have a brand kit file, reference it for colors and formatting." Already done the Brand Kit guide? Tell Claude to reference that file. Logo placement, colors, and fonts will be consistent across reports, quotes, and everything else. 4 Claude Saves the Template "Save this client report template as a file called client-report-template.md. Include all sections, data sources, formatting rules, and branding. Reference my voice profile and brand kit if I have them. When I say 'client report for [name],' use this template and fill it from their real data." One file, every client. Same professional format, personalized content. Claude knows what sections to fill, where to find the data, and how to make it look right. 5 Generate a Report for One Client Pick a real client and run the template: "Client report for Garcia's Landscaping, March 2026." Sample output: Executive Summary: Strong month for Garcia's Landscaping. All recurring services completed on schedule, spring cleanup finished ahead of plan, and we identified two areas for Q2 improvement. Work Completed: 47 transactions reconciled. Payroll processed for 12 employees (4 pay periods... [truncated — see full version at source URL] --- ## Business Command Center **URL:** https://tsidai.com/guides/command-center **Description:** Every automation you've built invoices, follow-ups, email, leads, reviews, month-end feeding into one live dashboard. One command in the morning, and you know Business Command Center - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Command Center Your Business in One Screen Every automation you've built — invoices, follow-ups, email, leads, reviews, month-end — feeding into one live dashboard. One command in the morning, and you know exactly where your business stands. This guide works best when you have at least 2–3 other Tsidai workflows set up. The dashboard adapts to whatever you have — start with Two Tabs and grow from there. Before & After Before You run a small used car dealership. Monday morning. You open your email — 38 messages. You check your sheet — three invoices might be overdue but you'd have to calculate the dates. You meant to follow up on two quotes from last week. A customer left a voicemail about a test drive. Your mechanic asks if the Honda is ready for delivery. You don't know where to start. By 9:30 you've been reacting for 90 minutes and haven't made a single proactive decision. After Same Monday. You open Claude Desktop and say: "Morning." Claude triages your inbox, checks invoices, scans follow-ups, and opens your dashboard: $8,400 outstanding — 1 invoice 12 days overdue 2 quotes need follow-up today 3 urgent emails — draft replies ready 1 delivery ready for a review request Revenue tracking $2,100 ahead of last month By 8:15 you know exactly what needs attention. First proactive decision before your coffee is cold. What You Need Claude Desktop installed — follow the setup guide if you haven't yet At least 1–2 Tsidai workflows — the dashboard pulls from whatever you've built. More workflows = richer dashboard. 15 minutes — to inventory your skills, tell Claude your priorities, and build the first version 1 Inventory What's Connected The dashboard only shows what you've built. Tell Claude which skills and data sources you have set up: Two-Tab Sheet AR Check Follow-Up Sequences Invoice Follow-Up Email Triage Review Generation Lead Capture Month-End Business Plan Don't worry if you only have one or two. The dashboard starts small and grows as you add more workflows. 2 Tell Claude What Matters Most Not everything deserves the top of your dashboard. Tell Claude your top 3 priorities — the things you want to see first every morning: "When I open my dashboard, I want to see these first: (1) how much money is outstanding and who's overdue, (2) any leads or quotes that need follow-up today, and (3) urgent emails. Everything else can go below." Your priorities might be different. A service business might care most about job deadlines. A retail business might care about this month's revenue vs. last. The dashboard adapts to you. 3 Build the Dashboard Tell Claude: "Build me a business command center as a live dashboard artifact. Pull data from my [list your connected sources]. Put [your top priorities] at the top. Use charts where it makes sense — revenue comparisons, color-coded urgency cards, pipeline progress. Make it interactive so I can click into sections for more detail. At the bottom, add quick-action buttons for each of my skills." Claude creates a live artifact — an interactive dashboard with real data visualization. Charts for revenue trends, color-coded cards for overdue invoices, progress bars for pipeline, and buttons that trigger your skills. Example Dashboard Panels Panel Shows Requires AR Summary Total outstanding, overdue count, aging breakdown Two Tabs + bank CSV Pipeline Quotes pending, jobs in progress, recently completed Two Tabs Follow-Up Queue Nudges due today, next 3 coming up Follow-Up Sequences Invoice Alerts Overdue invoices ranked by urgency tier Invoice Follow-Up Inbox Briefing Urgent count, needs-response count, new leads Email Triage Revenue Snapshot This month vs. last month, top expenses Month-End Review Pipeline Deliveries ready for requests, review count trend Review Generation Lead Funnel New inquiries, response rate, conversion to quote Lead Capture Plan Health Last stress-test grade, days since update, top risk Business Plan You'll only see panels for things you've actually set up. Two workflows gives you a useful dashboard. Five or more gives you a full command center. 4 Save the Dashboard Skill Tell Claude: "Save a skill called 'dashboard'. When I say 'open dashboard' or 'what's happening', refresh all my data and show me the update... [truncated — see full version at source URL] --- ## Connect Your Calendar **URL:** https://tsidai.com/guides/connect-calendar **Description:** Claude can check your schedule before suggesting dates, set reminders for follow-ups, and show upcoming commitments on your dashboard. Connect your Google or Connect Your Calendar - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Setup Connect Your Calendar Claude can check your schedule before suggesting dates, set reminders for follow-ups, and show upcoming commitments on your dashboard. Connect your Google or Outlook calendar in 5 minutes. One-time setup. Claude never books anything without your approval. Before & After Before A customer asks when you can start their project. You alt-tab to your calendar, scroll through the week, try to remember which jobs are on which days, and give an answer you're not sure about. Later you realize you double-booked. Claude can't help with scheduling because it can't see your calendar. After You say: "When's my next open slot for a 2-day install job?" Claude checks your calendar and says: "You're free Thursday-Friday this week, or Monday-Tuesday next week." When you close the deal, Claude adds the job to your calendar automatically. Scheduling-aware everything. No more double-booking. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Google Calendar or Outlook Calendar — whichever you use for business 5 minutes — this is the quickest connection to set up 1 Ask Claude to Connect "I want to connect you to my Google Calendar [or Outlook Calendar] so you can see my schedule and create events. Help me set up the calendar MCP server." 2 Authorize and Test Follow Claude's authorization prompts, then test: "What's on my calendar this week?" That's it. Claude can now check your availability, set reminders, and add the upcoming commitments panel to your command center. What This Unlocks Scheduling-Aware Quotes Claude checks your calendar before suggesting start dates in quotes and proposals. Follow-Up Reminders Claude adds calendar reminders for follow-up dates so nothing slips. Onboarding Kickoffs New client? Claude schedules the kickoff meeting during onboarding. Dashboard Panel Upcoming commitments appear on your command center dashboard. Keep Building Connect Sheet Setup Connect Email Setup Command Center Build It Want all connections set up at once? Book a Starter Session (90 min) Skill: Connect Your Calendar What this is for: Walk a non-technical user through setting up the calendar MCP server in Claude Desktop so Claude can read their schedule and create events. This enables scheduling-aware workflows — quoting with availability, onboarding with kickoff dates, and the command center's upcoming commitments panel. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM PREREQUISITES Ask: "Do you have Claude Desktop installed? And do you use Google Calendar or Outlook Calendar?" STEP 2 — START MCP SETUP Have them open Claude Desktop and say: "I want to connect you to my [Google Calendar/Outlook Calendar] so you can see my schedule and create events. Help me set up the calendar MCP server." STEP 3 — AUTHORIZE CALENDAR ACCESS Walk them through the authorization flow. Explain what Claude can do: - Read their calendar to know when they're free/busy - Create events (with their approval) for deadlines, follow-ups, kickoffs - They can revoke access anytime STEP 4 — TEST THE CONNECTION Have them test: "What's on my calendar this week?" If Claude lists their upcoming events, they're connected. STEP 5 — POINT FORWARD Suggest how the calendar connection enhances other workflows: - Quoting: "When can I start this job?" — Claude checks the calendar - Onboarding: Claude schedules the kickoff meeting - Command Center: upcoming commitments panel shows the week ahead - Follow-ups: Claude can set calendar reminders for follow-up dates If stuck, suggest a starter session at https://cal.com/tsidai/starter-session. Provenance Author: Austin Wilson, Tsidai Last updated: 2026-05-08 Last verified working: 2026-05-08 Source URL: https://tsidai.com/guides/connect-calendar © 2026 Tsidai L.L.P. All rights reserved. Privacy Policy · Terms of Service · llms.txt --- ## Connect Your Email **URL:** https://tsidai.com/guides/connect-email **Description:** Claude can read your inbox to triage messages, catch leads, and draft replies. This guide walks you through connecting Gmail or Outlook securely, with Connect Your Email - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Setup Connect Your Email Claude can read your inbox to triage messages, catch leads, and draft replies. This guide walks you through connecting Gmail or Outlook — securely, with read-only access you can revoke anytime. Claude reads your email to help you sort it. It doesn't store, forward, or share your messages. You stay in control. Before & After Before You open your inbox every morning and manually sort through 40+ emails. New client inquiries hide behind newsletters. Urgent requests from existing clients get buried. You can't ask Claude for help because it can't see your email. Claude is smart but doesn't know what's in your inbox. After You say: "Triage my inbox." Claude reads your unread messages, sorts them by urgency, drafts replies for the important ones, and catches new leads automatically. All from one command. One-time setup. Every email-based guide just works after this. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Gmail or Outlook — your business email account 10 minutes — for authorization and testing 1 Ask Claude to Connect Open Claude Desktop and say: "I want to connect you to my Gmail [or Outlook] so you can read my inbox. Help me set up the email MCP server." Claude will walk you through installing and configuring the email MCP server. Follow its instructions step by step. 2 Authorize Access Claude will provide a link to authorize email access. Sign in with your business email and grant the requested permissions. Gmail Sign in with Google, grant read access. Revoke anytime at myaccount.google.com/permissions Outlook Sign in with Microsoft, grant read access. Revoke anytime at account.microsoft.com/privacy 3 Test the Connection Once connected, test it: "Read my 5 most recent emails and give me a one-line summary of each." If Claude summarizes your recent emails, you're connected. If not, Claude will help diagnose the issue. Done. Your email is connected. Every guide that uses email — triage, lead capture, invoice follow-up via email — works now. Now Put It to Work Email Triage Sort 50 emails in 3 minutes. Claude finds what matters. Read the Guide Lead Capture Catch every form submission and respond same-day. Read the Guide Want someone to handle the setup for you? Book a Starter Session (90 min) Skill: Connect Your Email What this is for: Walk a non-technical user through setting up the email MCP server in Claude Desktop so Claude can read their inbox. This enables email triage, lead capture, and any workflow that depends on email data. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM PREREQUISITES Ask: "Do you have Claude Desktop installed? And do you use Gmail or Outlook for your business email?" STEP 2 — START MCP SETUP Have them open Claude Desktop and say: "I want to connect you to my [Gmail/Outlook] so you can read my inbox. Help me set up the email MCP server." Claude will walk them through the setup. STEP 3 — AUTHORIZE EMAIL ACCESS Walk them through the authorization flow. Reassure them: - Claude gets read-only access by default (enough for triage) - Claude doesn't store, forward, or share messages - They can revoke access anytime from Google account settings or Microsoft account settings - This is the same authorization process used by any email app STEP 4 — TEST THE CONNECTION Have them test: "Read my 5 most recent emails and give me a one-line summary of each." If Claude reads their inbox, they're connected. If not, diagnose. STEP 5 — TROUBLESHOOTING Common issues: - "Authorization failed" — make sure they're signing in with the correct email account - "Can't read emails" — check if the MCP server is running (may need Claude Desktop restart) - "I'm nervous about email access" — totally valid. Explain read-only, revocable, no storage. They're in control. - If stuck, suggest a Tsidai starter session at https://cal.com/tsidai/starter-session STEP 6 — POINT FORWARD Suggest next steps: - "Email Triage" (https://tsidai.com/guides/email-triage) — sort your inbox by urgency - "Lead Capture" (https://tsidai.com/guides/lead-capture) — catch form submissions automatically Provenance Author: Aust... [truncated — see full version at source URL] --- ## Connect Your Google Sheet **URL:** https://tsidai.com/guides/connect-sheet **Description:** Claude can read and write your Google Sheets directly. This guide walks you through connecting them the part most people get stuck on. Once it's done, every Connect Your Google Sheet - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Setup Connect Your Google Sheet Claude can read and write your Google Sheets directly. This guide walks you through connecting them — the part most people get stuck on. Once it's done, every other guide that uses your sheet just works. This is a one-time setup. Once connected, Claude remembers the connection across conversations. Before & After Before You want Claude to read your business sheet, but when you ask, it says it can't access Google Sheets. You try copying and pasting data, but it's tedious and the formatting gets lost. Every time you want Claude to check your numbers, you're manually exporting. Claude is smart but blind — it can't see your data. After You say: "Read my Operations sheet and tell me what's outstanding." Claude reads the sheet directly, cross-references tabs, and gives you a plain-English summary. It can also write — "Add a new row to Inbound" and it updates the sheet live. One-time setup, permanent connection. Every sheet-based guide just works. What You Need Claude Desktop installed — follow the setup guide if you haven't yet A Google account — any free Gmail or Google Workspace account 10 minutes — most of it is waiting for authorization to complete 1 Ask Claude to Connect Open Claude Desktop and say: "I want to connect you to my Google Sheet so you can read and write it. Help me set up the Google Sheets MCP server." Claude will walk you through the setup. MCP (Model Context Protocol) is how Claude connects to external tools — think of it as giving Claude permission to access your sheet. 2 Authorize Google Access Claude will give you a link to sign in with Google. Click it, sign in, and grant access. This is standard Google authorization — the same process you use when any app connects to your Google account. Privacy note: Claude gets access to your sheets, not your entire Google account. You can revoke access at any time from your Google account settings. 3 Test the Connection Once setup is complete, test it: "Read my [sheet name] and tell me what's on the first tab." If Claude reads your sheet and describes the contents, you're connected. If not, Claude will help diagnose the issue. That's it. Your sheet is connected. Every guide that uses Google Sheets will now work without extra setup. Troubleshooting "Claude can't find my sheet" Make sure the sheet name matches exactly. Try sharing the sheet URL with Claude instead of using the name. "Permission denied" Re-run the authorization step. Make sure you're signing in with the same Google account that owns the sheet. "MCP server not connected" Try restarting Claude Desktop after the configuration step. Some MCP servers need a restart to load. Still stuck? This is the most common reason people book a starter session. MCP setup takes about 10 minutes with someone who's done it before. Now Put It to Work Your Business in Two Tabs Set up the foundation sheet that every workflow builds on. Read the Guide Where's My Money? Cross-reference your bank export with your sheet. Read the Guide Want someone to handle the setup for you? Book a Starter Session (90 min) Skill: Connect Your Google Sheet What this is for: Walk a non-technical user through setting up the Google Sheets MCP server in Claude Desktop so Claude can read and write their spreadsheets. This is the most common sticking point for new users — make it painless. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM PREREQUISITES Ask: "Do you have Claude Desktop installed and a Google Sheet you want to connect? If not, grab Claude Desktop at https://tsidai.com/setup and create a sheet first." STEP 2 — START MCP SETUP Have them open Claude Desktop and say: "I want to connect you to my Google Sheet so you can read and write it. Help me set up the Google Sheets MCP server." Claude Desktop will walk them through the MCP setup process. Your job is to support them if they get confused at any step. STEP 3 — AUTHORIZE GOOGLE ACCESS Claude will prompt them to authorize access to their Google account. Walk them through: - Clicking the authorization link - Signing in to their Google account - Granting the requested permi... [truncated — see full version at source URL] --- ## Dashboard Addon: Customer Lifetime Value **URL:** https://tsidai.com/guides/customer-value-panel **Description:** Who are your best customers? This panel shows total revenue per customer, one-time vs. repeat breakdown, and flags customers who haven't come back in a while Dashboard Addon: Customer Lifetime Value - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Customer Lifetime Value Who are your best customers? This panel shows total revenue per customer, one-time vs. repeat breakdown, and flags customers who haven't come back in a while — so you know who to nurture and who to win back. Requires the Business Command Center dashboard. If you haven't set that up yet, start there first. Before & After Dashboard Without It You treat every customer the same. You know some come back and some don't, but you couldn't name your top 5 customers by revenue if someone asked. A loyal customer who's spent $40K over 3 years gets the same attention as a one-time $200 job. Dashboard With It Your dashboard now shows customer value at a glance: Top customer: $42,300 lifetime (8 jobs) Repeat rate: 34% of customers come back Average deal size trending up 12% 3 customers flagged for win-back (90+ days silent) You know exactly who deserves the extra attention. What You Need Business Command Center — set it up first if you haven't Two Tabs with at least 3 months of history — the more data, the better the insights 5 minutes — confirm your data is in place, Claude builds the panel 1 Confirm Your Inbound History The CLV panel works best with at least 3 months of data. Tell Claude: "Check my Inbound tab. How far back does the data go? I want to add a customer lifetime value panel to my dashboard." Even if you have less data, the panel will still work — it just gets more insightful over time as you log more jobs. 2 Claude Adds the CLV Panel Tell Claude: "Add a customer lifetime value panel to my dashboard. Show my top 10 customers by total revenue, one-time vs. repeat breakdown, and average deal size trend. Flag any customer who hasn't come back in 90+ days as a win-back candidate. Update my dashboard skill so this refreshes automatically." Claude reads your existing dashboard, adds the CLV panel, and saves the updated skill. The data refreshes every time you open the dashboard. What You've Built Top customers ranked by lifetime revenue on your dashboard One-time vs. repeat customer breakdown Average deal size trend (are jobs getting bigger or smaller?) Win-back flags for customers who've gone quiet Data that updates every time you run your dashboard Now you can treat your best customers like your best customers — and spot the ones slipping away before it's too late. Keep Building Your Dashboard Customer value pairs perfectly with these guides for keeping customers engaged and coming back. Win Back Cold Customers Re-engage customers flagged by the CLV panel. Read the Guide Follow-Up Sequences Stay top of mind with automated nudges. Read the Guide Review Generation Turn happy repeat customers into reviews. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Customer Lifetime Value What this is for: Add a customer lifetime value (CLV) panel to the user's existing Business Command Center dashboard. This panel shows total revenue per customer over time, top customers, one-time vs repeat breakdown, and average deal size trends. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM DATA HISTORY Ask: "Does your Inbound tab have at least 3 months of history? The CLV panel needs enough data to spot repeat customers and trends. Check your sheet — what's the earliest entry date?" Wait for their answer. If they have less than 3 months, tell them it will still work but the trends will get more useful over time. STEP 2 — ADD THE PANEL Read their existing dashboard skill, then tell Claude to add a CLV panel that shows: - Top 10 customers by total revenue (all-time) - One-time vs repeat customer breakdown (pie chart) - Average deal size and how it's trending (up or down) - Revenue concentration: what % of revenue comes from top 20% of customers - Repeat rate: what % of customers come back for a second job - Color coding: highlight customers who haven't ordered in 90+ days (win-back candidates) Update the dashboard skill so the CLV panel refreshes with everything else. Provenance Auth... [truncated — see full version at source URL] --- ## Email Triage That Respects Your Inbox **URL:** https://tsidai.com/guides/email-triage **Description:** You're not behind on email because you're lazy. You're behind because half your inbox is noise and the other half is buried under it. Here's how Claude sorts Email Triage That Respects Your Inbox - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Connective Skill Email Triage That Respects Your Inbox You're not behind on email because you're lazy. You're behind because half your inbox is noise and the other half is buried under it. Here's how Claude sorts what matters, flags what's urgent, and lets the rest wait — without you reading 47 messages to find the 3 that count. Prerequisite: This guide works best with Your Business in Two Tabs set up, but it also works standalone. Before & After Before You run a small bookkeeping practice. It's 8 AM and you have 52 unread emails. Somewhere in there: a client asking about a late tax filing, a vendor with an updated rate sheet, a newsletter you subscribed to six months ago, three Slack notifications forwarded to email, and a potential new client who reached out Friday afternoon. You spend 35 minutes sorting. The new client inquiry is on page 2 — by the time you find it, it's 72 hours old and they've already called someone else. After Same morning. You open Claude Desktop and say: "Triage my inbox." Claude reads your unread emails and gives you a sorted briefing: Urgent: New client inquiry (Friday, 2 days old) — draft reply attached Needs response today: Client tax filing question, vendor rate update Can wait: 3 Slack notifications, 2 newsletters, 14 marketing emails Three minutes. You respond to the new client first. They book a call that afternoon. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Gmail or Outlook — Claude connects to either via MCP 15 minutes — to connect your email, teach Claude your priorities, and test the first triage 1 Connect Claude to Your Email Claude can read your email through MCP (the same way it connects to Google Sheets). Tell Claude: "I want to connect you to my Gmail [or Outlook] so you can read my inbox. Help me set up the email MCP server." Claude will walk you through authorizing access. You control what it can see — read-only is fine for triage. Claude reads your email to sort it. It doesn't store, forward, or share your messages. You can revoke access at any time from your Google or Microsoft account settings. 2 Teach Claude Your Priorities Every business has different definitions of "urgent." Tell Claude yours: "Here's how I want you to sort my emails: Urgent (tell me right away): • New client inquiries or RFPs • Anything from [list your top 3–5 clients by name] • Payment confirmations or payment issues • Anything with a deadline in the next 48 hours Needs response today: • Client questions about active projects • Vendor or supplier communications • Scheduling requests Can wait: • Newsletters, marketing, promotions • Social media notifications • Internal tool notifications (Slack, Trello, etc.) • Anything I'm CC'd on but not the primary recipient" Adjust the categories to match your business. A property manager's "urgent" is different from a graphic designer's. Claude adapts to whatever rules you set. 3 Run Your First Triage Tell Claude: "Read my unread emails from the last 24 hours. Sort them into the three categories I defined. For each urgent email, write a one-line summary and draft a reply I can review. For 'needs response today' emails, just give me a one-line summary. For 'can wait' emails, just tell me the count." Claude gives you something like this: Urgent (2) New inquiry from Apex Roofing — asking about monthly bookkeeping rates. Draft reply attached. Chen's Bakery — payroll question — needs W-2 correction before Friday. Draft reply attached. Needs response today (4) Martinez Construction — receipt for last month's materials order QuickBooks — subscription renewal confirmation (review by EOD) Sarah (your CPA) — quarterly estimate question Vendor: Office Depot — updated pricing on toner Can wait (18 emails) 6 newsletters, 4 Slack digests, 3 LinkedIn notifications, 5 marketing/promos 4 Refine and Save as a Skill After a few days, you'll want to tune the rules. Maybe vendor emails aren't urgent enough to be "needs response today." Maybe emails from one specific client should always be flagged urgent. Tell Claude what to adjust. Once the triage feels right, save it: "Save this email triage workflow as a skill call... [truncated — see full version at source URL] --- ## Your First Hire **URL:** https://tsidai.com/guides/first-hire **Description:** You're ready to bring someone on but you've never done this before. Claude helps you figure out what you actually need, writes the job description, generates Your First Hire - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Operations Your First Hire You're ready to bring someone on but you've never done this before. Claude helps you figure out what you actually need, writes the job description, generates interview questions for the real work, and builds a first-week plan so your new hire hits the ground running. No prerequisites required. Works even better with Your Business in Two Tabs set up so Claude can analyze your actual workload. Before & After Before You run a plumbing company. You're turning down two or three jobs a week because you can't be in two places at once. You know you need an apprentice or helper but you've never hired anyone. What do you put in the ad? What do you ask in the interview? What do they do on day one? You've been meaning to figure this out for six months. Meanwhile, you're leaving $3,000–$5,000 a week on the table. After You tell Claude: "Help me hire for plumber's apprentice." In 30 minutes you have: Job description: Clear, honest, sounds like you wrote it Interview questions: "A customer calls saying their water heater is leaking — walk me through your first 5 minutes on-site" First-week plan: Day 1 ride-along, Day 2 tool inventory, Day 3 solo drain clean with check-in You post the ad Tuesday. By Friday you're interviewing with real questions instead of winging it. What You Need A clear sense of why you need help — too many hours, turning down work, or a skill gap you can't fill yourself A rough pay range — what you can afford and what the role is worth in your area 30 minutes — to work through the role, description, questions, and onboarding plan 1 Figure Out What You Need Before you write the ad, figure out what you're actually hiring for. Tell Claude about your situation: "I run a [type of business]. I need to hire because [reason]. If I could hand off three things tomorrow, they'd be: [task 1], [task 2], [task 3]. My budget is roughly [$X/hour or $X/year]." If you have your Two-Tab sheet set up, add: "Look at my Inbound and Outbound tabs and tell me where the bottleneck is." Claude can often spot the need more clearly than gut feel. 2 Claude Writes the Job Description Now let Claude draft the posting: "Write a job description for [role]. Here's what they'd actually do day-to-day: [tasks]. I need someone who [key requirements]. The pay range is [range] and it's [full-time/part-time/contract]." Claude writes job descriptions that sound like a real person, not a corporate HR template. It focuses on what the person will actually do every day — not a list of buzzwords and "must have 5+ years of synergy." 3 Generate Interview Questions Ask Claude for questions that actually reveal whether someone can do the job: "Generate 10 interview questions for this role. Make them specific to what this person will actually do — not generic 'tell me about yourself' questions. Include at least 2 scenario questions where I describe a real situation and ask how they'd handle it." Pick 5 or 6 favorites and use the same ones for every candidate. That way you can compare answers fairly instead of winging different questions each time. 4 Build the First-Week Plan The first week makes or breaks a new hire. Tell Claude: "Create a first-week onboarding plan for this role. Day by day: what they learn, who they meet, what they do. Include the tools they'll need access to, the processes they need to know, and one small win they can achieve by Friday so they feel like they belong." A plan makes the difference between "I have no idea what I'm doing here" and "I can see how I fit." It also saves you from spending the whole first week figuring out what to tell them next. 5 Save It as a Skill "Save this as a skill called 'hiring-prep'. When I say 'help me hire for [role]', walk me through the same process: figure out what I need, write the job description, generate interview questions, and build the first-week plan." Next time you need to hire — whether it's a second technician, an office manager, or a summer intern — you have the same process ready to go. Just say "Help me hire for [role]" and Claude walks you through it again. What You've Built A repeatable hiring process you can use for every future role A professional job description written from your actual workload Targeted interview questions that reveal whether s... [truncated — see full version at source URL] --- ## Follow-Up Sequences That Work **URL:** https://tsidai.com/guides/follow-up-sequences **Description:** You're not losing deals to competitors. You're losing them to silence. This guide teaches Claude to watch your Inbound tab for stale leads and draft the Follow-Up Sequences That Work - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Lead Nurture Follow-Up Sequences That Work You're not losing deals to competitors. You're losing them to silence. This guide teaches Claude to watch your Inbound tab for stale leads and draft the follow-up — you approve before anything sends. Never let a quote go cold again. Prerequisite: This guide builds on Your Business in Two Tabs. Set that up first. Before & After Before You run a small HR consulting practice. Last month you sent proposals to 4 companies. One said yes immediately. The other three? You meant to follow up but the week got busy, then it felt awkward, then two weeks passed and now it feels too late. You check LinkedIn — one of them just posted about hiring a different consultant. That's $18,000 in potential revenue lost to silence, not to a better offer. After Same month. Three days after sending each proposal, Claude checks your Inbound tab and sees "Quoted" rows with no response. It drafts a warm follow-up for each one: "Hi Sarah, just checking in on the talent acquisition proposal from last week. Happy to answer any questions or adjust the scope — no pressure either way." You review, hit approve, and the nudge goes out. Two of the three respond within 48 hours. What You Need Your Two-Tab Sheet — with real Inbound data including the Follow-Up Date column (set it up here) Claude Desktop — connected to your sheet via MCP 15 minutes — to set up the prompts and test the first follow-up 1 Teach Claude Your Voice Before Claude can write follow-ups for you, it needs to know how you sound. Open Claude Desktop and say: "I'm going to paste 2-3 emails I've sent to clients. Learn my writing style — how formal I am, what phrases I use, how I sign off. Save this as a voice profile I can use later." Then paste a few real follow-up or client emails you've sent. Claude will extract your tone, formality level, and patterns. It saves this as a file you can reference later. The better the sample emails, the more natural the follow-ups will sound. Pick emails where you felt like you got the tone right — not the ones you agonized over. 2 Set Up the Follow-Up Check Tell Claude: "Read my Inbound tab. Find every row where Status is 'Quoted' and the Follow-Up Date is today or earlier. For each one, draft a follow-up email using my voice profile. Use these rules: • 3–7 days overdue: warm and casual, just checking in • 8–14 days overdue: slightly more direct, ask if there are questions • 15+ days overdue: firm but respectful, offer to close the quote if they've gone another direction Show me each draft. Don't send anything — I'll decide what to do with each one." Claude will read your sheet, find the stale quotes, and draft a follow-up for each one in the appropriate tone. You see every draft before anything happens. 3 Review, Edit, Approve For each draft, you have three choices: Approve Looks good. Tell Claude to send it (or copy it to your email). Edit Almost right. Tell Claude what to change and review the revision. Skip Not this one. Move on. After you approve, tell Claude to update the Inbound tab — set a new Follow-Up Date for the next check-in (typically 7 days out). That way the cycle continues automatically. 4 Save It as a Skill Once you're happy with how the follow-ups work, tell Claude: "Save this entire follow-up workflow as a skill called 'follow-up-check'. Include my voice profile, the three tone levels, and the rule about updating the Follow-Up Date after each send. Whenever I say 'check follow-ups', run it." From now on, your daily routine includes two words: "Check follow-ups." Claude reads the sheet, finds what's stale, drafts the emails, and waits for your approval. The whole cycle takes about 3 minutes. The Three Tones Here's what Claude's drafts typically look like at each level. These are starting points — your voice profile adjusts the language to sound like you, not like a template. Warm (3–7 days) "Hi [Name], just wanted to check in on the proposal I sent over last [day]. No rush at all — happy to answer any questions or make adjustments if needed. Hope you're having a good week." Direct (8–14 days) "Hi [Name], following up on the [project] proposal from [date]. I know things get busy — are there any questions... [truncated — see full version at source URL] --- ## Following Up on Unpaid Invoices **URL:** https://tsidai.com/guides/invoice-follow-up **Description:** You're not losing money to bad clients. You're losing it to silence the invoice you sent three weeks ago that you never followed up on because it felt awkward. Following Up on Unpaid Invoices - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Invoice Follow-Up Following Up on Unpaid Invoices You're not losing money to bad clients. You're losing it to silence — the invoice you sent three weeks ago that you never followed up on because it felt awkward. Here's how Claude handles the awkward part so you get paid without burning relationships. Prerequisite: This guide builds on Your Business in Two Tabs. Set that up first. Before & After Before You run a small plumbing company. You finished a $3,800 bathroom remodel three weeks ago. The customer was thrilled, shook your hand, said the check would be in the mail. It wasn't. You meant to call but Monday got busy, then Tuesday you had two emergency calls, and now it's been 22 days and bringing it up feels confrontational. Meanwhile your supplier invoice for the fixtures is due in 8 days. You're floating someone else's project with your own cash. After Same week. Claude checks your Inbound tab every morning and flags the overdue invoice. It drafts a message in your voice: "Hey Mike, hope the new bathroom's treating you well. Just a heads up that invoice #247 from March is still showing open on my end — wanted to make sure it didn't slip through the cracks. Let me know if you need me to resend." You review it, hit approve, and it goes out. Mike replies in two hours — turns out he lost the original invoice. Paid by Friday. Why This Is Hard (And Why It Shouldn't Be) Invoice follow-up is the most emotionally loaded task in a small business. You did the work. You delivered. Now you have to ask for money you already earned, and every day you wait makes it harder: Day 3: "I'll give them a few more days." Day 10: "Now it's been too long, it'll be awkward." Day 21: "If I bring it up now they'll think I'm desperate." Day 45: "At this point I'd rather eat the loss than have the conversation." This is not a discipline problem. It's an emotional friction problem. The fix is to take yourself out of the drafting loop. Claude writes the message, you just decide yes or no. The awkwardness disappears when you're editing someone else's words instead of composing your own. What You Need Your Two-Tab Sheet — with real Inbound data including Amount, Status, and Date Sent columns (set it up here) Claude Desktop — connected to your sheet via MCP 20 minutes — to set up the prompts, capture your voice, and test the first follow-up 1 Add Payment Tracking Columns Your Inbound tab already tracks quotes and invoices. To handle follow-ups on unpaid invoices specifically, add two columns: Column What it tracks Example Invoice Date When the invoice was sent 2026-03-20 Payment Terms When payment is due Net 30 / Due on receipt / Net 15 If your invoices are always "due on receipt," just use that as the default. Claude uses the Invoice Date + Payment Terms to calculate how overdue each invoice actually is — so the tone of the follow-up matches the situation. 2 Teach Claude Your Collection Voice Following up on invoices requires a different voice than following up on quotes. Quotes are sales. Invoices are collection. You need to be warm but clear — there's no ambiguity about whether money is owed. Tell Claude: "I need to follow up on unpaid invoices. My style is [direct but friendly / very casual / formal]. I never want to sound threatening or use words like 'demand' or 'collections.' I want to sound like a person, not a system. Here's an example of how I'd naturally bring this up..." Then paste one or two real messages you've sent about overdue payments. If you've never sent one (that's the whole problem, right?), describe how you'd say it in person — Claude can work from that. 3 Set Up the Invoice Check Tell Claude: "Read my Inbound tab. Find every row where Status is 'Invoiced' and the invoice is past its payment terms. For each one, draft a follow-up message using my voice. Use these rules: • 1–7 days past due: friendly reminder, assume they forgot • 8–21 days past due: direct check-in, ask if there's an issue • 22+ days past due: firm but professional, reference the specific invoice and amount Show me each draft with the customer name, amount, and how many days overdue. Don't send anything." Claude reads your sheet, calculates how overdue each invoice is, and drafts a message at the right ... [truncated — see full version at source URL] --- ## Design Your Invoice Template **URL:** https://tsidai.com/guides/invoice-template **Description:** Your invoice is the last thing a client sees before they pay you. If it looks sloppy, they take their time. Claude designs a professional invoice template with Design Your Invoice Template - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Design Your Invoice Template Your invoice is the last thing a client sees before they pay you. If it looks sloppy, they take their time. Claude designs a professional invoice template with your numbering scheme, line items, payment details, and late fee language. Saved once, used on every invoice automatically. This template is saved as templates/invoice-template.md and used by Invoice Follow-Up and Month-End Close. Get it right once, never think about invoice formatting again. Before & After Before You finish a custom sign install. You scribble the total on a piece of paper or fire off a text: "Hey, that'll be $2,400. You can Venmo me." No invoice number. No line items showing design, materials, and installation separately. No payment terms. The client takes 6 weeks to pay because there's no urgency and no paper trail. Unprofessional. Hard to track. No leverage when they pay late. After Same job. Claude generates invoice INV-2026-047: your shop logo and contact info at the top, line items for design ($600), materials ($1,100), and installation ($700), payment due Net 15, Zelle and check details printed right on the invoice, and a note that a 1.5% monthly late fee applies after 30 days. Professional. Trackable. Gets paid faster because expectations are clear. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Project Folder set up (optional) — follow the Project Folder guide so Claude saves your template in the right place 15 minutes — to design the template and test it with a sample invoice 1 Set Up Invoice Numbering A consistent numbering scheme makes invoices easy to find and looks professional: "I need to design an invoice template for my [business type]. Let's start with numbering. I want my invoices numbered like [INV-2026-001 / INV-CLIENTNAME-001 / #1001 — pick a format]. My business name is [name], phone is [phone], email is [email]." Claude sets up auto-incrementing invoice numbers. No more guessing what number you're on or accidentally sending two invoices with the same number. 2 Define Your Line Item Format Tell Claude how you break down what you charge: "On my invoices, I list [hours worked with hourly rate / materials + labor separately / flat rates per service / itemized parts with quantities]. A typical invoice has [3–6] line items. I [do/don't] charge sales tax at [rate]%. Here's what a recent invoice would look like: [describe a real example]." The line item format matches how you actually bill — not a generic template that forces you into someone else's system. 3 Add Payment Details "Here's how I accept payment: [bank transfer to First National, account details on file / Venmo @myhandle / Zelle to my@email.com / checks payable to My Business LLC / credit cards via Square — list everything that applies]. Put these right on the invoice so clients never have to ask how to pay me." The number one reason invoices go unpaid: the client doesn't know how to pay. Now it's printed right there. No excuses. 4 Set Payment Terms and Late Fee Language "My payment terms are [Due on receipt / Net 15 / Net 30 / 50% deposit, balance on completion]. If someone pays late, I want the invoice to say: [A late fee of 1.5% per month will be applied to balances overdue by more than 30 days / No late fee, but include a friendly reminder line — pick what fits]." Late fee language on the invoice isn't about being aggressive — it's about setting expectations before work starts. Most people pay on time when terms are clear. 5 Claude Generates and Saves the Template "Now put it all together into a complete invoice template. Use placeholder markers like [CUSTOMER_NAME], [INVOICE_NUMBER], [INVOICE_DATE], [DUE_DATE], [LINE_ITEMS] where things change per invoice. Save it as templates/invoice-template.md." Claude generates the full template with your business details hardcoded and placeholders for job-specific information. Every invoice skill fills in those placeholders automatically. 6 Test with a Sample Invoice "Generate a sample invoice using this template. The customer is [recent real customer], the job was [recent real job], the total was around [amount]. Show me the full invoice so I can review the formatting." Review the output. Check the numbering, line... [truncated — see full version at source URL] --- ## Lead Capture to First Sale **URL:** https://tsidai.com/guides/lead-capture **Description:** Someone visited your website, filled out a form, and then... nothing. The lead sat in your inbox until it went cold. This guide teaches Claude to catch every Lead Capture to First Sale - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Marketing & Growth Lead Capture to First Sale Someone visited your website, filled out a form, and then... nothing. The lead sat in your inbox until it went cold. This guide teaches Claude to catch every lead, add it to your sheet, and start the follow-up sequence automatically — so no inquiry dies in your inbox. Prerequisite: This guide builds on Your Business in Two Tabs and pairs naturally with Follow-Up Sequences. Before & After Before You're a business coach. Your website has a "Book a Free Call" form. Someone fills it out on Thursday at 4 PM. You see the email notification on Monday morning, buried under 30 other messages. You respond, but by then they've already booked with someone else who replied in 2 hours. You're paying for a website that generates leads you never capture. After Same Thursday. Someone fills out your form. Claude sees the email notification during your next inbox triage, adds the lead to your Inbound tab with Status "New Inquiry," and drafts an immediate reply: "Hi [name], thanks for reaching out! I'd love to learn more about what you're working on. Here are a few times this week that work for a quick call..." You approve the reply. The lead gets a response within hours, not days. If they don't reply, the follow-up sequence kicks in automatically. What You Need Your Two-Tab Sheet — with the Inbound tab set up (set it up here) Claude Desktop with email MCP — so Claude can read incoming form notifications (see Email Triage setup) A contact form or landing page — anything that sends you an email when someone fills it out 15 minutes — to set up the capture rule and the first-response template 1 Tell Claude Where Leads Come From Tell Claude what form notifications look like in your inbox: "When I get an email from [your form provider — e.g., Squarespace, Wix, Google Forms, Typeform] with a subject like 'New Form Submission' or 'New Contact Request,' that's a lead. Extract the person's name, email, and whatever they wrote, and add a new row to my Inbound tab with Status 'New Inquiry' and today's date." If leads come from multiple sources (website form, Facebook messages, referral emails), tell Claude about all of them. It can recognize different formats. 2 Set Up the First Response Speed matters. Tell Claude: "For every new lead you capture, draft a first-response email in my voice. Thank them for reaching out, reference what they asked about (if they said anything specific), and suggest 2–3 times to talk this week. Keep it under 100 words. Don't sound like a template — sound like me." Speed wins: Studies show that responding to a lead within 5 minutes makes you 21x more likely to qualify them compared to 30 minutes. You won't hit 5 minutes with a human-in-the-loop — but same-day is enough to beat 90% of small businesses. 3 Wire It Into Follow-Up If you've already set up Follow-Up Sequences, the capture and follow-up work together automatically: Lead comes in → Claude adds to Inbound tab with Status "New Inquiry" Claude drafts a first response → you approve Claude sets a Follow-Up Date for 3 days out If no response, the follow-up sequence kicks in with escalating tones If they respond and you send a quote, Status changes to "Quoted" and the quote follow-up takes over The lead never falls through a crack. From first contact to signed deal, every step has a next step. 4 Save It as a Skill "Save this lead capture workflow as a skill called 'capture-leads'. Include the form notification patterns, the Inbound tab capture rule, the first-response template, and the follow-up date setting. Run it whenever I triage my inbox." Now your email triage and lead capture work as one step. When you say "triage my inbox," Claude sorts your email, captures any new leads, drafts first responses, and flags everything for your review. What You've Built Automatic lead capture from any form or email source Same-day first response drafted in your voice Seamless handoff to follow-up sequences A complete lead-to-sale pipeline with no manual data entry Most small businesses lose 30–50% of their leads to slow response times. This guide closes that gap. Every lead that comes in gets captured, responded to, and followed up on — automatically. What's Next? Review Generation Tu... [truncated — see full version at source URL] --- ## Your Market in 5 Minutes **URL:** https://tsidai.com/guides/market-research **Description:** You know your craft. But do you know what your competitors are charging, what your customers are searching for, and where the gaps are? Claude can research Your Market in 5 Minutes - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Marketing & Growth Your Market in 5 Minutes You know your craft. But do you know what your competitors are charging, what your customers are searching for, and where the gaps are? Claude can research your local market and give you a briefing before your coffee gets cold. This guide works standalone — no sheet setup required. It pairs well with the Free Strategy Report if you want a deeper diagnostic. Before & After Before You run a small print-on-demand apparel shop. A customer asks why your custom hoodies are $45 when "the place down the road" charges $35. You have no idea what the place down the road actually offers, what their turnaround is, or whether they're even doing the same thing. You mumble something about quality and hope they stay. Later you spend an hour Googling competitors, get lost in their websites, and still don't have a clear picture. After Same week. You tell Claude: "Research custom apparel shops within 30 miles of [your zip]. Compare pricing, turnaround times, and what they offer that I don't." Five minutes later you have a table: 3 competitors, their price ranges, their lead times, and their gaps. Turns out the $35 shop only does screen printing, not embroidery. You update your pitch: "We do embroidery and sublimation — they don't." Next customer who asks gets a real answer. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Your business details — what you sell, where you operate, who your customers are 5 minutes — that's all it takes for a first-pass market scan 1 Tell Claude About Your Business Claude needs context to research effectively. Tell it: "I run [type of business] in [city/region]. My main services are [list 2–3 services]. My typical customer is [describe]. I charge roughly [price range] for [your most common offering]. I want to understand my competitive landscape." Be specific. "I run a sign shop in Phoenix" gives Claude much more to work with than "I have a small business." The more context you give, the more useful the research. 2 Run the Competitor Scan Ask Claude: "Find 5–10 businesses that compete with me in [your area]. For each one, tell me: • What they offer • Their approximate pricing (if public) • Their turnaround time or delivery speed • What they do that I don't • What I do that they don't Format it as a comparison table." Claude searches the web, reads competitor websites, and builds the table. It's not perfect — some pricing is hidden, some sites are outdated — but it gives you a starting point you didn't have 5 minutes ago. 3 Run the Customer Scan Now flip the lens. Ask Claude: "What are people in [your area] searching for when they need [your service]? What questions do they ask? What complaints do they have about businesses like mine? Check Google reviews of my competitors — what do customers praise and what do they complain about?" This is where the gold is. Competitor research tells you what the market offers. Customer research tells you what the market wants. The gap between those two is your opportunity. Look for patterns: If 3 out of 5 competitor review pages mention "slow response time," that's a positioning opportunity. If customers keep asking for a service nobody offers, that's a product opportunity. 4 Get the Briefing Pull it together: "Based on the competitor and customer research, give me a 1-page market briefing. Include: • My 3 strongest competitive advantages • My 2 biggest gaps or vulnerabilities • 1 opportunity nobody in my market is serving well • A suggested one-liner I can use when a customer asks 'why you?'" This is your market position on one page. Print it, pin it above your desk, and update it quarterly. 5 Save It as a Skill Markets change. Save this as a repeatable scan: "Save this market research workflow as a skill called 'market-scan'. Include my business details, the competitor search criteria, the customer research prompts, and the briefing format. Whenever I say 'scan my market', run the whole thing and give me an updated briefing." Run it once a quarter. Markets shift, competitors come and go, and customer expectations evolve. A 5-minute scan every few months keeps you ahead of changes instead of reacting to them. What You... [truncated — see full version at source URL] --- ## Month-End in 20 Minutes **URL:** https://tsidai.com/guides/month-end **Description:** Month-end doesn't have to be a weekend-long ordeal. Claude reads your sheet, pulls your bank transactions, and rolls up the numbers into a summary your Month-End in 20 Minutes - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Back-Office Month-End in 20 Minutes Month-end doesn't have to be a weekend-long ordeal. Claude reads your sheet, pulls your bank transactions, and rolls up the numbers into a summary your accountant will actually accept. You review it, make corrections, and you're done before lunch. Prerequisite: This guide builds on Your Business in Two Tabs and works best with Where's My Money? already running. Before & After Before You run a small landscaping company. It's the first of the month. You need to know: how much came in, how much went out, who still owes you, and what you owe suppliers. You spend Saturday morning with a calculator, your bank statement, a stack of receipts, and your invoice folder. Three hours later, you have a rough number but no confidence it's right. Your accountant asks for the same info every quarter and you scramble to recreate it. After First of the month. You tell Claude: "Run month-end." Claude reads your Inbound tab, your Outbound tab, and last month's bank CSV. Two minutes later: Revenue: $14,200 collected, $3,800 outstanding Expenses: $6,100 in materials + $2,400 labor Net: $5,700 before taxes AR aging: 2 invoices overdue (flagged) You review it, fix one miscategorized expense, and forward the summary to your accountant. Total time: 20 minutes. What You Need Your Two-Tab Sheet — with Inbound and Outbound data up to date (set it up here) Last month's bank statement CSV — downloaded from your bank's website 20 minutes — to run the report, review, and correct 1 Drop Your Bank CSV Download last month's transactions from your bank as a CSV file. Drop it into a folder Claude can access. Tell Claude: "Here's my bank statement for [month]. Read it along with my Inbound and Outbound tabs. I want a month-end summary." Claude normalizes the bank format (every bank exports slightly differently) and cross-references transactions against your sheet. 2 Define Your Categories Tell Claude how you categorize expenses: "Categorize my expenses into: Materials, Labor, Equipment, Fuel, Insurance, Rent, and Other. For income, match deposits to my Inbound tab where possible. Anything you can't match, flag it and I'll tell you what it is." Claude learns your categories after the first month. By month two, it auto-categorizes most transactions and only asks about the new ones. 3 Review the Summary Claude produces a month-end report that looks like this: March 2026 — Month-End Summary Income Collected: $14,200 Outstanding (invoiced, not paid): $3,800 New quotes sent: $7,500 Expenses Materials: $3,200 Labor: $2,400 Fuel: $480 Insurance: $350 Other: $270 Net: $7,500 (before taxes) AR Aging: 2 invoices overdue — Thompson ($2,200, 18 days), Rivera ($1,600, 9 days) Unmatched transactions: 3 (flagged for review) Review the flagged items, correct any miscategorizations, and you're done. The summary is formatted to forward directly to your accountant. 4 Save It as a Skill "Save this month-end workflow as a skill called 'month-end'. Include my expense categories, the report format, and the bank CSV normalization rules. Whenever I say 'run month-end', read my sheet + the latest bank CSV and produce the summary." First of every month: download your bank CSV, drop it in the folder, say "Run month-end." Twenty minutes later, you know exactly where your business stands. What You've Built A monthly financial summary that takes 20 minutes instead of a full day Automatic categorization that gets smarter every month AR aging alerts so overdue invoices don't hide in the numbers An accountant-ready report you can forward without reformatting Knowing your numbers isn't optional — it's how you make good decisions about hiring, pricing, and growth. This guide makes that knowledge accessible every month, not just at tax time. What's Next? Where's My Money? Get a real-time AR picture any day of the month, not just month-end. Read the Guide Invoice Follow-Up Those overdue invoices in the aging report? Handle them automatically. Read the Guide Want your month-end workflow set up with your real categories and bank format? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Month-End in 20 Minutes What this is for: Walk a small business owner through setting up a monthly close process where Claude... [truncated — see full version at source URL] --- ## Monthly Borrowing Base Certificate **URL:** https://tsidai.com/guides/monthly-bbc **Description:** Your bank wants a BBC between the 10th and 15th every month. It should take 5 minutes. Instead you spend an afternoon fighting Excel, re-deriving formulas, and Monthly Borrowing Base Certificate - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Money Monthly Borrowing Base Certificate Your bank wants a BBC between the 10th and 15th every month. It should take 5 minutes. Instead you spend an afternoon fighting Excel, re-deriving formulas, and hoping the formatting matches last month. Here's the clean way — same template, verified math, every time. Timing: Due to your bank between the 10th and 15th of each month, reporting on the prior month's collateral position. Set a calendar reminder for the 8th so you're never scrambling. Before & After Before It's the 12th. Your banker emailed yesterday asking for the BBC. You open last month's Excel file, try to remember which cells to change, accidentally overwrite a formula, fix it, realize the formatting shifted, compare it to the month before to find the drift, fix that too. Two hours later you send it and hope the totals are right. Next month you'll do it all again from scratch because you can't remember what you changed. After Same 12th. You tell Claude: "Prepare my BBC for April." Claude asks for the 5 numbers that changed. You give them. Claude copies last month's file, updates only the cells that changed, recalculates every formula, verifies the math matches to the penny, and saves the file to your Downloads folder with a draft email to your banker. 5 minutes. Identical template. Verified totals. You review and hit send. What You Need Last month's BBC file (.xlsx) — the Excel file you sent to the bank last month. This is the template. Your banker's name and email — Claude drafts the email but does NOT send it The 5 numbers that change each month — see below Claude Desktop with file system access — Claude needs to read and write the .xlsx file directly Python + openpyxl + LibreOffice headless — installed in Claude's sandbox for Excel manipulation and formula recalculation The 5 Variables That Change Each Month Everything else in the BBC stays the same. These are the only numbers you need to collect: 1 Reporting Date Last day of the month being reported. Example: April 30, 2026. This sets the period header on the certificate. 2 Inventory Variables The volume-based inventory line(s). Example: slab count × per-unit value, or a flat dollar value for each inventory category. Your bank template will have specific rows for each type. 3 Other Fluctuating Inventory Any additional inventory categories that change month-over-month — remnant inventory, raw materials, work-in-progress. Fixed rows (vehicles, equipment, real property) typically don't change and shouldn't be touched unless you call out a change. 4 Loan Balances Each loan balance as of the reporting date. These are the term loans or equipment notes that pay down monthly. 5 Line of Credit Outstanding The current outstanding balance on your revolving line of credit as of the reporting date. Fixed-asset rows (vehicles, equipment, real property) typically don't change month-over-month. Claude won't touch them unless you specifically tell it something changed. 1 Give Claude the Inputs Tell Claude where last month's BBC file is and provide the 5 variables. Claude confirms every value back to you and calculates the expected totals before touching the file. "Prepare my BBC for April. The file is in Documents/Bank/BBC - 2026-03.xlsx. Here are the numbers: slab count is 847 at $312 each, remnant inventory is $41,200, equipment loan balance is $186,400, vehicle loan is $52,100, and the line of credit is at $220,000." 2 Claude Updates the File Claude copies the prior-month file (never edits it), finds the cells by reading labels (not assuming positions), updates only what changed, and runs LibreOffice headless to recalculate every formula. 3 Claude Verifies the Math Claude reopens the file and compares every calculated total against the expected values. If anything is off by more than half a cent, Claude stops and shows you the discrepancy instead of delivering a file with bad math. This step is non-negotiable. A BBC with incorrect totals can trigger a covenant violation or an audit. Claude will not deliver a file until the math checks pass. 4 You Review and Send Claude saves the verified file and drafts an email to your banker. You open the file, confirm it looks right, and send the email yourself. Claude never sends anything to the bank. First... [truncated — see full version at source URL] --- ## Pricing That Pays **URL:** https://tsidai.com/guides/pricing **Description:** You know what you charge. But do you know what you should charge? Claude analyzes your actual job history revenue, costs, margins and tells you which services Pricing That Pays - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Strategy Pricing That Pays You know what you charge. But do you know what you should charge? Claude analyzes your actual job history — revenue, costs, margins — and tells you which services make money and which ones you're doing at a loss. Pricing from data, not from gut feel. Works best with Two Tabs (job history) and Month-End (expense data). Also works standalone with verbal estimates. Before & After Before You run a sign shop. You charge $35/sq ft for vinyl wraps because that's what you've always charged. A customer asks for a rush job and you add 20% because it "feels right." You have no idea if vinyl wraps are your most profitable service or if you're losing money on every one. You're pricing by tradition, not by data. After Claude analyzes your last 6 months: vinyl wraps average $1,200 revenue with $900 in costs — 25% margin. Channel letters average $2,400 revenue with $1,100 in costs — 54% margin. Your competitors charge $42/sq ft for wraps. Claude recommends raising to $40/sq ft — that's $18,000 more per year at current volume. You know exactly what to charge and why. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Some pricing history — your Two-Tab Inbound data is ideal, but verbal estimates work for a first pass 20 minutes — to run the analysis and review recommendations 1 Pull Your Data Tell Claude: "Read my Inbound tab and group completed jobs by service type. For each type, show me: number of jobs, average quote amount, total revenue, and estimated cost if you have my expense data. If not, I'll estimate costs for each type." 2 Run the Profitability Analysis "For each service type, calculate: profit per job, profit margin percentage. Rank from most to least profitable. Flag anything under 20% margin. Show me where I'm making real money and where I might be losing it." Common surprise: most business owners discover their most popular service isn't their most profitable. The jobs that keep you busy aren't always the jobs that keep you paid. 3 Get Pricing Recommendations "Based on my profitability and market data, suggest specific price changes. For each service: current price, recommended price, why, and how much more I'd make annually at current volume." Claude gives you concrete numbers, not vague advice. "Raise vinyl wraps from $35 to $40/sq ft. You're 15% below market and your margin is only 25%. At your current volume of 40 wraps/year, that's $18,000 more revenue." 4 Save as a Quarterly Skill "Save a skill called 'pricing-review'. When I say 'review my pricing', read my Inbound history and expense data, run the profitability analysis, compare to market rates, and give me updated recommendations." Run it every quarter. Markets shift, costs change, and your data gets richer over time. Each review gets more accurate than the last. What You've Built A profitability breakdown by service type Data-driven pricing recommendations with projected revenue impact Market-aware pricing that accounts for what competitors charge A quarterly review skill that gets smarter as you collect more data Most small businesses leave 10–30% of their potential revenue on the table through underpricing. This guide finds that money and helps you capture it — not by being greedy, but by knowing your actual numbers. What's Next? Quoting in Minutes Use your new pricing in consistent, professional quotes. Read the Guide Business Planner Update your plan's revenue model with real pricing data. Read the Guide Want someone to run the pricing analysis with your real data? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Pricing That Pays What this is for: Walk a small business owner through using Claude to analyze their actual revenue and cost data to determine which jobs are profitable, where they're undercharging, and what their pricing should be based on data — not gut feel. Claude sets up a repeatable pricing analysis skill they can run quarterly. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? What are your 3-... [truncated — see full version at source URL] --- ## Dashboard Addon: Profitability **URL:** https://tsidai.com/guides/profitability-panel **Description:** Know which services make you money and which ones don't. This panel adds revenue vs. cost breakdowns, profit margins, and a ranked view of your most and least Dashboard Addon: Profitability - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Profitability Know which services make you money and which ones don't. This panel adds revenue vs. cost breakdowns, profit margins, and a ranked view of your most and least profitable work — right inside your command center. Requires the Business Command Center dashboard. If you haven't set that up yet, start there first. Before & After Dashboard Without It Your command center shows revenue, pipeline, and follow-ups — but you can't tell which jobs actually make money. You're busy, but are you busy with the right work? Revenue looks healthy, but you have no idea if your margins are 40% or 4%. Dashboard With It A new panel on your dashboard shows margin per service type, color-coded green/yellow/red. You can see instantly: Full renovations: 38% margin (green) Maintenance contracts: 52% margin (green) Emergency callouts: 11% margin (red) Now you know which work to pursue and which to reprice. What You Need Business Command Center — set it up first if you haven't Two Tabs + Month-End data — revenue from your Inbound/Outbound sheet, expenses from month-end 5 minutes — just tell Claude your cost categories and it builds the panel 1 Tell Claude Your Cost Categories Claude needs to know what goes into each type of job you do. Tell it: "Here are my service types and what each one costs me: [Service 1]: [cost categories — labor, materials, travel, etc.] [Service 2]: [cost categories] [Service 3]: [cost categories] I want to see which services are most profitable." Don't worry about exact numbers yet. Claude will pull revenue from your Inbound/Outbound sheet and expenses from your month-end data, then map them to these categories. 2 Claude Adds the Profitability Panel Tell Claude: "Add a profitability panel to my dashboard. Show margin per service type with color coding — green for healthy, yellow for thin, red for losing money. Include a bar chart comparing revenue vs. cost for each service. Update the dashboard skill so this panel refreshes with everything else." Claude reads your existing dashboard skill, adds the new panel, and saves the updated version. Next time you say "morning" or "open dashboard", the profitability data shows up automatically. What You've Built Profit margin per service type, color-coded on your dashboard Revenue vs. cost bar chart so you can see the gap at a glance Ranked view of most and least profitable services Data that updates every time you run your dashboard Now when someone asks "should we take on more of those jobs?", you have the answer on your screen. Keep Building Your Dashboard Profitability is one piece of the picture. Add more panels to see your business from every angle. Pricing That Pays Use your margin data to set prices that actually work. Read the Guide Month-End The expense data that feeds this panel. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Profitability What this is for: Add a profitability panel to the user's existing Business Command Center dashboard. This panel shows revenue vs cost per job type, profit margins, and most/least profitable services. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — GATHER COST CATEGORIES Ask: "What are the main cost categories for each type of service or job you offer? For example, a landscaper might have: labor hours, fuel, materials, equipment rental. A consultant might have: prep time, travel, software licenses. List out your service types and the costs that go into each one." Wait for their answer. STEP 2 — ADD THE PANEL Read their existing dashboard skill, then tell Claude to add a profitability panel that calculates: - Revenue per job type (from their Inbound/Outbound sheet) - Cost per job type (from their expense data and the categories they just shared) - Profit margin per service (revenue minus costs, as a percentage) - Ranked list: most profitable to least profitable services - Color coding: green for healthy margins, yellow for thin, red for losing money Update the dashboard skill so the profitabil... [truncated — see full version at source URL] --- ## Organize Your Project Folder **URL:** https://tsidai.com/guides/project-folder **Description:** Claude needs a home base a folder on your computer where everything lives. Bank exports, quotes, invoices, skills, templates, reports. Five minutes of Organize Your Project Folder - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Setup Organize Your Project Folder Claude needs a home base — a folder on your computer where everything lives. Bank exports, quotes, invoices, skills, templates, reports. Five minutes of organization now saves confusion on every guide after this. This is optional but strongly recommended. Every guide that saves a file assumes this structure. Before & After Before Bank CSV on the Desktop. Quotes in Downloads. Invoices in three different folders. Claude asks "where's your bank export?" and you spend 5 minutes finding it. Skills saved who-knows-where. Every guide starts with "find the file" instead of "do the work." After One folder. Everything in its place. You say "where's my money?" and Claude knows to check bank-exports/. You say "quote Johnson for a kitchen remodel" and Claude saves the quote in quotes/. No hunting, no guessing. Every guide just works because Claude knows where things live. The Folder Structure [Your Business]/     business-plan.md     bank-exports/ — bank CSV files     quotes/ — generated quotes and proposals     invoices/ — generated invoices     clients/ — per-client folders     reports/ — month-end, weekly reviews, market research     templates/ — quote, invoice, email templates     skills/ — Claude skill files Claude sets this up for you. Just tell it where you want the main folder. What You Need Claude Desktop installed — follow the setup guide if you haven't yet 5 minutes — Claude creates the folders for you 1 Tell Claude Where to Set Up "Create a project folder for my business at [Documents/My Business Name]. Set up subfolders for: bank exports, quotes, invoices, clients, reports, templates, and skills. This is where everything will live from now on." 2 Move Existing Files If you already have business files scattered around your computer, tell Claude: "I have some bank CSVs on my Desktop and some quotes in my Downloads folder. Help me move them into the right subfolders." Done. Every Tsidai guide that saves or reads a file now has a consistent place to work from. Next: Connect Your Tools Connect Sheet Setup Connect Email Setup Connect Calendar Setup Want everything organized and connected in one session? Book a Starter Session (90 min) Skill: Organize Your Project Folder What this is for: Walk a small business owner through setting up a clean folder structure on their computer that Claude Desktop can navigate. This is where bank CSVs go, where quotes are saved, where the business plan lives, and where Claude saves skills. A well-organized folder makes every other guide work better. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? And where on your computer do you usually save business files — Documents, Desktop, somewhere else?" STEP 2 — CREATE THE PROJECT FOLDER Tell them to create a main business folder. Suggest: "Documents/[Business Name]" or "Documents/MyBusiness". Then have Claude create the following subfolders: - bank-exports/ — where bank CSV files go for AR checks and month-end - quotes/ — where generated quotes and proposals are saved - invoices/ — where generated invoices are saved - clients/ — client-specific folders for onboarding packets, contracts, etc. - reports/ — month-end summaries, weekly reviews, market research - templates/ — quote templates, invoice templates, email templates - skills/ — where Claude saves skill files STEP 3 — SET UP CLAUDE'S HOME BASE Have them tell Claude: "This folder at [path] is my business project folder. Whenever I open Claude Desktop, I'll be working from here. Save all files, skills, and templates in the appropriate subfolder." This gives Claude a consistent location for everything. STEP 4 — MOVE EXISTING FILES If they already have business files scattered around, help them move key files into the new structure: - Bank CSVs into bank-exports/ - Any existing quotes or invoices into their folders - The business-plan.md (if they've done ... [truncated — see full version at source URL] --- ## Design Your Proposal Template **URL:** https://tsidai.com/guides/proposal-template **Description:** Some jobs need more than a one-page quote. When a client needs to see scope, timeline, deliverables, and pricing options before they commit, you need a Design Your Proposal Template - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Design Your Proposal Template Some jobs need more than a one-page quote. When a client needs to see scope, timeline, deliverables, and pricing options before they commit, you need a proposal. Claude builds a multi-page proposal template specific to your business — so you stop cobbling them together from scratch every time a big opportunity comes in. Saved as templates/proposal-template.md. Works best with Your Business Voice so the proposal reads like you wrote it, not like a template. Before & After Before A mid-size company asks your HR consulting firm to propose a leadership development program. You fire off a long email with bullet points: "We'd do 6 workshops, probably over 3 months, price would be around $12K, let me know if you're interested." They go with a competitor who sent a polished 8-page proposal with scope, timeline, and three pricing tiers. You had the better solution. They had the better proposal. After Same opportunity. You tell Claude: "Proposal for Apex Corp, leadership development program, 6 workshops over 3 months." Claude generates a structured proposal: executive summary framing the problem, detailed scope of work, milestone timeline, three investment tiers (Essential / Comprehensive / Premium), clear terms, and your company credentials. Same expertise. Professional packaging. You win the contract. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Business Voice set up (recommended) — follow the Business Voice guide so your proposals sound like you 20 minutes — to design the template sections and test with a real proposal 1 Define Your Proposal Sections Tell Claude which sections you want and in what order: "I need a proposal template for my [business type]. My proposals should have: a cover page with my branding and the client's name, an executive summary, scope of work (including what's NOT included), a timeline with milestones, deliverables, investment/pricing, terms and conditions, a brief 'about us' section, and a signature block. My business name is [name] and my contact info is [details]." Claude builds the skeleton. You can add, remove, or reorder sections — this is your template, not a generic one. 2 Set Your Standard Terms and Conditions The fine print that protects you and sets client expectations: "My standard terms are: [payment schedule — e.g., 50% upfront, 25% at midpoint, 25% on delivery]. Cancellation policy: [e.g., written notice required, work completed to date is billable]. Scope changes: [e.g., change orders quoted separately]. Timeline: [e.g., dates are estimates, delays from client side extend timeline]. Add any other terms I should include for my type of work." These terms get baked into every proposal. Clear expectations upfront mean fewer disputes later. 3 Add Pricing Tiers (Optional) Giving clients options turns a yes/no decision into a which-one decision. If pricing tiers make sense for your business, set them up now: "I want three pricing tiers: [Good/Better/Best or Essential/Standard/Premium or Basic/Professional/Enterprise]. The basic tier includes [core deliverables]. The middle tier adds [additional features]. The top tier includes [everything plus premium additions]. Structure the pricing section so clients can compare all three side by side." No tiers? That's fine. Tell Claude: "I just use a single investment section with a flat project price." Skip the tiers and move on. 4 Claude Generates the Template "Now generate the full proposal template with placeholder markers like [CLIENT_NAME], [PROJECT_TITLE], [SCOPE], [TIMELINE], [DELIVERABLES], [INVESTMENT] where things change per proposal. Save it as templates/proposal-template.md." Claude generates a complete, multi-section proposal template with your business details hardcoded and placeholders where project-specific information goes. Every proposal you generate uses this structure. 5 Test with a Real Proposal "Generate a proposal using this template. The client is [real or recent client], the project is [describe the job], the budget range is [amount]. Show me the full proposal so I can review every section." Read every section carefully. Does the scope make sense? Is the timeline realistic? Do the terms cover your bases? Adjust until it's something you'd b... [truncated — see full version at source URL] --- ## Design Your Quote Template **URL:** https://tsidai.com/guides/quote-template **Description:** Every quote you send should look like it came from a real business not a text message or a hastily edited Word doc. Claude helps you design a professional Design Your Quote Template - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Design Your Quote Template Every quote you send should look like it came from a real business — not a text message or a hastily edited Word doc. Claude helps you design a professional quote template specific to your business: header, line items, terms, notes, signature block. Once it's saved, every quote the Quoting skill generates uses this template automatically. This template is saved as templates/quote-template.md and referenced by the Quoting in Minutes skill. Do this first, quote faster forever. Before & After Before A homeowner asks for a lawn maintenance quote. You open your notes app, type up some numbers, forget to include your payment terms, skip the disclaimer about fertilizer not being included, and text it over. The customer asks three follow-up questions you could have answered upfront. Unprofessional look. Missing information. Back-and-forth that wastes time. After Same request. Claude generates a clean, itemized quote: your logo and contact info at the top, weekly mowing and edging broken out by frequency and price, seasonal aeration as an optional line item, payment terms, validity period, and a note that fertilizer and pest control are quoted separately. Professional first impression. No follow-up questions. Customer says yes faster. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Project Folder set up (optional) — follow the Project Folder guide so Claude saves your template in the right place 15 minutes — to design the template and test it with a sample quote 1 Tell Claude Your Business Details Start with what goes at the top of every quote: "I need to design a quote template for my [business type]. Let's start with the header. My business name is [name], my phone is [phone], my email is [email], and my address is [address]. I [do/don't] have a logo file saved at [location]." Claude builds the header section of your template with your real information. 2 Define Your Line Item Format Tell Claude how you actually break down pricing: "I break my quotes into [labor and materials separately / flat rates per service / itemized parts with quantities and unit prices]. A typical quote has [3–8] line items. I [do/don't] charge tax. Here's an example of how I'd price a recent job: [describe]." Claude matches the line item format to how you actually work — not a generic spreadsheet layout that doesn't fit your business. 3 Set Payment Terms and Validity "My standard payment terms are [50% deposit, balance on completion / Net 30 / due on receipt / etc.]. Quotes should be valid for [30] days. I accept [check, credit card, Venmo, Zelle, bank transfer — list what applies]." These get baked into every quote automatically. No more forgetting to mention when payment is due or how they can pay you. 4 Add Standard Notes and Disclaimers "At the bottom of every quote, always include: [warranty information, what's NOT included, change order policy, cancellation terms, license number, insurance info — whatever applies to your business]." The fine print that protects you. Once it's in the template, you never forget to include it again. 5 Claude Generates and Saves the Template "Now put it all together into a complete quote template. Use placeholder markers like [CUSTOMER_NAME], [DATE], [LINE_ITEMS] where things change per quote. Save it as templates/quote-template.md." Claude generates the full template with your real business details hardcoded and placeholders where job-specific information goes. The Quoting skill fills in those placeholders automatically every time you generate a quote. 6 Test with a Sample Quote "Generate a sample quote using this template. The customer is [recent real customer], the job is [recent real job]. Show me the full quote so I can review the formatting." Review the output. Does it look right? Adjust sections, formatting, or wording until it's something you'd be proud to send. Claude updates the template file with your changes. What You've Built A professional quote template tailored to your specific business Consistent formatting every time — header, line items, terms, notes, signature Placeholder markers the Quoting skill fills in automatically Standard disclaimers and terms you never forget to include A template file Claud... [truncated — see full version at source URL] --- ## Quoting in Minutes **URL:** https://tsidai.com/guides/quoting **Description:** You send the same types of quotes every week. Why are you writing each one from scratch? Claude learns your template, your pricing, and your voice then Quoting in Minutes - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Sales Quoting in Minutes You send the same types of quotes every week. Why are you writing each one from scratch? Claude learns your template, your pricing, and your voice — then generates professional quotes in under 2 minutes. Consistent pricing, consistent format, straight into your pipeline. Works best with Two Tabs (for pricing history) and Your Business Voice (for the tone). Also works standalone. Before & After Before A customer asks for a quote on a kitchen backsplash install. You open Word, find your last quote, change the name and numbers, realize the pricing is from 6 months ago, try to remember what you charged the last backsplash customer, give up and guess. Forty-five minutes later you send something that might be too low. Inconsistent pricing. Inconsistent format. Slow turnaround. After Same request. You tell Claude: "Quote Johnson for a kitchen backsplash, subway tile, about 30 square feet." Claude checks your pricing history, generates a formatted quote with line items, terms, and your standard notes. You review, adjust one line, approve. Two minutes. Consistent pricing. Auto-added to your pipeline. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Your pricing — a rough list of what you charge for common services 20 minutes — to design the template, teach pricing, and test the first quote 1 Design Your Quote Template Tell Claude what should be on every quote you send: "I need a quote template for my [business type]. It should include: my business name and contact info at the top, customer name and details, itemized line items with quantities and prices, subtotal and total, payment terms ([your terms]), how long the quote is valid, and any standard notes or disclaimers I always include. Save it as a template I can reuse." Claude creates templates/quote-template.md that every future quote is built from. 2 Teach Claude Your Pricing List your standard services and what you charge: "Here's what I typically charge: [list 5–10 services with price ranges]. Also read my Inbound tab to see what I've quoted in the past — use that history to stay consistent." Claude stores your pricing and cross-references past quotes. No more guessing what you charged the last customer for the same job. 3 Save the Quoting Skill "Save a skill called 'quote'. When I say 'quote [customer] for [job]', generate a professional quote using my template, my pricing, and my voice. Save it in the quotes/ folder. After I approve, add a row to my Inbound tab with status 'Quoted' and a follow-up date 7 days out." Now quoting is one sentence: "Quote Johnson for a kitchen backsplash, 30 square feet." Claude does the rest. What You've Built A professional quote template Claude fills in automatically Pricing consistency backed by historical data Quotes generated in under 2 minutes Automatic pipeline tracking — every quote auto-added to your Inbound tab Direct feed into follow-up sequences — stale quotes get a nudge What's Next? Follow-Up Sequences Auto-follow-up on quotes that go cold. Read the Guide Pricing That Pays Find out which jobs are actually profitable. Read the Guide Want your quote template designed and the skill tuned for your business? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Quoting in Minutes What this is for: Walk a small business owner through setting up a system where Claude generates consistent, professional quotes from a template — pulling from past quote data in their Inbound tab, their pricing, and their voice profile. The user describes the job, Claude produces a formatted quote ready to send. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? What do you typically quote — per project, per hour, per unit? And roughly how many quotes do you send per week?" Then ask: "What does your current quote look like? Do you have a template, or do you write them from scratch each time?" STEP 2 — DESIGN THE QUOTE TEMPLATE Have them tell Claude what should be on a quote. Walk through each section: - Header: business name,... [truncated — see full version at source URL] --- ## Review Generation - Turn Happy Customers Into 5-Star Reviews **URL:** https://tsidai.com/guides/review-generation **Description:** Your best marketing is a customer telling someone else you're great. The problem isn't that customers don't want to leave reviews it's that nobody asks at the Review Generation - Turn Happy Customers Into 5-Star Reviews - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Marketing & Growth Turn Happy Customers Into 5-Star Reviews Your best marketing is a customer telling someone else you're great. The problem isn't that customers don't want to leave reviews — it's that nobody asks at the right moment. Claude asks for you, in your voice, when the timing is perfect. Prerequisite: This guide builds on Your Business in Two Tabs. Set that up first. Before & After Before You run a used car dealership. You just sold a family a certified pre-owned SUV. They drove off thrilled. Three weeks later, you realize you have 12 Google reviews and your competitor across the street has 247. You meant to ask this family — and the last 20 families — but it always feels awkward, and by now it's too late. Your 4.8-star average is great. But 12 reviews next to 247 makes you look like you just opened. After Same dealership. Every time you update a row in your Outbound tab to "Delivered," Claude waits 3 days, then drafts a personal message: "Hey Marcus family, hope you're loving the Highlander! If you have 30 seconds, a Google review would mean a lot to a small shop like ours. Here's the link." You review the draft, approve it, and it goes out. Six months later you have 67 reviews. The phone rings more. What You Need Your Two-Tab Sheet — with Outbound data including a Status column (set it up here) Your Google Business review link — the direct link customers can click to leave a review 10 minutes — to set up the trigger, the message template, and the timing 1 Get Your Review Link Every review platform has a direct link. For Google, search for your business, click "Write a review," and copy that URL. Tell Claude: "My Google Business review link is [paste URL]. Save this — we'll include it in every review request." If you also use Yelp, Facebook, or an industry-specific platform, give Claude all the links. It can rotate or choose the right one based on the customer. 2 Set the Trigger Tell Claude when to draft review requests: "Whenever I check my Outbound tab and a row's Status changed to 'Delivered' or 'Complete' in the last 3–5 days, draft a review request for that customer. Use their name and reference what we did for them. Keep it short, warm, and include the review link. Show me each draft before sending." The 3–5 day window is intentional. Too soon feels transactional. Too late and the excitement has faded. Three days is the sweet spot — they've had time to enjoy the result but it's still fresh. 3 Review and Send Claude shows you each draft with context: Marcus Family — 2019 Highlander (delivered 3 days ago) "Hey Marcus family, hope you're loving the Highlander! If you have a minute, a quick Google review would mean the world to a small dealership like ours. Either way, thanks for trusting us with the purchase — enjoy the road trips! [review link]" Approve, tweak, or skip. Claude logs which customers were asked so you never double-ask anyone. If a customer leaves a review, Claude can mark it on your sheet so you know. 4 Save It as a Skill "Save this review request workflow as a skill called 'review-check'. Include my review links, the 3–5 day trigger window, my voice, and the tracking for who's been asked. Whenever I say 'check reviews', find new deliveries and draft the requests." Add it to your morning routine alongside invoice checks and email triage. Three words: "Check reviews too." What You've Built An automatic trigger that drafts review requests after every delivery Personal messages that reference the specific work you did Tracking so no customer gets asked twice A compounding asset — every month, more reviews, more trust, more calls Reviews are the highest-leverage marketing a small business can do. One review is worth more than 100 social posts. And unlike ads, they're permanent — every review you earn keeps working for you forever. What's Next? Social Content Turn your real work into posts worth sharing — no social media manager needed. Read the Guide Lead Capture to First Sale Turn website visitors into leads and leads into customers. Read the Guide Want the review skill set up and tuned for your business? Book a Starter Session (90 min) Or do it yourself — everything on this page i... [truncated — see full version at source URL] --- ## Morning and Evening Routines **URL:** https://tsidai.com/guides/routines **Description:** One word starts your day. One word wraps it up. The morning routine checks everything and opens your dashboard. The evening routine logs what happened, updates Morning and Evening Routines - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Meta Morning and Evening Routines One word starts your day. One word wraps it up. The morning routine checks everything and opens your dashboard. The evening routine logs what happened, updates the sheet, and preps tomorrow's priorities. Two skills that bookend your entire workday. Works best with: the Command Center dashboard and at least a few workflows set up. Even Two Tabs alone gives you a useful start. Before & After Before You run a used car dealership. Monday morning — you check email, then realize you forgot to update the sales sheet Friday. A customer calls about a car you already sold. By noon you're still reacting. At 6 PM you close up, but you can't remember what you accomplished. Tuesday starts the same way. Every day is reactive. Nothing carries forward. You're busy but can't point to progress. After Monday, 8 AM. You say: "Morning." Claude triages your inbox, checks follow-ups, and opens the dashboard. You know exactly what needs attention. Monday, 5:30 PM. You say: "Wrap up." Claude logs the two cars you sold, updates the sheet, notes the test drive scheduled for Tuesday, and shows: Done today: 2 sales closed, 1 trade-in appraised Tomorrow's top 3: Tuesday test drive, follow up on Honda inquiry, prep weekend ad Tuesday morning, you already know your priorities. The day has structure before it starts. What You Need Claude Desktop installed — follow the setup guide if you haven't yet At least a few workflows or skills — the routines chain together whatever you've built. More skills = richer routines. 15 minutes — to design both routines, save them, and test once 1 Design the Morning Routine Pick which checks you want Claude to run every morning. Common options: Triage inbox Check overdue invoices Follow-ups due today New leads or inquiries Today's calendar Open dashboard Pick the ones that matter to you, then tell Claude: "Save a skill called 'morning'. When I say 'morning' or 'start my day': [list your checks in order]. Then show me the dashboard with everything updated." Start small. Three or four checks is plenty. You can always add more later. A morning routine that takes 10 minutes won't stick — aim for 2–3 minutes. 2 Design the Evening Routine The evening routine captures the day and sets up tomorrow. Pick what matters: Log completed jobs Update in-progress work Note issues for tomorrow Tomorrow's top 3 priorities Send client updates Daily summary Tell Claude: "Save a skill called 'wrap-up'. When I say 'wrap up', 'end of day', or 'done for today': [list your selected tasks in order]. End with a summary: what got done today, what's carrying over to tomorrow, and my top 3 priorities for the morning." The evening routine should feel like closing a loop, not extra work. If it takes more than 5 minutes, trim it. 3 Test for a Week Run "morning" every day when you start work. Run "wrap up" before you close the laptop. After five days, you'll know what works and what doesn't. Morning "Morning" → checks run → dashboard opens → you know what to do first Evening "Wrap up" → day logged → sheet updated → tomorrow's priorities set Don't judge it on day one. The first couple of days feel mechanical. By day three or four, it becomes automatic. By Friday, you'll wonder how you worked without it. 4 Adjust and Refine After the test week, tell Claude what to change: "My morning routine is good but I never look at the lead check — remove it. Add a calendar summary instead." "The wrap-up takes too long. Skip the client updates — I'll do those separately. Just log jobs, update the sheet, and give me tomorrow's priorities." The routines should match how you actually work, not an ideal version you'll abandon after two weeks. Trim what you skip, add what you miss. What You've Built A morning skill that runs every check and opens the dashboard — one word to start the day An evening skill that logs progress, updates data, and preps tomorrow — one phrase to close the loop A daily rhythm that turns reactive days into structured ones A system where today's evening routine feeds directly into tomorrow's morning The morning tells you where to focus. The evening captures what happened. Together, they create a feedback loop where every day builds on the last instead o... [truncated — see full version at source URL] --- ## Dashboard Addon: Seasonal Trends **URL:** https://tsidai.com/guides/seasonal-panel **Description:** When is your busy season? When does it slow down? This panel shows revenue by month, identifies your peak and trough periods, and compares this year to last so Dashboard Addon: Seasonal Trends - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Seasonal Trends When is your busy season? When does it slow down? This panel shows revenue by month, identifies your peak and trough periods, and compares this year to last — so you can plan ahead instead of reacting. Requires the Business Command Center dashboard. If you haven't set that up yet, start there first. Before & After Dashboard Without It It's February and things are slow. Is this normal? Is business declining? You think last February was also slow, but you're not sure. You don't know if you should be worried or if the spring rush is right around the corner. Every slow month feels like a crisis. Every busy month catches you off guard. Dashboard With It Your dashboard shows the seasonal pattern clearly: Feb is always your slowest month (down 35% from average) March picks up — +22% from Feb last year Peak season: May through August This Feb: tracking 8% ahead of last Feb You're not worried — you're planning for the spring rush. What You Need Business Command Center — set it up first if you haven't Month-End data (3–6+ months) — the more months, the clearer the seasonal patterns 5 minutes — confirm your data history, Claude builds the panel 1 Confirm Your Month-End History Seasonal patterns need multiple months of data. Tell Claude: "Check my month-end reports. How many months of data do I have? I want to add a seasonal trends panel to my dashboard." Six months shows you a half-cycle. Twelve months shows a full year of patterns. Even 3 months will start to be useful — the panel gets smarter every month you add. 2 Claude Adds the Seasonal Panel Tell Claude: "Add a seasonal trends panel to my dashboard. Show revenue by month as a bar chart, highlight my busy and slow seasons, and compare this year to last year if I have enough data. Project the next 2–3 months based on the pattern. Update my dashboard skill so this refreshes automatically." Claude reads your existing dashboard, adds the seasonal panel, and saves the updated skill. The trends update every time you run a new month-end and refresh your dashboard. What You've Built Revenue-by-month bar chart on your dashboard Peak and trough seasons clearly identified Year-over-year comparison (with 12+ months of data) 2–3 month forward projection based on historical patterns Data that gets smarter every month you run month-end No more guessing if a slow month is a problem or just the cycle. You can staff up before the rush, save cash before the dip, and make plans with real data instead of gut feel. Keep Building Your Dashboard Seasonal data pairs perfectly with planning and pricing. These guides help you act on what the patterns tell you. Month-End The data that feeds this panel every month. Read the Guide Business Planner Use seasonal insights to plan the year ahead. Read the Guide Pricing That Pays Adjust pricing for busy vs slow seasons. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Seasonal Trends What this is for: Add a seasonal trends panel to the user's existing Business Command Center dashboard. This panel shows revenue by month over time, busy/slow season patterns, and year-over-year comparison. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM MONTH-END HISTORY Ask: "How many months of month-end data do you have? The seasonal panel works best with at least 6 months — that's enough to start seeing patterns. A full year is ideal for year-over-year comparison. What's your earliest month-end report?" Wait for their answer. If they have less than 3 months, tell them to come back after they've accumulated more data, or set it up now and it will get useful over time. STEP 2 — ADD THE PANEL Read their existing dashboard skill, then tell Claude to add a seasonal trends panel that shows: - Revenue by month as a bar chart (last 6-12 months) - Busy vs slow season identification (highlight peak and trough months) - Year-over-year comparison if they have 12+ months of data - Current month tracking vs same mo... [truncated — see full version at source URL] --- ## Skill Checkup **URL:** https://tsidai.com/guides/skill-checkup **Description:** You've built a handful of Claude skills. Some you use daily. Some you forgot exist. Some do the same thing as another skill you saved last month. Time for a Skill Checkup - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Meta Skill Checkup You've built a handful of Claude skills. Some you use daily. Some you forgot exist. Some do the same thing as another skill you saved last month. Time for a checkup — list everything, clean up the clutter, and keep the system sharp. Best with 3–4+ skills. If you only have one or two, you probably don't need this yet. Come back when the list starts getting long. Before & After Before You're a bookkeeper with 10 saved skills. You try to run "check invoices" but nothing happens — turns out you renamed it to "invoice-scan" two months ago. There's also an "overdue-check" that does almost the same thing. You have a "test-skill" from an experiment that never went anywhere. You can't remember what half of them do. The system grew organically and now it's a mess. You avoid using skills because you're not sure which one to call. After You say "Skill checkup." Claude shows: morning — active, used daily invoice-scan — active, used weekly overdue-check — overlaps with invoice-scan, merge recommended test-skill — unused, remove recommended month-end — active, used monthly Five minutes later: 2 skills merged, 1 removed, and a clean inventory you can actually trust. What You Need Claude Desktop installed — follow the setup guide if you haven't yet At least 3–4 saved skills — enough to have some clutter worth cleaning 10 minutes — to inventory, review, and clean up 1 List All Your Skills Start with an inventory. Tell Claude: "List every skill I have saved. For each one, show: the skill name, what it does, and when I last used it if you can tell." You might be surprised by what's in there. Skills you forgot about, experiments that never stuck, or duplicates you didn't realize existed. That's normal — it means you've been building. 2 Review Each Skill Go through the list and sort each skill into one of four buckets: Keep Works well, use regularly Update Good idea, needs a refresh Remove No longer needed Merge Overlaps with another For each skill, ask yourself: Do I still use this? Has my process changed? Is there another skill that does the same thing? 3 Clean Up Now act on your decisions. Tell Claude: "Update [skill name] — here's what changed: [describe the update]." "Remove the skill called [skill name]. I don't use it anymore." "Merge [skill A] and [skill B] into one skill. Keep the best parts of both. Call it [new name]." Don't be sentimental. A skill you never use isn't an asset — it's clutter that makes the useful ones harder to find. 4 Save the Checkup as a Skill Make this repeatable. Tell Claude: "Save a skill called 'skill-checkup'. When I say 'check my skills' or 'skill checkup', list all my skills with their status, flag any I haven't used in a while, and suggest which ones to update, merge, or remove." Run this once a month, or whenever the system starts feeling cluttered. Five minutes keeps everything clean. What You've Built A clean, organized inventory of every skill in your system Removed or merged duplicates and dead-weight skills Updated stale skills to match your current processes A repeatable checkup skill you can run monthly to stay clean A system that grows is great. A system that grows and stays organized is what actually gets used every day. What's Next? Morning & Evening Routines Chain your best skills into daily routines that bookend your day. Read the Guide Business Command Center The dashboard that ties all your clean, organized skills together. Read the Guide Want help organizing your whole Claude setup? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Skill Checkup What this is for: Walk a small business owner through auditing their saved Claude skills. Over time, skills accumulate — some become outdated, some overlap, some were experiments that never stuck. This guide helps them list every skill, evaluate each one, clean up the stale ones, and save the checkup itself as a repeatable skill. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LIST ALL SKILLS Have them tell Claude: "List every skill I have saved. For each one, show:... [truncated — see full version at source URL] --- ## Social Content Without a Social Media Manager **URL:** https://tsidai.com/guides/social-content **Description:** You don't need a content calendar, a ring light, or a social media intern. You need Claude to turn the work you're already doing into posts worth sharing. Real Social Content Without a Social Media Manager - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Marketing & Growth Social Content Without a Social Media Manager You don't need a content calendar, a ring light, or a social media intern. You need Claude to turn the work you're already doing into posts worth sharing. Real work, real photos, real words — no stock images, no filler. This guide works standalone. It pairs well with Your Market in 5 Minutes if you want to know what your audience cares about before you start posting. Before & After Before You run a small custom furniture shop. You know you should post on Instagram — your customers find you there. But every time you sit down to write a caption, you stare at the screen for 20 minutes, type something generic like "New piece finished! DM for pricing," and post it two days late. Your last post was six weeks ago. Meanwhile, a competitor with worse work but better posts is getting all the inquiries. After Same week. You finish a walnut dining table and snap a photo in the shop. You tell Claude: "I just finished this piece. Write me 3 social posts — one for Instagram, one for Facebook, one for LinkedIn. Mention the joinery technique and that it's going to a family in Scottsdale." Two minutes later you have three posts, each in the right tone for the platform. You pick the best one, paste it, and you're done before the finish dries. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Something you just did — a finished project, a delivered order, a problem you solved. Real work is the raw material. 5 minutes — per batch of posts 1 Teach Claude Your Brand Voice Tell Claude how you want to sound on social media: "I run [your business]. My social media voice is [casual and behind-the-scenes / professional but warm / technical and educational]. I never want to sound like a marketing agency. I want to sound like someone who actually does this work. Here are 2–3 posts I've written that felt right..." Paste a few posts you liked (even old ones). If you've never posted, describe how you'd talk about your work to a friend at a barbecue. That's your voice. 2 Feed Claude Real Work The best social content comes from real work, not content calendars. Whenever you finish something worth sharing, tell Claude: "I just [describe what you did]. Write me social posts for [platforms you use]. Mention [any interesting detail — technique, material, customer reaction, challenge you overcame]. Keep it under [word count] and don't use hashtags unless I ask." Content types that work: finished projects, before/after shots, process shots ("here's the ugly middle"), customer reactions, lessons learned, tools you love, problems you solved. The more specific, the better. 3 Review and Post Claude gives you multiple options. For each one: Post it Copy, paste, done. Tweak it "Make it shorter" or "less salesy" or "add the price." Save for later Good post, wrong day. Claude saves it to a running list. No scheduling tool needed. Just batch a few posts when you have real work to share, save the extras, and pull from the list on quiet days. 4 Save It as a Skill Once you're happy with the voice and format: "Save this social content workflow as a skill called 'make-posts'. Include my brand voice, the platforms I use, my formatting preferences, and the running list of saved posts. Whenever I say 'make posts about [topic]', generate the batch." Now the workflow is: do the work, snap a photo, say "make posts about this." Five minutes from finished project to published content. What You've Built A brand voice profile so every post sounds like you Multi-platform content from a single input A running list of saved posts for quiet days A skill that turns real work into real content in 5 minutes The businesses that win on social media aren't the ones with the best photography or the biggest budgets. They're the ones that post consistently. This makes consistency effortless — because the content comes from work you're already doing. What's Next? Review Generation Turn happy customers into 5-star reviews without being pushy. Read the Guide Your Market in 5 Minutes Know what your audience cares about before you post. Read the Guide Want your brand voice captured and the content skill tuned for your platforms? Book a Starter Session (9... [truncated — see full version at source URL] --- ## SOPs Before You Need Them **URL:** https://tsidai.com/guides/sops **Description:** Everything lives in your head. When you're sick, on vacation, or training someone new, the business stops. This guide turns your know-how into step-by-step SOPs Before You Need Them - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Operations SOPs Before You Need Them Everything lives in your head. When you're sick, on vacation, or training someone new, the business stops. This guide turns your know-how into step-by-step process docs that anyone can follow. The operations manual writes itself over time. Works best with other skills running. The more Claude has observed your workflows, the better it drafts your SOPs. But you can start here even if this is your first guide. Before & After Before You run a bookkeeping practice. You handle month-end closes for 12 clients, onboard 2–3 new clients a quarter, and prep tax filings every spring. The process for each lives in your head. When you took a week off last year, your contractor missed two reconciliation steps and filed a client's sales tax late. You keep meaning to write things down, but you're too busy doing the work to document the work. After You tell Claude: "Write an SOP for month-end client close." Claude asks you to walk through the process. Twenty minutes later you have a document: Trigger: 1st business day of each month Steps: 14 numbered steps including bank rec, CC matching, journal entries Decision points: "If unmatched transactions > 5, escalate before proceeding" Definition of done: Trial balance matches, client summary sent Next vacation, your contractor follows the doc step by step. Nothing gets missed. What You Need One process to start with — the one that would cause the most damage if someone did it wrong 20 minutes per process — to walk through, review the draft, and refine Willingness to explain the obvious — the steps you do on autopilot are the ones that trip up someone new 1 Pick Your First Process Start with the process that would cause the most damage if someone did it wrong — or the one you explain most often. Tell Claude: "If I had to take a week off tomorrow and someone else had to keep things running, the process they'd mess up without me is [process]. I want to document it as an SOP." Not sure which one? Common first SOPs: onboarding a new client, handling a quote request, closing out a month, or processing a refund. 2 Walk Claude Through It Describe the process as if you're training a new employee who has never done it before: "Walk me through [process] from start to finish. Here's how it goes: it starts when [trigger]. First I [step 1], then [step 2]... Don't let me skip the obvious stuff — what's obvious to me won't be obvious to someone new." Claude will ask follow-up questions if anything is unclear. Include decision points: "If X happens, I do Y. If Z happens, I do W." Those are the moments where things go wrong without documentation. 3 Claude Drafts the SOP Tell Claude to turn your walkthrough into a structured document: "Turn that walkthrough into an SOP document. Format it clearly with numbered steps. Flag any decision points where someone might need to make a judgment call, and include what the right choice usually is." Claude produces a document with: Process Name, Trigger (what starts it), numbered Steps with decision points, Tools/Systems Used, Common Mistakes to Avoid, and Definition of Done (how you know it's complete). 4 Review and Refine Read through the draft and check it against reality: "Read through this SOP. Is there anything you got wrong? Anything I do that you missed? Any step where someone new would get stuck and need more detail?" The first draft is never perfect. The goal is 80% right, then refine based on what trips people up in practice. You can always update it later when you train someone and discover the gaps. 5 Save It as a Skill "Save this as a skill called 'write-sop'. When I say 'write an SOP for [process]' or 'document how I [task]', walk me through describing the process, then draft the SOP in the same format. Save each SOP as a file I can reference later." Now every process you document follows the same format. Anyone reading your SOPs knows exactly where to find the trigger, the steps, the decision points, and the definition of done. 6 Build the Library Over Time You don't need to document everything today. Write one SOP per week, starting with the processes that are most painful to explain or most risky to get wrong. Good candidates for your next SOPs: How you invoice a client How you handle a refund or complaint Ho... [truncated — see full version at source URL] --- ## Status Updates That Prevent Phone Calls **URL:** https://tsidai.com/guides/status-updates **Description:** The number one reason customers call is to ask "where's my order?" Not because they're impatient because nobody told them. This guide teaches Claude to send Status Updates That Prevent Phone Calls - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Customer Lifecycle Status Updates That Prevent Phone Calls The number one reason customers call is to ask "where's my order?" Not because they're impatient — because nobody told them. This guide teaches Claude to send proactive updates when milestones hit, so the customer always knows what's happening before they have to ask. Prerequisite: This guide builds on Your Business in Two Tabs with an Outbound tab that tracks job milestones. Set that up first. Before & After Before You run a custom furniture shop. A client ordered a walnut dining table three weeks ago. The wood arrived, you started milling, the joinery is done, and it's in finishing now. You know all this. The client knows nothing. They call on a Wednesday afternoon, interrupting your workflow: "Hey, just wondering where we're at with the table?" You spend 10 minutes on the phone. This happens four times a week with different clients. 40 minutes a week on calls that could have been a 30-second text. After Same furniture shop. When you update the Outbound tab to "In Finishing," Claude drafts a message: "Hi Rachel, quick update on your walnut dining table — it's in the finishing stage now. We're applying the first coat of oil today, and it's on track for delivery next Thursday. Looking beautiful so far." You approve it, it goes out, and Rachel replies with a heart emoji instead of a phone call. The "where is it" calls drop to nearly zero. What You Need Your Two-Tab Sheet — with an Outbound tab that has milestone statuses (set it up here) Claude Desktop — connected to your sheet via MCP 10 minutes — to define your milestones, write the message templates, and save the skill 1 Define Your Milestones Every business has stages. A print shop has "In Design," "Printing," "Shipped." A contractor has "Permits," "Framing," "Inspection." Think about what your customer would want to know. Open Claude Desktop and say: "Here are the stages a job goes through in my business: [list your milestones]. These are the statuses I track on my Outbound tab. Save these — we're going to attach a customer message to each one." Don't overthink it. Start with the milestones you already track. You can always add more later. 2 Map Milestones to Update Messages For each milestone, tell Claude what the customer should hear: "Here's what customers should hear at each stage: • 'In Production': We've started working on your [job]. On track for [date]. • 'Quality Check': Your [job] is done and we're doing a final quality check. • 'Ready for Pickup/Delivery': Your [job] is ready! Here's what to expect... Personalize each one with the customer's name and their specific job details. Use my voice." The messages should be short — two to three sentences. Customers don't want a novel. They want to know things are on track. Pro tip: include an estimated date whenever possible. "On track for Thursday" prevents more calls than "we're working on it." 3 Set Up the Check Tell Claude to scan for recent status changes: "Scan my Outbound tab for any rows where the Status changed recently. For each one, draft a customer update using the milestone messages we defined. Use the customer's name and reference their specific job. Show me each draft before sending." Claude reads the sheet, finds what's changed, matches each row to the right message template, and personalizes it. You see every draft before anything goes out. 4 Review and Send Updates Claude shows you each draft with context: Rachel Torres — Walnut dining table (moved to "In Finishing") "Hi Rachel, quick update on your walnut dining table — it's in the finishing stage now. First coat of oil went on today. Everything is on track for delivery next Thursday. It's looking great." Mike Chen — Custom bookshelf (moved to "Ready for Pickup") "Hey Mike, your bookshelf is finished and ready for pickup! We're open tomorrow 8–5 and Saturday 9–1. Let me know what works and we'll have it ready at the door for you." Approve, tweak, or skip each one. The whole batch usually takes about two minutes. 5 Save It as a Skill "Save this status update workflow as a skill called 'send-updates'. Include my milestone definitions, message templates, and my voice. Whenever I say 'check for updates' or 'send updat... [truncated — see full version at source URL] --- ## Status Update Templates **URL:** https://tsidai.com/guides/status-update-templates **Description:** Every milestone in a job deserves a message "scheduled," "in progress," "ready for review," "delivered." But writing those from scratch every time is tedious, Status Update Templates - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Status Update Templates Every milestone in a job deserves a message — "scheduled," "in progress," "ready for review," "delivered." But writing those from scratch every time is tedious, so most people skip it. This guide creates a reusable template for each milestone. Claude picks the right one, personalizes it, and shows you the draft. Personal but consistent, every single time. Recommended first: Your Business in Two Tabs (with Outbound milestones) and Status Updates That Prevent Phone Calls. This guide gives you the template library those workflows use. Before & After Before You run a custom furniture shop. A client's dining table moves from "Joinery" to "Finishing" — a big milestone. But you don't send an update because you'd have to stop, think about what to say, type it out, and make it personal. So you don't. Three days later they call: "Just checking in on the table?" You answer the same question you could have prevented. Every update takes mental effort, so most milestones pass in silence. After Same shop. You update the status to "Finishing" and Claude instantly drafts from your template: "Hi Rachel, your walnut dining table just moved into the finishing stage — first coat of oil goes on today. On track for delivery Thursday. It's looking beautiful." You approve it in five seconds. Every milestone triggers a personal message. Zero effort, zero missed updates. What You Need Your Two-Tab Sheet — with an Outbound tab that has milestone statuses (set it up here) Claude Desktop — connected to your sheet via MCP 15 minutes — to list your milestones, write templates for each, and save the set 1 List Your Milestones Open Claude Desktop and tell it every status a job passes through in your business. Don't overthink it — start with what you already track. "Here are the milestones a job goes through in my business: [list them — e.g., Scheduled, In Progress, Quality Check, Ready for Pickup, Delivered]. I want to create a message template for each one so customers hear from me at every stage." If you're not sure about your milestones, Claude will ask about your business and help you figure them out. 2 Write a Template for Each Milestone For each milestone, tell Claude what the customer should hear: "Here's what I want customers to hear at each stage: • 'Scheduled': Confirm the date, set expectations for what happens next. • 'In Progress': Let them know work has started, reference their specific job. • 'Ready for Review': Invite them to check it out, explain what to look for. • 'Delivered': Confirm completion, thank them, mention next steps if any. Keep each template to 2-3 sentences. Use the customer's name and their job details. Sound like me." Short and specific beats long and generic. Customers want to know things are on track, not read an essay. 3 Add Personalization Rules Templates get you 80% there. Personalization rules get you the rest. Tell Claude about the exceptions: "Add these rules to my templates: • If a job is behind schedule, acknowledge the delay honestly before giving the update. • If it's a repeat customer, mention that — 'Great working with you again.' • If delivery is within 24 hours, add a time window. • Always include an estimated completion date when we have one." These rules are what separate a template from a personal message. The customer never knows it was templated. 4 Claude Saves the Template Set "Save all of these milestone templates as a file called status-templates.md. Include my milestone list, each template, and the personalization rules. Reference my voice profile if I have one. Whenever a status changes, use this file to draft the message." Now every status change has a template ready to go. Claude reads the file, picks the right template, fills in the details, and shows you the draft. One file, every milestone covered. 5 Test with a Real Status Change Pick a real row on your Outbound tab and update its status. Then ask Claude to draft an update: "I just moved [customer name]'s job to [new status]. Draft an update using my templates." Rachel Torres — Walnut dining table (moved to "In Finishing") "Hi Rachel, quick update on your walnut dining table — it just moved into the finishing stage. First coat of... [truncated — see full version at source URL] --- ## Get Your AI Strategy Report **URL:** https://tsidai.com/guides/strategy-report **Description:** A personalized analysis of your business where AI can save you time, what to automate first, and a step-by-step roadmap. Claude interviews you, researches your Get Your AI Strategy Report - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Strategy Get Your AI Strategy Report A personalized analysis of your business — where AI can save you time, what to automate first, and a step-by-step roadmap. Claude interviews you, researches your industry, and delivers a report you can act on today. This guide works standalone. No setup required — just open Claude Desktop and start talking. Before & After Before You know AI is changing things but have no idea where to start. You've seen ChatGPT demos but can't connect them to your actual daily work. Consultants want $5,000 for an "AI readiness assessment." You keep putting it off. Every month you wait, competitors who figured it out pull further ahead. After 30 minutes with Claude. You answer questions about your business, your pain points, your goals. Claude produces a strategy report: your top 5 automation opportunities ranked by impact, a 6-month implementation roadmap, and direct links to the guides that get each one done. You know exactly what to do first, second, and third. No $5,000 consultant required. What You Need Claude Desktop installed — follow the setup guide if you haven't yet 30 minutes — for the interview and report generation Honesty about your business — the report is only as good as the information you provide 1 Tell Claude About Your Business Open Claude Desktop and tell it you want a strategy report. Claude will ask you about: Your business name, industry, and what you do Number of employees and approximate revenue Your website (if you have one) Be specific. The more context Claude has, the more useful the report. 2 Describe Your Pain Points Claude will ask about your daily frustrations: "What are the 3–5 tasks that eat up the most of your time every week? Be specific — not 'admin work' but 'manually entering invoice data from emails into my spreadsheet.'" This is where the report gets its power. Generic pain points produce generic recommendations. Specific problems produce specific solutions. 3 Define Your Goals Claude asks what success looks like: "If AI could fix ONE thing in your business in the next 90 days, what would it be?" "What does success look like for your business in 12 months?" "What's your budget range for tools and technology?" 4 Get Your Report Claude generates a comprehensive strategy report covering: Executive Summary — your business at a glance Top 5 Automation Opportunities — ranked by impact Competitive Landscape — how AI is used in your industry 6-Month Implementation Roadmap — what to do and when Investment Analysis — costs vs. savings Next Steps — 3 things to do this week, with guide links The report links directly to Tsidai guides for each recommendation — so you can go from strategy to implementation immediately. What You've Built A personalized AI strategy report based on your actual business data A ranked list of automation opportunities with estimated time savings A phased implementation roadmap you can start following today Direct links to the guides that implement each recommendation A document you can share with a partner, advisor, or accountant This is the starting point. The report tells you what to automate and why. The guides tell you how. And if you want hands-on help, that's what the starter session is for. Start Implementing Two Tabs The foundation every automation builds on. Start Here Business Planner Turn your strategy into a living plan. Read the Guide Command Center See your entire business on one screen. Read the Guide Want someone to run the strategy analysis with you? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Get Your AI Strategy Report What this is for: Walk a small business owner through generating their own AI strategy report using Claude. The report analyzes their business, identifies automation opportunities, benchmarks against competitors, and produces an actionable roadmap — all in one conversation. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask these questions ONE AT A TIME, waiting for each answer: 1. "What's your business name and what do y... [truncated — see full version at source URL] --- ## Tax-Ready All Year **URL:** https://tsidai.com/guides/tax-ready **Description:** No more April scramble. This guide extends your month-end process into year-round tax preparedness: quarterly estimated payments, expense categorization for Tax-Ready All Year - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Back-Office Tax-Ready All Year No more April scramble. This guide extends your month-end process into year-round tax preparedness: quarterly estimated payments, expense categorization for deductions, 1099 contractor tracking, and accountant-ready reports you can forward without reformatting. Prerequisite: This guide builds on Month-End in 20 Minutes and requires bank CSV imports. Before & After Before You're an HR consultant. You pay three contractors, work from a home office, drive to client sites, and subscribe to six different software tools. April rolls around and your accountant asks for expense totals by category. You spend two weekends digging through bank statements trying to separate personal from business and figure out what's deductible. You missed a quarterly estimate last September and owed a penalty. You're pretty sure you're leaving deductions on the table but you don't know which ones. After End of the quarter. You tell Claude: "Run tax prep." Two minutes later: Income YTD: $87,400 Deductions: Home office ($4,200), mileage ($2,850), software ($3,600), contractor payments ($28,500) Estimated Q3 payment: $4,100 (due Sept 15) 1099 flag: 2 contractors over $600 — W-9s on file You forward the report to your accountant. She says it's the most organized thing a client has ever sent her. What You Need Month-End workflow running — with bank CSV imports and expense categorization (set it up here) A rough idea of your deductible expenses — home office, mileage, software, contractors, meals, supplies 30 minutes — to set up tax categories, contractor tracking, and test the quarterly report 1 Set Up Tax Categories Your month-end categories are a starting point, but tax categories need to map to Schedule C. Tell Claude: "Look at my month-end expense categories and help me set up tax-ready categories. I need to track: [home office, mileage, software subscriptions, contractor payments, supplies, meals, insurance, professional development]. Map each one to the right Schedule C category." Claude doesn't replace your accountant — it just makes sure expenses are tagged correctly all year so there's no scramble in April. 2 Track Deductible Expenses Extend your month-end report to flag deductions: "When you categorize expenses in my month-end report, also flag which ones are tax-deductible and which Schedule C category they fall under. Keep a running total of deductions by category for the year." That software subscription? Business expense, Schedule C Line 18. That lunch with a client? 50% deductible under meals. Mileage to a job site? Deductible at the current IRS rate. Claude tracks it all automatically as part of your monthly close. 3 Set Up Quarterly Estimates Quarterly estimates prevent the massive April bill. Tell Claude: "Based on my income and deductions so far this year, estimate my quarterly tax payment. Use [your tax rate — ask your accountant if you're not sure]. Remind me 2 weeks before each quarterly deadline: April 15, June 15, September 15, January 15." Claude calculates estimates from your real income and deduction data, not guesses. Each quarter the estimate gets more accurate because it's based on more months of actual numbers. 4 Track 1099 Contractors If you pay contractors, you need to track them for 1099s. Tell Claude: "Track my 1099 contractors. For each contractor, record: Name, Total Paid This Year, and whether I have their W-9 on file. At year-end, flag anyone I paid over $600 who needs a 1099." Add your current contractors and their year-to-date payments. Claude updates the totals automatically from your bank CSV each month. No more January panic trying to figure out who got paid what. 5 Generate Quarterly Tax Report Set up the report you'll run each quarter: "When I say 'run tax prep' or 'quarterly tax report', produce a report with: total income YTD, total deductions by category, estimated tax liability, quarterly payment status (paid/due), 1099 contractor summary, and anything my accountant needs to know. Format it so I can forward it directly." Test it now — say "Run tax prep" and review the output. Adjust the format if you want more or less detail. The report should be something you can forward to your accountant without editing. 6 Save It as a Skill "Save this as a skill called 'tax-p... [truncated — see full version at source URL] --- ## Teach Claude Something New **URL:** https://tsidai.com/guides/teach-claude **Description:** You have a task you do the same way every time. Weekly, per client, per project doesn't matter. Walk Claude through it once, save it as a skill, and never do Teach Claude Something New - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Meta Teach Claude Something New You have a task you do the same way every time. Weekly, per client, per project — doesn't matter. Walk Claude through it once, save it as a skill, and never do it manually again. This is how you extend your system beyond the guides on our site. Helps to have one skill already. If you've followed any other Tsidai guide, you understand the concept. If not, this guide explains it from scratch. Before & After Before You run a travel agency. Every time a client books a trip that requires a visa, you manually pull up the country's visa requirements, check the client's passport expiry, list the documents they need, and write up a checklist email. It takes 20 minutes each time, and you do it three or four times a week. It's not hard work — it's just the same work, over and over. An hour a week on something that should take seconds. After You say: "Visa checklist for Sarah Chen, traveling to Brazil." Claude runs your custom skill: Pulls Brazil visa requirements Checks Sarah's passport expiry from your client sheet Generates the full document checklist Drafts the email in your voice Two minutes instead of twenty. And it's your process — not a template from somewhere else. What You Need Claude Desktop installed — follow the setup guide if you haven't yet A repeating task — anything you do the same way more than twice 15 minutes — to walk through the task once, save it, test it, and refine 1 Identify the Repeating Task Think about what you do in your business that feels like the same steps every time. Some examples: New-client welcome email Pre-job site checklist Weekly vendor order Project cost estimate End-of-project handoff New-hire paperwork prep Pick one. It doesn't have to be complex — even a simple 3-step process is worth automating if you do it often. 2 Walk Claude Through It Once Do the task with Claude, step by step, as if you're training a new employee. Don't shortcut anything — explain every step in order. "I'm going to walk you through how I [task]. Follow along and do each step with me. Here's how it starts: [first step]..." Claude learns by doing it with you. The more detail you give on this first pass, the better the skill will be. Include: Where you get the information (which sheet, email, file) What decisions you make along the way What the final output looks like Any exceptions or edge cases ("if the client is international, also check...") 3 Save It as a Skill Tell Claude: "Save what we just did as a skill called '[name]'. When I say '[trigger phrase]', do this same process automatically. Here's what you'll need from me each time: [list the inputs that change — e.g., client name, destination, amount]." Naming tips: Keep the skill name short (visa-checklist, not client-visa-requirement-document-generation). Use a trigger phrase you'd actually say out loud ("visa checklist for..."). 4 Test the Skill Trigger it right away with a real example: "[Your trigger phrase] for [real example]." Watch Claude run through the process. If something is off — a step is missing, the output format isn't right, or it asks for information it should already know — tell Claude what to fix: "That's close, but change [specific thing]. And add [missing step] after step 2. Update the skill." You can refine a skill as many times as you want. Most skills take 1–2 rounds of adjustment to get right. 5 Remember the Pattern You just learned the skill-creation pattern. It works for anything: 1 Do it once with Claude 2 Save it as a skill 3 Test it 4 Refine until right Any time you catch yourself doing the same thing twice, that's a skill waiting to happen. Your Claude setup grows with your business — you're not limited to the guides on our site. What You've Built A custom skill tailored to your exact business process A trigger phrase that runs the whole process in seconds The knowledge to create more skills whenever you need them An extensible system that grows with your business The best Claude setup isn't the one with the most guides followed — it's the one where every repeating task has been turned into a skill. Now you know how to do that for anything. What's Next? SOPs Before You Need Them Document your processes as written SOPs alongside your skills. R... [truncated — see full version at source URL] --- ## Dashboard Addon: Team Workload **URL:** https://tsidai.com/guides/team-workload-panel **Description:** See who's overloaded and who has capacity at a glance. This panel pulls from your Outbound tab and shows jobs assigned per person, so you stop guessing and Dashboard Addon: Team Workload - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Team Workload See who's overloaded and who has capacity — at a glance. This panel pulls from your Outbound tab and shows jobs assigned per person, so you stop guessing and start balancing. Requires: Your Business in Two Tabs with an "Assigned To" column on the Outbound tab. We'll add that column in Step 1 if you don't have it yet. Before & After Before You run a landscaping company with three crews. A new mowing contract comes in and you assign it to Crew B because they "seem" less busy. Turns out they already have six jobs this week — two more than the other crews. Crew B falls behind, a client complains about a missed visit, and you spend Friday scrambling to reshuffle. You're guessing who's overloaded because there's no way to see the full picture. After Same new contract. You open your dashboard and check the workload panel: Crew A: 4 active jobs (green) Crew B: 6 active jobs (red) Crew C: 3 active jobs (green) You assign the new contract to Crew C in five seconds. No guessing, no Friday scramble. What You Need Two-Tab sheet set up — with an Outbound tab tracking your jobs (set it up here) Employees or contractors — at least 2 people you assign work to 5 minutes — this is a quick addon to your existing dashboard 1 Add "Assigned To" Column If your Outbound tab already has an "Assigned To" column (or "Crew," "Tech," "Rep" — whatever you call the person doing the work), skip to Step 2. Otherwise, tell Claude: "Add an 'Assigned To' column to my Outbound tab. I want to track which team member or crew is responsible for each job." Then go back through your existing rows and fill in who's handling each active job. Going forward, assign every new job as it comes in. 2 Add the Team Workload Panel Tell Claude: "Add a team workload panel to my dashboard. Pull from my Outbound tab. For each person or crew, show: number of active jobs assigned, total jobs this week, and a simple capacity indicator — green if under [your threshold], yellow if at capacity, red if overloaded. Highlight anyone in the red." Claude adds the panel to your existing dashboard artifact. If you don't have a dashboard yet, it creates one — and you can build on it with the Command Center guide. What You've Built A visual workload view showing jobs per person or crew Color-coded capacity indicators so overloads jump out immediately A data-driven way to assign new work instead of guessing Early warning when someone is approaching burnout-level workload Next time a new job comes in, check the panel before you assign it. Five seconds of looking beats five hours of rescheduling on Friday. Keep Building Your First Hire When the workload panel shows everyone maxed out, it's time to grow the team. Read the Guide Business Command Center The full dashboard this panel plugs into. One screen, every morning. Read the Guide Want help setting up your full team dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Team Workload What this is for: Walk a small business owner through adding a team workload panel to their Claude Desktop dashboard. This panel shows jobs assigned per person, capacity vs utilization, so the owner can see at a glance who is overloaded and who has room. This is a short addon guide — it assumes the user already has their Two-Tab sheet with an Outbound tab. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — ADD "ASSIGNED TO" COLUMN (IF NEEDED) If their Outbound tab doesn't already track who each job is assigned to, have them add a column. Tell Claude: "Add an 'Assigned To' column to my Outbound tab. I want to track which team member or crew is handling each job." If they already have this, skip to Step 2. STEP 2 — ADD THE TEAM WORKLOAD PANEL Have them tell Claude: "Add a team workload panel to my dashboard. Pull from the Outbound tab. For each person (or crew), show: number of active jobs assigned, total jobs this week, and a simple capacity indicator (green/yellow/red). Highlight anyone who has more than [their threshold] active jobs." Claude adds this as a new se... [truncated — see full version at source URL] --- ## Your Business in Two Tabs **URL:** https://tsidai.com/guides/two-tabs **Description:** Every business runs at least two value streams: money coming in from customers, and value going out to customers. If you can't answer "what do I owe customers Your Business in Two Tabs - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides The Foundation Your Business in Two Tabs Every business runs at least two value streams: money coming in from customers, and value going out to customers. If you can't answer "what do I owe customers and what do customers owe me?" in under 30 seconds, you don't have a project management problem — you have a value stream problem. Here's how to fix it in an afternoon. Before & After Before Imagine you run a sign shop. It's Tuesday morning. A customer calls asking about a quote you sent two weeks ago. You check email — nothing. You check the quote folder on your desktop — there it is, but did they ever respond? You dig through your inbox for 10 minutes. Meanwhile, another customer is waiting for a status update on their order, and your supplier invoice is somewhere in the stack of papers on your desk. You've spent 45 minutes and haven't started any actual work yet. After Same Tuesday morning. You open Claude Desktop and ask: "What's outstanding right now?" In 5 seconds, Claude reads your sheet and tells you: 3 unpaid invoices totaling $4,200 (one is 22 days overdue), 2 quotes waiting for response, and 1 job that's supposed to ship Friday but doesn't have a delivery address confirmed. You know exactly what needs attention. Your first real task starts at 8:05, not 8:45. What You Need Claude Desktop installed — follow the setup guide if you haven't yet A Google account — for Google Sheets (any free account works) 30 minutes — that's all it takes for the basic setup 1 Create Your Two-Tab Sheet Open Google Sheets and create a new spreadsheet. Name it something you'll recognize — "[Your Business] Operations" works fine. Rename the first tab Inbound (this tracks money coming in) and create a second tab called Outbound (this tracks value going out). Inbound tab columns: Column What it tracks Example IDUnique identifierINB-001 CustomerWho's payingMartinez Construction DescriptionWhat they're buyingChannel letter sign, 6ft AmountHow much$2,400 StatusWhere it standsQuoted / Accepted / Invoiced / Paid Date SentWhen quote or invoice went out2026-04-01 Follow-Up DateWhen to check in next2026-04-08 Outbound tab columns: Column What it tracks Example IDSame ID as Inbound (links them)INB-001 CustomerWho you're delivering toMartinez Construction Job DescriptionWhat you're making/deliveringChannel letter sign, 6ft, red LED MilestoneCurrent phaseDesign / Fabrication / Install / Complete DeadlineWhen it's due2026-04-20 StatusOn track?On Track / At Risk / Late / Delivered NotesAnything Claude should knowCustomer wants install on a Saturday The shared ID column is what links money to work. When Claude sees INB-001 on both tabs, it knows the $2,400 quote and the channel letter fabrication are the same job. 2 Add Your Real Data Don't start with fake examples. Open your email, your quote folder, your invoice stack — wherever your actual business lives right now — and enter 5–10 real items on each tab. This should take about 15 minutes. It feels tedious, but it's the last time you'll have to do this manually — from now on, Claude helps you keep it current. Tip: Start with whatever's most urgent. Overdue invoices, pending quotes, jobs in progress. Don't try to backfill your entire history — just what matters right now. 3 Connect Claude to Your Sheet Claude Desktop can read and write Google Sheets directly using MCP (Model Context Protocol). Here's how to set it up: Open Claude Desktop in any folder on your computer Tell Claude: "I want to connect you to my Google Sheet so you can read and write it. Help me set up the Google Sheets MCP server." Claude will walk you through the setup — it involves authorizing access to your Google account and adding a configuration to Claude's settings. Follow its instructions. Once connected, test it: "Read my Operations sheet and tell me what's on the Inbound tab." If you get stuck on MCP setup, that's one of the most common reasons people book a starter session. It takes about 10 minutes with someone who's done it before. 4 Ask Your First Questions Once Claude can read your sheet, try these. Copy them exactly or say them in your own words — Claude understands plain English. "What do I owe customers and what do customers owe me?" The 30-second answer "Which qu... [truncated — see full version at source URL] --- ## Dashboard Addon: Upcoming Commitments **URL:** https://tsidai.com/guides/upcoming-panel **Description:** See what's coming before it arrives. This panel shows deadlines, scheduled jobs, and deliveries for the week ahead the "what's coming" view that complements Dashboard Addon: Upcoming Commitments - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Upcoming Commitments See what's coming before it arrives. This panel shows deadlines, scheduled jobs, and deliveries for the week ahead — the "what's coming" view that complements the "what's overdue" view. Requires: Your Business in Two Tabs with deadline dates on the Outbound tab. Optional: Calendar MCP to pull in calendar events too. Before & After Before You're a plumber. Wednesday morning, a customer calls asking where you are — you promised to install their water heater today. You forgot. It was in an email from two weeks ago. You scramble to rearrange your afternoon, bump another job, and show up flustered. Forgotten commitments erode trust. And you only find out when the customer calls to complain. After Same week. You open your dashboard Monday morning and see the upcoming panel: Tuesday: Faucet repair — Johnson residence Wednesday: Water heater install — Chen residence (48h) Friday: Bathroom rough-in — Elm St. remodel You see the full week ahead. No surprises, no frantic rescheduling, no angry phone calls. What You Need Two-Tab sheet set up — with deadline or due-date columns on the Outbound tab (set it up here) Jobs with dates — at least a few upcoming commitments in your sheet so the panel has something to show 5 minutes — this is a quick addon to your existing dashboard 1 Confirm Deadline Dates If your Outbound tab already has a "Due Date," "Deadline," or "Scheduled" column, skip to Step 2. Otherwise, tell Claude: "Add a 'Due Date' column to my Outbound tab so I can track when each job or delivery needs to be completed." Fill in dates for your current active jobs. Going forward, add a due date every time you log a new commitment. Bonus: If you have the Calendar MCP connected, the panel can pull calendar events alongside sheet deadlines. Not required — the sheet data alone is plenty. 2 Add the Upcoming Commitments Panel Tell Claude: "Add an upcoming commitments panel to my dashboard. Pull from my Outbound tab [and calendar if connected]. Show everything due or scheduled in the next 7 days, sorted by date. Group by day. Flag anything due in the next 48 hours with a warning color. Show the client name, job description, and due date for each item." Claude adds the panel to your existing dashboard. If you don't have a dashboard yet, it creates one — and you can expand it with the Command Center guide. What You've Built A forward-looking panel showing everything due in the next 7 days Day-by-day grouping so you can plan each morning at a glance 48-hour warning flags so nothing sneaks up on you A complement to the "what's overdue" view — now you see both sides The overdue panel tells you what slipped. The upcoming panel makes sure nothing slips in the first place. Keep Building Connect Your Calendar Pull calendar events into the upcoming panel automatically. Read the Guide Business Command Center The full dashboard this panel plugs into. One screen, every morning. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Upcoming Commitments What this is for: Walk a small business owner through adding an upcoming commitments panel to their Claude Desktop dashboard. This panel shows deadlines, scheduled jobs, and deliveries coming up this week — the "what's coming" view that complements the "what's overdue" view. This is a short addon guide. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM DEADLINE DATES If their Outbound tab doesn't already have deadline or due-date columns, have them add one. Tell Claude: "Add a 'Due Date' column to my Outbound tab so I can track when each job or delivery needs to be completed." If they already have dates, skip to Step 2. Also ask: "Do you have the Calendar MCP connected? If so, I can pull calendar events into the upcoming panel too." If not, no problem — the sheet data is enough. STEP 2 — ADD THE UPCOMING COMMITMENTS PANEL Have them tell Claude: "Add an upcoming commitments panel to my dashboard. Pull from my Outbound... [truncated — see full version at source URL] --- ## Know What You Owe **URL:** https://tsidai.com/guides/vendor-scorecard **Description:** You know what your customers owe you. But what do you owe your vendors? This guide adds a Vendors tab to your Two-Tab sheet so you can track supplier Know What You Owe - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Operations Know What You Owe You know what your customers owe you. But what do you owe your vendors? This guide adds a Vendors tab to your Two-Tab sheet so you can track supplier obligations, payment terms, and due dates. One command tells you exactly what's going out and when. Prerequisite: This guide builds on Your Business in Two Tabs. Before & After Before You run a print-on-demand apparel brand. You've got a fabric supplier on net-30, two blank vendors with different payment schedules, and a shipping account that bills weekly. The invoices sit in your email. You pay them when you remember — or when they send a late notice. Last month you double-paid one vendor and missed another's early-pay discount. You have no idea what you owe in total right now. After Monday morning. You tell Claude: "What do I owe?" Ten seconds later: Total owed this month: $4,850 Overdue: Blank vendor B — $620 (5 days late) Due this week: Fabric supplier — $2,100 (net-30, due Thursday) Reliability flag: Shipping account late on last 2 deliveries You pay the overdue bill, schedule Thursday's payment, and note the shipping issue to discuss at your next vendor review. What You Need Your Two-Tab Sheet — with Inbound and Outbound data up to date (set it up here) A list of your regular vendors — the suppliers, service providers, and accounts you pay each month 15 minutes — to list your vendors, set up the tab, and test the skill 1 List Your Vendors Start by telling Claude about the people and companies you pay regularly. Don't worry about being exhaustive — start with the ones that matter most. "Here are my main vendors: [Vendor A] supplies [what] and I pay about [$X/month] on [terms]. [Vendor B] supplies [what] and I pay [$X/month] on [terms]. [Vendor C]..." Three or four vendors is a great start. You can always add more as you remember them. 2 Set Up the Vendors Tab Add a new tab to your Two-Tab sheet. Tell Claude: "Add a Vendors tab to my sheet with these columns: Vendor Name, What They Supply, Amount Owed, Due Date, Payment Terms, Status, and Reliability Notes. Populate it with the vendors I just listed." The columns give you everything at a glance: who you owe, how much, when it's due, and whether they've been reliable. The Status column tracks Paid, Due, or Overdue for each line. 3 Enter Current Obligations Now fill in what you actually owe right now. Tell Claude the current amounts and due dates: "Update my Vendors tab: I owe [Vendor A] $[amount] due [date], [Vendor B] $[amount] due [date]. Mark anything past due as Overdue." Estimates are fine if you don't have exact numbers yet. You'll refine these as real invoices come in. The important thing is having a starting picture. 4 Set Up the Vendor Check Tell Claude what you want to see when you check on vendors: "When I say 'what do I owe' or 'check vendors', read my Vendors tab and give me: total amount owed this month, anything overdue, anything due in the next 7 days, and a reliability summary for any vendor I've flagged. Sort by due date." Test it right now — say "What do I owe?" and make sure the summary looks right. Adjust the format if you want more or less detail. 5 Save It as a Skill "Save this as a skill called 'vendor-check'. Whenever I say 'what do I owe' or 'check vendors', run this workflow against my Vendors tab." Now you have both sides of the cash flow picture. "Where's my money?" tells you what's coming in. "What do I owe?" tells you what's going out. Together, you always know where you stand. What You've Built A vendor obligations tracker that shows what you owe at a glance Payment term awareness so you never miss a discount or deadline Overdue alerts that catch late payments before they become problems Reliability notes to inform vendor decisions over time The other half of your cash flow picture, paired with your AR check Most small businesses track what customers owe them but lose sight of what they owe others. This guide closes that gap. When you combine it with your AR check, you have a complete cash flow picture any day of the week. What's Next? Month-End in 20 Minutes Roll your vendor data into a complete monthly close with expense categorization and net income. Read the Guide Where's My Money? Track the other side — what customers owe you, who's la... [truncated — see full version at source URL] --- ## Weekly Report Template **URL:** https://tsidai.com/guides/weekly-report-template **Description:** A Friday review is only useful if you do it the same way every time. This guide builds a standardized report wins, misses, patterns, action items, next-week Weekly Report Template - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Weekly Report Template A Friday review is only useful if you do it the same way every time. This guide builds a standardized report — wins, misses, patterns, action items, next-week priorities — that Claude fills from your real data each week. Same structure, so trends jump out over weeks and months. Recommended first: The Friday Review guide sets up the habit. This template gives it a consistent format. Before & After Before You run a used car lot. Friday afternoon you think, "I should look at how the week went." You glance at a few numbers, remember one deal that fell through, and mentally note you need more SUV inventory. Monday morning you've forgotten half of it. Three months later you can't tell if this quarter was better or worse than the last one. No structure means no memory. Every review starts from scratch. After Same lot. Friday at 4 PM you say "weekly report" and Claude pulls data from your sheet: 6 cars sold (up from 4 last week), 2 deals stalled in finance, test drives are up 30%. Wins, misses, patterns, action items — all filled in. You spend 10 minutes reviewing, not 10 minutes remembering. Four weeks in, you can see the trend line. That's when it gets powerful. What You Need Claude Desktop — connected to your data (sheet, calendar, or email via MCP) Some data to review — at least one week of tracking in your Two-Tab sheet, calendar, or wherever you log activity 15 minutes — to define your sections, map your data sources, and run the first report 1 Define Your Report Sections Open Claude Desktop and tell it what you want in your weekly review. Start with this framework and adjust: "I want a weekly report template with these sections: • This Week's Wins — what went well • Misses — what didn't go as planned • Patterns — recurring themes I should pay attention to • Action Items — specific things to do based on this review • Next Week Priorities — my top 3-5 focus areas I run a [your business type]. Tailor the sections to what matters in my business." You can add sections like "Pipeline" or "Cash Position" or remove ones that don't fit. This is your report — make it useful. 2 Set What Data Claude Should Pull Map each section to a data source so Claude knows where to look: "Here's where to find the data for each section: • Wins: Outbound tab — jobs completed this week • Misses: Outbound tab — jobs that slipped past their due date • Patterns: Inbound tab — what kinds of leads came in, any trends • Action Items: Generate from the wins and misses • Next Week Priorities: Outbound tab — what's due next week" If you also track data in your calendar or email, tell Claude. The more sources it can pull from, the more complete the picture. 3 Add Trend Tracking This is what makes a weekly template powerful over time. Tell Claude to compare this week to last week: "At the top of each section, show a quick comparison: this week vs. last week. For example: '6 cars sold (up from 4 last week)' or '3 new leads (down from 7 last week).' Pull last week's numbers from the previous report." After four weeks, you'll have a month of trend data. After twelve, you'll see seasonal patterns you never noticed before. 4 Claude Saves the Template "Save this weekly report template as a file called weekly-report-template.md. Include all sections, data sources, and the trend comparison format. Every Friday when I say 'weekly report' or 'Friday review,' use this template and fill it from my real data." The template is now a file Claude references every Friday. Same format, every time. Trends become obvious because the structure never changes. 5 Run the First Review Don't wait until Friday. Run it now with whatever data you have: "Run my weekly report for this week." Sample output: Wins: 6 cars sold (first week tracking). Henderson deal closed — been in the pipeline 3 weeks. Misses: 2 deals stalled in finance. The blue Camry sat on the lot another week with no interest. Patterns: SUV inquiries are up — 4 of 6 test drives this week were SUVs. Action Items: Source 2 more SUVs. Follow up on stalled finance deals Monday AM. Next Week: Push the Camry (price drop?), prep for weekend traffic, call the Henderson re... [truncated — see full version at source URL] --- ## The Friday Review **URL:** https://tsidai.com/guides/weekly-review **Description:** Most business owners end the week without knowing how the week went. This guide sets up a 15-minute Friday ritual where Claude reviews your data what closed, The Friday Review - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Strategy The Friday Review Most business owners end the week without knowing how the week went. This guide sets up a 15-minute Friday ritual where Claude reviews your data — what closed, what slipped, what patterns are forming — so you start Monday with clarity instead of chaos. Works best with data. This guide requires at least Your Business in Two Tabs. The more workflows you've set up (email, invoices, follow-ups), the richer the review gets. Before & After Before You run a landscaping company. Friday afternoon arrives and you're exhausted. You know you mowed a lot of lawns this week, but did you actually make progress? Three proposals went out — did any close? That irrigation install was supposed to start Wednesday but you're not sure if the parts came in. You tell yourself you'll review the numbers this weekend, but the weekend turns into Monday, and Monday turns into another week of reacting instead of steering. You're working in the business 60 hours a week but never on it. After Same Friday afternoon. You grab coffee and say "weekly review." Claude scans your sheets and comes back: "This week: 2 new leads, 1 proposal accepted ($4,200 irrigation install), 1 still pending. The Henderson mulching job slipped — parts delayed until Monday. Pattern: 3 of your last 5 new leads came from the Nextdoor post. Suggestion for next week: follow up on the pending proposal and confirm Henderson parts Monday morning." Fifteen minutes. You start Monday knowing exactly what to do first. What You Need Your Two-Tab Sheet — at minimum, Inbound and Outbound data (set it up here) Claude Desktop — connected to your sheet via MCP 15 minutes on a Friday — to run the first review and adjust the format More data = better reviews. If you've also set up email triage, follow-ups, invoicing, or other workflows, Claude can weave all of that into your weekly summary. 1 Tell Claude What You Want Reviewed Think about what would make Friday feel complete. What would you want to know before closing the laptop? Open Claude Desktop and say: "I want to start doing a weekly review every Friday. Here's what I care about: [new leads, closed deals, revenue, jobs that slipped, any patterns]. Look at my Inbound and Outbound tabs and anything else you have access to. Keep the summary short enough to read in 5 minutes." Don't worry about being precise. Claude will ask follow-up questions if it needs more direction. The point is to start the conversation. 2 Run the First Review Claude reads your data and comes back with a structured summary. It might look like this: Week of April 7–11 Wins: Johnson irrigation install accepted ($4,200). 2 new leads from Nextdoor. Slippage: Henderson mulching delayed — parts pushed to Monday. Pipeline: 1 proposal pending (Garcia patio, sent Tuesday). Pattern: 3 of your last 5 leads came from Nextdoor. That channel is working. Next week: Confirm Henderson parts Monday AM. Follow up on Garcia by Wednesday. Read it through. Does it answer the questions you actually care about? If not, that's what the next step is for. 3 Adjust the Format The first review is a starting point. Tell Claude what to change: "Add total revenue closed this week. Remove the pattern section for now — I'll add it back later when I have more data. And at the end, give me a 'Top 3 for Monday' list so I know exactly what to do first." Run it again. Keep tweaking until the output is something you'd actually look forward to reading on a Friday. If it feels like homework, it's too long. If it feels too thin, ask for more. The format will evolve. After a month of Fridays, you'll know exactly what matters and what's noise. That's the point — build the habit first, refine later. 4 Save It as a Skill "Save this weekly review as a skill called 'weekly-review'. Include the format we just built, the data sources to check, and the structure. Whenever I say 'weekly review' or 'how was this week', run it." That's your Friday ritual. Coffee, Claude, clarity. Fifteen minutes that make the difference between reacting to your business and running it. What You've Built A 15-minute weekly review that catches slippage before it snowballs Pattern recognition that gets smarter as more data accumulates A "Top 3 for Monday" list so you never start the wee... [truncated — see full version at source URL] --- ## Client Welcome Packet **URL:** https://tsidai.com/guides/welcome-packet **Description:** The moment a new client says yes, the clock starts on their first impression of working with you. A welcome packet tells them what to expect, what you need Client Welcome Packet - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Template Client Welcome Packet The moment a new client says yes, the clock starts on their first impression of working with you. A welcome packet tells them what to expect, what you need from them, and how to reach you — before they have to ask. Claude builds a welcome packet template your Client Onboarding skill triggers automatically. Saved as templates/welcome-packet.md. Works standalone, but pairs perfectly with Client Onboarding to send automatically when a deal closes. Before & After Before A new coaching client signs their agreement. Then... silence. Three days later they email: "So what happens next? Do I need to fill anything out? When's our first session?" You scramble to reply with details you should have sent on day one. The client wonders if they made the right choice. No onboarding process. Confused client. Unprofessional first impression. After Same new client. Within an hour of signing, they receive a welcome packet: your process overview (intake form, then discovery session, then bi-weekly coaching calls), communication expectations (email for non-urgent, text for urgent, 24-hour response time), a list of what you need from them before the first session, and key dates already on the calendar. Professional. Reassuring. The client knows they're in good hands. What You Need Claude Desktop installed — follow the setup guide if you haven't yet Client Onboarding guide done (recommended) — set up Client Onboarding so this packet triggers automatically when a deal closes 15 minutes — to design the packet and test it with a recent client scenario 1 Define What New Clients Need to Know Start with the "what to expect" section — the part that prevents 90% of early questions: "I need a welcome packet template for my [business type]. When a new client comes on, here's what they need to know: [describe your process — phases, what happens first, how long things take, what 'done' looks like]. The goal is that after reading this, they know exactly what's coming and aren't anxious about the unknown." Claude builds the core of your welcome packet around your real process, not a generic "welcome aboard" template. 2 Set Communication Expectations Tell Claude how you want clients to communicate with you: "Add a communication section. My preferred contact method is [email/phone/text/portal]. I respond within [24 hours / same business day / 2 hours during business hours]. I send [weekly / bi-weekly / as-needed] status updates on [day]. For urgent issues, clients should [call my cell / text me / use the emergency line]. My business hours are [hours]." Setting communication expectations on day one prevents the "why haven't you responded?" anxiety and the "they text me at 10 PM" boundary issues. 3 List What You Need from Them "Add a 'what I need from you' section. To get started, I typically need: [list everything — documents, access credentials, completed intake form, logo files, content, decisions, initial payment, signed agreement, etc.]. Include a deadline for each item if applicable." This is the section that eliminates the back-and-forth. Instead of chasing clients for information one piece at a time, they get the full list upfront. 4 Add Your Standard Timeline "Add a timeline overview section. My typical process looks like: [Week 1 — onboarding and info gathering / Weeks 2–3 — active work phase / Week 4 — delivery and review / etc.]. Even a rough outline is fine — use placeholder markers for specific dates that change per client." A timeline overview — even a rough one — reduces client anxiety more than almost anything else. People don't mind waiting when they know what they're waiting for. 5 Claude Generates the Template "Now put it all together into a complete welcome packet template. Use placeholder markers like [CLIENT_NAME], [PROJECT_NAME], [START_DATE], [KEY_DATES], [ITEMS_NEEDED] where things change per client. Make it warm and professional — this is their first experience working with me. Save it as templates/welcome-packet.md." Claude generates the full template with your real process, communication rules, and requirements hardcoded. Placeholders go where client-specific details get filled in by the onboarding skill. 6 Test with a Recent New Client "Genera... [truncated — see full version at source URL] --- ## Where's My Money? **URL:** https://tsidai.com/guides/wheres-my-money **Description:** One question. Claude reads your Inbound tab and your bank export and tells you exactly who owes you what and how worried you should be. Takes 5 minutes to set Where's My Money? - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Accounts Receivable Where's My Money? One question. Claude reads your Inbound tab and your bank export and tells you exactly who owes you what — and how worried you should be. Takes 5 minutes to set up, runs in 10 seconds every time after. Prerequisite: This guide builds on Your Business in Two Tabs. Set that up first. Before & After Before You run a small travel agency with 8 independent agents on commission. It's the 15th of the month. Three suppliers were supposed to pay commissions by now — did they? You open QuickBooks, cross-reference against your bank statement, then realize two payments came in under slightly different names. Your agent Rachel asks how much she earned last month. You tell her you'll get back to her. You spend 90 minutes and still aren't sure you've caught everything. After Same 15th. You download your bank CSV (takes 30 seconds), drop it in a folder Claude watches, and ask: "What's outstanding?" Claude cross-references your Inbound tab against the bank transactions, matches fuzzy names, and reports: 2 suppliers paid on time ($3,400), 1 is 5 days late ($1,200), and Rachel earned $890 last month across 6 bookings. Total time: under 2 minutes. You answer Rachel immediately. What You Need Your Two-Tab Sheet — with real Inbound data (set it up here) A bank export — CSV or Excel from your bank's website (most banks offer this under "Download Transactions") Claude Desktop — already set up and connected to your sheet 1 Create a Bank Exports Folder Create a folder on your computer called bank-exports (inside the same project folder Claude Desktop opens from). This is where you'll drop your bank CSV each time you want to run the check. Download your most recent bank statement as a CSV. Every bank formats these slightly differently — that's fine. Drop it in the folder. Claude will figure out the column names. 2 Ask Claude the Question Open Claude Desktop in your project folder and say: "Read my Inbound tab and the bank CSV in the bank-exports folder. Cross-reference them and tell me: (1) which invoices have been paid, (2) which are still outstanding and how many days overdue, and (3) the total amount owed to me right now. Match customer names loosely — bank transactions might abbreviate names or use slightly different spellings." Claude will: Read both data sources Match bank deposits to Inbound rows using fuzzy name matching Flag discrepancies (partial payments, unknown deposits, amounts that don't match) Give you a plain-English summary 3 Make It a One-Liner Once you've confirmed the first run works, save the prompt as a shortcut. Tell Claude: "Save this as a skill called 'ar-check'. Whenever I say 'where's my money', run it automatically." From now on, the entire AR check is two words: "Where's my money?" Claude skills are just text files saved on your computer. They're not code. You can open them, read them, edit them. Nothing mysterious. 4 Bonus Prompts Now that Claude knows your Inbound tab and your bank data, try these: "Who's overdue by more than 30 days? Draft a firm but polite follow-up email for each one." "What's my total revenue this month vs. last month?" "Which customers have paid every invoice on time? Which ones are consistently late?" "There's a deposit for $1,150 from 'TRVL EXPERTS LLC' that I can't match to anyone. Help me figure out who that is." What's Next? Follow-Up Sequences Automate the nudge emails so overdue invoices don't stay overdue. Read the Guide Your Business in Two Tabs Haven't set up the foundation yet? Start here. Read the Guide Want this set up and tuned for your specific bank format? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Where's My Money? What this is for: Walk a small business owner through setting up an AR check that cross-references their Inbound tab (from the Two Tabs guide) with a bank CSV export to show exactly who owes them what and how overdue it is. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? And roughly how many invoices or payments do you track in a typical month?" Wai... [truncated — see full version at source URL] --- ## Win Back Cold Customers **URL:** https://tsidai.com/guides/win-back **Description:** Your most overlooked revenue source is people who've already paid you. This guide teaches Claude to find customers who've gone quiet, draft personal check-in Win Back Cold Customers - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Customer Lifecycle Win Back Cold Customers Your most overlooked revenue source is people who've already paid you. This guide teaches Claude to find customers who've gone quiet, draft personal check-in messages referencing their last job, and help you reactivate relationships — one real message at a time, not a mass blast. Prerequisite: This guide builds on Your Business in Two Tabs with an Inbound tab that includes dates. Set that up first. Before & After Before You run a travel agency. You planned an incredible anniversary trip to Portugal for the Nakamuras last year. They loved it. But that was 14 months ago and you haven't heard from them since. You have 200+ past clients like this — people who had a great experience but never came back. You think about reaching out, but writing 200 individual emails feels impossible, and a generic "We miss you!" blast would feel cheap. Meanwhile, you're spending $400/month on ads to find new customers who don't know you yet. After Same agency. You say "check for cold customers." Claude scans your Inbound history and finds 47 clients with no activity in 6+ months. For the Nakamuras, it drafts: "Hi Ken and Yuki, hope you're doing well! I was just thinking about your Portugal trip last spring — has the travel bug bitten again? I've been seeing some incredible deals on Mediterranean itineraries if you're interested. No pressure at all, just wanted to say hi." You review 15 messages in 10 minutes. Three clients book within the month. Zero ad spend. What You Need Your Two-Tab Sheet — with Inbound history that includes dates and job details (set it up here) Claude Desktop — connected to your sheet via MCP 15 minutes — to define "cold," review the list, and draft the first batch 1 Define "Cold" Every business has a different threshold. A landscaper might say 4 months (one missed season). A travel agent might say 12 months. A bookkeeper might say 3 months. Open Claude Desktop and say: "A customer is 'cold' in my business if their last activity on my Inbound tab was more than [X] months ago. Save this definition — we'll use it to find people to reach out to." If you're not sure, start with 6 months. You can always adjust later. The point is to draw a line so Claude knows who to look for. 2 Claude Scans for Inactive Customers Tell Claude to find the cold customers first, before drafting anything: "Scan my Inbound tab for customers whose last entry was more than [X] months ago. For each one, show me their name, what their last job was, and how long it's been. Don't draft messages yet — just show me the list." Review the list. You might want to exclude some people — bad experiences, customers who moved, or anyone you know won't be a fit. Tell Claude who to skip. Seeing the list first is important. You know your customers. Some of these will jump out as great candidates for a check-in. Trust your instincts. 3 Draft Personal Win-Back Messages Now tell Claude to write the messages: "For each cold customer on the list, draft a personal check-in message. Reference their last job with us. Keep it warm and low-pressure — I'm not selling, I'm reconnecting. Use my voice. Show me each draft before sending." The key word is personal. Each message references the specific customer and their specific history. That's what separates this from a mass email blast — and it's why it works. Example: Nakamura family (Portugal trip, 14 months ago) "Hi Ken and Yuki, hope you're doing well! I was thinking about your Portugal trip last spring and wondering if the travel bug has bitten again. I've been putting together some Mediterranean itineraries that reminded me of what you loved about Lisbon. No pressure at all — just wanted to say hi and let you know I'm here if anything catches your eye." 4 Review and Send Claude shows each message with context: Approve Sounds right. Send it. Edit Almost. Adjust the tone or details. Skip Not this customer. Move on. The tone should feel like running into someone at the coffee shop, not like a marketing email. If any draft feels salesy, tell Claude to dial it back. The goal is to reconnect, not to close a deal in the first message. 5 Save It as a Skill "Save this win-back workflow as a skill called 'win-back'. Include my definition of 'cold... [truncated — see full version at source URL] --- ## Dashboard Addon: Win Rate Tracker **URL:** https://tsidai.com/guides/win-rate-panel **Description:** How many quotes turn into jobs? This panel tracks your conversion rate by job type, price range, and customer type so you know where you're winning and where Dashboard Addon: Win Rate Tracker - Tsidai :root { --tsidai-primary: #FFFFFF; --tsidai-secondary: #000000; --tsidai-accent: #A5D8FF; } body { font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; } .skill-section { background: #f8f9fa; border-left: 4px solid var(--tsidai-accent); padding: 1.5rem; margin: 1.5rem 0; border-radius: 0 0.5rem 0.5rem 0; } .skill-section h3 { color: var(--tsidai-secondary); margin-bottom: 1rem; } .skill-meta { background: #000; color: #fff; padding: 1rem 1.5rem; border-radius: 0.5rem; margin: 1.5rem 0; font-size: 0.85rem; } .skill-meta a { color: var(--tsidai-accent); } TSIDAI All Guides Pricing All Guides All Guides Dashboard Addon Dashboard Addon: Win Rate Tracker How many quotes turn into jobs? This panel tracks your conversion rate by job type, price range, and customer type — so you know where you're winning and where quotes go to die. Requires the Business Command Center dashboard. If you haven't set that up yet, start there first. Before & After Dashboard Without It You sent 15 quotes last month. Some turned into jobs, some didn't. You have a vague sense that "most" of them close, but you're not sure if the big quotes convert differently than the small ones. You keep quoting the same way and hoping for the best. Dashboard With It Your dashboard now shows win rate breakdowns: Overall: 62% (9 of 15 quoted) Under $2K: 78% win rate Over $5K: 33% win rate Returning customers: 85% Now you know your big quotes need work — and your repeat customers are nearly automatic. What You Need Business Command Center — set it up first if you haven't Two Tabs with status history — your Inbound tab needs to track when quotes move to accepted or declined 5 minutes — confirm your tracking is in place, Claude builds the panel 1 Confirm Your Quote Tracking The win rate panel needs to see quote outcomes. Tell Claude: "Check my Inbound tab. Does it track when quotes move from sent to accepted or declined? I want to add a win rate panel to my dashboard." If your sheet already has a status column (quoted, won, lost, etc.), you're good to go. If not, Claude will help you add one — it's just a column with a few status values. 2 Claude Adds the Win Rate Panel Tell Claude: "Add a win rate tracker panel to my dashboard. Show overall conversion rate, then break it down by job type, price range, and new vs. returning customers. Add a trend line so I can see if I'm improving. Update my dashboard skill so this refreshes automatically." Claude reads your existing dashboard, adds the win rate panel, and saves the updated skill. The numbers update every time you open the dashboard. What You've Built Overall win rate front and center on your dashboard Breakdowns by job type, price range, and customer type Trend line showing if your close rate is improving or declining Data that updates every time you run your dashboard When you know your win rate by segment, you can focus your energy where it converts — and fix the leaks where it doesn't. Keep Building Your Dashboard Win rate is one piece of the sales picture. These guides help you close more and follow up better. Quoting in Minutes Send quotes faster so you don't lose the momentum. Read the Guide Follow-Up Sequences Automated nudges that improve your close rate. Read the Guide Pricing That Pays Price based on data, not gut feel. Read the Guide Want help wiring up your full dashboard? Book a Starter Session (90 min) Or do it yourself — everything on this page is free. Skill: Dashboard Addon: Win Rate Tracker What this is for: Add a win rate tracker panel to the user's existing Business Command Center dashboard. This panel shows quotes sent vs accepted, conversion rate by job type, price range, and customer type. When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL. Full Procedure (click to expand) STEP 1 — CONFIRM QUOTE TRACKING Ask: "Does your Inbound tab track when a quote moves from 'sent' to 'accepted' or 'declined'? I need to see the transition history to calculate win rates. If your sheet just has a status column with values like 'quoted', 'won', 'lost' — that works too. What does yours look like?" Wait for their answer. If they don't track transitions, help them add a simple status column. STEP 2 — ADD THE PANEL Read their existing dashboard skill, then tell Claude to add a win rate panel that shows: - Overall win rate (quotes accepted / quotes sent) - Win rate by job type (which services convert best) - Win rate by price range (do you lose more on big quotes or small ones?) - Win rate by customer type (new vs returning) - Trend line showing if win rate is improving or declining - Color coding: green if above their target, red if below Update the dashboard skill so the win rate panel refreshes with everything else. Provenance Author: Austin Wilson, Tsidai Last update... [truncated — see full version at source URL] ---