Claude Skills by RTFM-IT-Services-LLC

Use this skill when a client or prospect of your managed IT services (MSP) business asks a general AI question: "I want to use AI but don't know where to start", "how can we use AI", "should we be using ChatGPT", "we bought Copilot and nobody uses it", "is Gemini any good", or "can AI help my team". Runs a structured discovery (tools, work, data, comfort), picks three starter use cases, and produces platform-specific workflow cards, prompt templates, and a 30-day adoption plan for Copilot, Ge...

Use this skill whenever generating ANY document, marketing material, email, proposal, slide deck, or other customer- or internal-facing content for your MSP, so that naming, visual style, and voice stay consistent. Triggers include any request to create, write, design, or format content "for us", "for my MSP", "on brand", "branded", or anything that will carry the company's name, logo, colors, or voice: flyers, one-pagers, case studies, cold emails, sales scripts, proposals, decks, social pos...

Use this skill whenever writing an operational message to an existing client of your MSP: outage or incident notices and updates, planned or emergency maintenance announcements, post-incident summaries, security advisories ("warn our clients about this phishing wave"), price change letters, new-user-ready or user-offboarded confirmations, and ticket closing notices. Trigger on "draft an email to the client about", "let them know", "notify clients", "tell the client", or any in-service client ...

Use this skill for anything about how your MSP runs day-to-day support: setting or questioning a ticket's priority, response and resolution targets, "the client says everything is down", escalation, after-hours or emergency requests, security incident intake, triage order, your PSA (ticketing) system workflow, time entries, or ticket categories. Also trigger when drafting anything that describes support levels or response times to a client, and when training new hires on the service desk work...

Use this skill whenever the user wants to FIND new prospects for their managed IT services (MSP) business: sweeping a town or zip code for candidate businesses, building or refreshing a prospect list, researching a specific business as a potential client, figuring out who the decision maker or "IT person" is at a company, or planning how to approach a prospect (email vs call vs professional network vs mail, and when). Trigger on "find leads", "find prospects", "who should we go after in [area...

Use this skill for ANY legal or contract work for your MSP: reviewing, drafting, or revising an MSA, Service Order, SOW, SLA, NDA, waiver, DPA, or BAA; triaging a contract a client or vendor sends; assessing legal risk on a deal; or answering "what document do we need for this client". Always load this skill BEFORE running any generic legal skill (legal:review-contract, legal:triage-nda, legal:legal-risk-assessment, legal:compliance-check, etc.): it is your playbook and document map, the orga...

Use this skill for your MSP's proactive, recurring operations: patching and update cycles, maintenance windows, backup monitoring and test restores, monitoring and alert triage, the on-call rotation, change management for risky changes, documentation currency, and vendor or license renewals. Trigger on "patch window", "maintenance window", "did the backups run", "test restore", "alert storm", "who is on call", "can we make this change", "update the firewall", or any question about the recurri...

Use this skill for marketing CONTENT for your managed IT services (MSP) business: website "resources" articles, social posts (professional network, local listing, general social), newsletters, rewriting licensed marketing packs or articles into your voice, post ideas, content calendars, repurposing, and SEO titles. Also for channel and tactic questions: "where should we market", "how do we get found locally", listings, reviews, chambers, CPA/insurance referral partnerships, workshops, or a ma...

Use this skill whenever measuring or judging your MSP's business health or a client relationship: MRR, margin or profitability per client, effective hourly rate, "are we making money on [client]", tickets per user, SLA attainment, churn, aged receivables, revenue concentration, the monthly owner review, the underlying numbers behind the client health scorecard (msp-qbr owns the client-facing scorecard document), or any version of "should we fire this client" or "this client is a problem". Als...

Use this skill whenever a client relationship is ending or might end: a client gives notice, says they are not renewing, is switching providers, or asks to cancel; you decide to exit a client (see msp-metrics for that decision); or anyone mentions data return, removing our access, transitioning to a successor provider, a final invoice, or "offboarding" a client. Also trigger when drafting termination acknowledgments or closure letters. Apply alongside msp-legal (the signed MSA and Order gover...

Use this skill whenever a new client signs or client onboarding comes up in any form: a deal hits Closed Won, someone says "we signed", "kickoff", "welcome email", "get them set up", "take over from their old IT guy", or names a new client that needs setting up. Also trigger for planning or quoting onboarding work, building a credential collection list, deploying agents to a new environment, or the 30-day review. This is the handoff target for msp-sales pipeline stage 7 (Closed Won). Apply al...

Use this skill whenever pricing or packaging a managed-services or break-fix engagement for your MSP: building a quote or proposal, deciding what to charge a prospect, assembling options for a client, working out a price band for negotiation, or sanity-checking margin on a deal. Triggers include "how much should we charge", "price this client", "put together options for", "what should I quote", "build a package for", "what's the floor on this deal", "per-user price", "how deep can we discount...

Use this skill whenever preparing, running, or following up a client business review: "QBR", "quarterly review", "business review", "account review", "prep for the [client] meeting", building a client scorecard, planning a client's technology roadmap or budget, or preparing the renewal and repricing conversation. Also trigger when someone asks how often to meet with clients or what to show them. Apply alongside msp-metrics (the numbers and the client health scorecard), msp-helpdesk (performan...

Use this skill whenever the user wants sales documents, content, or procedures for their managed IT services (MSP) business: cold outreach emails or sequences, call scripts or talk tracks, case studies, pipeline documents, follow-up templates, objection handling, discovery frameworks, prospect targeting, the referral program, post-proposal negotiation, or internal sales enablement. Also trigger for "write an email to a prospect", "create a sales script", "draft a case study", "the client came...

Use this skill for security standards at your managed IT services (MSP) business, in both directions: the baseline every managed client must meet (MFA, endpoint protection, email security, backups, admin access, offboarding) and how the MSP secures itself (RMM hardening, the credential vault, admin separation, partner-delegated admin access into client tenants, our own devices). Trigger on "security baseline", "security standard", "harden this tenant", "is this client secure enough", "securit...

Guided first-run setup for the MSP Operations Kit. Use this skill whenever the user wants to set up, customize, personalize, or get started with the kit or its skills: "set up the kit", "help me customize these skills", "make these skills mine", "replace the placeholders", "finish setup", "resume setup", "am I ready to use this with clients", or any first-run intent after purchase. Also trigger when another msp skill surfaces an unfilled placeholder token or an unreviewed example default, sin...

Your MSP's standard process for setting up a new static client website hosted on