Claude Skills by simongonzalezdc

github.com/simongonzalezdc

31 skillsA× 310 installs54 views

Small Business Business PulseAProduces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the...ai-agentsgoVotes: 0GitHub stars: 2
Small Business Call ListARanks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Canva CreatorATakes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "creat...ai-agentsgospringVotes: 0GitHub stars: 2
Small Business Cash Flow SnapshotAReads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.ai-agentsgoVotes: 0GitHub stars: 2
Small Business Close MonthACloses the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Content StrategyAAnalyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month.ai-agentsgoapiVotes: 0GitHub stars: 2
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Small Business Contract ReviewALightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, Gmail attachments, or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.businessgosecurityVotes: 0GitHub stars: 2
Small Business Crm CleanupAScans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.ai-agentsbashVotes: 0GitHub stars: 2
Small Business Crm MaintenanceAKeeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.ai-agentsgoVotes: 0GitHub stars: 2
Small Business Customer Pulse CheckASynthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Customer PulseAAggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.ai-agentsrustgoVotes: 0GitHub stars: 2
Small Business Friday BriefADelivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.ai-agentsbashVotes: 0GitHub stars: 2
Small Business Handle ComplaintAHandles an incoming customer complaint end-to-end — pulls context, drafts a response, and suggests an operational fix. Accepts optional email or ticket ID argument.ai-agentsbashVotes: 0GitHub stars: 2
Small Business Invoice ChaseADrafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.ai-agentsgoVotes: 0GitHub stars: 2
Small Business Job Post BuilderABuilds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: "help me hire", "we're hiring for", "write a job post", "job description", "JD", "open role", "create a job ad", "interview questions", "scoring rubric", "draft an offer letter", "send an offer", "make a hiring packet", or any request to recruit for a position. When in doubt, trigger — covers the full hiring workflow from job post through D...ai-agentsgoVotes: 0GitHub stars: 2
Small Business Lead TriageAScores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.ai-agentsgoVotes: 0GitHub stars: 2
Small Business Margin AnalyzerAAnalyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if t...businessgoapiVotes: 0GitHub stars: 2
Small Business Monday BriefAGenerates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Month End PrepAWalks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.businessgogitVotes: 0GitHub stars: 2
Small Business Month Heads UpARuns on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Plan PayrollAForecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Price CheckAProduces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Quarterly ReviewAGenerates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Review ContractAReviews a contract in plain English, surfaces red flags with severity ratings, and produces a marked-up docx/PDF with suggested redlines. Accepts optional file path or DocuSign envelope ID.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Run CampaignARuns an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.ai-agentsbashVotes: 0GitHub stars: 2
Small Business Sales BriefASurfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.ai-agentsgobashVotes: 0GitHub stars: 2
Small Business Smb OnboardAClaude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or ...ai-agentsgoVotes: 0GitHub stars: 2
Small Business Smb RouterAThe front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn'...businessgorailsVotes: 0GitHub stars: 2
Small Business Tax PrepAPrepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.ai-agentsbashVotes: 0GitHub stars: 2
Small Business Tax Season OrganizerAPrepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a C...businessgorailsVotes: 0GitHub stars: 2
Small Business Ticket DeflectorAReads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."ai-agentsgoVotes: 0GitHub stars: 2