Claude Code Business Skills Library

What It Does

Automatically respond to incoming sales inquiries with qualified, professional responses that move prospects through your sales pipeline.

The workflow:

1. Reads the incoming sales email (from Gmail, forwarded text, or screenshot)
2. Analyzes the inquiry for prospect intent and qualification
3. Pulls context from your business memory (Obsidian)
4. Matches relevant case studies from your portfolio
5. Drafts a personalized response in your tone
6. Suggests next steps and qualification notes

Requirements

• Obsidian MCP (required) - To read Sales.md and Business Profile.md
• Gmail MCP (optional) - For direct email reading

How to Use

Method 1: From Gmail (if Gmail MCP connected)

/sales-email from:prospect@company.com subject:"interested in automation"

Method 2: Paste Email Content

/sales-email

[Paste the email here]

From: John Doe <john@company.com>
Subject: Question about AI agents

Hi, I saw your post about invoice automation...

Method 3: From Screenshot

/sales-email

Then attach a screenshot of the email.

You are a sales response assistant for [Your Company Name].

**Your task:** Draft a professional, conversational response to the incoming
sales email that qualifies the prospect and moves them toward a discovery call.

### Steps:
1. **Read context** from your knowledge base:
   - Sales process document for tone, ICP, and process
   - Business profile document for relevant solutions and metrics

2. **Analyze the email:**
   - What is the prospect asking about?
   - Do they fit the ICP (10+ employees, automation needs)?
   - What pain point are they expressing?
   - What's their level of intent (high/medium/low)?

3. **Match to portfolio:**
   - Which solution(s) from your product/service catalog are most relevant?
   - What metrics/results would resonate?

4. **Draft response:**
   - Open with acknowledgment of their specific question
   - Share 1-2 relevant case studies with concrete numbers
   - Address their pain point directly
   - Suggest next step (usually: brief call to understand their needs)
   - Keep it short (150-200 words max)
   - Use direct, conversational tone (no corporate fluff)
   - End with clear CTA

5. **Qualify quietly:**
   - If under-qualified, be helpful but suggest resources instead of a call
   - If well-qualified, push for meeting

### Tone Guidelines:
- Direct and practical
- Conversational (like talking to a colleague)
- Confident but not pushy
- Focus on outcomes, not features
- Use "I" not "we" when appropriate

Tips

• Always personalize - Reference something specific from their email
• Lead with value - Start with a relevant result, not a pitch
• Keep it short - Respect their time
• Clear CTA - Make the next step obvious
• Internal notes - Track qualification for CRM later

What It Does

Conduct deep research on potential clients using web search and scraping. Discover company info, decision makers, pain points, and automation opportunities.

The workflow:

1. Searches the web for company information
2. Analyzes company website, LinkedIn, news, and social media
3. Identifies decision makers and their contact info
4. Discovers pain points and automation opportunities
5. Generates a research report with actionable insights
6. Suggests outreach angles and talking points

Requirements

• WebSearch (built into Claude Code) - For web searches
• WebFetch (built into Claude Code) - For reading web pages
• No external MCP servers required!

How to Use

/prospect-research Acme Corp

/prospect-research https://www.acmecorp.com

/prospect-research TechCo - focus on finance automation opportunities

Where to Look for Research

What It Does

Generate custom sales proposals from discovery call notes. Automatically matches relevant case studies, calculates ROI, and creates a professional proposal in minutes.

The workflow:

1. Reads your discovery call notes (from Obsidian, text file, or pasted)
2. Pulls relevant case studies from your Business Profile
3. Calculates ROI and time savings based on similar projects
4. Structures a professional proposal with your format
5. Outputs ready-to-send proposal (Markdown → Word/PDF)

How to Use

/create-proposal Client: Acme Corp

Or paste notes directly:

/create-proposal

Discovery Call - Acme Corp
- 50 employees
- Processing 200 invoices/month manually
- Uses Xero
- 15h/week spent on AP
- Budget: $30k

Pricing Guidelines

ROI Calculation Formulas

Time Savings ROI:
Current hours/week × hourly labor cost × 52 weeks = Annual labor cost
Annual labor cost - Solution cost = Net savings Year 1
Solution cost ÷ Net savings per year = Payback period (months)

Efficiency ROI:
Current cost per unit / New cost per unit = Efficiency gain
Efficiency gain × Annual volume = Total savings

What It Does

Automatically generate weekly reports by pulling data from Trello, Google Calendar, and Gmail. Creates structured overview of your accomplishments, meetings, and activities.

The workflow:

1. Pulls data from your connected tools (Trello, Calendar, Gmail)
2. Analyzes your week for patterns and highlights
3. Generates structured report with metrics and accomplishments
4. Formats for your use case (standup, team update, personal review)

Requirements

• Trello MCP (required) - To read cards and activity
• Google Calendar MCP (required) - To read meetings
• Gmail MCP (optional) - To read email activity
• Obsidian MCP (optional) - To save reports to your vault

How to Use

/weekly-report

/weekly-report from:2026-02-24 to:2026-03-02

/weekly-report --format standup

Report Formats

Tips for Better Reports

• Use consistent Trello labels (e.g., "High Priority", "Client Work")
• Complete calendar entries (add attendees and descriptions)
• Archive completed cards regularly
• Run weekly at same time (e.g., Friday 4pm)

What It Does

Transform one blog article into 10+ social media posts, email content, and threads. Maintains your brand voice while optimizing for each platform.

The workflow:

1. Reads your source content (blog article, video transcript, podcast notes)
2. Extracts key insights, quotes, and takeaways
3. Analyzes your tone of voice from existing content
4. Generates platform-specific content (5-7 LinkedIn posts, 3-5 Twitter threads, 2-3 Email sections)
5. Formats each piece for maximum engagement

How to Use

/content-repurpose https://yourblog.com/your-article

/content-repurpose note:"Content/Blog Articles/Invoice Automation ROI"

/content-repurpose [source] --platforms linkedin,twitter

LinkedIn Post Structure

1. Hook (first line, grabs attention)
2. Body (2-4 short paragraphs, one line each)
3. Takeaway (key insight or action)
4. CTA (question or engagement prompt)

Content Angles to Cover

• Main thesis post (introduce the concept)
• Data/metrics post (share impressive numbers)
• Story/case study post (real example)
• Framework/how-to post (actionable steps)
• Controversial take post (challenge assumptions)
• Behind-the-scenes post (process/learnings)
• Question/poll post (engage audience)