すべてのSkill (11,660)

Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice.

Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet.

The front door to the Small Business plugin.

Claude as the trainer.

Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers.

Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send.

Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or …

Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pri…

Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll.

Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end.

Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transa…

Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos.

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost…

Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking poi…

Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief…

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good…

Handles an incoming customer complaint end-to-end — pulls context, drafts a response, and suggests an operational fix.

Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches.

Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes re…

Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response template…

Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and c…

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves.

Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet.

Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/…