Agent Building & Training

A Claude skill produces a draft you review — great for anything with your name on it. An agent goes further: it carries out a whole routine process on its own, checking in with a human only when something unusual comes up.

Think of the difference this way: a skill is a brilliant assistant who hands you finished work to approve. An agent is a reliable employee who runs the whole routine — and knocks on your door only when a judgment call is needed.

• Lead intake & follow-up — new inquiries get answered in minutes, qualified with a few questions, and booked; no-replies get followed up automatically until they respond or opt out.
• Invoice chasing — overdue invoices get polite, escalating reminders on your schedule, and you get a weekly list of who's actually delinquent.
• Appointment management — confirmations, reminders, reschedules, and waitlist backfills when someone cancels.
• Data entry between systems — the retyping between your inbox, spreadsheet, and accounting software just stops existing.
• Daily briefings — a morning summary of yesterday's numbers, today's schedule, and anything needing your attention, waiting in your inbox at 7am.

Every agent I build has clear limits: what it's allowed to do on its own, what needs human sign-off, and a paper trail of everything it does. An agent that emails your customers gets your voice and your rules — and anything sensitive routes to a person, always.

The "training" half of this service goes both ways: the agent gets trained on your business, and your team gets trained on the agent — how to check its work, correct it, and take over when needed. An automation nobody on your staff understands is a liability; one they're confident with is a force multiplier.

Best after: a process rebuild. Agents amplify whatever process they're given — so we make sure it's a good one first.

The assessment shows which of your processes are ready for an agent — and which need a rebuild first.