Run the business,
not the busywork.

One-page snapshot: cash, sales, pipeline, this week's commitments, and the one thing needing attention today.

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

End-of-week pulse — revenue vs prior week, top sellers, wins and watches (7 or 14 day lookback).

Runs on the 25th — next 30-day cash outlook and anything needing attention before month-end.

30/60/90-day forecast with variance bands and named risk flags. Chat summary + downloadable XLSX.

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

Drafts overdue-invoice reminders matched to each customer's payment history and tone. Sends via PayPal with approval.

Reconciles QuickBooks against PayPal/Square/Stripe, flags gaps and missing receipts, writes a plain-English P&L narrative.

Closes the month end-to-end and exports a close packet (XLSX + one-page PDF).

Full QBR narrative — revenue, margin, customer health, opportunities and risks — as presentation-ready PDF or deck.

Quarterly estimated tax calc or year-end 1099-NEC prep. Produces an accountant handoff packet — not tax advice.

Unit economics by product/service with pricing-scenario data (e.g. a 5% increase historically correlates with ~3% volume drop). Analysis only.

Margin-by-product table and three pricing scenarios so you see the full picture before changing a price.

Scores inbound HubSpot leads by engagement, fit, and urgency. Produces a 'call these 5 today' list with talking points.

Top-5 leads to call today with talking points from email history, blocks Calendar time, drafts follow-ups.

Top & bottom sellers, seasonality patterns, plus a 2-week content brief to push winners and clear slow movers.

Analyzes PayPal + QuickBooks sales to produce a prioritized 30-day content brief: what to push, what to hold.

Takes an approved brief and executes end-to-end: posting calendar, Canva designs, captions, email copy, staged in HubSpot.

End-to-end campaign — sales analysis, content brief, Canva assets, HubSpot send. Optional lookback & channel args.

Keeps HubSpot current from email & calendar context — creates/updates contacts and deals, logs notes & calls.

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what you approve.

Aggregates PayPal disputes, HubSpot tickets, email sentiment, and pasted reviews into themes + a 'do these three things this week' list.

Synthesizes top-3 fixable issues with drafted response templates.

End-to-end complaint handling — pulls context, drafts a response, suggests an operational fix.

Reads a forwarded email, pulls order/refund + account history, drafts a tone-matched reply. Can issue a PayPal refund with approval.

NDA / MSA / vendor review for SMBs without in-house legal. Reads from files, Gmail, or DocuSign — flags risks in plain English.

Plain-English review with severity-rated red flags and a marked-up DOCX/PDF with suggested redlines.

End-to-end hiring packets: job post, structured interview guide with scoring rubric, offer letter, DocuSign envelope. Does not screen applicants.

Claude as your trainer — connects your first two tools, runs one recipe to prove value, learns your business, sets a weekly cadence.

The front door. Routes vague or specific requests to the right skill, explains what's available, suggests what to try next.