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Claude
#business

Monthly Bookkeeping Agent

A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.

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Claude
#sales

Quote follow-up sequence (3 touches over 10 days)

Three follow-up messages for the quote that went silent: a friendly nudge, a useful re-frame, a final "should I close this off" check. Stops you ghosting your own pipeline.

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Higgsfield
#marketing

Coach intro video under 30 seconds for a course landing page

A 25-second coach intro video for a course landing page in Higgsfield. Window-lit, locked-off medium close-up, with a tight 5-beat script that ends in a soft CTA. Two lighting variations for A/B testing.

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Claude
#sales

Cold pitch sequence agent (3 emails over 3 weeks)

A 3-email cold sequence that opens with a specific observation about their work, follows with proof, and closes the loop gracefully - useful over persistent.

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Claude
#marketing

Win-back agent for clients gone 3+ months

A 5-piece win-back pack: the main message, a short version, a "yes" reply, a graceful "no" reply, and the internal update - so the loop closes cleanly either way.

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ChatGPT
#business

Standing weekly order email to a new supplier

A reusable standing weekly order template for a new supplier — items, quantities, delivery window, substitution rule, payment terms, and a single-name contact for issues. Reply 'confirmed' closes the loop.

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Claude
#communication

Repeat no-show — deposit-going-forward conversation

A firm-but-warm follow-up to a repeat no-show that sets a deposit-going-forward rule without lecturing. Tone shifts at the close depending on whether you actually want to keep them.

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Claude
#business

Pre-debt-collector final notice with prompt-pay discount

A pre-debt-collector final notice that offers a prompt-pay discount as the rational off-ramp before referral. Calm, commercial, names the alternative without threatening. The "I'd rather we close this than hand it off" line is the unlock.

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ChatGPT
#marketing

Suburb market update newsletter agent

Writes the monthly suburb market update for your database — numbers, narrative, hero listings, and the soft call-to-list close.

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ChatGPT
#sales

Owner pitch agent (PM)

Builds the property management pitch for a new investor lead — fee structure, services, and the gentle close.

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Claude
#productivity

Build a Sunday system reset

Plans a 60-minute Sunday reset that closes the week and sets up the next.

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Claude
#research

Run a card sort study

Designs an open or closed card sort study for IA decisions.

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Claude
#business

Run an end-of-month bookkeeping close

Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.

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Claude
#productivity

Build an 'end of quarter' ritual

Drafts an end-of-quarter ritual to close out, learn, and reset.

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ChatGPT
#marketing

Campaign launch plan agent

Maps a 6-week launch — pre-launch hype, open, push, close — across email, social, and paid, with the exact assets needed.

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Claude
#research

Build a 'voice of customer' Slack channel

Sets up a recurring 'voice of customer' Slack channel that keeps the team close to users.

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Claude
#other

Workflow: bookkeeping prep for monthly close

Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.

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Claude
#other

Workflow: sales-to-CSM handoff coordinator

Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.

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ChatGPT
#sales

Discovery call agent

Runs through a discovery call structure with you — qualifying questions, listening cues, the soft close, and the follow-up email.

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Claude
#productivity

Build an evening shutdown ritual

Designs an evening shutdown ritual that closes the workday and protects sleep.

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ChatGPT
#business

Quote chase sequence agent

Sent a quote, no reply. This agent runs the 4-touch follow-up sequence over 21 days — friendly nudge, value-add, soft urgency, graceful close.

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ChatGPT
#marketing

Email list nurture agent (coach)

Plans a month of weekly emails for a coach's list — themes, hooks, and the soft close that keeps the offer alive.

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Claude
#business

Build a financial close checklist

Drafts a month-end financial close checklist for a small finance team.

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Claude
#business

Run a Xero year-end close (AU FY)

Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.

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Claude
#other

Workflow: 'why we lost' deal review

Conducts a structured 'why we lost' debrief after a closed-lost deal to extract real learnings.

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