Build a $1.5-3k/month AI automation offer for HVAC and home services — missed call text-back, lead response, estimate follow-ups, review requests. Adapted from @digitallauraanderson.

0.0(0)

Copy

Claude

#marketing

AI SEO Specialist

Senior SEO practitioner who reviews your site, keywords and rankings weekly. Tells you the one fix that moves the metric.

Sales Deal Agent

A deployable AI agent that reviews your sales calls, scores deals (MEDDIC), drafts follow-ups, and flags at-risk deals. Configure once, run after every call.

Ask a happy customer for a Google review

Short, low-pressure email or text asking for a Google review. Includes a direct review link instruction and a backup option if they don't have time.

AI Designer (Senior)

Senior brand designer who reviews your work, names what's not working, and tells you the move that lifts the whole piece.

AI Social Media Manager

Your senior social manager. Reviews your week's posts, kills the ones that won't work, plans next week to actually move the needle.

NDIS report agent (end-to-end)

End-of-plan-period workflow: notes + outcomes + sessions delivered → full NDIS progress report ready for plan review, written for the planner audience.

Design System Agent

A deployable AI agent that briefs designs, reviews work for brand consistency, and ships systems that compound. Configure once, run per project.

Post-visit thank you with a soft review ask

Day-after thank-you email or SMS that doesn't feel like an autoresponder. Mentions one specific thing about their visit, then makes the review ask feel like a favour rather than a chore.

Annual pricing review check

Walks you through an annual pricing review without spiralling: are you charging your worth, what to raise, what to leave, how to tell customers without losing them.

Deep Research: honest comparison of 3 to 5 tools I am evaluating

Deep Research compares 3 to 5 tools for your specific job-to-be-done with a feature reality table, AU pricing, what reviewers love and hate, lock-in risk, and a recommended pick.

Categorise Excel transactions into BAS categories

Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.

Find anomalies in an Excel expense column

Copilot in Excel scans an expense column for statistical anomalies, duplicates, suspicious round numbers, and new vendors, then ranks the top 10 to review.

Quarterly business review agent (slide outline + speaker notes + Q&A)

A quarterly business review pack: 10-slide outline, speaker notes, the hardest question prep, the 90-second decision script, and the same-day follow-up email.

Pre-send invoice review agent (catches the things that cause delays)

A pre-send invoice walkthrough: line item check, compliance check, AP-friendliness fixes, the cover email, and the internal record - so the invoice gets paid first time.

Quarterly retainer review agent

A 5-output quarterly review pack: recap doc, outcome scorecard, renewal proposal, the email, and the call talking points - including the response to "we need to think about it."

In-person complaint recovery agent (right then + follow-up + internal fix)

A 5-step in-person complaint workflow: the response in the moment, the next-day follow-up, the internal fix, the pre-drafted review response, and the personal lesson.

Weekly food cost % review agent

A weekly food cost workflow: real % calculated, gap explained, three likely leaks, one menu-level fix, and three numbers to track next week.

Monthly money review agent: income, tax to set aside, owner pay

A 5-output money review for solo coaches: profit, tax to set aside, owner-pay verdict, the one trend to watch, and the next habit to install.

SEO-optimised product page agent (one product, full on-page)

One product, one full on-page SEO + copy pack: title tag, meta, H1, hero, body, bullets, FAQ, re-cut review excerpts, and internal link suggestions.

Negative review response agent (personal services)

A 5-output negative review pack: severity check, public response, private outreach, internal fix, and the website FAQ tweak that pre-empts the next one.

Inventory and margin review agent for online sellers

A true-margin review for online sellers: per-product margin including fees and ads, the loss-maker list, slow-mover flag, three actions, and the one metric to track monthly.

Workflow: weekly product analytics review

Reviews weekly product analytics + recommends product changes.

Practice growth strategy agent (quarterly)

Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.

Programme reflection + iterate agent

Runs the post-cohort review — what worked, what didn't, what to keep, kill, and try next round.

Build a vendor security review checklist

Drafts a vendor security review checklist for evaluating third-party SaaS suppliers.

Quarterly business review agent (solo coach)

Runs a 90-day business review on yourself as a solo coach — revenue, capacity, energy, content, offers, and the one bet for next quarter.

Goal-review session progress note

Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.

Quick code review — what's wrong with this snippet?

A code review you can read without being a developer. Verdict, bug, safety flags, clarity tweaks, and what to test before trusting it. No lecture.

Lease renewal negotiation agent

Walks through a lease renewal with rent review, drafts the owner brief, the tenant offer, and the negotiation fallback.

Conditional offer review agent

Walks a conditional offer through the right questions and drafts the buyer reply, vendor briefing, and counter-offer if needed.

Customer thank-you + review request agent

End-of-job sequence: thank-you SMS day-of, follow-up day 3 with review request, gentle re-ask day 14 if no review yet. Calibrated to not be pushy.

Pricing review agent (annual)

Once-a-year deep dive on whether your pricing is keeping up. Compares your rates to market, models a price-rise scenario, drafts the announcement to existing customers.

Strategic guardrails for creative review

Build the principles you review creative against, so feedback isn't just 'I don't love it'.

Build a 'how I take notes' system doc

Drafts a personal note-taking system doc covering capture, processing, retrieval, and review.

Review your product analytics and prune what to ignore

Most products track too much. The 8 metrics that matter, the 30 to ignore, and what to instrument next.

Set up a Notion personal OS

Sets up a Notion-based personal operating system covering tasks, notes, projects, and review.

Win-back email for lapsed customers (90+ days)

Klaviyo / Shopify-Email-ready win-back for customers who haven't bought in 90+ days. Subject options + preview text + body + PS — paste straight in.

Build an employment contract review (AU)

Reviews an AU employment contract for fairness + Fair Work compliance before signing.

Workflow: customer success quarterly business review

Generates the QBR for each strategic customer with metrics, value delivered, and next steps.

Build a contract review framework

Provides a framework for non-lawyers reviewing customer + vendor contracts.

Build a 'Friday digest' format

Designs a recurring 'Friday digest' format that recaps the week and previews next.

Workflow: weekly sales pipeline review

Runs the weekly sales pipeline review with deal-level commit + commitment.

Daily, weekly, monthly review cadence

Build the cadence of paid review meetings - daily for fires, weekly for trends, monthly for strategy - so you're never reviewing everything every day.

Write a quarterly marketing review

Drafts a quarterly marketing review with results, learnings, and next-quarter plan.

Write 10 email pre-headers

Generates ten email pre-headers (preview text) optimised for the inbox preview line.

Build a 'how I run my week' template

Drafts a personal weekly operating system covering rituals, blocks, and reviews.

Build a peer review system

Designs a peer review system for a course or community that improves work quality.

Write a personal monthly review

Drafts a monthly personal review covering wins, lessons, energy, and next month.

Build a 'tools I use' personal stack doc

Documents your personal tools stack with cost, purpose, and review cadence.

Workflow: weekly ad performance review

Reviews paid ad performance + identifies what to scale, kill, or iterate.

Build a 'review what I wrote 6 months ago' protocol

Provides a protocol for revisiting your past writing to learn what you got right and wrong.

Write a sales QBR template

Drafts a customer-facing quarterly business review template that drives renewal and expansion.

Strategic compromise document

Write down what the brand will and won't do, so the next ten creative reviews don't relitigate the same fights.

Workflow: weekly content review + approval

Reviews + approves the team's weekly content output.

Write a performance review

Drafts a fair, specific performance review covering wins, gaps, and development plan.

Audit an email list for deliverability

Reviews your email program against deliverability and engagement best practices.

Build a restraint of trade clause check (AU)

Reviews a restraint of trade (non-compete) clause for AU enforceability.

Build a deal review framework

Builds a structured deal review framework for one-on-one or pipeline meetings.

Workflow: monthly newsletter sponsor performance review

Reviews the month's newsletter sponsor results + recommendations.

Write a security review summary

Drafts a one-page security review summary for prospects to share with their security team.

Write a content review checklist

Provides a 15-point checklist to QA any piece of marketing content before it ships.

Write a weekly review

Drafts a structured weekly review covering what worked, what didn't, and next week's plan.

Write a 'monthly retro for one' template

Provides a monthly retro template for solo operators with no team to review with.

Build an analytics review meeting agenda

Draft a recurring analytics review meeting agenda for the leadership team — what to walk through, in what order, and the questions worth asking.

Build a literature review

Drafts a structured literature review on a topic for an essay, paper, or business case.

Build a vendor DPA review checklist

Drafts a checklist for reviewing a vendor's Data Processing Agreement.

Build a metric review meeting

Designs a recurring metric review meeting that drives action, not status.

Build a 'data review meeting' for a team

Designs a recurring data review meeting for an individual team.

Single-minded proposition extractor for a campaign

Strip a messy brief down to one campaign SMP that survives a creative review without three caveats.

Build a 'review mining' analysis

Mines public app + product reviews to extract insights for product + competitive use.

Workflow: brand voice consistency reviewer

Reviews any piece of content against brand voice + flags inconsistencies.

Build a quarterly business review (QBR) for the team

Drafts an internal QBR template for the leadership team covering performance, learnings, and decisions.

Audience truth mining from real comments

Paste social comments, reviews or DMs. Extract the unspoken truths your audience is telling you about themselves, their pain, and what they actually want.

Run a 'red team' assessment

Conducts a structured red-team review of a strategy or major decision to surface flaws.

Build a top 10 customer review

Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.

Build a sales proposal review checklist

Provides a checklist for managers reviewing a rep's proposal before it goes to a customer.

Synthesise customer feedback

Synthesises customer feedback (reviews, surveys, interviews) into themes and recommendations.

Draft an engagement letter (consulting / legal / accounting)

A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.

Workflow: monthly metric review prep

Prepares the monthly leadership metric review with anomaly investigation + action prompts.

Build an annual review for myself

Drafts a structured annual review covering wins, lessons, identity shifts, and next year.

Rental application review agent

Scores rental applications consistently against landlord criteria and drafts the recommend / decline rationale.

Run a budget vs actuals review

Conducts a structured budget vs actuals review with variance analysis and root causes.

Write an AR aging review

Drafts an AR aging review with prioritised collection actions.

Post-campaign creative review framework

Run a post-campaign review that diagnoses what creative actually drove the outcome, not who shouted loudest in the meeting.

Outcome measure analysis agent

Quarterly review: takes your full caseload's outcome scores, identifies what's working, what's not, where you're an outlier (pos or neg) vs published benchmarks.