Members

The call insights agent

What to fix, what to say and who sends you work, in your customers' own words.

What you will build

Claude reads your recorded customer calls, keeps only what the customer said, and sorts it into five buckets every service business needs: what they asked for, what went wrong, objections and price, praise, and who referred them. Every topic opens to the exact words. Then a Monday check tells you only when customers start saying something new.

1 step · about 15 min

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AI Academy 101

The call insights agent

Who this is for

Owners and office managers who talk to customers all day and want to know what keeps coming up without replaying the calls.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    What customers say on your calls.

    Your customers tell you what to fix on every call. Nobody writes it down.

    15 min

More kits

3 kits shown

Members

The deal screening agent

Screen any deal in two minutes, against your own buy box.

1 step · about 15 min

Claude interviews you once for your buy box, then scores any teaser or CIM against it: fit score, what matches, what breaks, what is missing, and five questions for the broker.

Members

The acquisition outreach agent

Find the owners worth calling, and write the first email they answer.

1 step · about 10 min

A sourced call-first list of ten owner-run companies that fit your buy box, plus a first email to the top three in your voice.

Members

The buyer filter agent

Selling your business? Find the real buyers every Monday.

1 step · about 10 min

A buyer-check skill that sorts real buyers from spray every Monday at 8am and drafts replies to the real ones in your voice.

See all kitsStart here: set up ClaudeAbout membership