The four steps from our video, from a chat to custom software, with a guide to find which one you're on. Plus a blank skill built the way ours are, three starter skills for a local service business, and the six routines we showed, each drawn as when it runs, what it opens, what comes back, and who checks. Hand the folder to Claude and it saves your first skill with you, and only suggests a schedule once you trust it. Made in Lake Charles, Louisiana.
The one rule for the whole climb: prove it by hand first. Automate a job you haven't proven, and you just do the wrong thing faster.
A chat window, one question at a time. Good for learning what you're bad at, thinking out loud, and first drafts. But it starts from zero every time, because it doesn't know your business. This is where most people stop.
A saved recipe for a job you repeat: how to do it, what good looks like, and how to check it. One line runs it, and it comes out the same way every time, whoever on the team runs it.
A skill that runs on its own, on a schedule or when something happens. The work gets done without anyone asking for it, and a named person checks what it did.
Its own database, an app on your team's phones, and direct links to QuickBooks, Square, and the phone system. The whole team works in one place, and the AI works inside it.
Which step does this job belong on? Pick one job you do often and read down this list. It's a guide, not a test.
Our morning research brief climbed this way. It started as a skill Nick ran by hand each morning, and it built the brief the same way every time. Then he forgot to run it on six days in one month. Forgetting is the sign it's ready. Now it's a cloud routine set for 6 every morning, with an alert if it's late. A job earns the next step by working on the one it's on.
One folder per job you repeat, with a plain-English file that tells your AI when to use it, what to ask, the rules, and the steps. Here's the shape, modeled on the skill we write proposals with.
Skills fix themselves. It's a standing rule for every one of our skills, and the download writes it into your AI's rulebook too:
The download has a blank skill and three starter skills for a local service business. They're written for this download and modeled on jobs our skills do. Each one drafts and never sends, and hands prices, promises, and safety calls to a person.
Turns a call, a site walkthrough, or a voice memo into decisions, to-dos with owners and dates, and a drafted follow-up. Anything about safety goes to a person.
Drafts a short update for a job that runs longer than a week: what got done, what's next, and what you need from them. Every date and price waits for your OK.
Reads a vendor invoice or receipt, checks the math, flags possible duplicates, and logs it for your bookkeeper. It never pays anything or changes your books.
A routine is a skill that runs on its own. Every one needs a person who checks, and an alert if it goes quiet.
Runs at a set time while your computer is on. Ours: a 5 AM refresh of the community posts we write our content from.
Runs even when your computer is off. Ours: the morning research brief and the inbox sorter.
A form comes in, a customer opens a proposal, or a system goes down. Ours: the alert we get when a client's system goes down.
The six routines from the video, each drawn the same way: when it runs, what it opens, what comes back, and who checks.
None of the six sends anything to a customer on its own. The download writes all six out, with a blank routine card to plan your own and a checklist to run before you schedule anything.
Workflows by area. Pick the area that eats the most of your week. Each one has a place where a person signs off, and a real example with the step it lives on:
Unzip it, open the folder in Claude Code (the Claude desktop app's Code tab is the easiest way in), and type:
Your AI finds which step you're on, picks one job you repeat every week, does it with you by hand, and saves it as a skill. It only suggests a routine once you trust the skill, and nothing gets sent on your behalf.
We're two brothers in Lake Charles who build AI tools for local businesses, and we still climb these same four steps every time we bring in a new system. This is for the owner who opens a chat window now and then, keeps pasting in the same background, and has a job every week that takes longer than it should. The starter skills are written for a local service business, and your AI rewrites them for your trade: tree services, electricians, roofers, cleaners, contractors, and inspectors in Lake Charles, Sulphur, Moss Bluff, and Westlake, or wherever you are.
If your AI doesn't know your business yet, set up its memory first with our AI memory setup. You can climb steps 1 to 3 on your own. When your team needs it all in one place, with its own data, that's step 4, and it's what we build. See our work.
Yes. No card and no trial. The files are yours to keep and change.
No. A skill is a text file written in plain English. Your AI writes it with you from your answers and one real example of the job, and you correct it in plain words.
A computer and a Claude account. Claude Code comes with the paid Claude plans, and the Claude desktop app's Code tab is the easiest way in. You can also upload the files to a Claude chat. Have one real example of a job you repeat every week, like a call transcript or a vendor invoice.
A skill is a saved recipe for one job: the steps, what good looks like, and the checks. You run it with one line. A routine is that same skill running on its own, on a schedule or when something happens, with a named person who checks the result and an alert if it goes quiet.
Not as written. The skills in the download read and draft. Your AI starts every connection read-only, you press send, and it only suggests a routine after you've run the job by hand and trust it. Prices, promises, and safety calls stay with a person.
Most owners are on step 1, a chat window now and then. If you paste the same background into every chat, or ask for the same job every week and it comes out different each time, you're ready for step 2. The download has a short guide to find your step and what to do first.
Yes. We're based in Lake Charles and build this kind of thing into local businesses. Book an AI audit and we'll tell you honestly whether it's worth it for you.
You can climb steps 1 to 3 on your own. When your team needs it all in one place, with its own data, start with an AI audit. We'll walk through how your business runs and where software would save the most time.
Book your AI audit →