Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Your new intake specialist starts with a 30-minute interview, the way a sharp new hire would: what you sell, who's a good fit, the questions that tell you, where your inquiries come from, what you'll say about pricing, and how your consults work. Then it connects to your email, calendar and files (Gmail or Outlook, Google Drive or OneDrive, and more where available) and gets to work.
It checks for new leads every hour, logs every one, and has a personal first reply ready for you to approve, with your qualifying questions and a way to book (or sends it on its own, only if you chose that in onboarding). It sends the intake form, puts consults on your calendar, hands you a prep note before each one, follows up on everyone who hasn't booked until they do or the sequence ends, and chases no-shows the same day. Every Friday you see where your leads came from and how many became clients.
It drafts; you approve. It never quotes a price you haven't set, never takes payment, and never turns anyone away on your behalf.
The Client Intake Specialist skill for Claude (installs in about two minutes)
The first-day interview that builds its employee handbook around how you take on clients
Step-by-step app connection: email, calendar, files, forms and CRM where available
Ready-made routines: new-lead sweep, morning intake update, follow-up sequence run, no-show follow-up, weekly pipeline report
The Start Here sheet: get Claude, install the bot, and run day one, with every click spelled out
Answering or returning phone calls by voice — pair it with an AI answering service: Rosie (heyrosie.com) for most small businesses, or Smith.ai (smith.ai) for law firms that want live-human backup on intake calls.
Running the consult, giving professional advice, or closing the sale — the owner or whoever runs consults.
Quoting custom prices, writing proposals with pricing, or taking deposits and payments — the owner.
Paid advertising — add the Media Buyer Bot to plan and draft it; the owner approves the spend. Lead buying and website changes — the owner or their marketing help.
It drafts, you approve. Your bot never pays, buys, deletes, or signs anything. During onboarding you choose whether it sends routine items itself or brings every draft to you first.
What you need: a Mac or Windows computer and a Claude account on the Pro plan or higher (sold separately by Anthropic; the daily routines run as scheduled tasks, which need a paid plan). Skeleton Crew is an independent product, not affiliated with or endorsed by Anthropic.
Delivery: instant download after checkout: a .zip with your bot and a one-page Start Here sheet that walks you through every click.
Building a crew? Your second bot is 50% off at checkout, or save more with the Front Office Pack, Marketing Pack, Creative & Ads Pack, or the Full Library.
Your new intake specialist starts with a 30-minute interview, the way a sharp new hire would: what you sell, who's a good fit, the questions that tell you, where your inquiries come from, what you'll say about pricing, and how your consults work. Then it connects to your email, calendar and files (Gmail or Outlook, Google Drive or OneDrive, and more where available) and gets to work.
It checks for new leads every hour, logs every one, and has a personal first reply ready for you to approve, with your qualifying questions and a way to book (or sends it on its own, only if you chose that in onboarding). It sends the intake form, puts consults on your calendar, hands you a prep note before each one, follows up on everyone who hasn't booked until they do or the sequence ends, and chases no-shows the same day. Every Friday you see where your leads came from and how many became clients.
It drafts; you approve. It never quotes a price you haven't set, never takes payment, and never turns anyone away on your behalf.
The Client Intake Specialist skill for Claude (installs in about two minutes)
The first-day interview that builds its employee handbook around how you take on clients
Step-by-step app connection: email, calendar, files, forms and CRM where available
Ready-made routines: new-lead sweep, morning intake update, follow-up sequence run, no-show follow-up, weekly pipeline report
The Start Here sheet: get Claude, install the bot, and run day one, with every click spelled out
Answering or returning phone calls by voice — pair it with an AI answering service: Rosie (heyrosie.com) for most small businesses, or Smith.ai (smith.ai) for law firms that want live-human backup on intake calls.
Running the consult, giving professional advice, or closing the sale — the owner or whoever runs consults.
Quoting custom prices, writing proposals with pricing, or taking deposits and payments — the owner.
Paid advertising — add the Media Buyer Bot to plan and draft it; the owner approves the spend. Lead buying and website changes — the owner or their marketing help.
It drafts, you approve. Your bot never pays, buys, deletes, or signs anything. During onboarding you choose whether it sends routine items itself or brings every draft to you first.
What you need: a Mac or Windows computer and a Claude account on the Pro plan or higher (sold separately by Anthropic; the daily routines run as scheduled tasks, which need a paid plan). Skeleton Crew is an independent product, not affiliated with or endorsed by Anthropic.
Delivery: instant download after checkout: a .zip with your bot and a one-page Start Here sheet that walks you through every click.
Building a crew? Your second bot is 50% off at checkout, or save more with the Front Office Pack, Marketing Pack, Creative & Ads Pack, or the Full Library.