Codify your team's best-practice workflows so humans and AI agents can execute them consistently — starting with a 55-minute Customer Data Sprint.
Book Your Skills Sprint Session →Your team has real expertise — in how to run a QBR, triage a churn signal, qualify a lead, prep a discovery call. But it lives in people's heads, not in systems. When a great operator leaves, the knowledge leaves with them. And when you want to bring in an AI agent to handle part of the workflow, there's nothing for it to read.
This engagement is built for scaleup leadership teams in the $5M–$30M ARR range who are ready to change that.
A structured, 8-week engagement that takes you from scattered workflows to a production-ready skills library — in a format that works for both your humans and your AI tools.
Five phases across 8 weeks. Each phase builds on the last, and the output of the sprint becomes the architecture for everything that follows.
| Phase | What Happens | Output |
|---|---|---|
| Sprint & Inventory Weeks 1–2 | Run the 55-min Customer Data Sprint with your leadership team — map the journey, audit functional data sources | Customer journey map + functional data inventory |
| Skills Identification Weeks 2–3 | Using the journey map as a guide, identify and score 20–40 SKILL.md candidates across functions | Prioritized skills candidate register |
| Skills Development Weeks 3–8 | Interview → draft → augmentation test → automation test → file for each skill; work with functional leads directly | 10–15 production-ready SKILL.md files |
| Library Setup & Access Weeks 6–8 | Configure Obsidian vault, connect to Claude Desktop via MCP, set up Claude.ai project knowledge | Live, accessible skills library |
| Activation & Cadence Ongoing | Monthly skills review — what's being used, what needs updating, what new candidates have emerged | Library that stays current and grows |
The skills library is your AI integration layer. Once workflows are codified, cross-functional data combinations that previously required a room full of people can surface automatically:
Companies that build this library now will plug in new AI capabilities as they emerge. Companies that don't will face the integration overhead every single time.
Priced as a fixed project fee — no hourly surprises, no scope creep anxiety. Three tiers based on how many skills you need developed and how much ongoing support you want in the first 90 days.
For teams that want to validate the format with their most critical workflows before committing to a full library build.
The full engagement: sprint, prioritization, 12 skills developed and filed, vault configured, 90-day activation cadence included.
For multi-function teams with 20+ workflows to capture, or organizations running a post-M&A integration or major AI deployment initiative.
Book a 30-minute session to scope your skills library — we'll identify your top workflow candidates and map a path to your first 5 SKILL.md files.
Book Your Skills Sprint Session →