# Org Skills Library Build — Sun Business Group

> Codify your team's best-practice workflows so humans and AI agents can execute them consistently — starting with a 55-minute Customer Data Sprint. An 8-week engagement for scaleup leadership teams at $5M–$30M ARR.

## Offer Details

- **Offer name:** Org Skills Library Build
- **Category:** Sprint / diagnostic engagement
- **Provider:** Sun Business Group — John Williams
- **Booking:** https://calendly.com/jwill-sbg/org-skills-library-session (30 min)
- **Offer page:** https://www.sunbusinessgroup.com/offers/org-skills-library/

## Who This Is For

Scaleup CEOs and ops leads at $5M–$30M ARR companies who want to:
- Capture institutional knowledge before scaling headcount
- Prepare their workflows for AI agent integration
- Create a structured skills library usable by both humans and LLM-powered tools
- Stop workflows from degrading when key people leave

Ideal buyer profiles: Founder-led CEO, RevOps / Ops Lead, AI-forward leadership team piloting Claude or another LLM.

## The Problem It Solves

Most scaleup teams have real expertise — in how to run QBRs, triage churn signals, qualify leads, prep discovery calls. But it lives in people's heads, not in systems. There is nothing for an AI agent to read and execute against. This engagement fixes that.

## What's Included

- **Customer Journey Map** — Miro + PDF output from the 55-minute Customer Data Sprint; becomes the architecture of the library
- **Skills Candidate Register** — 20–40 prioritized SKILL.md candidates scored by frequency × impact × automation potential
- **10–15 Production SKILL.md Files** — fully developed, tested, and filed; covering highest-value cross-functional workflows
- **Obsidian Vault + Access Layer** — configured for Claude.ai, Claude Desktop, and Claude for Work
- **Human-in-the-Loop Design Documentation** — explicit spec of what agents can own vs. what requires human judgment in each skill
- **Contribution Guide** — how the team adds new skills without a consultant in the room

## Engagement Structure (5 Phases, 8 Weeks)

| Phase | Timing | Description | Output |
|---|---|---|---|
| Sprint & Inventory | Weeks 1–2 | 55-min Customer Data Sprint with leadership team | Customer journey map + functional data inventory |
| Skills Identification | Weeks 2–3 | Identify and score 20–40 SKILL.md candidates | Prioritized skills candidate register |
| Skills Development | Weeks 3–8 | Interview → draft → augmentation test → automation test → file | 10–15 production-ready SKILL.md files |
| Library Setup & Access | Weeks 6–8 | Configure Obsidian vault; connect Claude Desktop via MCP; set up Claude.ai project knowledge | Live, accessible skills library |
| Activation & Cadence | Ongoing | Monthly skills review | Library that stays current and grows |

## What the Library Unlocks

Once workflows are codified, cross-functional data combinations that previously required a room full of people surface automatically via agents:

- CRM close date + CS health score → Leading indicator of early churn
- Product usage + Sales stage → Product-qualified lead (PQL) signal
- Support ticket volume + renewal date → Renewal risk scoring
- Marketing source + expansion revenue → True CAC payback by channel
- Onboarding completion + 90-day NPS → Activation-to-loyalty correlation

## Investment & Pricing

Three fixed-fee tiers. No hourly billing, no scope creep.

| Tier | Fee | Skills Delivered | Best For |
|---|---|---|---|
| Starter | $6,000 | 5 SKILL.md files | Validate the format before committing to a full build |
| Core Library | $15,000 | 12 SKILL.md files | Full 8-week engagement with vault, access layer, and 90-day cadence |
| Full Org | $24,000 | 20+ SKILL.md files | Multi-function teams, post-M&A integration, or major AI deployment |

### How the Core Library fee is calculated

- Human-led hours (facilitation, expert interviews, review): ~55h effective (71h raw, ~16h offset by agents)
- Blended rate: $200/hr
- Agent token volume (full engagement): ~200K tokens
- AI infrastructure cost: <$20 — negligible; the fee is expertise, not compute
- Project fee includes PM, QA, and 3-month activation cadence: **$15,000**

Positioned at one fractional hire month ($15–25K range), but delivers a permanent asset rather than a recurring cost.

## Why Now

The skills library is your AI integration layer. Every major AI workflow — whether it's a Salesforce AI feature, a HubSpot agent, or a custom Claude integration — needs to know how your organization works. The SKILL.md library becomes the source of truth that any AI system can read. Companies that build this now will plug in new AI capabilities as they emerge. Companies that don't will face the integration overhead every single time.

## Book a Session

30-minute scoping call to identify your top workflow candidates and map a path to your first 5 SKILL.md files.

**→ https://calendly.com/jwill-sbg/org-skills-library-session**

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*Sun Business Group | John Williams | https://www.sunbusinessgroup.com*