Guide | Skills

Say this after anything you do twice

Four words: turn this into a skill. It saves the whole process, the steps, the format, what you asked for. Next time you ask for it by name. Plus the 5 skills a business of one should save first.

Start here

What a skill is, in plain words

You did a task in Claude. You cleaned up your meeting notes into a client summary, and it took 4 tries to get the format right. Then you closed the window. Next week you will do the 4 tries again.

A skill is that task, saved. The steps, the format, the rules you gave it along the way, all in one file Claude reads whenever the job matches. Like a recipe card taped inside the cupboard door: you do not remember the recipe, you open the door.

Saving one takes 4 words. Anything you do by hand twice, the second time, you type them.

ClaudeChatGPT4 wordsNo code
The move

Turn this into a skill

Finish the task first. Get it right, correct it until the result is what you wanted. Then, instead of closing the window, type this.

Copy it.
Turn this into a skill.
Keep every step we just did, the format of the finished result, and every rule I gave you along the way.
Name it after the job it does. Ask me one question if anything important is missing, then save it.
One person, 124 skills

Someone who runs a daily show has 124 of these, and they have run more than 6,000 times. He did not build them on a weekend. He built them one at a time, every time he caught himself repeating something. That is the whole method.

Start with these

5 skills a business of one should save first

Each card is the first-run prompt: do the job once with it, correct the result until it is right, then type the 4 words. The skill remembers the corrections.

01
Client summary from meeting notes

The call ends, the summary is done, the client has it in an hour.

Copy it. Fill in anything in [brackets].
Here are my notes from today's call with [client]: [paste].
Write a client summary in 3 parts: what we decided, who does what by when, and open questions. Under 150 words, plain English, written to [client's first name]. Dates as Mon 25 Aug. End with "reply if I got anything wrong."
02
Weekly client update

The Friday email every retainer client should get and most do not.

Copy it. Fill in anything in [brackets].
Here is what happened this week on [client]'s project: [paste your notes or bullets].
Write a weekly update under 200 words: what got done, what is next, the one thing I need from them. Warm, direct, written to [first name]. No apologies, no promises on dates I have not confirmed.
03
The invoice nudge

The email you put off for 9 days because you do not know how to say it.

Copy it. Fill in anything in [brackets].
[Client] has an invoice for [amount] that was due [date]. This is nudge number [1, 2 or 3].
Write the email. Friendly and clear, under 80 words. Assume they forgot. Include the amount, the date and how to pay. For nudge 3, add one sentence on what happens next, without threatening.
04
Caption from a video transcript

You recorded the video. This writes the words under it.

Copy it. Fill in anything in [brackets].
Here is the transcript of a 45 second video I recorded: [paste].
Write the caption: line 1 is the one sentence that makes someone stop, then 3 short lines that add what the video did not say, then one question. Single line breaks only. Under 90 words. Do not repeat the video. [Your rules, e.g. no em dashes, no hashtags in the body.]
05
Proposal from a discovery call

Notes in, first draft out, in your structure and your price.

Copy it. Fill in anything in [brackets].
Here are my notes from a discovery call with [prospect]: [paste].
Draft a proposal in this order: their problem in their words, what I would do in 3 steps, what is included, the price of [package] at [price], the next step. Under 400 words, written to them, no jargon. Flag anything they said that I did not answer.

Do these 5 and you have a Friday that runs itself. Then keep going, one at a time, every time you catch yourself doing something by hand for the second time.

Before you start

4 steps and you're done

Do the job once, by hand, with Claude
Use the first-run prompt. Do not save anything yet.
Correct it until it is right
Every "shorter," "not that word," "always include the date" is a rule. The skill will keep all of them. Say them now.
Type the 4 words
Turn this into a skill. Answer its question. Say yes to saving.
Test it by name next time
"Do the client summary on this." If it misses a step, fix the skill, not the chat. You only fix it once.
Do not skip this

Make it yours

A skill saved from one task knows that one task. It does not know the rest of your business, and after a few weeks you will notice the same 3 corrections coming back. That is the moment to open the skill and put them in for good.

You do not need to be technical for any of it. A skill is a set of instructions saved in a file called SKILL.md, and you change those instructions by talking to Claude in plain English. Claude does the typing.

The one rule that saves you: copy it somewhere safe first

Every skill lives in a folder on your computer, inside one called .claude/skills (personal skills) or a .claude/skills folder inside a project. Before you change anything, make a copy of that folder somewhere safe. When a skill gets updated, the update overwrites the original and takes your edits with it, with no warning.

If you cannot find the folder, ask Claude, "where is this skill saved on my computer?" and it will tell you.

Copy the skill folder somewhere safe
So an update can never erase your work. This is the one step you cannot fix after the fact, so do it first.
Tell Claude about your business
What you do, who you serve, and the rules you keep in your head. Those are the parts no skill knows until you say them.
Ask Claude to rewrite the skill
Paste the prompt below. Claude edits the file for you. Your only job is to read it over and say what to change.
Leave the very top alone
The few lines at the top of the file, between the dashes, tell Claude when to use the skill. Leave those exactly as they are.

This prompt is written for the skills you save with the 4 words. Fill in the brackets and paste it into Claude.

Copy it. Fill in anything in [brackets].
I want to customize my [skill name, e.g. client summary] skill so it works the way my business does.

Here is my business: [what you do and who you serve].
The job this skill does: [one sentence].
The corrections I keep making: [e.g. it keeps adding a greeting I do not use, it forgets to put dates as Mon 25 Aug, it goes over 150 words].
My rules for anything with my name on it: [e.g. no em dashes, no exclamation marks, never promise a date I have not confirmed, sign off with just my name].
Where I use this: [Claude app, Claude Cowork, Claude Code, or ChatGPT].

Rewrite the skill so every one of those corrections is a rule it never breaks, keep the steps in the same order, and tell me in plain English what you changed. Leave the section at the very top between the dashes exactly as it is.

What to tell it