Skill Claude CodeCodex
This skill should be used when measuring + improving customer satisfaction at an organization under 100 employees — typically post-resolution CSAT survey, occasional NPS, customer-feedback aggregation, founder-level visibility into negative feedback.
Skill Claude CodeCodex
This skill should be used when managing ticket escalation at an organization under 100 employees — typically tier 1 + 2 with founder backup, simple escalation triggers, internal-handoff discipline, and engineering-bug routing.
Skill Claude CodeCodex
This skill should be used when managing field-service operations at an organization under 100 employees — typically applicable to service-business categories (HVAC, plumbing, electrical, IT services, equipment maintenance) with a small dispatcher + 1-20 field techs, simple scheduling tools (Jobber, HouseCall Pro…
Skill Claude CodeCodex
This skill should be used when building a customer-facing knowledge base at an organization under 100 employees — typically Intercom Articles, HubSpot KB, Zendesk Guide, Help Scout Docs, or Notion-public; agent-led content creation; deflection + agent-assist focus.
Skill Claude CodeCodex
This skill should be used when coordinating support across multiple customer-facing channels at an organization under 100 employees — typically email + in-product chat + social + occasional phone, unified in helpdesk inbox; consistency-of-experience focus.
Skill Claude CodeCodex
This skill should be used when defining and managing Service Level Agreements at an organization under 100 employees — typically informal SLAs by customer tier, simple response/resolution time targets, manual breach tracking, with a customer-promise focus rather than contractual rigor.
Skill Claude CodeCodex
This skill should be used when managing customer support tickets at an organization under 100 employees — typically Intercom, Help Scout, Zendesk Suite Team, HubSpot Service Hub, or Freshdesk; 1-5 support agents; founder-or-CS-led with focus on speed + customer empathy + clean handoffs.
Skill Claude CodeCodex
This skill should be used when paying vendor bills at an organization under 100 employees — typically one person handling AP in QuickBooks, Xero, or a bill-pay tool like Bill.com or Ramp, with lightweight approvals and no formal purchase orders.
Skill Claude CodeCodex
This skill should be used when invoicing customers and collecting payment at an organization under 100 employees — typically using QuickBooks, Xero, or Stripe Invoicing, with lightweight collections and a founder or bookkeeper chasing overdue invoices personally.
Skill Claude CodeCodex
This skill should be used when building and maintaining a budget and cash forecast at an organization under 100 employees — typically a Google Sheets or Causal model updated monthly by the founder or fractional CFO, focused on runway, hiring, and burn.
Skill Claude CodeCodex
This skill should be used when the organization under 100 employees has more than one legal entity (typically a parent + one subsidiary, a Delaware C-corp + international operating entity, or an SPV) and needs consolidated financials — otherwise this skill does not apply at this scale.
Skill Claude CodeCodex
This skill should be used when tracking capital equipment and depreciation at an organization under 100 employees — typically a handful of laptops, office equipment, and maybe leasehold improvements, managed in a simple spreadsheet or QBO's fixed-asset module.
Skill Claude CodeCodex
This skill should be used when setting up and maintaining the general ledger at an organization under 100 employees — typically in QuickBooks Online, Xero, or ERP•AI's built-in GL, with a simple chart of accounts, a single entity, and monthly reporting to the founder and maybe investors.
Skill Claude CodeCodex
This skill should be used when closing the books monthly at an organization under 100 employees — typically a 5–10 day close run by a bookkeeper or fractional CFO in QBO/Xero, producing a P&L and balance sheet for the founder and board.
Skill Claude CodeCodex
This skill should be used when handling tax filings and obligations at an organization under 100 employees — typically managed with an external CPA and tools like Avalara or TaxJar for sales tax, Gusto/Rippling for payroll taxes, and annual income tax prep with the CPA.
Skill Claude CodeCodex
This skill should be used when AR runs as a dedicated standalone invoicing application rather than as a sub-module inside a books app — typically a US mid-market company that needs branded invoice templates, recurring billing, structured dunning, dispute management, credit holds, and a formal write-off workflow. The…
Skill Claude CodeCodex
This skill should be used when setting up and administering employee benefits at an organization under 100 employees — typically a small-group health plan through a broker or PEO, simple 401(k), commuter/FSA, and self-service enrollment via Gusto/Rippling/Justworks.
Skill Claude CodeCodex
This skill should be used when managing PTO, sick leave, parental leave, and attendance at an organization under 100 employees — typically via Gusto/Rippling time-off modules, unlimited or accrual-based PTO, with compliance-driven leave types layered on per state.
Skill Claude CodeCodex
This skill should be used when separating employees from an organization under 100 employees — voluntary departures, involuntary terminations, and RIFs — with exit interviews, access revocation, final pay, COBRA, and knowledge transfer orchestrated by HR and IT.
Skill Claude CodeCodex
This skill should be used when bringing new hires into an organization under 100 employees — typically day-1 setup (equipment, accounts, payroll), week-1 immersion (product, team, tooling), and 30/60/90-day check-ins led by the hiring manager with HR/ops support.
Skill Claude CodeCodex
This skill should be used when running payroll at an organization under 100 employees — typically handled via Gusto, Rippling, Deel, or similar, by an office manager/founder/HR generalist, with a mix of W-2 employees and 1099 contractors, possibly including international teammates.
Skill Claude CodeCodex
This skill should be used when running performance reviews at an organization under 100 employees — typically lightweight semi-annual check-ins via Lattice, Culture Amp, 15Five, or similar, with goal-setting, self-review, manager review, and calibration across the small leadership team.
Skill Claude CodeCodex
This skill should be used when hiring at an organization under 100 employees — typically one recruiter or founder-led hiring, Greenhouse/Lever/Ashby ATS, careers page and referrals dominant, with occasional contingent recruiters for senior or specialized roles.
Skill Claude CodeCodex
This skill should be used when building learning and development at an organization under 100 employees — typically a modest L&D budget, role-specific training plus company-wide learning stipend, onboarding-focused formal training, and ad-hoc external workshops or courses.