The problem
The same prep, every client, every call.
Cassie preps for recurring CFO client calls, and every call takes the same set of steps. She writes the email, builds the dashboard, runs the forecast, and drafts the meeting agenda. Then she does it again for the next client, and the next.
The steps rarely change from client to client. Doing them by hand, one piece at a time, ate up a real chunk of her week.
The solution
One reusable skill she can point at any CFO client.
Benali worked with Cassie to turn that routine into a reusable skill in Claude AI. She started with a single client, gave Claude everything the prep needed, and got the result she wanted. Then she generalized those steps into one skill she could point at any CFO client.
Now she runs the skill and gives it the client name, and Claude pulls everything it needs on its own. In her words: “Now I can literally just go in and run this skill and give it the client name and it goes in and pulls everything that it needs.”
Time & impact
Four prep steps collapsed into a single run.
She used to prep the email, then the dashboard, then the forecast, then the agenda, in sequence. On her latest call, all four ran at once while she watched. The sequential prep collapsed into a single run, and Cassie spent that time on the client conversation instead.