Create your first Claude Client Research Agent by learning how to build a Skill
In this 30-minute free session, I'll walk you through exactly how to get started with Claude, what Skills actually are, and how to build your first one so you finish with a working agent you can use the same day.
A working Claude Skill you built yourself
Skills are what take Claude from a general-purpose agent to a customized one that works the way you work — on the documents, projects, and tasks specific to your firm. And once you know how to write them, you can build as many as you need.
In this session, we'll go from zero to a working Skill together. Most designers haven't even heard of them yet. That's exactly why I built this session - so you're ahead of it, not catching up to it.
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Here's what we'll cover in 30 minutes
- What a Claude skill actually is — and why it's completely different from typing prompts all day
- The context framework I use to make Claude work like it knows your firm, your clients, and your process
- A real Client Research skill, built live, from scratch — so you can see exactly how it comes together, step by step
- Where to point this in your business first — the workflows worth automating now (procurement and specs are the usual suspects)
Skills are what take Claude from an agentic agent to a customized agent that works while you sleep. And it all starts with learning how to write them.
Designers ready to stop using AIÂ like a chatbot
If you've been asking Claude or ChatGPT questions and getting generic answers — and you're ready to make AI actually work the way your firm works — this is where you start. No coding background needed. If you can write a clear instruction in plain English, you can write a Skill.
