One Skill Library, Five Seats
Most teams visit Claude when they get stuck. The teams pulling ahead run it like a hire: on the clock, in every seat, every day.
The 19-skill library is the catalog: what each skill does and where to download it. This page is the operating picture. Which skill fires, in which seat, at what hour.
Five seats run the day: prospector, lead manager, closer, admin, owner. Claude covers a different slice of each. Map the slices and one admin plus Claude covers what several seats used to.
The skills read your DataSift account, so the CRM sets the ceiling. Run STABM on every record in and out: Status, Task, Assignee, Board, Messages. Clean records in, accurate reports out.
Five seats, one engine. Here is when each skill fires.
Chips name the skill doing the work. Click a seat for its full rhythm.
Click any seat row to expand it.
Claude preps the session and grades it. The human dials.
- text-touch-builder wrote Text Touch 1-4 into custom fields. Texting first lifts answer rates: your number is no longer a stranger.
- caller-reputation-monitor publishes the day's recommended dial pool with per-number caps, so no number burns into Spam Likely.
- dial-report posts the 9pm Slack digest: dials, correct numbers, and dispositions per caller, against the 150 floor.
The lead manager qualifies. Claude digs where humans stall.
- sift-operations holds the CRM playbook: STABM on every record, the daily pipeline routine, 100% same-day contact.
- deep-prospecting-v4 fires on dead skip traces, 3+ attempts with no contact, return mail, or a deceased owner. About $2.30-3.00 per record returns the who-must-sign table.
- lead-manager-coach transcribes real calls with tonality notes and grades 4 Pillars qualification weekly.
Closing calls are rare and expensive. Claude preps both sides.
- closer-coach pre-games the big call on past tape. Widen the pull to 30 days: closes are rarer than cold calls.
- real-estate-comping and rehab-estimator build the offer pack: Two-Bucket ARV, room-by-room rehab, MAO.
- After a loss, the negotiation timeline shows every price move and quotes the moment the deal was won or lost.
The admin seat is where Claude replaces the most hours.
- first-market-county-data and sequential-presets put courthouse pulls and filtered lists in the CRM before callers log on.
- phone-validator Trestle-scores every number first: about 9 dials per correct number scored, 32 blind.
- candidate-intake ranks applicants into Interview, Maybe, and Dismiss tiers. It never messages anyone before you review the list.
The owner reads outputs, not screens.
- Daily: the 9pm digest. Can you name yesterday's dial count for every caller?
- Weekly: three coach scorecards (cold-call-coach, lead-manager-coach, closer-coach) plus the Friday kpi-engine report.
- Benchmarks come built in: 2-3 leads per prospector per day, 1 contract per 15-20 leads. Manage the numbers, not the feelings.
- Dials per caller, against the floor150
- Answer, conversation, contact3 rates
- Correct numbers and dispositionsper caller
- Talk time, SmrtPhone cross-check>8% drift flagged
Install a Skill, Then Teach Your Own
Installing takes under two minutes. Teaching Claude a workflow it has never seen takes one recorded session.
Download the .skill file
Every card on the skill library page links its Google Drive download.
Upload it to a Project or Co-Work session
A Claude Pro account at $20/mo is enough. Click the + button in the conversation and pick the file.
Trigger it by name
"Run a comp analysis on [address]." If a skill calls an external API, set Capabilities first or it fails silently.
That is the whole install. The library page carries the screenshot walkthrough, capability setup, and troubleshooting.
The teach-Claude flow
The library will never cover your exact operation. Record yours once and Claude writes the skill.
Record the workflow
A Loom transcript works. So does the Teach Claude Chrome extension, which captures your browser actions as structured steps.
Feed it to playbook-creator
The skill turns raw transcripts into a polished SOP. Record the same process three times for a richer one.
Package the SOP as a skill
Ask Claude to write it as a .skill file, then upload it like any library skill. Full recording toolkit: SOP Creation.
The Lead Management Plugin
One file wires the whole lead lifecycle into DataSift: boards, statuses, sequences, intake fields, and a daily KPI bot.
SiftLine boards
Lead Management, Acquisitions, Transactions, Wholesale/Flips, Rentals.
Active statuses
New Lead through Closed. One shared pipeline language.
Sequences
Pre-built follow-ups, including both exit-pipeline drips.
Intake fields
The 7-folder structure, built by API in about 60 seconds.
Install the .plugin file in Claude Cowork and give it two commands. "Set up my training" loads the structure and generates your branded Lead Manager training manual. "Build my custom fields" POSTs to apiv2.reisift.io and creates every folder and field.
Run the default build before customizing anything. It encodes the two-drip model and the temperature cadence: Hot every 2 days, Warm every 15, Cold every 45. Master the stack, then tune it.
Download the DataSift Lead Management plugin
The .plugin file for Claude Cowork. Fields, boards, statuses, sequences, training manual, KPI bot. Get it on Google Drive →
The plugin builds the machine. Lead Management & CRM teaches you to run it. The Intake Call walks all 75 fields one folder at a time.
What Changes at Each Phase
Same library, different job. As the team grows, Claude moves from doing your work to managing everyone else's.
Phase 1: The Operator
You run every seat, so Claude is the second pair of hands: comping, phone scoring, and list pulls between your own dial blocks.
Phase 2: The Delegator
First hire is the admin at $500-700/mo. One admin running Claude covers list pulls, skip tracing, intake, and reporting: work that used to take several seats.
Phase 3: The Manager
Prospectors at $750-1,000, a lead manager at $1,500-3,000, a closer at $2,000 plus 3-10%. The three coaches and kpi-engine become your management layer.
Phase 4: The Owner
You read the Friday report and the scorecards. The operation reports to the numbers, and the numbers report to you.
Where to Go From Here
The AI layer touches every system on this page. Go deeper seat by seat.
4-Week Deal Flow Workshop
Live Tuesdays, October 6, 13, 20 and 27, 1 to 4 PM ET
4 live Tuesdays with Ty and Tyler plus 4 Thursday Q&As, free, for investors who have already closed a deal. Join any week. Already in? Use this page to prep between sessions.
Skill Library & Install Walkthrough
All 19 skills with download links, screenshots, the Chrome extension, and troubleshooting.
Lead Management & CRM
The system the plugin builds: qualification, temperature cadence, and the pipeline boards.
Call Coaching Loop
The weekly grade-and-coach cycle behind the three coach skills.
KPI Tracking
The benchmarks every report grades against, plus the live dashboard build.
Phase 3: The Manager
The full-team phase where the AI management layer starts paying for itself.