Free business agent skill

Close More Open Estimates

Know which open estimates to call first. Get follow-up messages and a clear next step.

Build this agent skill free Browse all 31 agent skills

No card. No subscription. One short feedback email.

What you get

One full job. 6 guided parts. 6 useful outputs.

Analyze outstanding service estimates, identify friction and margin risk, produce customer-specific follow-up, and create a close, revise, nurture, or closeout queue.

6Guided work parts6Ready-to-use outputs3Built-in work checks1Optional file tool
What it will do

Turn the facts you have into a clear work pack.

Use when a service business has aging estimates and needs a systematic follow-up and disposition workflow.

  • Guide your agent through 6 linked parts of the job
  • Use your business facts, rules, owners, and review steps
  • Keep gaps, choices, and next steps easy to see
What it will produce

A complete work pack you can check and use.

  1. 01Estimate portfolio health report
  2. 02Scope and margin exception register
  3. 03Customer friction and decision-status map
  4. 04Personalized follow-up drafts
  5. 05Owner task and cadence queue
  6. 06Close, revise, nurture, recover, or closeout decision log
Guided agent skill

Scoped steps keep this one business job on rails from start to finish.

Optional file tool

Can help with CSV, TSV, JSONL, NDJSON, and JSON files. It runs only when you choose to run it.

Review rules

The skill shows missing facts and holds work for you to check.

Setup guide

A START-HERE guide shows what is included and how to use it.

How the work runs

Bring your facts. Get a full work pack you can check.

The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.

01

Bring what you have

The skill checks your facts and tells you what is missing.

02

Follow a clear path

Your agent works through the job in the same clear order.

03

Check the work

You get a clear result and a list of things that need you.

What to have ready

Use the business facts you already have.

  • Open estimates and work-order drafts
  • Customer activity and communication history
  • Pricebook, parts, labor, margin, and approval rules
  • Follow-up cadence, capacity, and owners
What gets checked

3 work checks are built in.

  • Price or scope changes require authorized approval.
  • Follow-up reflects the actual customer context and does not invent urgency.
  • Every estimate receives a clear disposition, owner, next action, and review date.
Simple first request
“I want to follow up on open estimates without losing trust or wasting time.”

The skill will ask for the next fact or file. You do not need to know a special command.

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When one skill proves useful

Build an agent skill pack for your business.

Choose up to 20 business jobs. We make each skill fit the same business. Your team can use the pack again and again.

  • One-time $49 purchase
  • Up to 20 agent skills
  • Made for the same business
Build my $49 skill pack Start with this one free
Questions

Know what happens before you begin.

Is Close More Open Estimates really free?

Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.

What should I have ready?

Start with open estimates and work-order drafts, customer activity and communication history, pricebook, parts, labor, margin, and approval rules, follow-up cadence, capacity, and owners. Use copies of your files and remove private information you do not need for the job.

Will the skill take action by itself?

The skill gets the work ready for you. You check each idea and message before it is used, shared, or sent.

What is the ZIP file?

A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.

What if I need more than one agent skill?

The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It costs $49 one time.