Hour 1 · Customer Service
The reply formula: acknowledge, answer, next step. Work inside the Claude Project you built Tuesday.
Customer reply (works for any scenario on Worksheet 5)
You are an administrative assistant for a clean-energy contractor. Draft a warm, professional reply to this customer email. Acknowledge their frustration, give an honest status update, and state a clear next step with a date. Keep it under 150 words. Here is the email: [paste]
Then you: add the real date, cut anything fake-cheerful, remove promises you can't keep. You hit send, not the AI.
The angry customer email (for the demo and your first scenario)
It has been three weeks and nobody has scheduled my insulation install. What is going on?
Hour 2 · Financial: Tracking the Money
First move: click "Tracker Template (make a copy)" up top. One blue button, Make a copy, and the sheet is YOURS in YOUR Drive. Nobody works in a shared sheet today. Then AI writes your formulas. You verify every number.
Ask for a Sheets formula in plain English
Give me a Google Sheets formula that adds up everything in the Amount column where the Status column says Sent.
The move, not the formula, is the lesson: describe what you want, paste what it gives you, then check WHAT it is adding. Works in Claude or the Sheets AI side panel. Ask the same way for the overdue flag.
The overdue invoice your tracker just flagged
Invoice PH-1042, J. Whitfield, duct sealing and blower door test, $955.00, sent 32 days ago, unpaid. One friendly 7-day reminder already went out three weeks back.
The firm 30-day reminder (tracking becomes action)
Write a firm but professional 30-day payment reminder for this overdue invoice: [paste Input 3]. One friendly reminder already went out. Reference the invoice number and original date, keep it respectful, and ask for payment or a call this week.
Then you: verify the invoice number, amount, and dates against the row before it could ever go out.
The invoice prompt template (kept from Tuesday, for the Live Morning if you want it)
You are an administrative assistant for a clean-energy contractor. Create a professional invoice from this job data: [paste]. Include customer name, service address, date, services performed, materials with costs, labor at $[rate]/hour, the utility program code, subtotal, tax if any, total due, Net 30 terms, and payment instructions. Format it clean and ready to send.
Your Admin Co-Worker does this on its own once installed; this template is the manual backup. Practice jobs: the Job-Data Sheet up top has 5 sets, A through E.
Flyer + Caption Copy (you'll use these in the capstone)
AI writes the words, Canva makes it look good, you keep it.
Flyer copy (paste your company's deal in)
Write a short flyer headline and three bullet points for this clean-energy contractor promotion: [paste your deal]. Mention the rebate savings and the booking deadline. Friendly, local, trustworthy. One call to action with the phone number. No jargon, no customer names.
Social caption to match the flyer
Now write a short Facebook caption promoting the same deal. Friendly tone, one call to action, max 3 hashtags, no customer names.
Module 5 · Your Admin Co-Worker (the install)
Everything you practiced these two days, packaged so Claude does it WITH you every morning. Built for this cohort. You install it now, you use it in the final exercise, and you take it home.
Download the skill
One ZIP file. Inside: the skill itself plus a README with step-by-step install instructions for both paths below. For Step 2A, Claude wants the ZIP as-is, so do not unzip it.
Download wte-admin-co-worker.zipIt handles: invoices from job notes, rebate checklists and narratives, customer replies, payment reminders, social captions, QuickBooks-ready tables, spreadsheet formulas, and the whole Morning Rush at once.
Install it as a Skill (try this first)
1. claude.ai, click your initials (bottom left), then Settings 2. Capabilities: turn ON code execution / file creation 3. Find Skills, click Upload skill, choose the ZIP (do NOT unzip it) 4. Toggle it on, open a new chat, paste any job note, watch it work
No Skills section in your settings? Your account tier may not have it yet. Use Step 2B instead, it does the exact same job and works on every free account.
Or build it as a Project (always works, like your Invoice Builder)
1. claude.ai, left sidebar, Projects, Create project, name it Admin Co-Worker 2. Unzip the download on your computer 3. Paste the contents of SKILL.md into the project's custom instructions box 4. Upload the 4 files from the references folder as project knowledge 5. Start every workday in a new chat inside that project
Both work, same brain. The Skill works in every chat automatically. The Project keeps all your admin work in one tidy place. The README in the ZIP walks through both with full detail.
Your first test (paste this after installing)
Finished the Henderson job on Birchwood. Put in the attic insulation, R-49, 1,150 sq ft. 6 hours labor. Nicor Gas program. Send the invoice.
It should start the invoice and ask you for the missing pieces (rate, address, invoice number). That is it working. The rule never changes: AI drafts, you check names, numbers, and dates, you send.
Capstone · The Live Morning
Two companies, two teams of two. Team 1 is the admin office of Patriot HVAC (Naperville). Team 2 is the admin office of Northstar Weatherization (Lisle). Every business runs the same loop: the flyer wins the customer, the crew does the job, the office bills it, and the office takes care of the customer. Step 1 is below: your deal, your flyer, you build it now. The rest of the loop arrives live. Watch your phone. Watch your inbox.
Team 1 · Patriot HVAC (Naperville)
Your filing cabinet (do not guess, look here)
Owner (your boss): Mike Reyes Labor rate: $95/hour · Terms: Net 30 · Next invoice #: PH-1086 Old equipment haul-away: pickup scheduled within 3 business days of every install Thermostat walkthrough: included with every install, schedule within the week Rebates: office files the application within 5 business days of job completion, Nicor review takes 4 to 6 weeks Finished invoices: email to the boss at todd@project-baseline.com, subject "Invoice PH-____, [customer last name]"
Task 1 · build the flyer for this promotion (words: Prompts 5 + 6, then Canva)
Pre-Season Furnace Tune-Up Special, $89. Includes a free duct-leak check. Book by July 31. Nicor Gas rebates can cover qualifying duct sealing work that the check turns up. Call (630) 555-0117.
Must land: the deal, three selling points, one call to action, the rebate. No jargon, no customer names. Everyone builds one; your office picks its official flyer.
Your company logo (put it on the flyer)
Into Canva: download, then in Canva left sidebar, Uploads, Upload files, drop it on your flyer. Real offices use the real logo.
Team 2 · Northstar Weatherization (Lisle)
Your filing cabinet (do not guess, look here)
Owner (your boss): Carla Jordan Labor rate: $85/hour · Terms: Net 30 · Next invoice #: NW-2041 Post-job cleanup: if anything got missed, return visit within 2 business days Crew issues (gates, property, pets): apologize, log it with the crew lead same day Rebates: office files the application within 5 business days of job completion, Nicor review takes 4 to 6 weeks Finished invoices: email to the boss at todd@project-baseline.com, subject "Invoice NW-____, [customer last name]"
Task 1 · build the flyer for this promotion (words: Prompts 5 + 6, then Canva)
Summer Attic Insulation Special. Free attic assessment, and Nicor Gas rebates can cover up to half of qualifying insulation work. Book by July 31. Call (630) 555-0198.
Must land: the deal, three selling points, one call to action, the rebate. No jargon, no customer names. Everyone builds one; your office picks its official flyer.
Your company logo (put it on the flyer)
Into Canva: download, then in Canva left sidebar, Uploads, Upload files, drop it on your flyer. Real offices use the real logo.
How your morning gets judged at the end
The customer tells the room, out loud: - Did you answer ALL of her problems, not just the easy one? - Does the reply sound like a real person wrote it? - Does she know exactly what happens next, and when? - Would she hire your company again? Then the other office checks your invoice: names, numbers, and the total against what the boss actually sent. Would you put the company's name on it?
Day 1 prompts (if you need to rebuild something from Tuesday)
Invoice Builder Project, custom instructions
You are an invoice assistant for a clean-energy contractor. When I paste job notes, build a professional invoice with customer name, service address, date, services, materials with costs, labor hours and rate, the utility program code, Net 30 terms, and payment instructions. Ask me for anything missing. Keep formatting clean and ready to send.
Claude, left sidebar, Projects, Create project, name it Invoice Builder, paste this into the custom instructions box.
HOMES rebate narrative
Write a 250-word HOMES rebate narrative for an attic insulation job that improved a home's energy efficiency. Plain, factual, ready to submit. Do not invent numbers; leave blanks where I need to fill in.