Claude Builds

What is a Claude organization account?

Think of it as Claude set up for your entire agency instead of one person's chat window. Everyone on the team works under one roof, with shared projects, the same approved tools connected, and custom skills built for how your agency runs. You get admin controls over who has access, what they can touch, and how your data is handled, so it's secure and consistent across every desk.

In practice, that means Claude isn't just answering questions. It's connected to your email, calendar, CRM, and the tools you already pay for, and it's loaded with skills that do real agency work: comparing two policies side by side, drafting a renewal or cancellation letter, building a proposal, writing the social post, responding to a Google review, and dozens more. Your CSRs, producers, and account managers all pull from the same setup, so the whole team works faster off one playbook instead of everyone figuring out AI on their own.

What's included:

Full Claude org setup for the whole team: user provisioning, project structure, settings, and governance configured so you start organized.
Every tool with an available integration connected: email, calendar, Drive, Slack, Canva, CRM, and more.
Two custom skills, built and tested for your agency's voice and workflow, picked from the menu below. Add more anytime
One group training for the team, plus a 1-on-1 admin session for your owner or ops lead. The group session is recorded for future hires.

Description

Your team has a Claude subscription (or worse, a ChatGPT Free Plan). They can chat with it. What they can't do is get it to touch their actual systems or follow how the agency really works, and that gap is where the value sits. Claude Builds closes it.

In a single flat-fee engagement, we stand up Claude for your entire organization, connect every tool you already use that has an available integration, and build two custom skills from the menu below, scoped to your voice and your workflow. Then we train the team in one group session and hand the keys to your admin in a focused 1-on-1, with the group session recorded so every future hire gets the same onboarding. You get a working deployment, plain-English documentation, and an org that's organized from day one instead of something the team has to reverse-engineer.

This is the setup we run at Hutsenpiller every day across a 6,500-policy book. The thing you're buying is the thing we already built for ourselves.

🚀 Connector Note: We connect to any tool with available integration. Systems that need a custom build to connect, such as most agency management systems, are scoped separately as their own project.

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Overview

Builder CJ Hutsenpiller

Duration : 2 - 3 Weeks

Build Cost $3,000

Agency Type

Independent

Documents & Letters

Policy comparison Skill— side-by-side of two policies or dec pages with coverages, limits, and gaps in plain English.
Proposal builder Skill— coverage details into a branded client proposal.
Cancellation & non-renewal letters Skill— compliant, on-brand, fill-in-the-blanks.
Renewal review letter Skill— drafts the annual review note from the policy summary.
Welcome & onboarding packet Skill— new-client letter plus what-to-expect sheet.
Coverage explainer Skill— rewrites a policy into plain-English coverage.

Marketing & Content

Facebook ad skill — hooks, body, and CTA in your voice.
Facebook post skill — organic posts and a weekly content batch.
Brand kit skill— locks colors, fonts, logo, and voice; pairs with Canva.
Flyer & one-pager generator skill— promos through Canva.
Newsletter & email content skill— a monthly client email on a theme.
Blog & education content skill— SEO-minded coverage articles.
Google review responder skill— drafts replies in your tone.
Review request messages skill— the ask, sequenced for the right moment.

Sales & Outreach

Quote follow-up sequence skill— the nudges that close quotes.
Cross-sell campaign messages skill— monoline-to-multiline copy.
Win-back messages skill— lapsed or lost-client re-engagement.
X-date & prospecting outreach skill— cold and warm touch copy.
Objection-handling & sales scripts skill— built from lines that work.
SOP & process writer skill— turns "how we do it" into clean docs.
Training cheat sheets skill— quick-reference guides per role.
Job posts & hiring skill— role descriptions and screening questions.

The Process

Step 1️⃣ — Reserve your spot. Builds run on a first-come schedule, and demand is high. A 50% deposit locks in your place in the build order. It's fully refundable if you decide not to move forward after our planning call, so there's no risk in claiming your spot.

Step 2️⃣ — Plan the build. We hop on a call to map out the project: what your agency needs, which skills are the right fit, the tools you're already running, and a clear timeline to launch.

Step 3️⃣ — See it working. We come back with a working demo, custom-built for your agency, with every connector and skill already running and in place. No mockups, no maybes. You see the real thing.

Step 4️⃣ — Roll it out. We train your admin team to manage the setup, then train the whole team so everyone's working off the same playbook. The tool goes live, we hand you the keys, and your agency is running on Claude.

Your entire team, powered by AI.