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A WAY TO EXPLORE THE CATALOGUE

Customer Service

Explore methods for customer service. Read each skill’s scope, requirements and available formats.

48skills associated with this task

CHOOSE YOUR STARTING POINT

Different methods.
A shared purpose.

A category groups skills from different collections. Read each method to choose the one that fits your information, tools and intended result.

This page is a selection by task, not a separate downloadable pack. Open a skill to see its individual download options, or explore the sector collections.

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48 skills

appointment-reminder-systemSistema de recordatorios de citas médicas. Automatiza confirmaciones, recordatorios y cancelaciones por SMS, WhatsApp y email. Reduce no-shows y optimiza la agenda.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/medical/skills/appointment-reminder-system/SKILL.md

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background-check-commAutomatiza updates de background check a candidates: status notifications y communication durante hiring process.

Method from the catalogue

skills/verticals/recruitment/skills/background-check-comm/SKILL.md

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campaign-orchestratorMulti-channel follow-up campaign orchestrator for sales leads. Schedules and executes SMS + Email sequences with CRM logging and auto-termination on replies. Use when following up with demo leads, managing outreach campaigns, scheduling multi-touch sequences across SMS/email, checking campaign status, or stopping active campaigns when leads respond. Works with Attio CRM, Dialpad SMS, and Gmail. Trigger on "campaign", "follow-up", "follow up sequence", "multi-channel outreach", "sales sequence",...

Method from the catalogue

skills/transversal/marketing-agency/skills/campaign-orchestrator/SKILL.md

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cart-abandonment-recoveryRecupera carritos abandonados en ecommerce: email sequences de recovery, SMS reminders, Facebook/Instagram retargeting, y segmentation por reason de abandono. Spain: timing , GDPR compliance, templates en español.

Method from the catalogue

skills/transversal/ecommerce/skills/cart-abandonment-recovery/SKILL.md

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claim-intake>-

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.
Professional review
Check the sources, context and result with the appropriate professional before applying them.

skills/verticals/insurance/skills/claim-intake/SKILL.md

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claim-status-updateGestiona actualizaciones de estado de siniestros, notificando a las partes involucradas y registrando todos los movimientos.

Method from the catalogue

skills/verticals/insurance/skills/claim-status-update/SKILL.md

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client-intake-bookkeeperGestiona el proceso de alta de nuevos clientes contables: recopilación de datos, acuerdos de servicios y configuración inicial.

Method from the catalogue

Professional review
Check the sources, context and result with the appropriate professional before applying them.

skills/verticals/bookkeepers/skills/client-intake-bookkeeper/SKILL.md

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client-intake-petRecopila información del cliente y su mascota en la primera visita: datos de contacto, historial médico y preferencias de atención.

Method from the catalogue

skills/verticals/pet-services/skills/client-intake-pet/SKILL.md

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client-portal-updaterUpdate client financial portals with real-time financial status, including outstanding balances, recent transactions, tax deadlines, and key financial metrics.

Method from the catalogue

skills/transversal/finance/skills/client-portal-updater/SKILL.md

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cold-emailGenerate hyper-personalized cold email sequences using AI. Turn lead data into high-converting outreach campaigns using MachFive. Use when drafting personalized outreach for a VP, processing a list of leads into email sequences, building follow-up sequences for enterprise sales, or generating cold email for a product launch. Requires MACHFIVE_API_KEY. Trigger on "cold email", "email sequence", "personalized outreach", "outreach campaign", "lead email", "MachFive".

Method from the catalogue

skills/transversal/marketing-agency/skills/cold-email/SKILL.md

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cold-outreachGenerate high-converting cold outreach (email, SMS, LinkedIn DM) using battle-tested frameworks from Hormozi's $100M Leads and analysis of 100K+ campaigns. Use when writing cold emails/SMS to prospects, crafting multi-touch follow-up sequences, personalizing outreach at scale for a specific ICP, evaluating existing outreach copy, or generating Upwork proposals. Covers ICP definition, framework selection (PAS, BAB, AIDA), sequence blueprints, deliverability checklist, and B2B/local service/freela...

Method from the catalogue

skills/transversal/marketing-agency/skills/cold-outreach/SKILL.md

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compliance-checker-financeVerify that client financial communications, invoices, and documents comply with applicable financial regulations — GDPR for financial data, tax invoicing rules, anti-money laundering, and industry-specific requirements.

Method from the catalogue

skills/transversal/finance/skills/compliance-checker-finance/SKILL.md

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concierge-request-handlerGestiona solicitudes de conserje en hoteles: reservas de restaurant, transporte, tours y servicios especiales. Optimiza tiempos de respuesta.

Method from the catalogue

skills/verticals/hospitality/skills/concierge-request-handler/SKILL.md

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customer-segmentation-ecomSegmentación de clientes para ecommerce: RFM analysis, lifecycle stages, behavioral segments, y personalization. Spain: segmentation por channel (Amazon/es), lifetime value, y retention strategies.

Method from the catalogue

skills/transversal/ecommerce/skills/customer-segmentation-ecom/SKILL.md

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deadline-tracker-immigrationRastrea fechas límite críticas de cada caso de inmigración: plazos de respuesta, audiencias, renovaciones y apelaciones.

Method from the catalogue

skills/verticals/immigration/skills/deadline-tracker-immigration/SKILL.md

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engagement-letter-generatorGenera cartas de encargo profesionales para despachos de abogados: contratos de prestación de servicios jurídicos con objeto, honorarios, forma de pago, duración y obligaciones de las partes.

Method from the catalogue

skills/transversal/legal/skills/engagement-letter-generator/SKILL.md

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event-marketingTrade shows, webinars, virtual events management — plan, execute, and follow up on marketing events from registration to post-event nurturing.

Method from the catalogue

skills/transversal/marketing-agency/skills/event-marketing/SKILL.md

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guest-communicationGestiona comunicacion con huespedes: prellegada, durante la estancia y post-salida. Personaliza mensajes segun perfil.

Method from the catalogue

skills/verticals/hospitality/skills/guest-communication/SKILL.md

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health-checkup-reminderManage preventive care reminder sequences for patients: annual physicals, vaccinations, cancer screenings, chronic disease management visits, and pediatric wellness checks. Tracks which patients are due for which services, sends…

Method from the catalogue

skills/transversal/healthcare/skills/health-checkup-reminder/SKILL.md

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intake-form-medicalPatient intake forms and medical history collection. Use when new patients need to complete registration, existing patients need to update records, or collecting pre-visit information.

Method from the catalogue

skills/verticals/medical/skills/intake-form-medical/SKILL.md

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invoice-reminder-sequenceAutomate payment reminder sequences for overdue invoices — from friendly pre-reminder to final demand notice. Customizable by client, amount, and overdue stage.

Method from the catalogue

skills/transversal/finance/skills/invoice-reminder-sequence/SKILL.md

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landlord-communicationGestiona comunicacion landlord-tenant: lease drafting, rent collection reminders y dispute resolution.

Method from the catalogue

skills/verticals/real-estate/skills/landlord-communication/SKILL.md

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linkedin-outreachLea antes de usar: LinkedIn tiene Términos de Servicio restrictivos sobre automatización. Usar estas técnicas puede resultar en suspensión de cuenta. Use bajo su propio riesgo y considere:

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/marketing-agency/skills/linkedin-outreach/SKILL.md

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linkedin-outreach-coachLinkedIn prospecting for coaches and consultants to book discovery calls. Use when: (1) finding and outreach to ideal client prospects on LinkedIn, (2) writing personalized LinkedIn connection requests and follow-up messages, (3) building a prospect list for a specific niche or industry, (4) converting LinkedIn connections into booked calls.

Method from the catalogue

skills/verticals/coach-freelancer/skills/linkedin-outreach-coach/SKILL.md

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live-class-schedulerAgenda sesiones live: optimiza horarios entre zonas horarias, manage enrollment caps y sincroniza con calendars.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/education/skills/live-class-scheduler/SKILL.md

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medical-billing-supportSoporte de billing medico: insurance claims, follow-ups de pago, appeals y comunicacion con aseguradoras.

Method from the catalogue

skills/verticals/medical/skills/medical-billing-support/SKILL.md

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open-home-automationAutomatiza la programacion de open houses, marketing y seguimiento de asistentes para inmobiliarias.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/real-estate/skills/open-home-automation/SKILL.md

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patient-commGestión de comunicación con pacientes para clínicas privadas: recordatorios de cita, confirmaciones, seguimiento post-consulta, comunicación de resultados, y gestión de . Templates para WhatsApp, SMS y email. Cumple con LOPD y RGPD sanitario.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.
Professional review
Check the sources, context and result with the appropriate professional before applying them.

skills/verticals/medical/skills/patient-comm/SKILL.md

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patient-followupPost-visit follow-up automation. Use when conducting post-visit check-ins, tracking recovery, monitoring symptoms, and ensuring treatment plan adherence after medical appointments.

Method from the catalogue

skills/verticals/medical/skills/patient-followup/SKILL.md

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patient-intake-generalManage the new patient intake process for medical practices: registration, insurance verification, demographic entry, medical history collection, HIPAA consent, patient financial responsibility disclosure, and visit preparation. Ensures…

Method from the catalogue

skills/transversal/healthcare/skills/patient-intake-general/SKILL.md

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prescription-refill-commAutomated prescription refill requests and notifications. Use when processing medication refill requests, sending refill reminders, or managing prescription renewals.

Method from the catalogue

skills/verticals/medical/skills/prescription-refill-comm/SKILL.md

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quarterly-report-templateGenerate professional quarterly financial reports for clients — covering P&L, balance sheet, cash flow, KPIs, tax status, and strategic commentary for the quarter.

Method from the catalogue

skills/transversal/finance/skills/quarterly-report-template/SKILL.md

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referral-followupAutomatiza thank-you messages y follow-up sequences para referrals de agentes inmobiliarios.

Method from the catalogue

skills/verticals/real-estate/skills/referral-followup/SKILL.md

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reminder-managerEnvía recordatorios automáticos de citas, vacunas, tratamientos periódicos y medicaciones a los dueños de mascotas.

Method from the catalogue

skills/verticals/pet-services/skills/reminder-manager/SKILL.md

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review-collector-petSolicita reseñas a clientes después de la visita a la clínica veterinaria y gestiona las respuestas online.

Method from the catalogue

skills/verticals/pet-services/skills/review-collector-pet/SKILL.md

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review-request-managerSolicita reseñas a clientes después de entregas de galería y gestiona respuestas a opiniones en plataformas online.

Method from the catalogue

skills/verticals/photographers/skills/review-request-manager/SKILL.md

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review-responderPrepara respuestas a reseñas de hostelería sin inventar hechos: clasifica el caso, pide el contexto que falta, redacta la respuesta pública y separa el seguimiento interno.

Method from the catalogue

skills/verticals/hospitality/skills/review-responder/SKILL.md

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review-responder-autoGenera respuestas personalizadas a reseñas de clientes en dealerships, tanto positivas como negativas, protegiendo la reputación online.

Method from the catalogue

skills/verticals/automotive/skills/review-responder-auto/SKILL.md

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session-reminderAutomatiza scheduling y recordatorios de sesiones: pre-session reminders, confirmaciones y follow-ups automaticos.

Method from the catalogue

skills/verticals/coach-freelancer/skills/session-reminder/SKILL.md

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status-update-automationEnvía actualizaciones automáticas a clientes sobre el estado de su caso de inmigración sin intervención manual.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/immigration/skills/status-update-automation/SKILL.md

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tax-deadline-trackerTrack and manage tax filing deadlines across jurisdictions — IVA, IRPF, Corporate Tax, VAT, Sales Tax, and withholding taxes for Spain, EU, US, and UK.

Method from the catalogue

skills/transversal/finance/skills/tax-deadline-tracker/SKILL.md

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telehealth-schedulerVirtual appointment scheduling and reminders. Use when scheduling, confirming, or managing telehealth visits including video consultations and remote monitoring check-ins.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/medical/skills/telehealth-scheduler/SKILL.md

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testimonial-collectorAutomated testimonial collection after milestone achievements for coaches. Use when: (1) collecting client testimonials after a coaching program ends, (2) gathering success stories after a client hits a milestone, (3) building a testimonial pipeline to use in marketing and sales, (4) following up after a project deliverable.

Method from the catalogue

skills/verticals/coach-freelancer/skills/testimonial-collector/SKILL.md

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tour-schedulerGestiona la programación de visitas inmobiliarias para agentes: coordinación de disponibilidad, seguimiento automático, recordatorios y gestión de múltiples prospectos simultáneos.

Method from the catalogue

Tools and access
May require compatible tools, an integration and authorisation. The skill does not carry out external actions by itself.

skills/verticals/real-estate/skills/tour-scheduler/SKILL.md

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visa-trackerHace seguimiento del estado de visas y permisos de residencia, notificando cambios y próximos pasos requeridos.

Method from the catalogue

skills/verticals/immigration/skills/visa-tracker/SKILL.md

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wellness-reminderPreventive care reminders for checkups, vaccinations, and screenings. Use when sending preventive health reminders, scheduling wellness visits, or educating patients about recommended screenings and immunizations.

Method from the catalogue

skills/verticals/medical/skills/wellness-reminder/SKILL.md

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