Vol. I · No. 001 The letter for SMB operators · MMXXVI By D. Schreiber
SMB·excel
For people buying, running & selling small businesses

On a mission to help 1,000 SMBs unlock $10M via AI.

A letter & toolkit of working AI automations — built for the full SMB lifecycle. Search · Buy · Lead · Grow.

Every 1–2 weeks · Free n8n + Claude automations for all subscribers · One-click unsubscribe.

About Me

I build large-scale AI and automation inside a Fortune 500. Every week or two I share free, practical tips and tools with SMB entrepreneurs looking to move faster.

— David Schreiber LinkedIn →

Views & tools are my own. Not investment, legal, or tax advice.

First time here?

Two installs before any tool runs.

Most of what I ship runs on Claude Code or n8n. Both are quick to set up — neither requires writing code.

Prerequisite 01

Claude Code

The engine most skills run on. A five-minute install.

Setup walkthrough → Prerequisite 02

n8n

Self-hosted automation — where the workflows live.

Setup walkthrough →
The library

Working AI tools for SMB investors & operators.

Free tools live at GitHub repo.

Stage
Type
Status
№ 001 AI skill

IBBA Broker Data

Pull IBBA's certified brokers list automatically. Saves 1-2 hours.

See it run
№ 002 AI skill

CIM → Financial Model

Drop a CIM into Claude. Get a pre-filled excel model + cover sheet. Beginner friendly.

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№ 003 AI skill

Financial Model → IOI

Hand it your model. Get back a polished IOI letter. Improve speed to lead.

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№ 004 AI skill

CIM → Email Agent

Forward a CIM to your agent. Get back a quick analysis with a go/no-go recommendation. Drafted broker inquiry tuned to that seller. Stop missing CIMs.

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№ 005 AI workflow

CIM Library → RAG Agent

Auto-index every CIM into a private vector store. Ask cross-deal questions with citations.

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№ 006 AI workflow

BizQuest Daily Alerts

Watches BizQuest for fresh listings that fit your buy-box. Hands you the broker-form message, ready to copy-paste-submit.

See it run
№ 007 AI skill

SBA Loan Coach

SBA underwriting questions, in plain English. Prep for the call with the bank.

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№ 008 AI workflow

Deal Room RAG

Drop your diligence corpus. Ask anything. Citations included.

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№ 009 AI skill

AI Transformation Coach

Ideas for AI-driven value transformation. What to automate, how to map the process, how to roll it out. Change management first, AI second.

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№ 010 AI workflow

Seller Knowledge Transition

Capture what's in the seller's head. Vendors, customers, employees, processes. Queryable tribal knowledge.

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№ 011 AI skill

Free Websites

Astro + Cloudflare scaffold for your acquired biz. Websites are free now — save $1k+ per company.

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№ 012 AI workflow

iMessage Sales Agent

Conversational sales agent that uses iMessage (proven to double lead response rate vs SMS). Incoming customer texts. AI drafts the reply, books the appt, chases the ghost. Your phone, now a sales funnel.

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№ 013 AI skill

Fix Claude's Context Rot with Lemonade

Free Claude skill. Ends the long-chat trap. Install once. Infinite context for Claude chats.

See it run

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