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.

Notify me
№ 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

Free AI websites that don't suck. One command in Claude Code → prototype, build, test, deploy. Save $1-5K per website.

See it run
№ 012 AI skill

iMessage Sales Agent

Your own AI sales agent, living in iMessage. Captures the lead, books the call, chases the ghost, 24/7. Blue bubbles = 3-10x the replies vs SMS.

See it run
№ 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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