Free Claude skill

Make Claude
your head of finance.

I have packed 35 years of financial practice into a Claude skill. It walks you through the same areas a CFO would and tells you at the end where you stand. Free, no form, no email address, and I never get to see your result.

Runs on your machine. Your answers stay with you.

What quietly goes unclaimed

4.200 €

Q1

Q2

Q3

Q4

grants and subsidiescovergrants and subsidiescovergrants and subsidiescovergrants and subsidiescover
ongoing contractsliquidityongoing contractsliquidityongoing contractsliquidityongoing contractsliquidity
banks and termsbuilding wealthbanks and termsbuilding wealthbanks and termsbuilding wealthbanks and termsbuilding wealth

Smart CFO Check

Question 6

You say the contracts are running. For the three biggest, do you know the term and the notice period off the top of your head?

What quietly goes unclaimed

4.200 €

Q1

Q2

Q3

Q4

grants and subsidiescovergrants and subsidiescovergrants and subsidiescovergrants and subsidiescover
ongoing contractsliquidityongoing contractsliquidityongoing contractsliquidityongoing contractsliquidity
banks and termsbuilding wealthbanks and termsbuilding wealthbanks and termsbuilding wealthbanks and termsbuilding wealth

Smart CFO Check

Question 6

You say the contracts are running. For the three biggest, do you know the term and the notice period off the top of your head?

The skill walks through the same areas a CFO does inside a large company.

Liquidity & controllingBanks & fundingRisk & coverPeople & retentionCareer & personal rights

What it finds

Usually the money is already there. Nobody collects it.

The skill does not look for mistakes, it looks for the places where a business quietly loses money. Three of them it finds in almost everybody.

Most business owners have no idea what they are entitled to for their industry and their size. The bitter part is not the amount but that there is nothing retrospectively. Whatever you left on the table last year is gone, and the business in the next town gets more out of the same numbers, because somebody there looked.

Revenue has grown, the warehouse has got bigger, the policies have stayed the same. Nobody notices until the damage is done, and that is when you find out for the first time what your insurance actually covers.

Nobody knows the terms, nobody knows the notice periods, and every month it carries on. What bothers people most is not the amount, it is the feeling of having lost track of their own running costs at some point.

The skill tells you that too, because an analysis where everything glows red at the end is not an analysis, it is a sales pitch.

But why should you download my skill
of all things?

For more than two decades I was at home in the top management tier of the DVAG and produced the highest revenue per head in all of Germany there. I looked after more than a thousand clients myself, and six thousand more together with my team.

Rooms you cannot buy your way into

Once you arrive at that level you get invited, and the people sitting there are among the very best in their field.

Thirty-five years of one particular view

What is in this skill is the way I have been looking at a business for thirty-five years.

Over the years this network has become my real capital.

Download the skill
Claus Winkelmann

12years

from the first day to the top management tier.

No. 1

revenue per head in all of Germany.

7,000+

clients looked after, alone and together with my team.

“What is in this skill is the way I have been looking at a business for thirty-five years.”
Claus Winkelmann · dein-smart CFO
Claus Winkelmann

Your report

Every area with a traffic light

Running well

55%

Worth a look

30%

Tackle first

15%

How it feels

No form. A conversation.

The skill does not work through a form with you, it runs an interview. One question at a time, and when your answer stays vague it follows up, exactly as I would in a first conversation. Depending on how deep you go, you are through in twenty to forty minutes.

Claus Winkelmann

At the end

The report then sits on your machine and belongs to you. I never see it, unless you decide to show it to me yourself one day.

Claus Winkelmann

Ready in ten minutes

How you get to the analysis.

1

Download the file

One click, no form, no email address.

2

Install the skill in Claude

You open the downloaded file and confirm the installation, it takes less than a minute.

3

Start the analysis

Just write “Start the Smart CFO check” to Claude and it takes over the conversation from there.

4

Stuck somewhere?

All together this takes about ten minutes. If you get stuck at any point, call me and I will walk you through it: +49 1511 8400470.

No Claude yet?

Then it is honestly about time.

And that is true regardless of me and this skill.

Set up an account at claude.ai. It takes two minutes and the basic version costs nothing.

The skill runs there and not in the browser, because it puts the report on your hard drive at the end.

Download the file, install the skill, start the analysis. If you get stuck at any point, call me and I will walk you through it.

Honestly

What Claude cannot tell you.

For the sake of completeness, before you start.

Claude only knows your situation from what you tell it in the interview, and it replaces neither your tax adviser nor your lawyer. What comes out of this is a stocktake and not financial, legal or tax advice.

And what kind of specialist you should talk to about it. That is exactly where the actual work starts, because finding somebody who is genuinely any good takes longer, in my experience, than the whole analysis.

Who it is for

The skill asks at the start who you are and puts different questions to you after that.

Entrepreneurs & the self-employed

Liquidity, funding, cover,
contracts and the bank.

Entrepreneurs
Executives & high earners

Contract, cover
and building wealth.

Executives
Professional athletes

The time after the career and the question
of who around you earns from you.

Athletes

Questions first?

Give me a call, no strings attached.

+49 1511 8400470

What happens next

You set off on your own.
Or you call me.

After the analysis you know what to talk about and who to talk to. From there you have two ways, and both are fine.

On your own

You find the specialists yourself.

0 € for you

The report belongs to you.

Download the skill

What that means

  • You do not need me for it
  • I expect nothing in return
  • No follow-up, no email

With me

I point you to the right people from my network, free of charge.

0 € for you

And if I have nobody for your topic, I will tell you that too.

Arrange a call

What that means

  • I introduce people, not contracts
  • If you want, I sit in on the first meeting, on your side of the table
  • With every introduction it is out in the open how I am connected to that person
  • What the two of you agree in the end is yours alone to decide
  • Smart CFO conversation: sixty minutes, free, no obligation

You will never get an invoice from me. I am paid by the network we implement with, and with every introduction it is out in the open how I am connected to that person. And if I have nobody for your topic, I will tell you that too.

FAQ

What you are probably wondering now

Nothing. No form, no email address, no offer landing in your inbox later. I only count how often the file is downloaded, and that is all I learn.

You will never get an invoice from me. I am paid by the expert network we implement with. If you implement nothing, you owe me nothing.

Fair question, so I will answer it before you ask. I am tied to no provider and work with the broad market. My business has grown through referrals for over thirty-five years, and a single deal against your interest would cost me my reputation. That is the most expensive thing I own.

Thirty-five years. Ten minutes. Zero euros.

Download the skill and find out where you stand. If there is nothing to do afterwards, that genuinely pleases me, and you have still gained something: the certainty.