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Hi, I’m Conrad. I started a bookkeeping business when I was 16 and am now the Founder of Kick. Welcome to Agent Builder Club 🏗️

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PS: I update this a couple times a month, sign up for updates

Hey friend,

I created Agent Builder Club as a free way to help firm owners learn AI together by doing 👷🏼

All you need to get started is 5 minutes and a Claude or ChatGPT account.

Down below, you’ll find a step-by-step system to:

Setup your Agent
Customize your Agent to each client
Launch your Agent across your firm

We also have a new “Build your Agent” workshop to answer any questions together: Join for free →

Happy building!

-Conrad

P.S. Submit your Agent ideas and I’ll verify and share them with the community.

Jump ahead:

If you’re in the Kick AI Program reach out to your Account Manager in Slack to start.

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1. Setup 😎

Use your existing Claude account to setup your agent (Chat GPT coming soon).

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Claude set up:

Select an Agent below
Click the Install .zip
Open Claude and click Customize
Select Plugins, then Add your new Agent
Use your Agent by typing /close or /advisory
1. Test with a clients financials
2. Or Install, then drag and drop example client “Michael Scott”

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Michael Scott_Data.zip

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Installation walk through 🌱 </aside>

Close Agent

Messy financials to closed books

*Download and type /close and the agent will coordinate the rest

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install-close-agent.zip

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/close

Plan and execute the close* →

/close-setup

Build the client's close profile →

/intake

Connect and collect required data →

/prep

Reconcile and categorize →

/adjust

Create any JE adjustments →

/review

Validate work papers and financials →

/deliver

Prepare and deliver the close →

Advisory Agent

Clean data to actionable insight

*Download and type /advisory and the agent will coordinate the rest

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