AI playbooks for consultants
To set up Claude for consulting work, create one Claude Project, give it a knowledge base about your business and a short rules block, then run your real client work through it. Done once, every new conversation starts already knowing who you serve, what you sell and how you sound, so you stop re-explaining your…
For consultants, Claude and ChatGPT can both do the work, and the setup matters more than the tool. Pick the one you’ll actually set up properly: a project with your business written down, a short set of rules and prompts for your real client work. This comparison is for independent consultants and small firms, from…
The AI prompts for consultants that work are short, because the context sits underneath them: a knowledge base about your business and a set of rules the AI reads first. Below are four prompts for the jobs that pay (call prep, proposals, content and a second opinion), plus four extras for executive summaries, SWOT analysis,…
Most consultants open Claude, ask a question, get a generic answer, and conclude AI isn’t ready for real consulting work. It isn’t Claude’s fault. Claude doesn’t know anything about your business yet. Your clients, your services, your pricing, your voice — none of it. So every answer it gives you is the same answer it…
🚀 Build Your Consulting Funnel in One DayIf you’re a consultant, agency owner, or service provider, one of the biggest challenges is generating clients consistently.Many rely on referrals, occasional outreach, or inconsistent marketing strategies.The result?An unpredictable pipeline and constant uncertainty about where the next client will come from. 💥 The Problem with Most Consulting BusinessesMost…
