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Before you dive in — one thing that makes the skills work harder.

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You Have the Skills.

Now Get the System.

40 SOPs 8 Categories $29

You now own 52 skills that produce real output. The question isn’t whether they work. It’s when to run which one.

The pattern is predictable: open the library, run 2–3 skills, stall. The skills work. What’s missing is a rhythm — what to run Monday morning versus end of quarter.

That’s what an SOP fixes.

Consulting Practice SOP Manual

40 standard operating procedures — each one tells you when to run it, what triggers it, and which Claude Skills to use.

Weekly Pipeline Review
Every Monday before email · 30 min

Open your pipeline. Run the skill. Know exactly which prospects need action this week, which deals are stalling, and where your capacity sits.

Uses: Weekly Pipeline Review + Capacity Planner skills

Client Session Cycle
Before and after every session · 15 min each

Prep brief before the call. Recap and action items after. Every client interaction has a before and after — this SOP makes both automatic.

Uses: Session Prep Brief + Session Recap Writer + Action Item Tracker skills

Proposal-to-Engagement Pipeline
When a prospect says “send a proposal” · 45 min

Diagnostic call ended with a yes. This SOP takes you from that moment to a signed engagement — proposal, SOW, and value justification built in sequence.

Uses: Proposal Builder + SOW Generator + Value Justification Brief skills

What You Get

40 SOPs across 8 practice categories

Every SOP includes: trigger, frequency, step-by-step procedure, skills referenced

Each SOP tells you exactly which Claude Skills to run and when

Common mistakes section — catches the errors no one else is around to catch

Daily, weekly, monthly, and quarterly rhythms built in

$29

One payment. Zero subscription.

The skills do the work. The SOPs set the schedule — what to run, how often, in what order.

Every SOP references specific Claude Skills by name — “Step 3: Run the Session Prep Brief skill with these inputs.”

No competitor links SOPs to AI skills. This is the only product that does.

This price is available on this page. When you leave, it’s gone.

Yes — Add the SOP Manual

$29 · Instant access · Zero subscription

30-Day Money-Back Guarantee

If the SOPs don’t work for your practice, email kathryn@creatingyourplan.com within 30 days for a full refund. No questions.

40 SOPs Across 8 Categories

📈Business Development
5 SOPs
Pipeline review
Diagnostic call prep
Referral campaigns
Cold outreach batches
Follow-up sequences
💰Proposals & Pricing
5 SOPs
Proposal pipeline
Fee review
Retainer renewals
Change orders
Win/loss debriefs
🚀Client Onboarding
5 SOPs
New client intake
Kickoff prep
Quick-win sprint
Stakeholder alignment
Onboarding retrospective
📋Client Delivery
5 SOPs
Session cycle
Deliverable production
Weekly reporting
Mid-engagement review
Milestone close-out
💬Client Communication
5 SOPs
Offboarding process
Difficult conversations
Re-engagement outreach
Late payment collection
Project pause protocol
✍️Content & Visibility
5 SOPs
Publishing rhythm
Case study capture
LinkedIn refresh
Speaking pipeline
Newsletter production
⚙️Operations & Admin
5 SOPs
Monthly financials
Capacity planning
Process improvement
QBR prep
Meeting audit
🎯Practice Strategy
5 SOPs
Quarterly health check
Annual planning
ICP review
Offer evaluation
Exit readiness

Questions

Do I need the 52 Skills to use these SOPs?

The SOPs reference specific skills by name at each step. You just bought them — the two products are designed to work together.

How is this different from the skills?

Skills are tools — they produce output. SOPs are procedures — they tell you when to run which tool, in what order, and how often.

Is this a subscription?

No. One payment, zero subscription. Every SOP is yours to keep and modify for use within your own practice.

What if it’s not for me?

Email within 30 days for a full refund. No questions, no hoops.

Yes — Add the SOP Manual

$29 · Instant access · Zero subscription

No thanks, I’ll figure out the rhythm on my own

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This product is not affiliated with, endorsed by, or sponsored by Anthropic, PBC or its Claude product. Claude is a trademark of Anthropic, PBC.

Consulting Practice SOP Manual is a digital product containing standard operating procedures for use with AI tools. Your results will vary and depend on many factors, including but not limited to your background, experience, client base, and how you apply the tools. This is not a guarantee of any specific outcome.

Practice Builders is a brand of Creating Your Plan · 2026 · All Rights Reserved

Questions? kathryn@creatingyourplan.com

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