Skills Are Tools. A Project Is a Workshop.

Without a project

Open Claude. Upload a skill. Explain your practice. Give context. Get output. Close the conversation. Tomorrow — start over. Every session, same setup.

With a project

Open your project. Start a conversation. Claude already knows your practice, your skills are loaded, your standards are set. You say what you need. It produces.

The difference between owning power tools and having a workshop where everything is mounted, plugged in, and ready to use.

Pick Your Practice Type.

Each project is built for a specific practice — the skills, instructions, and workflows match how you actually work.

Consulting Practice
15 curated skills · 5 system workflows
Weekly rhythm — pipeline reviews, follow-ups, session prep
New business — diagnostic calls, stakeholder maps, proposals, SOWs
Onboarding — kickoff agendas, intake questionnaires
Delivery cycle — session recaps, action items, scope protection
Practice development — pricing reviews, case studies
CPA / Accounting Practice
13 curated skills · 5 system workflows
Tax season ops — capacity planning, bottleneck ID, SOPs
Off-season development — advisory tiers, prospect nurture
Client lifecycle — welcome sequences, kickoffs, QBRs
Fee management — profitability analysis, fee increase comms
Practice planning — annual plan with seasonal rhythm

What You Get

Project Instructions file — copy-paste into Claude’s Custom Instructions. Claude knows your practice type from the first message.

Curated skill files — the highest-impact skills for your practice type, pre-selected and ready to upload

Setup guide — 3 steps. 5 minutes. Paste, upload, done.

$97

One payment. Zero subscription. The project is yours.

Five-Minute Setup

1
Create the project

Open Claude. Create a new project. Paste the Project Instructions into the Custom Instructions field.

2
Upload your skills

Drag and drop your curated skill files into the project’s knowledge base. All at once.

3
Start working

Open the project. The system walks you through a five-minute practice intake, then produces your first real deliverable.

The skills do the work. The project is where the work happens.

The Project Instructions tell Claude what kind of practice you run, what standards to maintain, and how to handle common requests — from the first conversation. The curated skills are already loaded. Claude walks you through a practice intake on your first conversation — after that, it sounds like you, not a generic consultant.

We built the workspace. You use it.

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

Yes — Add the DFY Project

$97 · Instant access · Zero subscription

30-Day Money-Back Guarantee

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

Questions

Do I need Claude Pro?

Yes. Claude Projects are a Claude Pro feature. You’ll need a paid account at claude.ai to use this.

What’s the difference between this and the skills I just bought?

The skills are individual tools. This is a configured workspace where the right skills are already loaded, Claude already understands your practice type, and every conversation starts ready.

Can I customize it?

Yes — it’s yours to modify. Edit the instructions, add skills, update your practice details anytime. The project is a starting point that works immediately and adapts as your practice evolves.

What if my practice type isn’t listed?

Start with Consulting. The structure — weekly rhythm, new business, onboarding, delivery, practice development — applies broadly across professional services. More practice types are coming.

Is this a subscription?

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

Yes — Add the DFY Project

$97 · Instant access · Zero subscription

This site is not a part of the Meta website or Meta Platforms, Inc. Additionally, this site is NOT endorsed by Meta in any way. FACEBOOK is a trademark of Meta Platforms, Inc.

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

DFY Claude Project is a digital product containing project configuration files 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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